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Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 93/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)47.28%
- Expense ratio (20%)0.37%
- AUM (15%)₹263 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Franklin Templeton Mutual Fund · Debt · Short Duration
₹10.06
AUM: ₹263 Cr
NAV updated 4 days ago
Plan
Direct
Option
Idcw
Risk
Moderate
Expense Ratio
0.37%
Exit Load
Nil
Fund Manager
Rahul Goswami
Inception
Aug 2026
Benchmark
NIFTY Short Duration Debt Index A-II
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.47%
3m
+192.1%
6m
+192.1%
1y
+192.1%
3y
+47.28%
5y
+31.03%
10y
+13.35%
since inception
+11.42%
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 category, backed by a 5-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 93/100.
Cost: At 0.37%, the expense ratio is roughly in line with the Short Duration category average of 0.4% — cost isn't a standout factor either way for this fund.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
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 ₹10.06. NAV is updated every business day after market close by AMFI.
1Y: 192.1% · 3Y CAGR: 47.28% · 5Y CAGR: 31.03%
The expense ratio of Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is 0.37% per annum. This is the annual fee charged by the fund to manage your investment.
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is managed by Rahul Goswami at Franklin Templeton Mutual Fund.
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW is ₹263 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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