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Franklin India SHORT TERM INCOME PLAN - Direct - GROWTH

— · Short Duration
Moderate
₹15097.54
Current NAV
02 May 2025
23.2%
1Y Return
19.2%
3Y CAGR
13.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.22%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Very large asset base (AUM: ₹13,570 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.52
Sharpe Ratio
1.12
Beta
-1.48
Alpha
1.85
Sortino
Fund Details
Category Short Duration
AUM ₹13570 Cr
Expense Ratio 0.22%
Min SIP ₹500
Min Lumpsum ₹1000
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