Franklin India Short-Term Income Plan-Growth
Fund House: Franklin Templeton Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 31-01-2002 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short-Term Bond TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 5000.0 |
| Total Assets: - |
| Turn over: - | Exit Load: For units in excess of 10% of the investment,0.5% will be charged for redemption within 365 days |
15041.2784
0.11 (7.0E-4%)
12.36%
Benchmark: 8.74%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate stable returns by investing in fixed income securities with shorter maturity periods likely to be less than three years. , the average maturity of the portfolio of the scheme is likely to be between 4 months and 12 months, and the maturity of individual securities in the scheme is likely to be less than 3 years.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 6.44 |
| Sharpe Ratio | 0.44 |
| Alpha | -0.4 |
| Beta | -1.62 |
| Yield to Maturity | 4.16 |
| Average Maturity | 0.01 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 10.21 | 7.98 | 9.66 | 10.25 | 5.81 |
| Nippon India Short Term Fund-Growth Plan | 01-12-2002 | 9.38 | 8.01 | 7.39 | 6.55 | 7.13 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 9.32 | 7.93 | 7.44 | 6.55 | 7.28 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 9.32 | 7.91 | 7.42 | 6.54 | 7.28 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 9.31 | 7.89 | 7.52 | 6.26 | 7.06 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 9.27 | 8.18 | 7.66 | 6.88 | 7.55 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 9.2 | 7.92 | 7.51 | 7.2 | 7.47 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | 01-01-2013 | 9.17 | 7.78 | 7.26 | 8.24 | 6.36 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | 01-01-2013 | 9.17 | 7.78 | 7.26 | - | - |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
