DirectFranklin Templeton Mutual Fund

Franklin India Short-Term Income Plan-Institutional Plan - Monthly Dividend

₹0.0000▼ 1303.1356 (100.00%)

Scheme Type

140463;INF955L01GU8;-;Baroda Pioneer Short Term Bond Fund - Plan B -

NAV History

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Fund Analytics

Score: 41.4 / 100

Performance

Total Returns

Simple return over period

-100.00%

CAGR

Compound annual growth rate

-100.00%

Growth of ₹10K

Hypothetical investment value

₹0

SIP XIRR

SIP internal rate of return

—

Risk

Volatility (Ann.)

Std deviation of returns

101.86%LOW

Max Drawdown

Worst peak-to-trough

-100.00%

Sharpe Ratio

Risk-adjusted return

-1.04POOR

Sortino Ratio

Downside risk-adjusted return

-0.51POOR

Benchmark

Beta

Market sensitivity

-0.68DEF

Alpha

Excess return vs benchmark

+15.68%

Tracking Error

Deviation from benchmark

102.98%

Information Ratio

Alpha per unit tracking error

0.15

Treynor Ratio

Return per unit systematic risk

157.00

Capture

Upside Capture

Participation in market gains

-152.19%

Downside Capture

Participation in market losses

-0.76%

Rolling Returns

1Y Rolling CAGR

Avg 2.2% (-1.9% – 5.7%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2018-04-27

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-100.0%+186.2%

+15.7%

3Y-100.0%+48.5%

-101.1%

5Y-100.0%+36.0%

-104.7%

Beta

1Y:-0.683Y:-0.125Y:-0.04

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

-₹2,45,297

Total Value

₹54,703

*Based on historical CAGR. Projections are illustrative, not guaranteed