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for top ranked funds in
short term mutual funds.
However, Scripbox does not recommend investing in short term mutual funds.
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.
The objective of the Scheme is to provide investors stable returns by investing in fixed income securities.
Low
Moderately Low
Moderate
Moderately High
High
Moderate Risk
0.81%
Expense Ratio
31st Jan, 2002
Launched (18y ago)
₹
5,212
AUM in Crores
INF090I01320
ISIN
No Lock-in
Lock-in
CRISIL Short Term Bond Fund TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Kunal Agrawal
Fund Manager
Santosh Kamath
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth ₹ 78,690 crores. It's current offering of mutual fund schemes includes 39 equity, 179 debt and 36 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
How to invest in best mutual funds?
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Mutual fund companies allot you units and send confirmation via email & SMS. The same gets updated in your Scripbox Account
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
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Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews rebalances
We review your investments and make course corrections every year to
make the best out of your investments
About Franklin India Short Term Income Plan (Dividend Reinvestment - Quarterly)
About Franklin India Short Term Income Plan (Dividend Reinvestment - Quarterly)
Franklin India Short Term Income Plan (Dividend Reinvestment - Quarterly) is a Short Term Debt fund and has delivered an annualised return of 5.6% over a period of 18 years.
The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd.
The fund managers are Kunal Agrawal, Santosh Kamath.
Franklin India Short Term Income Plan (Dividend Reinvestment - Quarterly) Investment Objective
The objective of the Scheme is to provide investors stable returns by investing in fixed income securities.
However, there is no assurance that the objective of the scheme will be realized.
Franklin India Short Term Income Plan (Dividend Reinvestment - Quarterly) NAV, AUM and Risk
The fund was launched on 2002-01-31. The NAV of the fund as of 2020-10-29 is ₹ 1067.89. The total AUM of the fund as of 2020-10-29 is ₹ 5,212 Cr. The category risk of the fund is Moderate Risk
The fund charges 0.81 % as expense ratio.
Franklin India Short Term Income Plan (Dividend Reinvestment - Quarterly) Holdings
The fund’s highest allocation is towards debt and has invested 116.7% in this asset class.
The top three holdings of the fund are call,cash & other assets, shriram transport finance company limited and piramal capital & housing finance limited.
Franklin India Short Term Income Plan (Dividend Reinvestment - Quarterly) SIP
The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 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.
Franklin India Short Term Income Plan (Dividend Reinvestment - Quarterly) Investment volatility and Horizon
This fund 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.
