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

— · Short Duration
Moderate
₹0.00
Current NAV
20 Jul 2020
24.1%
1Y Return
23.1%
3Y CAGR
14.1%
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 0.31%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.91).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.41).
  • Very large asset base (AUM: ₹13,960 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
1.91
Sharpe Ratio
0.61
Beta
6.41
Alpha
2.50
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Fund Details
Category Short Duration
AUM ₹13960 Cr
Expense Ratio 0.31%
Min SIP ₹500
Min Lumpsum ₹1000
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