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  • Franklin Templeton Mutual Funds
  • Franklin India Short Term Income Plan Institutional of (PIDCW-M)

Formerly Franklin India S/T Income Instl Mn DP

Franklin Templeton Mutual Funds

Franklin India Short Term Income Plan Institutional of (PIDCW-M)

DebtShort Term

0

NAV (Apr 27)

6.1%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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 (19y ago)
Sep 06, 2005
AUM in Crores
12.510
ISIN
INF090I01387
Lock-in
No Lock-in
Benchmark
CRISIL Short Term Bond TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
1.6
Standard Deviation (5yr)
1.9
Beta (3yr)
0.77
Beta (5yr)
1.08
Sharpe Ratio (3yr)
-0.297
Sharpe Ratio (5yr)
-0.157
YTM
0
Fund Managers

Santosh Kamath

Fund Manager

Kunal Agrawal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Short Term Income Plan Institutional of (PIDCW-M)70%8,65,512 1,32,9006.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2018-04-27

Top Debt Holdings

call,cash & other assets

100%
100%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 99,604 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,207 debt and 30 hybrid funds.amc-img
phone-img022-67519100
Fund NameScripbox Opinion
Till Date CAGR

27.1%

17.1%

22.5%

18.4%

20.7%

14.8%

21.7%

21.6%

23.7%

15.5%

Franklin India Short Term Income Plan Institutional of (PIDCW-M) Review

Franklin India Short Term Income Plan Institutional of (PIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 7.7% over a period of 18 years. The fund was previously known as Franklin India S/T Income Instl Mn DP. 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 of (PIDCW-M) as of 4/27/2018 is ₹0.00 with the total AUM as of 6/19/2024 is ₹12.51. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Short Term Income Plan Institutional of (PIDCW-M) 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 of (PIDCW-M) 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 Institutional of (PIDCW-M) 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 TR INR.

Franklin India Short Term Income Plan Institutional of (PIDCW-M) is rated as a 1 fund in Debt and delivered 4.9% 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 of (PIDCW-M).

Frequently Asked Questions

What is Franklin India Short Term Income Plan Institutional of (PIDCW-M)?

Franklin India Short Term Income Plan Institutional of (PIDCW-M) 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 of (PIDCW-M)?

You can invest in Franklin India Short Term Income Plan Institutional of (PIDCW-M) 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 of (PIDCW-M)?

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

Is Franklin India Short Term Income Plan Institutional of (PIDCW-M) good to invest in?

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

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