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Franklin (I) Short Term Income - Inst. Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
More Plan & Options
2,264.054 0.48 (0.02%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
FUND FAMILY : Franklin Templeton Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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View Historic Graph From     To     

Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.6 71
3 mth 3.3 9
6 mth 5.9 5
1 year 11.8 4
2 year 10.6 3
3 year 10.5 1
5 year 9.3 2

# Moneycontrol Rank within Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.5 2.9 2.4 - -
2013 2.3 2.9 0.2 3.0 9.2
2012 2.0 2.6 2.8 2.1 10.2
2011 1.8 2.4 2.2 2.2 9.2
2010 1.7 1.5 1.0 0.9 5.7
2009 2.7 3.6 2.5 -0.2 12.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.6 3.3 5.9 11.8 10.6 10.5 9.3
Category avg 0.7 2.7 4.8 8.9 7.3 4.5 3.0
Difference of Fund returns and Category returns -0.1 0.6 1.1 2.9 3.3 6.0 6.3
Best of category 2.4 6.0 8.2 14.8 10.7 10.5 9.5
Worst of category 0.4 1.7 3.7 7.7 7.4 7.6 4.5

Investment Info

Investment Objective

An open-end income scheme with an objective to provide stable returns by investing in fixed income securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 06, 2005
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 163.11 (Sep-30-2014)
Minimum Investment Rs.50000000
Last Dividend N.A.
Bonus N.A.
Fund Manager Sachin Desai / Umesh Sharma
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit load 0.50% if redeemed within 9 months 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

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Dynamic Bond -Direct (G) Not Ranked
1,493.59 6.0 8.2 14.8 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,172.94 5.9 8.0 14.4 10.5 9.3
Franklin (I) STIF - Inst. (G) Not Ranked
163.11 3.3 5.9 11.8 10.5 9.3
Birla SL Short Term Fund (DAP) Not Ranked
0.02 2.9 5.2 10.8 9.8 8.6
Birla SL Short Term - Direct (G) Not Ranked
3,768.25 3.0 5.2 10.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Debt Rating Value
(Rs cr)
Asset %
JSW Steel Limited CARE AA 1,014.18 10.06
Dewan Housing Finance Corporation Ltd. CARE AAA 818.73 8.12
JSW Energy Ltd CARE AA- 701.64 6.96
Adani Enterprises Limited CARE A+(SO) 573.97 5.69
Sprit Textiles Private Limited BWR A(SO) 524.63 5.21
JSW Techno Projects Management Limited BWR A(SO) 508.08 5.04
HPCL Mittal Pipelines Ltd ICRA AA- 492.79 4.89
Shriram Transport Finance Company Limited FITCH AA+ 416.71 4.13
IL&FS Transportation Networks Limited ICRA A 390.74 3.88
Dolvi Minerals And Metals Limited BWR A-(SO) 327.46 3.25

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 0.00
Others 0.00
Debt 95.29
Mutual Funds N.A
Money Market 3.06
Cash / Call 1.64

View All

Concentration

Holdings (%)
Top 5 36.04
Top 10 57.23
Sector (%)
Top 3 N.A.

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