Franklin India Short-Term Income Plan-Growth

Franklin India Short-Term Income Plan-Growth

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Category: Debt: Short Duration
Launch Date: 31-01-2002
Asset Class: Fixed Income
Benchmark: S&P BSE India Bond Index
Expense Ratio: 0.06% As on (31-03-2021)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 5000.0
Total Assets: 547.76 Cr As on (31-12-2021)
Turn over: 0.0
NAV as on 28-01-2022

4444.7328

0.86 (0.0194%)

CAGR Since Inception

7.74%

S&P BSE India Bond Index 9.09%

PERFORMANCE of Franklin India Short-Term Income Plan-Growth

Scheme Performance (%) Data as on - 28-01-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Short-Term Income Plan-Growth 14.27 4.13 5.88 7.77 7.74
S&P BSE India Bond Index 3.23 8.63 7.39 8.83 9.09
Debt: Short Duration 4.42 5.94 5.9 7.5 6.68

Yearly Performance (%)

Nav Movement

Fund Managers

Kunal Agrawal,Santosh Kamath

Investment Objective

The scheme aims to generate stable returns by investing in fixed income securities with shorter maturity periods likely to be less than three years. , the average maturity of the portfolio of the scheme is likely to be between 4 months and 12 months, and the maturity of individual securities in the scheme is likely to be less than 3 years.

RETURNS CALCULATOR for Franklin India Short-Term Income Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Franklin India Short-Term Income Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Short-Term Income Plan-Growth 1.62 3.81 5.19 0.65 10.3 2.43
Debt: Short Duration - - - - - -

PEER COMPARISION of Franklin India Short-Term Income Plan-Growth

Period
Data as on - 28-01-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Short-Term Income Plan-Growth 31-01-2002 14.27 6.34 4.13 5.88 7.77
IDBI Short Term Bond Fund Growth 23-03-2011 11.95 10.45 6.92 6.56 7.57
UTI - Short Term Income Fund - Regular Plan - Growth Option 28-08-2007 8.75 9.1 4.69 5.16 7.5
UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option 24-06-2003 8.41 8.71 4.28 4.75 7.13
Nippon India Short Term Fund-Growth Plan 10-12-2002 4.73 6.62 7.56 6.71 8.02
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 4.12 7.33 7.69 6.9 8.69
HDFC Short Term Debt Fund - Growth Option 15-06-2010 3.92 6.94 7.94 7.43 8.4
Baroda Short Term Bond Fund - Plan A - Growth Option 30-06-2010 3.88 5.29 6.54 6.78 7.89
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 3.8 6.5 7.61 6.95 7.97
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 3.78 6.49 7.6 6.95 8.01

PORTFOLIO ANALYSIS of Franklin India Short-Term Income Plan-Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Member Code: 32262
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ARN: 160300