Franklin India Short Term Income Plan Growth | Pros & Cons NAV(4656.33)

Franklin India Short Term Income Plan Growth

Debt: Short Duration

Fund Information

Objective

Very High Risk

10 Year Gsec

Benchmark

2002-01-31

Launched On

Open Ended

Type

--

Min SIP

5000

Min Investment

1199

AUM in Crores

0.06

Expense Ratio

0.50

Exit Load

Franklin Templeton Asset Management (India) Private Limited

Fund House

Santosh Kamath, Kunal Agrawal

Fund Managers

Franklin India Short Term Income Plan Pros & Cons

Pros

  • Franklin India Short Term Income Plan Growth has over performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Lower Expense Ratio
  • 3 years avg returns are higher than benchmark

Cons

  • Franklin India Short Term Income Plan Growth has under performed index in 2003-2006, 2004-2007 years
  • Franklin India Short Term Income Plan Growth is ranking 41st in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Franklin India Short Term Income Plan Growth 
12.953.895.676.527.658.22
10 Year Gsec
8.66-4.21-0.7-2.06-2.04-1.22

Franklin India Short Term Income Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Franklin India Short Term Income Plan Growth 
7.7110.7608.129.80
10 Year Gsec
-2.3517.21-24.83-1.7411.17-16.61

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Franklin India Short Term Income Plan Growth 
4.197.63-0.071-0.15-1.88
10 Year Gsec
-4.218.81-1.015--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-03-24 - 2020-03-31
2.71
2020-08-24 - 2020-08-31
-4.93
Month2020-03-23 - 2020-04-23
3.29
2020-02-25 - 2020-03-25
-6.19
Quarter2020-09-08 - 2021-01-08
8.53
2020-01-03 - 2020-05-03
-9.72
Year2020-08-31 - 2021-08-31
15.39
2019-09-03 - 2020-09-03
-12.18

