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

PLAN: Regular OPTIONS: Bonus
1,179.072 0.53 (0.05%)

NAV as on 05 Jun, 2015

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 Jun 2016) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Close Franlin Templeton Mutual Fund has announced closure of bonus plan(s) with effect from June 05, 2015.

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Returns (NAV as on 05 Jun, 2015)

Period Returns (%) Rank #
1 mth 0.9 36
3 mth 2.5 35
6 mth 5.8 41
1 year 8.3 53
2 year 8.7 49
3 year 9.7 41
5 year 9.6 11

# Moneycontrol Rank within 57 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.2 0.8 - - 1.0
2014 0.5 0.6 0.5 0.7 2.1
2013 0.3 - -2.3 0.3 -1.8
2012 0.5 0.5 0.8 0.4 1.9
2011 0.8 0.8 0.7 0.7 2.6

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 2.5 5.8 8.3 8.7 9.7 9.6
Category avg 0.9 2.3 5.5 9.6 9.1 8.0 6.5
Difference of Fund returns and Category returns 0.0 0.2 0.3 -1.3 -0.4 1.7 3.1
Best of category 1.5 3.1 7.3 12.9 11.5 11.9 10.8
Worst of category 0.5 -0.2 -0.1 -0.1 7.8 8.4 9.2
Franklin India Short Term Income Plan - Retail Plan (Bonus) Review by Crisil - Rating: 1 (Rank 5 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 Bonus
Launch date Jun 25, 2002
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 9,288.06 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Feb-18-2011)
Bonus 1 : 1000 (Feb-02-2004)
Fund Manager Santosh Kamath / Kunal Agarwal
View performance of schemes managed by the Fund Manager
Notes Franlin Templeton Mutual Fund has announced closure of bonus plan(s) with effect from June 05, 2015.

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. -Dir (G) Not Ranked
998.26 2.9 7.0 12.6 -- --
HDFC Corporate Debt Opp. -Reg (G) Rank 3
7,115.59 2.7 6.5 11.5 -- --
Birla SL Medium Term - IP (G) Not Ranked
4.56 2.6 6.3 11.2 11.0 10.8
Birla SL Medium Term - RP (G) Rank 3
6,520.96 2.6 6.3 11.2 11.0 10.8
Birla SL Medium Term -Direct (G) Not Ranked
605.04 2.8 6.6 12.0 11.7 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 30, 15)

Debt Rating Value
(Rs cr)
Asset %
HPCL Mittal Pipelines Ltd ICRA AA- 535.85 5.15
DLF Limited ICRA A 472.56 4.54
Jindal Steel & Power Limited CRISIL A+ 454.89 4.37
JSW Techno Projects Management Limited BWR A(SO) 438.24 4.21
Sprit Textiles Private Limited BWR A+ (SO) 432.41 4.16
Reliance Project Ventures And Management Pvt.ltd BWR A+ (SO) 407.32 3.92
Dolvi Minerals And Metals Limited BWR A-(SO) 370.19 3.56
Hinduja Leyland Finance Limited CARE A+ 362.30 3.48
HPCL-Mittal Energy Ltd ICRA AA- 358.62 3.45
Future Retail Limited CARE AA- 323.53 3.11

Full Portfolio

Sector Allocation (Oct 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Oct 30, 15)

Equity 0.00
Others 0.00
Debt 93.63
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.38

View All

Concentration

Holdings (%)
Top 5 22.43
Top 10 39.95
Sector (%)
Top 3 N.A.

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