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Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Monthly - IDCW

— · Short Duration
Moderate
₹0.00
Current NAV
11 Sep 2023
14.0%
1Y Return
12.0%
3Y CAGR
15.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.7%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.80).
  • Very large asset base (AUM: ₹21,850 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
0.80
Sharpe Ratio
0.40
Beta
3.80
Alpha
0.88
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Fund Details
Category Short Duration
AUM ₹21850 Cr
Expense Ratio 0.70%
Min SIP ₹500
Min Lumpsum ₹1000
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