Franklin India Short Term Income Plan - Retail Plan -

The fund details shown here are of the Growth Plan option and belongs to the Debt, Short Duration Fund category.

The NAV for Franklin India Short Term Income Plan - Retail Plan - Fund is 5,149.410 as of 22 May 2024. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given 8.06% annualized return for the last 3 years.

At present Franklin India Short Term Income Plan - Retail Plan - has not been rated by us.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Below table shows comparison of Franklin India Short Term Income Plan - Retail Plan - with respect to the investments in Fixed Deposit and Gold for the Total investment of 36,000 over the period of 3 years.

Total Value Gain Return %
This Fund

39,383

3,383

5.92%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • -

  • Franklin India Short Term Income Plan - Retail Plan - shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 0.81%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • Franklin India Short Term Income Plan - Retail Plan - is an Debt oriented mutual fund in the - Short Duration Fund category.

  • Nifty 50 Arbitrage Index is the benchmark for Franklin India Short Term Income Plan - Retail Plan -. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 31 Jan 2002 as at present it is 22 years old fund.

  • Name of the AMC is Franklin Templeton Mutual Fund. Click here to know more about Franklin Templeton Mutual Fund.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Franklin India Short Term Income Plan - Retail Plan - managed by following fund manager(s);

How does the Return Comparison of the Franklin India Short Term Income Plan - Retail Plan - fare against peer funds in the Short Duration fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Franklin India Short Term Income Plan - Retail Plan -. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Debt, Short Duration fund category these peer funds belongs to.

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.42% 1.05% 6.92% 6.92% 13.59% 15.38% 12.56% 9.39% 7.95%
Category Average 0.29% 0.77% 4.08% 4.55% 6.93% 5.32% 5.49% 6.40% 7.17%
Franklin India Short Term Income Plan - Retail Plan - 0.00% 0.00% 0.00% 0.00% 2.38% 4.96% 8.06% 5.13% 7.01%
ICICI Prudential Short Term Fund 0.23% 0.84% 1.91% 3.87% 7.20% 7.38% 5.84% 7.13% 7.70%
Aditya Birla Sun Life Short Term Fund 0.24% 0.83% 1.75% 3.91% 6.69% 6.75% 5.53% 6.87% 7.59%
Axis Short Term Fund 0.24% 0.81% 1.81% 3.98% 6.54% 6.61% 5.27% 6.66% 7.28%
UTI Short Term Income Fund 0.21% 0.74% 1.71% 4.02% 6.88% 6.71% 7.00% 5.18% 6.50%
HDFC Short Term Debt Fund 0.24% 0.82% 1.91% 4.10% 7.11% 6.96% 5.50% 6.99% 7.59%

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Franklin India Short Term Income Plan - Retail Plan - are shown below;

Equity -

Debt %

Others 0.00%

Top Holdings

Name of the InstrumentHolding Percentage
Others 100.00%

Allocation by Instruments

Type of the InstrumentHolding Percentage

Riskometer

Investors understand that their principal
will be at High risk