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Franklin India Short-Term Income Plan-Institutional Plan - Monthly Dividend

UTI · Sectoral
Very High
₹0.00
Current NAV
27 Apr 2018
32.4%
1Y Return
29.4%
3Y CAGR
16.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.74).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.74
Sharpe Ratio
0.94
Beta
4.74
Alpha
0.99
Sortino
Fund Details
Fund House UTI
Category Sectoral
AUM ₹7790 Cr
Expense Ratio 1.74%
Min SIP ₹500
Min Lumpsum ₹1000
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