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Franklin India Short Term Income Plan Institutional Growth

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  • Debt
  • Other Bond
  • Rating 3
  • Plan
4034.59 +0.27 (0.01%) NAV as on 03 Feb, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)485.76
  • CAGR 9.97%
  • Exit Load0.50%
  • Expense ratio0.00%
  • CategoryDebt
  • Min Investment5000
  • Min SIP500
  • Launch Date2005-09-06

Morning Star Rating 3

Moderate
Risk
Moderate
Return

Asset Allocation

Holdings As On - 04 February 2023

  • Name
  • Value (Cr)
  • Holding %
  • Andhra Pradesh Capital Region Development Authority
  • 215.29
  • 44.48%
  • Andhra Pradesh Capital Region Development Authority
  • 212.77
  • 43.96%
  • Andhra Pradesh Capital Region Development Authority
  • 31.46
  • 6.50%
  • SBI Overnight Fund Dir Gr
  • 12.61
  • 2.60%
  • Call, Cash & Other Assets
  • 11.86
  • 2.45%
View More

Peer Comparison

Risk & Volitility

  • Alpha -5.36%
  • Beta 0.84
  • Sharpe Ratio0.20
  • Std Deviation 8.38%
  • Tracking Error 5.82%

About Fund

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

 

The Franklin India Short Term Income Plan Institutional Growth has an AUM of 485.76 crores & has delivered CAGR of 6.35% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 0.00%. The minimum investment in Franklin India Short Term Income Plan Institutional Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Moderate respectively.

 

The top holdings of the fund include Andhra Pradesh Capital Region Development Authority, Andhra Pradesh Capital Region Development Authority, Andhra Pradesh Capital Region Development Authority & SBI Overnight Fund Dir Gr.

 

Some of the similar funds are Franklin India Credit Risk Fund Growth, Franklin India Short Term Income Plan Institutional Growth, Franklin India Short Term Income Plan Growth, Franklin India Short Term Income Plan Segregated Portfolio 2 Retail Plan Growth, Franklin India Short Term Income Plan Segregated Portfolio 2 Institutional Plan Growth. Franklin India Short Term Income Plan Institutional Growth has a sharpe ratio of 0.20 & a standard deviation of 8.38%.

FAQs about Franklin India Short Term Income Plan Institutional Growth

According to the morning star rating Franklin India Short Term Income Plan Institutional Growth has a Moderate risk & Moderate return.
Franklin India Short Term Income Plan Institutional Growth is managed by Santosh Kamath,Kunal Agrawal.
The expense ratio of Franklin India Short Term Income Plan Institutional Growth is 0.00%.
The 5 year annualized return on Franklin India Short Term Income Plan Institutional Growth is 6.35% & it has generated 9.97% in the last 1 year.
The minimum investment in Franklin India Short Term Income Plan Institutional Growth is 5000 Rs.
Franklin India Short Term Income Plan Institutional Growth has an AUM of 485.76 crores.

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