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

— · Short Duration
Moderate
₹0.00
Current NAV
11 Sep 2023
30.0%
1Y Return
13.0%
3Y CAGR
20.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.0%) which can affect compounding over long horizons.
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
0.90
Sharpe Ratio
0.80
Beta
-0.60
Alpha
1.08
Sortino
Fund Details
Category Short Duration
AUM ₹8950 Cr
Expense Ratio 2.00%
Min SIP ₹500
Min Lumpsum ₹1000
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Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Quarterly - IDCW
₹0.00 31.4%