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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

— · Short Duration
Moderate
₹0.00
Current NAV
11 Sep 2023
31.4%
1Y Return
11.4%
3Y CAGR
21.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.74).
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.74
Sharpe Ratio
1.54
Beta
3.74
Alpha
0.99
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Fund Details
Category Short Duration
AUM ₹9790 Cr
Expense Ratio 1.14%
Min SIP ₹500
Min Lumpsum ₹1000
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