Franklin India Short Term Income Plan - Direct Plan

Scheme Type
Open-ended
Scheme Category
Short Term
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 10396.24
Expense Ratio
0.84%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 110400
Min Subscription
₹ 5000
Min Addition Subscription
₹ 5000
Performance
Comparison
Portfolio
Details
Analysis
3988.7428
(0.05 %)
NAV as on 2018-11-14
Returns
Fund
Franklin India Short Term Income Plan - Direct Plan
1 Year
7.12%
3 Year
8.69%
5 Year
9.89%
AMC Details
amc launch date
Launch Date
19 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
services@franklintempleton.com
amc phone
Phone
022 - 67519100
amc address
Address
Indiabulls Finance Centre, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road West, Mumbai 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
For units in excess of 10% of the investment, 0.50% will be charged for redemption within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
Suitability
This product is suitable for investors who are seeking
• This product is suitable for Investors who are seeking
• Regular income for medium term.
• A fund that invests in short term corporate bonds including PTCs.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,126
Portfolio Value
126
Total Returns