Moneycontrol Presented by Motilal Oswal
Days hours minutes
Nerolac
Presented by :

Co-Presenting Sponsor :

Capital Trade

Powered by :

Godrej Properties

Associate Sponsors :

Aegon Life
LIC Housing Finance
Indiabulls

Co-Presenting Sponsor

Capital Trade

Associate Sponsors

  • Indiabulls
  • Aegon Life
  • Image 3
SENSEX NIFTY
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
1,096.841 0.96 (0.09%)

NAV as on 16 Jan, 2018

CRISIL MF RANK

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Credit Opportunities Funds category by Crisil (for quarter ended Sep 2017) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

View Historic Graph From     To     

Returns (NAV as on 16 Jan, 2018)

Period Returns (%) Rank #
1 mth 0.4 14
3 mth 1.1 17
6 mth 3.5 7
1 year 8.8 7
2 year 0.1 24
3 year 1.7 19
5 year 4.6 5

# Moneycontrol Rank within 56 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 -- -0.2 -0.2 -0.1 0.1 1.7 4.6
Category avg 0.3 1.0 2.8 6.7 8.5 7.9 6.6
Difference of Fund returns and Category returns -- -1.2 -3.0 -6.8 -8.4 -6.2 -2.0
Best of category 1.2 2.7 6.0 10.0 11.1 10.5 10.5
Worst of category 0.1 0.1 1.7 4.0 -3.2 6.5 8.5
Franklin India Short Term Income Plan - Direct Plan (WDiv) Review by Crisil - Rating: 4 (Rank 2 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) 1,763.02 (Dec-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 (%)
ABSL Medium Term - IP (G) Not Ranked
2.65 0.7 2.3 6.3 8.9 9.9
HDFC Corporate Debt Opp. -Reg (G) Rank 4
11,090.06 0.3 2.0 5.6 8.4 --
ABSL Medium Term -Direct (G) Rank 4
1,698.78 0.9 2.7 7.2 9.6 10.5
ABSL Medium Term - RP (G) Rank 4
9,877.18 0.7 2.3 6.3 8.9 9.9
Reliance RSF - Debt - RP (G) Rank 5
8,681.39 0.8 2.6 6.4 8.4 8.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Debt Rating Value
(Rs cr)
Asset %
DLF Ltd ICRA A 69.11 3.92
Greenko Solar Energy Pvt Ltd CARE A+(SO) 68.23 3.87
Dolvi Minerals And Metals Ltd BWR A-(SO) 67.70 3.84
Hindalco Industries Ltd CARE AA+ 64.00 3.63
Wadhawan Global Capital Pvt Ltd. CARE AAA(SO) 55.71 3.16
DLF Home Developers Ltd BWR A(SO) 50.95 2.89
Yes Bank Ltd CARE AA 48.13 2.73
Renew Power Ventures Pvt Ltd CARE A+ 45.66 2.59
Jindal Power Ltd ICRA A- 43.02 2.44
Future Retail Ltd CARE AA- 42.67 2.42

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 0.00
Others 0.00
Debt 97.78
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.19

View All

Concentration

Holdings (%)
Top 5 18.42
Top 10 31.49
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Sections
Follow us on
Available On