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Franklin India Short Term Income Plan - Retail Plan - Weekly - IDCW

— · Short Duration
Moderate
₹3801.60
Current NAV
02 May 2025
30.1%
1Y Return
19.1%
3Y CAGR
20.1%
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: 1.51).
  • Very large asset base (AUM: ₹24,060 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.01%) 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
1.51
Sharpe Ratio
0.81
Beta
-2.99
Alpha
1.83
Sortino
Fund Details
Category Short Duration
AUM ₹24060 Cr
Expense Ratio 2.01%
Min SIP ₹500
Min Lumpsum ₹1000
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