Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth

Debt: Short Duration - Growth (Open ended)

Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-GrowthNAV: - as on -

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Debt: Short DurationBenchmark: CRISIL Short-Term Bond Index

NAV: —+0.00%

Similar Funds

Side-by-side comparison of Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	—	5.53%	—
3Y Return	—	7.50%	—
5Y Return	—	6.81%	—
10Y Return	—	7.13%	—

Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.

Please login to continue

Loading…

Period

This Fund

Category Avg

Category Rank

1Y Return

—

5.53%

—

3Y Return

—

7.50%

—

5Y Return

—

6.81%

—

10Y Return

—

7.13%

—

Frequently Asked Questions

Which funds are similar to Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth?

Funds similar to Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth in the Debt: Short Duration category include ICICI Prudential Short Term Fund Direct Plan-Growth, HDFC Short Term Debt Fund Direct Plan-Growth, and Kotak Bond Short Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth in its category?

The category rank of Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth is shown in the Trailing Returns section above.

How does Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth's expense ratio compare to similar funds?

Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth has an expense ratio of 0.18%. The peers ICICI Prudential Short Term Fund Direct Plan-Growth has an expense ratio of 0.45% and HDFC Short Term Debt Fund Direct Plan-Growth has 0.39%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth's AUM compare to similar funds?

The AUM of Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth is shown in the Scheme Overview section above.

Which fund has the best 3-year returns in the Debt: Short Duration?

The top performing fund in the Debt: Short Duration category on a 3-year basis is ICICI Prudential Short Term Fund Direct Plan-Growth with a CAGR of 8.01%. Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

How does Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth rank in risk-adjusted returns vs peers?

The Sharpe ratio of Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.