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Franklin India Savings Plus Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
30.004 0.01 (0.02%)

NAV as on 23 May, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Templeton Floating Rate Income Fund has been renamed as Franklin India Savings Plus Fund n w.e.f. March 18, 2014
View Historic Graph From     To     

Returns (NAV as on 23 May, 2017)

Period Returns (%) Rank #
1 mth 0.6 7
3 mth 1.8 8
6 mth 3.5 6
1 year 7.9 8
2 year 8.0 8
3 year 8.2 8
5 year 8.6 3

# Moneycontrol Rank within 11 Floating Rate Debt - Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.8 - - - -
2016 2.0 1.8 2.1 1.7 8.1
2015 2.2 1.6 2.3 1.7 8.2
2014 2.1 2.2 1.9 2.3 8.9
2013 1.8 2.1 1.7 2.5 9.1
2012 2.3 2.4 2.3 2.0 9.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Floating Rate Debt - Long Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.6 1.8 3.5 7.9 8.0 8.2 8.6
Category avg 0.6 1.8 3.4 8.1 8.4 8.5 8.6
Difference of Fund returns and Category returns 0.0 0.0 0.1 -0.2 -0.4 -0.3 0.0
Best of category 0.7 2.0 4.1 8.7 9.2 9.2 9.0
Worst of category 0.5 1.6 1.7 7.4 7.8 8.0 8.2

Investment Info

Investment Objective

An open end income plan with the primary objective to provide income consistent with the prudent risk from a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate returns, and also fixed rate instrument and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 18, 2002
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 207.41 (Mar-31-2017)
Minimum Investment Rs.10000
Last Dividend N.A.
Bonus N.A.
Fund Manager Sachin Desai / Pallab Roy
View performance of schemes managed by the Fund Manager
Notes Templeton Floating Rate Income Fund has been renamed as Franklin India Savings Plus Fund n w.e.f. March 18, 2014

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments Exit load of 0.50% is payable if redeemed within 90 days of allotment. / the revised exit load will be Nil with effect from 25th april 2016

Contact Details

Regd. Office Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) , 400013
Tel. No. 022-67519100
Fax No. 022-66490622/66490627
Email service@templeton.com
Website http://www.franklintempletonindia.com

Peer Comparison

Floating Rate Debt - Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Floating Rate Inc. - LTP (G) Not Ranked
1,139.02 1.8 1.7 8.4 8.5 8.9
HDFC Floating Rate Inc.-LTP -DP (G) Not Ranked
745.28 1.8 1.7 8.5 8.6 --
Franklin (I) Savings Plus - RP (G) Not Ranked
207.41 1.8 3.5 7.9 8.2 8.6
Franklin (I) Savings Plus - DP (G) Not Ranked
83.39 1.8 3.6 8.0 8.8 --
JM Floater Long Term - Direct (G) Not Ranked
161.54 2.0 4.1 8.7 9.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Debt Rating Value
(Rs cr)
Asset %
Reliance Broadcast Network Ltd.* CARE AA+(SO) 25.07 8.21
KKR India Financial Services Private Limited.* CRISIL AA 15.26 5.00
Dewan Housing Finance Corporation Ltd.* CARE AAA 15.05 4.93
Ceat Limited* CARE AA 15.00 4.91
National Bank For Agriculture And Rural Development* CRISIL AAA 15.01 4.91
ATC Telecom Infrastructure Ltd BWR A+ 14.11 4.62
Tata Bluescope Steel Limited CARE AA(SO) 13.30 4.36
Tata Power Renewable Energy Limited CARE AA(SO) 10.10 3.30
The Great Eastern Shipping Company Limited CARE AAA 10.10 3.30
Trent Hypermarket Limited CARE AA+(SO) 6.99 2.29

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 28, 17)

Equity 0.00
Others 0.00
Debt 50.14
Mutual Funds N.A
Money Market 47.98
Cash / Call 1.88

View All

Concentration

Holdings (%)
Top 5 27.96
Top 10 45.83
Sector (%)
Top 3 N.A.

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