Franklin India SHORT TERM INCOME PLAN - Direct - GROWTH
Mutual Fund · Debt Scheme - Short Duration Fund · As of 18 Oct 2026, 6:51 pm
Solid risk-adjusted track record over the available NAV history. Returns have been compensating reasonably for the volatility taken. Still confirm current expense ratio, exit load, and portfolio concentration directly from the AMC factsheet before committing.
DalalBaazaar Score
80/ 100
Strong
Weighted across five categories. Every point is explained below.
✓ 100% of historical three-year holding periods ended in profit
✓ Even the worst three-year stretch returned 1.0% a year
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✗ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹15097.54
As of
02 May 2025
Fund History Available
12.3 yrs
3Y Return (CAGR)
101.0%
5Y Return (CAGR)
39.4%
Annualized Volatility
140.0%
High volatility
Sharpe Ratio (est.)
0.82
Moderate
Max Drawdown
-12.8%
Notable drop seen
Category
Debt Scheme - Short Duration Fund
Fund House
Franklin Templeton Mutual Fund
Category Peer Comparison
Scheme
1Y Return
HSBC Short Duration Fund - Growth Direct
—
PGIM India Short Duration Fund - Direct Plan - Growth
—
JM Ultra Short Duration Fund - (Direct) - Growth Option
—
BOI AXA Ultra Short Duration Fund- Institutional Plan- Growth
—
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹56,22,815
Estimated Gain
₹50,22,815
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
