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

PLAN: Regular OPTIONS: Quarterly Dividend
1,233.102 0.55 (0.04%)

NAV as on 19 Jun, 2018

CRISIL MF RANK

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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Credit Opportunities Funds category by Crisil (for quarter ended Mar 2018) down from Rank 2 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 19 Jun, 2018)

Period Returns (%) Rank #
1 mth 0.7 15
3 mth 1.0 17
6 mth 2.7 11
1 year 6.6 12
2 year 0.2 9
3 year 1.2 33
5 year 4.3 22

# Moneycontrol Rank within 52 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 0.1 - - - -
2017 0.2 0.4 0.3 -1.0 0.2
2016 -2.2 0.4 1.2 0.2 -
2015 0.6 -0.4 0.5 -0.2 0.8
2014 0.7 1.0 0.5 1.5 3.8
2013 0.5 0.3 0.2 1.2 0.9

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 -1.3 -1.0 -1.3 -1.6 0.2 1.2 4.3
Category avg 0.5 0.9 2.2 5.3 7.8 8.1 6.2
Difference of Fund returns and Category returns -1.8 -1.9 -3.5 -6.9 -7.6 -6.9 -1.9
Best of category 0.8 4.8 5.1 7.8 9.9 10.3 9.8
Worst of category 0.4 0.3 1.2 3.8 7.0 7.5 6.8
Franklin India Short Term Income Plan - Retail Plan (QDiv) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 31, 2002
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 7,530.54 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.17.70 (Sep-16-2016)
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 Plan - IP (G) Not Ranked
2.60 1.0 2.2 5.0 8.3 9.0
HDFC Credit Risk Debt Fund (G) Rank 5
11,131.67 0.3 1.2 3.8 7.9 --
HDFC Credit Risk Debt Fund - D (G) Rank 4
2,635.10 0.5 1.6 4.7 8.9 --
ABSL Medium Term Plan - D (G) Rank 4
1,807.22 1.2 2.6 5.8 9.1 9.7
Reliance Credit Risk Fund - Direct (G) Rank 4
1,712.82 0.9 2.4 6.0 8.8 9.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Debt Rating Value
(Rs cr)
Asset %
Uttar Pradesh Power Corp Ltd CRISIL A+(SO) 490.77 4.92
Vedanta Ltd CRISIL AA 435.43 4.37
Dolvi Minerals And Metals Ltd BWR A-(SO) 366.09 3.67
Greenko Solar Energy Pvt Ltd CARE A+(SO) 356.48 3.58
Renew Power Ventures Pvt Ltd CARE A+ 321.55 3.22
DLF Ltd ICRA A 298.90 3.00
Wadhawan Global Capital Pvt Ltd CARE AAA(SO) 292.16 2.93
DLF Home Developers Ltd BWR A(SO) 267.73 2.69
Rivaaz Trade Ventures Pvt Ltd BWR AA- (SO) 266.76 2.68
Yes Bank Ltd CARE AA 240.91 2.42

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 30, 18)

Equity 0.00
Others 0.00
Debt 96.82
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.19

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Concentration

Holdings (%)
Top 5 19.76
Top 10 33.48
Sector (%)
Top 3 N.A.

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