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2026-11-04 05:15:23 pm | Source: PR Agency
Franklin India Liquid Fund marks 28th anniversary; October end assets cross Rs 5,197 crore
Franklin India Liquid Fund marks 28th anniversary; October end assets cross  Rs 5,197 crore

Franklin India Liquid Fund has completed 28 years of operations, marking the milestone as its month-end assets under management (AUM) crossed Rs 5,197 crore. The scheme is designed to provide investors with a low-risk and liquid investment option for parking temporary surpluses, with a portfolio focused on short-term fixed-income instruments.

Rohan Maru, Portfolio Manager, Franklin India Liquid Fund, said: “We are grateful for the trust that investors have placed in Franklin India Liquid Fund over the past 28 years. Throughout this period, our focus has remained on providing investors with a liquid investment option for managing temporary cash surpluses while maintaining a portfolio of high-quality money market instruments. As market and liquidity conditions continue to evolve, we remain committed to our disciplined investment approach, with an emphasis on liquidity, portfolio quality and prudent risk management, while seeking to address the short-term investment needs of investors."

What is Franklin India Liquid Fund?

Franklin India Liquid Fund is a liquid fund that seeks to provide investors with a low-risk and highly liquid option to park temporary cash surpluses. Managed by Chandni Gupta and Rohan Maru, the scheme has completed 28 years of operations and has built a long track record in the liquid fund category. Over this period the scheme has been able to meet the near-term investment needs of investors while maintaining a portfolio of high rated money market securities.

How does the fund manage interest-rate risk?

The scheme maintains portfolio maturity of less than 90 days and invests in high quality money market instruments including certificate of deposits, commercial papers and treasury bills. This makes the fund suitable for investors with an investment horizon of few days to a month.

How does the fund focus on credit quality?

Over its long history of nearly three decades the fund has consistently focused on high rated issuers of money market instruments thereby limiting the credit risk exposure to the portfolio.

A 28-year track record in the liquid fund category

With 28 years of operations and month-end assets crossing Rs 5,197 crore, Franklin India Liquid Fund continues to serve investors seeking a combination of liquidity, short portfolio duration and a focus on credit quality for managing temporary cash surpluses.

Key takeaways

* 28 years: Franklin India Liquid Fund completes 28 years of operations

* Rs 5,197 crore: Month-end assets cross the Rs 5,197 crore milestone (Oct 2026)

* Low portfolio duration: Average maturity of the portfolio was 35 days at end of September 2026.

* High-quality portfolio: 100% allocation to Sovereign and high rated debt issuers.

* Key investments: Certificates of Deposits, commercial paper and treasury bills.

* Minimum Investment amount: Rs 10,000

* Exit load: No exit load on investments redeemed after the seventh day of investment

 

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