Fincash » Mutual Funds » Franklin India Short Term Income Plan Retail Plan Direct
Table of Contents The objective of the Scheme is to provide investors stable returns by investing in fixed income securities. Franklin India Short Term Income Plan - Retail Plan - Direct is a Debt - Short term Bond fund launched on 1 Jan 13. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Short Term Income Plan - Retail Plan - Direct Returns up to 1 year are on Historical performance (Yearly) on absolute basis Franklin India Short Term Income Plan - Retail Plan - Direct - G
Scheme Objective
CAGR
return of 16.5% since its launch. . NAV as on 2 May 25 ₹15,097.5 ↑ 0.11 (0.00 %) Net Assets (AUM) as on 31 Mar 2025 ₹13 Cr. Launch Date 1 Jan 2013 Category Debt - Short term Bond Rating Type Open Ended Fund Risk Moderate Yield To Maturity 0% Effective Maturity Modified Duration Alpha Ratio -6.74 Expense Ratio 0.04 % Sharpe Ratio -90.888 Information Ratio -2.42 Benchmark Not Available ISIN INF090I01GK1 AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Min Investment ₹5,000 Min SIP Investment ₹500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) NAV Price Chart
Returns
Annual Compounded Returns
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 25 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 31.1% 10 Year 15 Year Since launch 16.5% Historical Annual Returns
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 Growth of 10k Over Years
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹11,012 30 Jun 22 ₹11,867 30 Jun 23 ₹12,823 30 Jun 24 ₹13,005 Asset Allocation
Asset Class Value Sector Allocation
Sector Value Rating Value Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity
Talk to our investment specialistFund Managers
Name Since Tenure All Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 Year Franklin India Short Term Income Plan - Retail Plan - Direct
Growth ₹15,097.5
↑ 0.11 192.1 % 192.1 % 47.29 % 31.06 % Franklin India Short Term Income Plan - Retail Plan - Direct
Weekly Dividend, Reinvestment ₹3,622.98
↑ 0.03 192.1 % 192.1 % 47.29 % 31.06 % Franklin India Short Term Income Plan - Retail Plan - Direct
Monthly Dividend, Payout ₹4,281.41
↑ 0.03 192.1 % 192.1 % 47.29 % 31.06 % Franklin India Short Term Income Plan - Retail Plan - Direct
Monthly Dividend, Reinvestment ₹4,281.41
↑ 0.03 192.1 % 192.1 % 47.29 % 31.06 % Franklin India Short Term Income Plan - Retail Plan - Direct
Quarterly Dividend, Payout ₹4,460.04
↑ 0.03 192.1 % 192.1 % 47.29 % 31.06 % Franklin India Short Term Income Plan - Retail Plan - Direct
Quarterly Dividend, Reinvestment ₹4,460.04
↑ 0.03 192.1 % 192.1 % 47.29 % 31.06 % Data as on 2 May 25