Home› Funds› Franklin India Short Term Income Plan - Retail Pl

Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW

— · Short Duration
Moderate
₹4460.04
Current NAV
02 May 2025
192.1%
1Y Return
47.3%
3Y CAGR
31.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.45%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.45).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.95).
  • Very large asset base (AUM: ₹20,000 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
1.45
Sharpe Ratio
0.75
Beta
4.95
Alpha
1.67
Sortino
Fund Details
Category Short Duration
AUM ₹20000 Cr
Expense Ratio 0.45%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW
₹4281.41 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Weekly - IDCW
₹3622.98 192.1%
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
₹4197.15 192.1%
Franklin India Short Term Income Plan - Retail Plan - Quarterly - IDCW
₹4366.34 192.1%