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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
1,098.366 1.1 (0.10%)

NAV as on 21 Aug, 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 21 Aug, 2017)

Period Returns (%) Rank #
1 mth 0.8 2
3 mth 3.2 2
6 mth 5.4 7
1 year 11.3 3
2 year 1.0 29
3 year 3.5 13
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 - - - -
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 -0.1 -- 0.1 0.3 1.0 3.5 --
Category avg 0.6 2.4 4.3 8.7 9.0 8.6 6.6
Difference of Fund returns and Category returns -0.7 -- -4.2 -8.4 -8.0 -5.1 --
Best of category 1.2 3.2 6.3 11.6 11.1 11.8 10.3
Worst of category 0.5 0.6 0.6 0.2 4.8 6.1 7.3
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) 1,216.28 (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 4
9,163.60 2.5 4.3 9.3 10.3 --
ABSL Medium Term -Direct (G) Rank 3
1,014.65 3.0 5.9 10.2 11.0 --
ABSL Medium Term - IP (G) Not Ranked
4.75 2.8 5.5 9.3 10.3 10.3
ABSL Medium Term - RP (G) Rank 3
8,660.99 2.8 5.5 9.3 10.3 10.3
HDFC Corporate Debt Opp. -Dir (G) Rank 4
1,445.22 2.7 4.8 10.3 11.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Debt Rating Value
(Rs cr)
Asset %
Dolvi Minerals And Metals Ltd BWR A-(SO) 457.52 5.43
Indusind Bank Ltd CRISIL AA 368.71 4.37
DLF Ltd ICRA A 367.40 4.36
Greenko Solar Energy Pvt Ltd CARE A+(SO) 363.05 4.31
Reliance Project Ventures And Management Pvt.ltd BWR A+ (SO) 318.88 3.78
Yes Bank CARE AA 294.97 3.50
Essel Corporate Resources Pvt Ltd Privately Rated $ 281.26 3.34
Vedanta Ltd CRISIL AA 274.72 3.26
Wadhawan Global Capital Pvt Ltd. CARE AAA(SO) 232.61 2.76
Jindal Power Ltd ICRA A- 227.73 2.70

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jul 31, 17)

Equity 0.00
Others 0.00
Debt 97.24
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.78

View All

Concentration

Holdings (%)
Top 5 22.25
Top 10 37.81
Sector (%)
Top 3 N.A.

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