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Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW

— · Short Duration
Moderate
₹4197.15
Current NAV
02 May 2025
10.2%
1Y Return
14.2%
3Y CAGR
11.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.02).
  • Very large asset base (AUM: ₹16,070 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (1.82%) 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
1.02
Sharpe Ratio
0.62
Beta
4.02
Alpha
1.35
Sortino
Fund Details
Category Short Duration
AUM ₹16070 Cr
Expense Ratio 1.82%
Min SIP ₹500
Min Lumpsum ₹1000
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