SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Credit Opportunities Funds > Franklin Templeton Mutual Fund > Franklin India Short Term Income Plan - Retail Plan (Bonus)

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

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
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 Mar 2015) down from Rank 1 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

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

Returns (NAV as on 05 Jun, 2015)

Period Returns (%) Rank #
1 mth 0.8 17
3 mth 1.8 23
6 mth 4.5 21
1 year 10.7 14
2 year 9.8 14
3 year 10.1 7
5 year 9.3 6

# Moneycontrol Rank within 40 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.2 0.8 - - -
2014 0.5 0.6 0.5 0.7 -
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
2010 0.5 0.8 0.1 0.4 2.0

View where it stands within its peers

* Returns over 1 year are Annualised

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 0.8 1.8 4.5 10.7 9.8 10.1 9.3
Category avg 0.7 1.6 4.2 9.8 8.3 8.1 6.5
Difference of Fund returns and Category returns 0.1 0.2 0.3 0.9 1.5 2.0 2.8
Best of category 0.9 2.2 5.0 11.7 10.8 10.8 10.1
Worst of category 0.6 1.2 4.0 9.6 8.7 8.6 8.6
Franklin India Short Term Income Plan - Retail Plan (Bonus) 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 Bonus
Launch date Jun 25, 2002
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 8,784.47 (Mar-31-2015)
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 (%)
Franklin (I) ST Income -Direct (G) Not Ranked
1,388.28 2.0 5.0 11.7 -- --
Franklin (I) ST Income -Retail (G) Rank 2
8,784.47 1.8 4.5 10.7 10.1 9.3
Franklin Corporate Bond-Direct (G) Not Ranked
137.96 2.0 4.9 11.4 -- --
Franklin Corporate Bond Opp. (G) Rank 3
7,663.27 1.8 4.5 10.4 10.2 --
HDFC Corporate Debt Opp. -Dir (G) Not Ranked
246.08 1.9 4.6 11.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Debt Rating Value
(Rs cr)
Asset %
Dewan Housing Finance Corporation Ltd CARE AAA 832.04 7.57
Shriram Transport Finance Company Limited IND AA+ 827.88 7.53
Adani Enterprises Limited CARE A+(SO) 586.37 5.33
HPCL Mittal Pipelines Ltd ICRA AA- 502.72 4.57
JSW Steel Limited CARE AA 499.30 4.54
JSW Energy Ltd CARE AA- 498.35 4.53
Jindal Steel & Power Limited CRISIL AA- 464.57 4.22
Sprit Textiles Private Limited BWR A+ (SO) 410.20 3.73
Reliance Project Ventures And Management Pvt.Ltd BWR A+ (SO) 405.01 3.68
Hinduja Leyland Finance Limited CARE A+ 362.37 3.29

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 0.00
Others 0.00
Debt 95.14
Mutual Funds N.A
Money Market 2.73
Cash / Call 2.14

View All

Concentration

Holdings (%)
Top 5 29.54
Top 10 48.99
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.