Franklin India Short-Term Income Plan-Growth

Fund Returns

NAV Rs. 3,976.65 0.06 %
(as on Feb. 25, 2020)
1 yr Return 0.75 %
3 yr. Return 5.79 %
5 yr. Return 6.89 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 3,976.65 0.06 %
(as on Feb. 25, 2020)
0.75 % 5.79 % 6.89 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Jan. 31, 2002
Fund Size Rs. 10964.46 cr.
Category Fixed Income | Short Duration Fund
Fund Manager Santosh Kamath
AMC Franklin Templeton Asset Management (India) Private Limited
Fund Benchmark Crisil Short Term Bond Fund Index
Risk Profile Conservative
Risk Rating 2 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 500.00
Expense Ratio 1.52 %
Exit load Nil upto 10% of units on or before 1Y, For remaining investment 0.50% on or before 1Y and Nil after 1Y

Investment Objective

The objective of the scheme is to provide investors stable returns by investing in fixed income securities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 1.41 -2.99 -2.18 0.75 5.79 6.89
Rank Within Category 201 148 None 54 5 13

Fund Schemes Concentrations

# of Securities 180
Top 10 Securities 38.74 %
Top 5 Securities 25.2 %
Top 3 Securities 18.24 %
# of Sectors 20
Top 10 Sectors 91.36 %
Top 5 Sectors 74.77 %
Top 3 Sectors 61.93 %

AMC Contact Information

AMC Franklin Templeton Asset Management (India) Private Limited
Address Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W), Mumbai 400013
Email service@templeton.com
Website https://www.franklintempletonindia.com/

Scheme Details

Launch Date Jan. 31, 2002 Fund Size Rs. 10964.46 cr.
Category Fixed Income | Short Duration Fund Fund Manager Santosh Kamath
AMC Franklin Templeton Asset Management (India) Private Limited Fund Benchmark Crisil Short Term Bond Fund Index
Risk Profile Conservative Risk Rating 2 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 500.00 1.52 % Nil upto 10% of units on or before 1Y, For remaining investment 0.50% on or before 1Y and Nil after 1Y

Investment Objective

The objective of the scheme is to provide investors stable returns by investing in fixed income securities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 1.41 -2.99 -2.18 0.75 5.79 6.89
Rank Within Category 201 148 None 54 5 13

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Franklin India Short-Term Income Plan-Growth 0.75 5.79 6.89 10,964.46
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 17.81 11.56 10.41 131.69
ICICI Prudential Constant Maturity Gilt Fund - Growth 16.29 10.01 9.61 87.93
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 15.19 9.93 10.09 500.34
DHFL Pramerica Ultra Short Term Fund - Growth 13.65 9.4 9.05 117.01
ICICI Prudential Long Term Bond Fund - Growth 16.48 9.33 8.89 811.14

Fund Schemes Concentrations

# of Securities 180
Top 10 Securities 38.74 %
Top 5 Securities 25.2 %
Top 3 Securities 18.24 %
# of Sectors 20
Top 10 Sectors 91.36 %
Top 5 Sectors 74.77 %
Top 3 Sectors 61.93 %

AMC Contact Information

AMC Franklin Templeton Asset Management (India) Private Limited
Address Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W), Mumbai 400013
Email service@templeton.com
Website https://www.franklintempletonindia.com/