Portfolio

Stock NameSector% of Total Holdings
Shriram Transport Finance Company Ltd. SR-01 10.25% (26-Apr-24)Corporate Debt17.22
Edelweiss Commodities Services Ltd. 08.70% (30-Jun-27)Corporate Debt6.43
Renew Power Ventures Pvt Ltd. -SR-1 (31-Jul-25)Corporate Debt5.83
Andhra Pradesh Capital Region Development Authority strpps B 10.32% (16-Aug-25)Corporate Debt5.61
Andhra Pradesh Capital Region Development Authority strpps A 10.32% (16-Aug-24)Corporate Debt5.33
Edelweiss Commodities Services Ltd. (29-Nov-21)Corporate Debt4.53
Narmada Wind Energy Pvt Ltd. SR-1 9.6% (31-Mar-23)Corporate Debt3.21
Shriram Transport Finance Company Ltd. SR-PPH-01 09.90% (21-Jun-24)Corporate Debt3.12
Renew Wind Energy (Rajasthan One) Pvt Ltd. SR-1 9.6% (31-Mar-23)Corporate Debt2.54
U. P. Power Corporation Ltd. -SR-II-C 10.15% (20-Jan-22)Corporate Debt2.38
U. P. Power Corporation Ltd. -SR-II-D 10.15% (20-Jan-23)Corporate Debt2.1
Edelweiss Commodities Services Ltd. 08.7% (30-Jun-27)Corporate Debt2.08
U. P. Power Corporation Ltd. -SR-II-E 10.15% (19-Jan-24)Corporate Debt1.97
U. P. Power Corporation Ltd. -SR-II-F 10.15% (20-Jan-25)Corporate Debt1.95
PNB Housing Finance Ltd SR-XXX 07.91% (29-Mar-22)Corporate Debt1.75
Vistaar Financial Services Pvt Ltd. SR-III 10.5% (24-Aug-25)Corporate Debt1.58
Hinduja Leyland Finance Ltd. SR-001-1000 11.60% (29-Sep-24)Corporate Debt1.36
Piramal Capital & Housing Finance Ltd. -SR-TR-I 09.50% (15-Apr-22)Corporate Debt1.15
Andhra Pradesh Capital Region Development Authority strpps C 10.32% (16-Aug-26)Corporate Debt1.08
Molagavalli Renewable Pvt Ltd. -SR-1 09.95% (31-Mar-23)Corporate Debt0.81
Svatantra Microfin Pvt Ltd. 11.70% (30-Nov-23)Corporate Debt0.69
PNB Housing Finance Ltd. SR-XXVIII OPT-A 8.47% (01-Jul-21) Corporate Debt0.58
JM Financial Asset Reconstruction Company Pvt. Ltd. SR-XXVI OPT B 11.50% (29-May-22)Corporate Debt0.47
U. P. Power Corporation Ltd. -SR-I-C 9.75% (20-Oct-21)Corporate Debt0.41
Hinduja Leyland Finance Ltd. SR-001-1800 11.10% (08-Apr-22)Corporate Debt0.36
DCB Bank Ltd. 9.85% (18-Nov-26)Corporate Debt0.33
Narmada Wind Energy Pvt Ltd. SR-2 9.95% (31-Mar-23)Corporate Debt0.31
Punjab & Sind Bank -SR-I 10.9%Corporate Debt0.25
Clix Capital Services Pvt Ltd. SR-D RR (12-Nov-21)Corporate Debt0.23
Hinduja Leyland Finance Ltd. SR-001-850 11.30% (21-Jul-21)Corporate Debt0.12
Tata Sons Ltd. 08.01% (02-Sep-21)Corporate Debt0.03
National Bank For Agriculture & Rural Development SR-19-D 08.39% (19-Jul-21)Corporate Debt0.03
Reliance Jio Infocomm Ltd. SR-PPD-11 8.32% (08-Jul-21)Corporate Debt0.03
Rivaaz Trade Ventures Pvt Ltd. SR-E 12.25% (31-Dec-23)Corporate Debt0
Rivaaz Trade Ventures Pvt Ltd. SR-D 11.50% (30-Jun-22)Corporate Debt0
Rivaaz Trade Ventures Pvt Ltd. SR-C 11.50% (30-Jun-21)Corporate Debt0
Rivaaz Trade Ventures Pvt Ltd. SR-C 12.25% (30-Dec-21)Corporate Debt0
Rivaaz Trade Ventures Pvt Ltd. SR-D 12.25% (30-Dec-22)Corporate Debt0
nuFuture Digital (India) Ltd. SR-C 12.80% (31-Dec-21)Corporate Debt0
Future Ideas Company Ltd. SR-C 13.40% (31-Jan-23)Corporate Debt0
Future Ideas Company Ltd. SR-B 13.40% (31-Jan-22)Corporate Debt0
10.32% Andhra Pradesh Capital Region Development Authority 16/08/2025Debenture20.38
10.32% Andhra Pradesh Capital Region Development Authority 16/08/2024Debenture19.19
Edelweiss Rural & Corporate Services 29/11/2021Debenture14.72
SBI Overnight Direct-GMutual Fund6.3
11.60% Hinduja Leyland Finance 29/09/2024Debenture4.64
10.32% Andhra Pradesh Capital Region Development Authority 16/08/2026Debenture3.91
9.85% DCB Bank 18/11/2026Debenture1.18
9.75% Uttar Pradesh Power Corporation 20/10/2021Debenture0.73
12.25% Rivaaz Trade Ventures 30/12/2021Debenture0
12.25% Rivaaz Trade Ventures 30/12/2022Debenture0
12.25% Rivaaz Trade Ventures 31/12/2023Debenture0
12.80% Nufuture Digital 31/12/2021Debenture0
13.40% Future Ideas 31/01/2023Debenture0
11.50% Rivaaz Trade Ventures 30/06/2022Debenture0
13.40% Future Ideas 31/01/2022Debenture0
SBI Overnight Direct-GMutual Fund39.1
10.32% Andhra Pradesh Capital Region Development Authority 16/08/2025Debenture20.2
10.32% Andhra Pradesh Capital Region Development Authority 16/08/2024Debenture19.06
Edelweiss Rural & Corporate Services 29/11/2021Debenture14.69
10.32% Andhra Pradesh Capital Region Development Authority 16/08/2026Debenture3.87
9.85% DCB Bank 18/11/2026Debenture1.17
12.25% Rivaaz Trade Ventures 30/12/2021Debenture0
12.25% Rivaaz Trade Ventures 30/12/2022Debenture0
12.25% Rivaaz Trade Ventures 31/12/2023Debenture0
11.50% Rivaaz Trade Ventures 30/06/2022Debenture0
12.80% Nufuture Digital 31/12/2021Debenture0
13.40% Future Ideas 31/01/2023Debenture0
13.40% Future Ideas 31/01/2022Debenture0

AUM Yearly

Franklin India Short Term Income Plan Details

Franklin India Short Term Income Plan Growth is a Debt Scheme - Short Duration Fund mutual fund scheme launched by Franklin Templeton Asset Management (India) Private Limited.This fund has been launched on 2002-01-31. Franklin India Short Term Income Plan Growth currently has 1199 crores of assets under management (AUM) and has an expense ratio of 0.06 which is lower than what most other Large Cap funds charge.


Franklin India Short Term Income Plan Growth has given returns of 12.95% in the last 1 year and 3.89% in the last 3 years. And since launch the fund has given 7.72% returns.


This fund invests in Debt Scheme - Short Duration Fund companies which are fundamentally strong and having growth potential.


The top holdings of the fund are Shriram Transport Finance Company Ltd. SR-01 10.25% (26-Apr-24) , Edelweiss Commodities Services Ltd. 08.70% (30-Jun-27) , Renew Power Ventures Pvt Ltd. -SR-1 (31-Jul-25) , Andhra Pradesh Capital Region Development Authority strpps B 10.32% (16-Aug-25) , Andhra Pradesh Capital Region Development Authority strpps A 10.32% (16-Aug-24)

Frquently Asked Questions

1. What is the NAV of Franklin India Short Term Income Plan ?

The current Net Asset Value (NAV) of the Franklin India Short Term Income Plan is 4656.33

2. Franklin India Short Term Income Plan Rolling Returns

The 3 year rolling returns of the Franklin India Short Term Income Plan :

  • Mean : 7.71%
  • Max : 10.76%
  • Min : 0%

3. How do I invest in Franklin India Short Term Income Plan ?

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Franklin India Short Term Income Plan Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.