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Franklin India Short-Term Income Plan- Retail Plan-Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Growth Option

— · Equity Fund
High
₹0.00
Current NAV
20 Jul 2020
17.3%
1Y Return
22.3%
3Y CAGR
18.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.33%) which can affect compounding over long horizons.
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
1.83
Sharpe Ratio
1.13
Beta
-0.67
Alpha
2.25
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Fund Details
Category Equity Fund
AUM ₹4380 Cr
Expense Ratio 2.33%
Min SIP ₹500
Min Lumpsum ₹1000
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