Analyst’s Choice
Recently Viewed
Clear All
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Franklin India Short Term Income Plan - Retail Plan
|
Very High
|
loading... |
-- |
|||
Moderate
|
loading... |
1.02 |
||||
Moderate
|
loading... |
0.71 |
||||
Moderate
|
loading... |
0.85 |
||||
Moderate
|
loading... |
0.89 |
₹13 Cr
0.50 (365)
5,000
1,000
500
12
Investment Strategy
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.
Suitability
"Short Duration debt funds invest mainly in bonds maturing in a period of one to three years. They are suitable for investment horizons of one to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch.
The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit. There have been instances when short duration funds have incurred losses.
Remember, their returns may not be substantially higher than inflation. They are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
2 min read•By Research Desk
4 min read•By Aarati Krishnan
Mutual funds can be bought directly from the website of the fund house. For instance, Franklin India Short Term Income Plan - Retail Plan fund can be purchased from the website of Franklin Templeton Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Franklin India Short Term Income Plan - Retail Plan is ₹5,149.4099 as of 13-Jan-2025.
The AUM of Franklin India Short Term Income Plan - Retail Plan Fund is ₹13 Cr as of 31-Dec-2024
The riskometer level of Franklin India Short Term Income Plan - Retail Plan is Very High. See More
As of 31-Dec-2024, Franklin India Short Term Income Plan - Retail Plan had invested 100% in Cash & Cash Eq. See More
Franklin India Short Term Income Plan - Retail Plan is 22 years 11 months old. It has delivered 7.40% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
--
|
5.12%
|
4.70%
|
5.24%
|
6.25%
|
7.40%
|
No, There is no lock in period in Franklin India Short Term Income Plan - Retail Plan.
The expense ratio of Franklin India Short Term Income Plan - Retail Plan is --.