Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
★★★★★ monitor_heart Health Score: 75/100 · GoodFranklin Templeton Mutual Fund · Hybrid · Multi Asset Allocation
₹4,197.15
AUM: ₹137 Cr
NAV updated about 21 hours ago
Plan
Direct
Option
Idcw
Risk
High
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
+0.68%
3m
+1.75%
6m
+3.2%
1y
+6.01%
3y
+13.39%
5y
+11.6%
10y
+8.27%
since inception
+7.75%
rate_review TopFund's Take on Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW holds up reasonably well within the Multi Asset Allocation category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 75/100.
Cost: At 0.2%, the expense ratio is meaningfully cheaper — about 68% below the Multi Asset Allocation category average of 0.63% (based on 198 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 Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
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
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
The current NAV (Net Asset Value) of Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW is ₹4197.15. NAV is updated every business day after market close by AMFI.
1Y: 6.01% · 3Y CAGR: 13.39% · 5Y CAGR: 11.6%
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 - Monthly - IDCW is managed by Anand Radhakrishnan at Franklin Templeton Mutual Fund.
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW is ₹137 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.