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Franklin India Short-Term Income Plan-Institutional Plan - Growth

UTI · Sectoral
Very High
₹12430.00
Current NAV
02 May 2025
192.0%
1Y Return
47.2%
3Y CAGR
32.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.48).
  • Very large asset base (AUM: ₹21,030 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.38%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.48
Sharpe Ratio
0.78
Beta
0.98
Alpha
1.75
Sortino
Fund Details
Fund House UTI
Category Sectoral
AUM ₹21030 Cr
Expense Ratio 2.38%
Min SIP ₹500
Min Lumpsum ₹1000
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