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Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
★★★★★ monitor_heart Health Score: 82/100 · ExcellentFranklin Templeton Mutual Fund · Debt · Short Duration Fund
₹4,460.04
AUM: ₹135 Cr
NAV updated about 2 months ago
Plan
Direct
Option
Idcw
Risk
Moderate
Expense Ratio
0.2%
Exit Load
Nil
Fund Manager
Anand Radhakrishnan
Inception
Nov 2014
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
—
Std Dev (1Y)
—
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.48%
3m
+1.29%
6m
+2.84%
1y
+5.69%
3y
+13.76%
5y
+11.95%
10y
+8.53%
since inception
+11.42%
rate_review TopFund's Take on Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW ranks among the stronger performers in the Short Duration Fund category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 82/100.
Cost: At 0.2%, the expense ratio is meaningfully cheaper — about 43% below the Short Duration Fund category average of 0.35% (based on 35 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
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info Fund Snapshot
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Frequently Asked Questions about Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
The current NAV (Net Asset Value) of Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is ₹4460.04. NAV is updated every business day after market close by AMFI.
1Y: 5.69% · 3Y CAGR: 13.76% · 5Y CAGR: 11.95%
The expense ratio is 0.2% per annum — the annual fee deducted from your investment to cover fund management costs.
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is managed by Anand Radhakrishnan at Franklin Templeton Mutual Fund.
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is a Short Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is ₹135 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.