Franklin India Short Term Income Plan overview

Mutual Fund

Franklin India Short Term Income Plan is an open-ended short duration debt fund. The inception date of this fund is 31st January 2002. Franklin India Short Term Income Plan is managed by Mr. Santosh Kamath and Mr. Kunal Agrawal.

Franklin India Short Term Income Plan is giving good returns over the years. The last ten years, five years and three years return of this fund is 9.04%, 9.15% and 9.11%. Franklin India Short Term Income Plan has given a return of 8.37% since launch. You can invest in both Franklin India Short Term Income Plan Growth and Franklin India Short Term Income Plan Dividend but for better return invest in Franklin India Short Term Income Plan Growth. The benchmark of this fund is CRISIL Short Term Bond. The expense ratio of Franklin India Short Term Income Plan Regular is 1.56% (as on 31st March 2019). You can invest in Mutual Fund online by just clicking a button which made it more easier to invest. The minimum investment for Franklin India Short Term Income Plan is Rs.5000.

Top 10 holdings of Franklin India Short Term Income Plan

S.No.

Name of Holding

Net Assets (%)

1

10.25% Shriram Transport Finance Co. Ltd. (26-Apr-2024) **

5.52

2

0.00% Adani Rail Infra Pvt. Ltd. (28-Apr-2023) **

4.14

3

10.90% Vodafone Idea Ltd. (02-Sep-2023) **

3.99

4

9.10% Power Finance Corp. Ltd. (23-Mar-2029) **

3.41

5

0.00% Dolvi Minerals and Metals Pvt. Ltd. (22-Oct-2019) **

3.16

6

9.50% Piramal Capital & Housing Finance Ltd. (15-Apr-2022) **

2.99

7

11.90% Rishanth Wholesale Trading Pvt. Ltd. (20-Oct-2023) **

2.74

8

9.50% Yes Bank Ltd. (23-Dec-2021) **

2.6

9

Call, Cash & Other Assets

2.47

10

8.70% Edelweiss Agri Value Chain Ltd. (30-Jun-2027) **

2.35

Top 4 sectors of Franklin India Short Term Income Plan

S.No.

Name of Holding

Net Assets (%)

1

Miscellaneous

96.41

2

Miscellaneous

2.47

3

Miscellaneous

1.07

4

Miscellaneous

0.04

Franklin India Short Term Income Plan

  • AUM Size- Rs.12,866 cr.(as on 31st March 2019) 
  • Expense Ratio- 1.56% (as on 31st March 2019)
  • Launch Date- 31st Jan 2002
  • Benchmark- CRISIL Short Term Bond 
  • Risk- Moderate
  • Return Since Launch- 8.37%

Performance


YTD

1-Month

3-Month

1-Year

3-Year

5-Year

10-Year

Fund

2.15

0.34

1.70

8.34

9.11

9.15

9.04

CCIL T Bill Liquidity Weight

1.39

0.31

1.15

4.35

4.24

4.75

4.55

Category

2.44

0.61

2.01

6.55

7.02

7.76

7.72

Rank within Category

24

29

26

1

1

1

1

Number of funds in category

29

30

29

28

27

27

17

As on Apr 16, 2019

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