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Franklin India Short term Income Plan- Institutional Plan- Segregated Portfolio 2- 10.90% Vodafone Idea Ltd 02Sep2023-Growth Option

UTI · Short Duration
Moderate
₹0.00
Current NAV
04 Sep 2023
18.8%
1Y Return
16.8%
3Y CAGR
19.8%
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: 1.28).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.28).
  • Very large asset base (AUM: ₹18,330 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
1.28
Sharpe Ratio
0.88
Beta
2.28
Alpha
1.64
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Fund Details
Fund House UTI
Category Short Duration
AUM ₹18330 Cr
Expense Ratio 1.28%
Min SIP ₹500
Min Lumpsum ₹1000
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