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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
1,097.367 0.44 (0.04%)

NAV as on 26 Apr, 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 26 Apr, 2017)

Period Returns (%) Rank #
1 mth 0.9 13
3 mth 2.1 5
6 mth 4.9 4
1 year 11.3 3
2 year 9.4 35
3 year 10.5 17
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 - 0.4 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 0.9 2.1 4.9 11.3 9.4 10.5 --
Category avg 0.7 1.4 3.6 9.0 8.9 8.3 6.7
Difference of Fund returns and Category returns 0.2 0.7 1.3 2.3 0.5 2.2 --
Best of category 1.2 2.7 6.0 11.9 11.1 11.8 10.4
Worst of category 0.5 0.1 -0.2 -0.3 5.7 6.7 7.9
Franklin India Short Term Income Plan - Direct Plan (WDiv) 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) 1,216.28 (Mar-31-2017)
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 3
9,163.60 1.2 3.6 9.9 10.5 --
Birla SL Medium Term - RP (G) Rank 3
8,660.99 0.9 3.3 9.2 10.2 10.4
Reliance RSF - Debt - RP (G) Rank 3
7,614.22 1.5 3.7 9.4 9.7 9.4
Franklin (I) ST Income -Retail (G) Rank 5
6,794.71 2.0 4.6 10.6 9.6 9.6
Franklin Corporate Bond Opp. (G) Rank 4
6,404.46 1.9 4.5 10.3 9.8 9.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Debt Rating Value
(Rs cr)
Asset %
DLF Ltd ICRA A 76.99 6.33
Essel Corporate Resources Pvt Ltd Privately Rated $ 67.50 5.55
Dolvi Minerals And Metals Ltd BWR A-(SO) 66.04 5.43
Sprit Textiles Pvt. Ltd BWR A+ (SO) 65.31 5.37
Reliance Project Ventures And Management Pvt.ltd BWR A+ (SO) 60.94 5.01
Greenko Solar Energy Pvt. Ltd CARE A+(SO) 54.25 4.46
Dewan Housing Finance Corporation Ltd. CARE AAA 44.64 3.67
Future Retail Ltd CARE AA- 42.33 3.48
Hinduja Leyland Finance Ltd CARE A+ 39.65 3.26
Dish Infra Services Pvt. Ltd CRISIL A- 34.79 2.86

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 17)

Equity 0.00
Others 0.00
Debt 98.46
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.55

View All

Concentration

Holdings (%)
Top 5 27.69
Top 10 45.42
Sector (%)
Top 3 N.A.

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