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Franklin India ST Income Plan(M-IDCW)

IDCW
DebtShort Duration Fund
Small-size FundAssets Under Mgmt: ₹ 12 Cr
Very High RiskPrinciple investment will be at very high risk
1,465.750.00% (+0.00)

Price Chart

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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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DebtShort Duration Fund
Small-size FundAssets Under Mgmt: ₹ 12 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.0410.88
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.647.545.73

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
CRISIL Short Term Bond Index

About Short Duration Fund

Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.

Peers & Comparison

Comparing 3 mutual funds from 
DebtShort Duration Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Franklin India ST Income Plan(M-IDCW)0.003.40%1.93%
ICICI Pru Short Term Fund(M-IDCW Payout)-0.08%0.03%0.51%
Kotak Bond Short Term Fund(IDCW)8.77%4.73%6.75%
HDFC Short Term Debt Fund(IDCW-Reinv)1.09%2.30%6.42%

Price Comparison

Compare Franklin India ST Income Plan(M-IDCW) with any MF, ETF, stock or index
Compare Franklin India ST Income Plan(M-IDCW) with any MF, ETF, stock or index
Franklin India ST Income Plan(M-IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & Equivalents100.00%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

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Sector Distribution

Others100.00 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 24100.00%100.00%100.00%100.00%100.00%100.00%
Others as a % of total holdings for last six quarters
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Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change
  • Call, Cash & Other Assets
    3M change : 0.00 %

    Holdings

    100.00 %

    0.00 %

AMC Profile

Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.

  • No.of Schemes

    34

  • Total AUM

    ₹ 1,14,070.21 Cr.

Fund Manager Profile

Santosh Kamath

AUM:  ₹12.51 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 3yrs

Kunal Agrawal

AUM:  ₹12.51 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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