Franklin India Short Term
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1–3 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Maximum Drawdown-0.5% | Mar 2026
Upside Capture98%
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Bharti Telecom LimitedUtilities11.73%
LIC Housing Finance LtdUtilities11.48%
Power Finance Corporation LimitedUtilities11.44%
Rec LimitedUtilities11.19%
Poonawalla Fincorp LimitedUtilities10.86%
National Bank For Agriculture And Rural DevelopmentUtilities10.84%
Canara BankUtilities10.29%
Small Industries Development Bank of IndiaUtilities10.16%
Call, Cash & Other AssetsUtilities7.72%
6.54% Govt Stock 2032Utilities4.30%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.92%
Regulatory & Tax Information
INF090I01YT5
ISINDailyDealing Frequency
CRISIL Short Dur Debt A-II TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)