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Franklin India Short term Income Plan- Retail Plan- Segregated Portfolio 2- 10.90% Vodafone Idea Ltd 02Sep2023-Direct-Growth Option (defunct)

Franklin Templeton Mutual Fund · Debt · mandate: Macaulay duration 1–3 years · benchmark: —
AUM (all plans)
CAGR (full)
8.7%
Sharpe (full)
0.45
Sharpe (bull ≤Sep-24)
Sharpe (sideways Oct-24→)
Max drawdown
-5.5%
Months of data
17
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2022202399106113Fund (NAV=100)Risk-free 6%/yrCategory median (Short Duration Fund)

Drawdown

20222023-6-30Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY220
FY236.3%1.8%0.0512
FY24*5.9%2.7%34.405
FY250
FY260
FY27*0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2022+0.9+1.0+0.9+0.9+0.9-5.5+1.3+1.2+1.2+2.6
2023+1.3+1.1+1.2+1.1+1.3+1.1+1.2+1.1+9.7
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
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