• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Short Term Income Plan (Growth)

Formerly Templeton India S/T Income Gr

Franklin Templeton Mutual Funds

Franklin India Short Term Income Plan (Growth)

DebtShort Term

4797.3127

NAV (Dec 02)

5.4%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in short term mutual funds.

Short term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

4797.3127

NAV (Dec 2)

Fund Returns

Last 1Y

8.6%

Last 3Y

5.4%

Last 5Y

6%

Last 10Y

7.7%

Since Inception

7.8%

6 Month CAGR

2.5%

Scheme Information

Investment Objective

The objective of the Scheme is to provide investors stable returns by investing in fixed income securities.

Expense Ratio

0

Launched (20y ago)

Jan 31, 2002

AUM in Crores

509.388

ISIN

INF090I01304

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Bond Fund TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

8.4

Standard Deviation (5yr)

6.6

Beta (3yr)

0.3

Beta (5yr)

0.46

Sharpe Ratio (3yr)

0.164

Sharpe Ratio (5yr)

0.158

YTM

0

Fund Managers

Santosh Kamath

Fund Manager

Kunal Agrawal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Debt Holdings

andhra pradesh capital region development authority

44.7%
44.7%

andhra pradesh capital region development authority

42.9%
42.9%

andhra pradesh capital region development authority

6.7%
6.7%

sbi overnight fund dir gr

3.4%
3.4%

call,cash & other assets

2.4%
2.4%
See all holdings

Compare Franklin India Short Term Income Plan (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 68,937 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

amc-img

  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    8.2%

    14.6%

    8.2%

    14.6%

    8.2%

    14.6%

    24.2%

    16.3%

    24.2%

    14.1%

    Franklin India Short Term Income Plan (G) Review

    Franklin India Short Term Income Plan (G) is a Short Term Debt fund and has delivered an annualised return of 7.8% over a period of 20 years. The fund was previously known as Templeton India S/T Income Gr. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Kunal Agrawal, Santosh Kamath.

    Nav of Franklin India Short Term Income Plan (G) as of 12/2/2022 is ₹4797.31 with the total AUM as of 12/3/2022 is ₹509.388. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Short Term Income Plan (G) was launched on Jan 31, 2002. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Franklin India Short Term Income Plan (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Franklin India Short Term Income Plan (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Term Bond Fund TR INR.

    Franklin India Short Term Income Plan (G) is rated as a 1 fund in Debt and delivered 8.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Short Term Income Plan (G).

    Frequently Asked Questions

    What is Franklin India Short Term Income Plan (G)?

    Franklin India Short Term Income Plan (G) is a Short Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Franklin India Short Term Income Plan (G)?

    You can invest in Franklin India Short Term Income Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Franklin India Short Term Income Plan (G)?

    The minimum sip amount for Franklin India Short Term Income Plan (G) is ₹0. You can invest in multiples of ₹5000.

    Is Franklin India Short Term Income Plan (G) good to invest in?

    As per Scripbox experts, Franklin India Short Term Income Plan (G) is a Not Recommended fund. You can investFranklin India Short Term Income Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Franklin India Short Term Income Plan (G)?

    The expense ratio of the Franklin India Short Term Income Plan (G) is % for regular plan.