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Franklin India Short Term Income Plan - Segregated Portfolio 3 (9.50% Yes Bank Ltd CO 23Dec21) - Institutional Plan Growth Option

UTI · Short Duration
Moderate
₹0.00
Current NAV
30 Oct 2026
23.6%
1Y Return
23.6%
3Y CAGR
13.6%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.96).
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.36%) 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
1.96
Sharpe Ratio
1.56
Beta
0.96
Alpha
2.67
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Fund Details
Fund House UTI
Category Short Duration
AUM ₹4010 Cr
Expense Ratio 2.36%
Min SIP ₹500
Min Lumpsum ₹1000
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