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Franklin India Short term Income Plan-Institutional Plan- Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Growth Option

UTI · Short Duration
Moderate
₹0.00
Current NAV
13 Jul 2020
22.9%
1Y Return
16.9%
3Y CAGR
12.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.29).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.29).
Cons / Risks
  • Higher expense ratio (2.29%) which can affect compounding over long horizons.
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
1.29
Sharpe Ratio
1.49
Beta
5.29
Alpha
1.66
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Fund Details
Fund House UTI
Category Short Duration
AUM ₹2340 Cr
Expense Ratio 2.29%
Min SIP ₹500
Min Lumpsum ₹1000
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