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Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Direct- Monthly Dividend Option

— · Short Duration
Moderate
₹0.00
Current NAV
20 Jul 2020
21.3%
1Y Return
10.3%
3Y CAGR
11.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.23%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.13).
  • Very large asset base (AUM: ₹20,180 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.63
Sharpe Ratio
0.53
Beta
5.13
Alpha
0.77
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Fund Details
Category Short Duration
AUM ₹20180 Cr
Expense Ratio 0.23%
Min SIP ₹500
Min Lumpsum ₹1000
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