Franklin India Savings Plus Fund Retail Option (Debt, Ultra Short Term)

31.18
7.44%
NA
Income Generation
Short Term Horizon
Moderately Low
0.38%
15 yrs 11 months11 Feb 2002
₹ 327.57 Cr11 Dec 2017

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Minimum Investment

  • ₹ 10000.00 for Lumpsum

Exit Load

Entry Load - NIL; w.e.f 25/04/2016��Exit Load - NIL

Investment Objective

The scheme aims to provide income consistent with the prudent risk from a portfolio mainly comprising of floating rate debt, fixed rate debt swapped for floating rate returns and fixed rate and money market instruments. The portfolio would be tilted towards short term maturities.
TenureReturns (CAGR)
YTD
6.99
1 Month
0.44
3 Month
1.52
1 YR
7.34
2 YR
7.75
3 YR
7.88
TenureReturns (CAGR)
1 YR
7.06
2 YR
7.46
3 YR
7.66
5 YR
8.05
10 YR
8.23

Portfolio

Company Name% Assets
Poddar Housing and Development Ltd 180-D 16/05/20189.37
Wadhawan Global Capital Pvt Ltd. 31/07/20206.89
Axis Bank Ltd. 01/03/20186.26
Kotak Mahindra Bank Ltd. 08/03/20186.25
HDFC Bank Ltd. 20/03/20186.24
Can Fin Homes Ltd. 160-D 15/03/20186.24
LIC Housing Finance Ltd. 16/02/2018 7.35%5.85
Kotak Mahindra Prime Ltd. 137-D 30/03/20185.47
Reliance Jio Infocomm Ltd. 31/05/2019 8.10%5.14
KKR India Financial Services Pvt Ltd. 09/02/20204.15

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation0.44%
Beta0.94%
Sharpe Ratio7.41

Sachin Padwal-Desai,Pallab Roy

Mr. Desai is a B.E and PGDM from IIM Bangalore.Mr. Roy is a M.Com and MBA (Finance).
Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.He has been associated with Franklin Templeton Investments since 2001.

Other Funds Managed by Sachin Padwal-Desai,Pallab Roy

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