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Franklin India Short Term Income Plan - Retail Plan (MDiv)

PLAN: Regular OPTIONS: Monthly Dividend
1,221.113 0.18 (0.01%)

NAV as on 12 Dec, 2017

CRISIL MF RANK

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MODERATE

MODERATE

  • Principal at moderate risk.
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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) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on 12 Dec, 2017)

Period Returns (%) Rank #
1 mth 0.2 25
3 mth 1.3 19
6 mth 3.9 11
1 year 9.1 9
2 year 1.2 45
3 year 2.8 39
5 year 5.2 9

# Moneycontrol Rank within 56 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 0.2 0.3 0.3 - -
2016 -2.2 0.5 1.2 0.2 -
2015 0.6 -0.5 0.4 -0.2 0.5
2014 0.3 0.8 0.4 1.4 3.1
2013 - 1.2 -1.3 0.8 -0.2
2012 0.7 1.1 1.3 -0.1 1.3

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 -0.5 -0.7 -0.2 0.6 1.2 2.8 5.2
Category avg 0.2 1.2 3.2 7.4 8.8 8.2 6.7
Difference of Fund returns and Category returns -0.7 -1.9 -3.4 -6.8 -7.6 -5.4 -1.5
Best of category 1.2 2.7 6.0 10.1 11.5 10.7 10.2
Worst of category -0.2 0.5 2.3 4.2 7.0 7.0 8.8
Franklin India Short Term Income Plan - Retail Plan (MDiv) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

An open-end income scheme with an objective to provide stable returns by investing in fixed income securities.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 31, 2002
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 6,963.76 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.7.75 (Mar-18-2016)
Bonus N.A.
Fund Manager Santosh Kamath / Kunal Agarwal
View performance of schemes managed by the Fund Manager
Notes Open for Subscription

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
2.70 0.8 2.9 7.1 9.2 10.0
HDFC Corporate Debt Opp. -Reg (G) Rank 4
10,693.04 0.8 2.7 6.8 9.0 --
HDFC Corporate Debt Opp. -Dir (G) Rank 4
2,012.99 1.1 3.2 7.8 10.0 --
ABSL Medium Term -Direct (G) Rank 4
1,431.23 1.0 3.3 8.0 9.9 --
ABSL Medium Term - RP (G) Rank 4
9,563.65 0.8 2.9 7.1 9.2 10.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Debt Rating Value
(Rs cr)
Asset %
DLF Limited ICRA A 365.42 3.96
Greenko Solar Energy Private Limited CARE A+(SO) 361.12 3.92
Dolvi Minerals And Metals Limited BWR A-(SO) 355.22 3.85
Hindalco Industries Limited CARE AA+ 339.25 3.68
Wadhawan Global Capital Private Limited. CARE AAA(SO) 293.50 3.18
DLF Home Developers Limited BWR A(SO) 269.81 2.93
Yes Bank Ltd CARE AA 254.74 2.76
LIC Housing Finance Ltd CRISIL AAA 242.72 2.63
Renew Power Ventures Private Limited CARE A+ 240.74 2.61
Jindal Power Limited ICRA A- 227.66 2.47

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Nov 30, 17)

Equity 0.00
Others 0.00
Debt 97.46
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.56

View All

Concentration

Holdings (%)
Top 5 18.59
Top 10 31.99
Sector (%)
Top 3 N.A.

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