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

— · Short Duration
Moderate
₹0.00
Current NAV
11 Sep 2023
25.9%
1Y Return
16.9%
3Y CAGR
15.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.59%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.29).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.79).
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
1.29
Sharpe Ratio
0.59
Beta
4.79
Alpha
1.66
Sortino
Fund Details
Category Short Duration
AUM ₹1840 Cr
Expense Ratio 0.59%
Min SIP ₹500
Min Lumpsum ₹1000
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