Debt Scheme - Short Duration FundFranklin Templeton Mutual Fund

Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW

₹4281.4140▲ 0.0312 (0.00%)

Scheme Type

Open Ended Schemes

NAV History

+192.10%

365 data points · Period: 1Y

Returns

CAGR

+192.10%

+47.60%

+30.51%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹29,210

+192.1%

3Y Ago

₹38,826

+288.3%

5Y Ago

₹33,459

+234.6%

Past performance ≠ future results

Fund Analytics

Score: 73.9 / 100

Performance

Total Returns

Simple return over period

+192.10%

CAGR

Compound annual growth rate

+192.10%

Growth of ₹10K

Hypothetical investment value

₹29,210

SIP XIRR

SIP internal rate of return

+477.05%

Risk

Volatility (Ann.)

Std deviation of returns

172.50%LOW

Max Drawdown

Worst peak-to-trough

-0.00%

Sharpe Ratio

Risk-adjusted return

1.08GOOD

Sortino Ratio

Downside risk-adjusted return

0.00POOR

Benchmark

Beta

Market sensitivity

0.98DEF

Alpha

Excess return vs benchmark

+186.38%

Tracking Error

Deviation from benchmark

172.23%

Information Ratio

Alpha per unit tracking error

1.08

Treynor Ratio

Return per unit systematic risk

189.02

Capture

Upside Capture

Participation in market gains

216.09%

Downside Capture

Participation in market losses

-2.46%

Rolling Returns

1Y Rolling CAGR

Avg 7.9% (0.0% – 192.1%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2025-05-02

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+192.1%+5.7%

+186.4%

3Y+47.3%+12.3%

+38.6%

5Y+31.1%+21.5%

+21.9%

Beta

1Y: 0.983Y: 0.435Y: 0.20

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

₹13,74,877

Total Value

₹16,74,877

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