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You are here : Moneycontrol > Mutual Funds > Credit Opportunities Funds > Franklin Templeton Mutual Fund > Franklin India Short Term Income Plan - Direct Plan (QDiv)

Franklin India Short Term Income Plan - Direct Plan (QDiv)

PLAN: Direct OPTIONS: Quarterly Dividend
1,293.484 0.57 (0.04%)

NAV as on 23 Mar, 2017

CRISIL MF RANK

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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Credit Opportunities Funds category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

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Returns (NAV as on 23 Mar, 2017)

Period Returns (%) Rank #
1 mth 0.6 19
3 mth 2.4 4
6 mth 5.1 5
1 year 11.9 3
2 year 9.4 36
3 year 10.6 15
5 year - -

# Moneycontrol Rank within 57 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.0 0.7 1.4 0.5 1.0
2015 0.9 -0.2 0.7 0.1 1.8
2014 0.9 1.2 0.7 1.7 4.8
2013 0.6 0.4 0.3 1.4 1.7

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 (Credit Opportunities Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.6 2.4 5.1 11.9 9.4 10.6 --
Category avg 0.5 1.6 3.7 9.4 8.7 7.8 6.7
Difference of Fund returns and Category returns 0.1 0.8 1.4 2.5 0.7 2.8 --
Best of category 1.2 2.7 6.0 12.6 11.1 12.0 10.5
Worst of category -1.4 0.1 -0.1 -1.8 5.8 5.9 8.1
Franklin India Short Term Income Plan - Direct Plan (QDiv) Review by Crisil - Rating: 1 (Rank 5 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 1,125.94 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend Rs.17.70 (Sep-16-2016)
Bonus N.A.
Fund Manager Santosh Kamath / Kunal Agarwal
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 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 (%)
HDFC Corporate Debt Opp. -Reg (G) Rank 3
8,222.79 1.7 3.9 10.4 -- --
HDFC Corporate Debt Opp. -Dir (G) Rank 3
1,263.65 1.9 4.4 11.5 -- --
Birla SL Medium Term -Direct (G) Rank 3
857.27 1.4 3.6 10.2 10.9 --
Birla SL Medium Term - RP (G) Rank 3
7,783.39 1.1 3.2 9.4 10.2 10.5
Birla SL Medium Term - IP (G) Rank 3
4.69 1.1 3.2 9.4 10.2 10.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Debt Rating Value
(Rs cr)
Asset %
Dewan Housing Finance Corporation Ltd. CARE AAA 522.88 6.43
DLF Ltd ICRA A 513.33 6.31
Sprit Textiles Pvt Ltd BWR A+ (SO) 499.93 6.14
Essel Corporate Resources Pvt Ltd Privately Rated $ 445.58 5.48
Dolvi Minerals And Metals Ltd BWR A-(SO) 436.79 5.37
Reliance Project Ventures And Management Pvt.ltd BWR A+ (SO) 405.94 4.99
Hinduja Leyland Finance Ltd CARE A+ 364.46 4.48
Greenko Solar Energy Pvt Ltd CARE A+(SO) 299.26 3.68
Future Retail Ltd CARE AA- 288.55 3.55
Dish Infra Services Pvt Ltd CRISIL A- 229.37 2.82

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Feb 28, 17)

Equity 0.00
Others 0.00
Debt 97.98
Mutual Funds N.A
Money Market 0.29
Cash / Call 1.72

View All

Concentration

Holdings (%)
Top 5 29.73
Top 10 49.25
Sector (%)
Top 3 N.A.

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