Franklin India Short Term Income Plan - Direct - Growth

NAV: as on:
MIn SIP Amount: 500
Rating: Not Rated
Fund Size: 12.5096
SIP Amount
Frequency
SIP Start Date
Holdings
Name Sector Instrument Type Assets(%)
Holding analysis
Asset Class Percentage
Equity 0
Debt 0
Cash
Equity sector allocation
Sector Holding Percentage
Advanced Ratios
Standard Dev. 1.704
P/E Ratio 0
Sharpe -1.6495
Alpha 0.1147
Beta 0.8723
Sortino 0.0979
Minimum Investment Amounts
Minimum for 1st Investment 5000
Minimum for SIP 500
Returns and rankings
Category : Fixed Income
Annualised returns
1Y 3Y 5Y
Fund returns 0 5.93 3.78
Category average 3.1 4.3 4.2
Rank with in category
Expense ratio:0.04

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective
Rank (total assets) ---
Total AUM ₹1,13,096.88Cr
Date of Incorporation ---

Investment Objective

The Objective Of The Scheme Is To Provide Investors Stable Returns By Investing In Fixed Income Securities.

Fund benchmark Crisil Short Term Bond Fund Index
Fund house contact details
Address: Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinst
Mumbai 400013
Phone:--------
Launch Date:--------
Franklin Templeton Asset Management (India) Private Limited
Custodian:Deutsche Bank
Registrar & Transfer Agent:CAMS
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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Fund management
Santosh Kamath
Jan 2013 - Present
Education
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Experience
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Fund manager Also manages these schemes