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Franklin India Short Term Income Plan - Retail Plan - Weekly - 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: 67/100 · Good
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)13.27%
- Expense ratio (20%)0.2%
- AUM (15%)₹141 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Franklin Templeton Mutual Fund · Hybrid · Multi Asset Allocation
₹25.36
AUM: ₹140 Cr
NAV updated 27 days 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
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.43%
3m
+2.18%
6m
+3.02%
1y
+6.52%
3y
+13.27%
5y
+11.1%
10y
+8.18%
since inception
+6.76%
TopFund's Take on Franklin India Short Term Income Plan - Retail Plan - Weekly - IDCW
Franklin India Short Term Income Plan - Retail Plan - Weekly - IDCW holds up reasonably well within the Multi Asset Allocation category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 67/100.
Cost: At 0.2%, the expense ratio is meaningfully cheaper — about 68% below the Multi Asset Allocation category average of 0.62% (based on 210 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.
Sector Allocation
Sector allocation not available yet.
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 - Weekly - IDCW
The current NAV (Net Asset Value) of Franklin India Short Term Income Plan - Retail Plan - Weekly - IDCW is ₹25.36. NAV is updated every business day after market close by AMFI.
1Y: 6.52% · 3Y CAGR: 13.27% · 5Y CAGR: 11.1%
The expense ratio of Franklin India Short Term Income Plan - Retail Plan - Weekly - IDCW is 0.2% per annum. This is the annual fee charged by the fund to manage your investment.
Franklin India Short Term Income Plan - Retail Plan - Weekly - IDCW is managed by Anand Radhakrishnan at Franklin Templeton Mutual Fund.
Franklin India Short Term Income Plan - Retail Plan - Weekly - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Franklin India Short Term Income Plan - Retail Plan - Weekly - IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Franklin India Short Term Income Plan - Retail Plan - Weekly - 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 - Weekly - IDCW is ₹141 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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