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

— · Equity Fund
High
₹0.00
Current NAV
13 Jul 2020
27.6%
1Y Return
22.6%
3Y CAGR
17.6%
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 0.56%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Very large asset base (AUM: ₹15,910 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.86
Sharpe Ratio
1.16
Beta
-0.64
Alpha
2.34
Sortino
Fund Details
Category Equity Fund
AUM ₹15910 Cr
Expense Ratio 0.56%
Min SIP ₹500
Min Lumpsum ₹1000
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