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

— · Short Duration
Moderate
₹4366.34
Current NAV
02 May 2025
21.3%
1Y Return
22.3%
3Y CAGR
11.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.33).
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
1.83
Sharpe Ratio
0.53
Beta
6.33
Alpha
2.25
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Fund Details
Category Short Duration
AUM ₹4380 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
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