| Category: Debt: Short Duration |
| Launch Date: 31-01-2002 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short-Term Bond TRI |
| Expense Ratio: 0.0% As on ( 30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 5000.0 |
| Total Assets: 0 Cr As on ( ) |
| Turn over: 0.0 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Franklin India Short-Term Income Plan-Growth | - | 47.29 | 32.4 | 17.9 | 12.36 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 15.47 | 8.69 | 7.5 | 7.35 | 7.18 |
Santosh Kamath
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.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Short-Term Income Plan-Growth | 6.44 | 0.44 | -0.4 | -1.62 | 4.16 | 0.01 |
| Debt: Short Duration | - | - | - | - | - | - |
| Scheme | Category | % of Change | |
|---|---|---|---|
| Modified Duration | 0 | ||
| Average Maturity | 0 | ||
| Yield To Maturity | 0 | ||
| Scheme Name | Launch Date |
1-Year Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|
| Franklin India Short-Term Income Plan-Growth | 31-01-2002 | 0.0 | 47.29 | 32.4 | 17.9 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 10.16 | 9.6 | 10.22 | 5.81 |
| Nippon India Short Term Fund-Growth Plan | 01-12-2002 | 9.28 | 7.34 | 6.51 | 7.13 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 9.24 | 7.46 | 6.2 | 7.06 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 9.23 | 7.38 | 6.48 | 7.28 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 9.23 | 7.36 | 6.47 | 7.28 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 9.13 | 7.59 | 6.83 | 7.54 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 9.1 | 7.44 | 7.14 | 7.47 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | 01-01-2013 | 9.07 | 7.2 | 8.18 | 6.37 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | 01-01-2013 | 9.07 | 7.2 | 0.0 | 0.0 |