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

Formerly Templeton India S/T Income Instl Gr

Franklin Templeton Mutual Funds

Franklin India Short Term Income Plan Institutional (Growth)

DebtShort Term

4025.8559

NAV (Jan 27)

7.4%
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

4025.8559

NAV (Jan 27)

Fund Returns

Last 1Y

9.5%

Last 3Y

7.4%

Last 5Y

6.3%

Last 10Y

8%

Since Inception

8.3%

6 Month CAGR

2.7%

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 (18y ago)

Sep 06, 2005

AUM in Crores

485.764

ISIN

INF090I01361

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Bond Fund TR INR

SIP Minimum

0

Lumpsum Min.

10000

Standard Deviation (3yr)

8.4

Standard Deviation (5yr)

6.6

Beta (3yr)

0.26

Beta (5yr)

0.46

Sharpe Ratio (3yr)

0.204

Sharpe Ratio (5yr)

0.188

YTM

0

Fund Managers

Santosh Kamath

Fund Manager

Kunal Agrawal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Short Term Income Plan Institutional (Growth)70%852,757 120,1456.3%
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 2023-01-27

Top Debt Holdings

andhra pradesh capital region development authority

44.5%
44.5%

andhra pradesh capital region development authority

41.6%
41.6%

andhra pradesh capital region development authority

6.3%
6.3%

sbi overnight fund dir gr

5.2%
5.2%

call,cash & other assets

2.5%
2.5%
See all holdings

Compare Franklin India Short Term Income Plan Institutional (Growth)

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

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

-

₹ 52,076 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 68,890 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.

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

    5.8%

    14.2%

    5.8%

    14.2%

    5.8%

    14.2%

    21.2%

    16%

    22.3%

    13.9%

    Franklin India Short Term Income Plan Institutional (G) Review

    Franklin India Short Term Income Plan Institutional (G) is a Short Term Debt fund and has delivered an annualised return of 8.3% over a period of 17 years. The fund was previously known as Templeton India S/T Income Instl 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 Institutional (G) as of 1/27/2023 is ₹4025.86 with the total AUM as of 1/28/2023 is ₹485.764. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Short Term Income Plan Institutional (G) was launched on Sep 06, 2005. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Franklin India Short Term Income Plan Institutional (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 ₹10000. Check your estimated returns on mutual funds by using sip calculator.

    Franklin India Short Term Income Plan Institutional (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 Institutional (G) is rated as a 1 fund in Debt and delivered 9.5% 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 Institutional (G).

    Frequently Asked Questions

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

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

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

    You can invest in Franklin India Short Term Income Plan Institutional (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 Institutional (G)?

    The minimum sip amount for Franklin India Short Term Income Plan Institutional (G) is ₹0. You can invest in multiples of ₹10000.

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

    As per Scripbox experts, Franklin India Short Term Income Plan Institutional (G) is a Not Recommended fund. You can investFranklin India Short Term Income Plan Institutional (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 Institutional (G)?

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