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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 (WDiv)

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

PLAN: Direct OPTIONS: Weekly Dividend
1,098.615 0.54 (0.05%)

NAV as on 23 Oct, 2017

CRISIL MF RANK

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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Credit Opportunities Funds category by Crisil (for quarter ended Jun 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Returns (NAV as on 23 Oct, 2017)

Period Returns (%) Rank #
1 mth 0.8 3
3 mth 2.2 3
6 mth 5.4 2
1 year 10.6 2
2 year 9.6 19
3 year 10.2 16
5 year - -

# Moneycontrol Rank within 57 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 0.1 - 0.2 - -
2016 -2.0 - 0.4 0.4 -1.4
2015 0.4 -0.2 0.2 -0.4 -
2014 0.6 1.0 -0.2 1.1 2.5
2013 0.3 1.2 -2.2 0.8 -0.1

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 0.8 2.2 5.4 10.6 9.6 10.2 --
Category avg 0.6 1.5 4.0 7.7 8.6 8.8 6.5
Difference of Fund returns and Category returns 0.2 0.7 1.4 2.9 1.0 1.4 --
Best of category 1.2 2.7 6.0 10.7 10.6 11.5 10.2
Worst of category 0.5 -0.5 0.1 -0.2 3.6 5.2 6.6
Franklin India Short Term Income Plan - Direct Plan (WDiv) Review by Crisil - Rating: 3 (Rank 3 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) 1,596.96 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.2.06 (Apr-13-2016)
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 4
10,693.04 1.4 4.0 7.7 9.7 --
ABSL Medium Term - RP (G) Rank 3
9,563.65 1.4 4.7 8.1 9.9 10.2
Reliance RSF - Debt - RP (G) Rank 5
8,422.11 1.6 3.9 7.7 9.1 9.2
DSP-BR Income Oppor. Fund - IP (G) Not Ranked
4.93 2.0 4.7 8.9 10.4 10.1
DSP-BR Income Oppor. - Direct (G) Rank 5
853.49 1.7 4.3 8.3 10.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Debt Rating Value
(Rs cr)
Asset %
Dolvi Minerals And Metals Ltd BWR A-(SO) 84.00 5.26
Indusind Bank Ltd CRISIL AA 68.99 4.32
DLF Ltd ICRA A 66.27 4.15
Greenko Solar Energy Private Ltd CARE A+(SO) 65.48 4.10
Reliance Project Ventures And Management Pvt.ltd BWR A+ (SO) 57.49 3.60
Yes Bank Ltd CARE AA 55.10 3.45
Yes Capital (india) Private Ltd CARE AA 54.30 3.40
Vedanta Ltd CRISIL AA 45.67 2.86
Renew Power Ventures Private Ltd CARE A+ 43.76 2.74
LIC Housing Finance Ltd. CRISIL AAA 43.44 2.72

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Sep 29, 17)

Equity 0.00
Others 0.00
Debt 97.60
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.43

View All

Concentration

Holdings (%)
Top 5 21.43
Top 10 36.60
Sector (%)
Top 3 N.A.

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