Franklin India Short-Term Income Plan-Growth

Category: Debt: Short Duration
Launch Date: 31-01-2002
Asset Class: Fixed Income
Benchmark: CRISIL Short-Term Bond TRI
Expense Ratio: -
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 5000.0
Total Assets: -
Turn over: -
NAV as on 02-05-2025

15041.2784

0.11 (7.0E-4%)

CAGR Since Inception

12.36%

CRISIL Short-Term Bond TRI 8.74%

PERFORMANCE of Franklin India Short-Term Income Plan-Growth

Scheme Performance (%)

Data as on - 08-05-2025

Yearly Performance (%)

Fund Managers

Santosh Kamath

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.

RETURNS CALCULATOR for Franklin India Short-Term Income Plan-Growth

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

Key Performance and Risk Statistics of Franklin India Short-Term Income Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Short-Term Income Plan-Growth 6.44 0.44 -0.4 -1.62 4.16 0.01
Debt: Short Duration - - - - - -

PEER COMPARISION of Franklin India Short-Term Income Plan-Growth

Period
Data as on - 08-05-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Short-Term Income Plan-Growth 31-01-2002 0.0 73.59 47.29 32.4 17.9
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 10.16 7.97 9.6 10.22 5.81
Nippon India Short Term Fund-Growth Plan 01-12-2002 9.28 7.97 7.34 6.51 7.13
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 9.24 7.87 7.46 6.2 7.06
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 9.23 7.86 7.38 6.48 7.28
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 9.23 7.84 7.36 6.47 7.28
HDFC Short Term Debt Fund - Growth Option 05-06-2010 9.13 8.12 7.59 6.83 7.54
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 9.1 7.85 7.44 7.14 7.47
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 9.07 7.74 7.2 8.18 6.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 9.07 7.74 7.2 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Short-Term Income Plan-Growth

Asset Allocation (%)