- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Short Term Income Plan Institutional (RIDCW-M)
Formerly Franklin India S/T Income Instl Mn DR
Franklin India Short Term Income Plan Institutional (RIDCW-M)
₹ 0
NAV (Apr 27)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹
NAV (Apr 27)
Fund Returns
Last 1Y | 4.9% |
Last 3Y | 6.1% |
Last 5Y | 6.9% |
Last 10Y | 7.8% |
Since Inception | 7.7% |
6 Month CAGR | 1.5% |
Scheme Information
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 | INF090I01395 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Short Term Income Plan Institutional (RIDCW-M) | 8,65,512 | 1,32,900 | 6.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
call,cash & other assets
100%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.5% | 16.8% | ||
22.5% | 18.2% | ||
21.9% | 14.3% | ||
22.5% | 21.3% | ||
25.5% | 15.2% |
Franklin India Short Term Income Plan Institutional (RIDCW-M) Review
Franklin India Short Term Income Plan Institutional (RIDCW-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 DR. 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 (RIDCW-M) as of 4/27/2018 is ₹0.00 with the total AUM as of 4/19/2024 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 (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-M).
Frequently Asked Questions
What is Franklin India Short Term Income Plan Institutional (RIDCW-M)?
How to invest in Franklin India Short Term Income Plan Institutional (RIDCW-M)?
You can invest in Franklin India Short Term Income Plan Institutional (RIDCW-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 (RIDCW-M)?
The minimum sip amount for Franklin India Short Term Income Plan Institutional (RIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is Franklin India Short Term Income Plan Institutional (RIDCW-M) good to invest in?
As per Scripbox experts, Franklin India Short Term Income Plan Institutional (RIDCW-M) is a Not Recommended fund. You can investFranklin India Short Term Income Plan Institutional (RIDCW-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 (RIDCW-M)?
The expense ratio of the Franklin India Short Term Income Plan Institutional (RIDCW-M) is % for regular plan.