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Franklin India Savings Plus Fund - Institutional Option - Dividend

Category: Ultra Short Term Debt Funds
Launch Date: 06-09-2005
Asset Class: Money Market
Benchmark: Crisil Liquid Fund Index
Expense Ratio: 0.84% As on (31-07-2017)
Status: Open Ended Schemes(Floating Rate) for subscription
Minimum Investment: 1.0E7
Minimum Topup: 100000.0
Total Assets: 329.47 Cr As on (31-07-2017)
Turn over: -
NAV as on

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CAGR Since Inception

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PERFORMANCE of Franklin India Savings Plus Fund - Institutional Option - Dividend

Scheme Performance (%)

Data as on - 24-05-2018

Yearly Performance (%)

Fund Managers

Mr. Sachin Padwal-Desai, Mr. Pallab Roy

Mr. Desai is a B.E and PGDM from IIM Bangalore. Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.

Investment Objective

The scheme aims to provide income consistent with the prudent risk from a portfolio mainly comprising of floating rate debt, fixed rate debt swapped for floating rate returns and fixed rate and money market instruments. The portfolio would be tilted towards short term maturities.

RETURNS CALCULATOR for Franklin India Savings Plus Fund - Institutional Option - Dividend

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Savings Plus Fund - Institutional Option - Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Savings Plus Fund - Institutional Option - Dividend 0.43 5.36 3.03 0.29 7.19 0.69
Ultra Short Term Debt Funds

PEER COMPARISION of Franklin India Savings Plus Fund - Institutional Option - Dividend

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Data as on - 24-05-2018
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PORTFOLIO ANALYSIS of Franklin India Savings Plus Fund - Institutional Option - Dividend

Asset Allocation (%)

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