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Franklin India Short Term Income Plan - Retail Plan (MDiv)

PLAN: Regular OPTIONS: Monthly Dividend
1,204.508 1.93 (0.16%)

NAV as on 18 May, 2018

CRISIL MF RANK

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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Credit Opportunities Funds category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on 18 May, 2018)

Period Returns (%) Rank #
1 mth -0.4 29
3 mth 1.2 19
6 mth 2.3 15
1 year 7.0 12
2 year 0.4 9
3 year 1.6 32
5 year 3.8 21

# Moneycontrol Rank within 51 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 0.2 0.3 0.3 -1.1 -
2016 -2.2 0.5 1.2 0.2 -
2015 0.6 -0.5 0.4 -0.2 0.5
2014 0.3 0.8 0.4 1.4 3.1
2013 - 1.2 -1.3 0.8 -0.2

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 (Credit Opportunities Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.1 -0.9 -1.7 -1.3 0.4 1.6 3.8
Category avg -0.7 0.9 1.7 5.7 7.8 8.2 6.5
Difference of Fund returns and Category returns -0.4 -1.8 -3.4 -7.0 -7.4 -6.6 -2.7
Best of category -0.1 4.1 4.6 8.1 10.0 10.5 10.0
Worst of category -1.0 0.4 0.8 4.7 7.0 7.6 6.6
Franklin India Short Term Income Plan - Retail Plan (MDiv) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 31, 2002
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 7,530.54 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.7.75 (Mar-18-2016)
Bonus N.A.
Fund Manager Santosh Kamath / Kunal Agarwal
View performance of schemes managed by the Fund Manager
Notes Open for Subscription

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit load 0.50% if redeemed within 1 year from the date of allotment.

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

Credit Opportunities Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ABSL Medium Term - IP (G) Not Ranked
2.60 1.0 1.9 6.0 8.5 9.3
ICICI Pru Regular Savings Fund (G) Not Ranked
7,497.01 1.4 2.3 6.2 8.0 8.2
ICICI Pru Regular Sav. -Direct (G) Rank 5
1,454.79 1.6 2.8 7.2 9.0 9.2
Reliance RSF - Debt - RP (G) Rank 4
8,696.83 0.8 1.5 5.4 7.9 8.3
Reliance RSF - Debt - Direct (G) Rank 4
1,712.82 1.0 2.0 6.3 8.9 9.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Debt Rating Value
(Rs cr)
Asset %
Uttar Pradesh Power Corp Ltd CRISIL A+(SO) 490.77 4.92
Vedanta Ltd CRISIL AA 435.43 4.37
Dolvi Minerals And Metals Ltd BWR A-(SO) 366.09 3.67
Greenko Solar Energy Pvt Ltd CARE A+(SO) 356.48 3.58
Renew Power Ventures Pvt Ltd CARE A+ 321.55 3.22
DLF Ltd ICRA A 298.90 3.00
Wadhawan Global Capital Pvt Ltd CARE AAA(SO) 292.16 2.93
DLF Home Developers Ltd BWR A(SO) 267.73 2.69
Rivaaz Trade Ventures Pvt Ltd BWR AA- (SO) 266.76 2.68
Yes Bank Ltd CARE AA 240.91 2.42

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 30, 18)

Equity 0.00
Others 0.00
Debt 96.82
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.19

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Concentration

Holdings (%)
Top 5 19.76
Top 10 33.48
Sector (%)
Top 3 N.A.

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