Franklin India Short Term Income Plan - Retail Plan - Quarterly - IDCW
Expense Ratio: -
Risk: -
Debt Scheme - Short Duration Fund
Plan: Regular
Benchmark: -
Inception: 31-01-2002
Exit Load: Nil
Fund Size:-
Performance
1Y
Fund192.10%
Cat. Avg.3.95%
2Y
Fund73.59%
Cat. Avg.5.93%
3Y
Fund47.29%
Cat. Avg.6.63%
5Y
Fund32.46%
Cat. Avg.5.89%
10Y
Fund13.34%
Cat. Avg.6.16%
SI
Fund7.98%
Cat. Avg.8.85%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 May, 24 | 60000 | 1.75 L. | +192.1% | +501.9% |
| 2Y | 08 May, 23 | 1.20 L. | 3.52 L. | +192.9% | +149.7% |
| 3Y | 09 May, 22 | 1.80 L. | 5.40 L. | +200.2% | +87.1% |
| 5Y | 08 May, 20 | 3 L. | 9.91 L. | +230.3% | +50.2% |
| 10Y | 07 May, 15 | 6 L. | 20.42 L. | +240.4% | +23.2% |
| SI | 07 Apr, 06 | 11.45 L. | 41.88 L. | +265.7% | +12.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 02 May, 24 | 1 L. | 2.92 L. | +192.1% | +192.3% |
| 2Y | 02 May, 23 | 1 L. | 3.01 L. | +201.3% | +73.5% |
| 3Y | 02 May, 22 | 1 L. | 3.20 L. | +219.5% | +47.3% |
| 5Y | 04 May, 20 | 1 L. | 4.08 L. | +307.7% | +32.5% |
| 10Y | 05 May, 15 | 1 L. | 3.50 L. | +249.6% | +13.3% |
| SI | 03 Apr, 06 | 1 L. | 4.33 L. | +332.8% | +8.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.