Franklin India Short Term Income Plan - Retail Plan (Debt, Short Term)

3594.75
8.40%
2
Income Generation
Short Term Horizon
Moderate
1.57%
15 yrs 11 months31 Jan 2002
₹ 8875.39 Cr08 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

w.e.f 13/02/2013 Entry Load - NIL; Exit Load: 0.50% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date

Investment Objective

The scheme aims to generate stable returns by investing in fixed income securities with shorter maturity periods likely to be less than three years. , the average maturity of the portfolio of the scheme is likely to be between 4 months and 12 months, and the maturity of individual securities in the scheme is likely to be less than 3 years.
TenureReturns (CAGR)
YTD
8.68
1 Month
0.29
3 Month
1.41
1 YR
9.17
2 YR
8.70
3 YR
8.82
TenureReturns (CAGR)
1 YR
8.46
2 YR
9.33
3 YR
8.95
5 YR
9.29
10 YR
9.31

Portfolio

Company Name% Assets
Dolvi Minerals and Metals Ltd. 22/10/2019 8.96%3.98
Greenko Solar Energy Pvt. Ltd. 18/05/2020 13.15%3.41
Yes Bank Ltd. 9.50%3.21
LIC Housing Finance Ltd. 02/09/20192.71
Hindalco Industries Ltd. 25/04/2022 9.55%2.53
Yes Capital India Pvt. Ltd. 12/10/20202.51
Reliance Project Ventures & Management Ltd. 22/12/2017 12.33%2.51
DLF Ltd. 09/08/2019 12.25%2.47
Tata Teleservices (Maharashtra) Ltd. 22/05/2019 11.30%2.23
Renew Power Ventures Pvt Ltd. 28/09/20222.05

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.57%
Beta0.81%
Sharpe Ratio2.63

Santosh Kamath,Kunal Agrawal

Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur.Mr. Agrawal is a B.Tech from IIT Delhi and PGDM from IIM C.
Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.Prior to joining Franklin India AMC he has worked with Credits- Portfolio Management, CRISIL Ltd., IBM Ltd. & Infosys Ltd.

Other Funds Managed by Santosh Kamath,Kunal Agrawal

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