Franklin India Short Term Fund
Franklin Templeton Mutual Fund · Short Duration · Regular plan, growth option
| Period | Scheme | Category median |
|---|---|---|
| 1 month | 0.3% | 0.1% |
| 3 months | n/a | 0.5% |
| 6 months | n/a | 2.9% |
| Year to date | n/a | 3.3% |
| 1 year | n/a | 4.6% |
| 3 years (CAGR) | n/a | 6.7% |
| 5 years (CAGR) | n/a | 5.7% |
| 7 years (CAGR) | n/a | 6.1% |
| 10 years (CAGR) | n/a | 6.4% |
| Since first NAV (CAGR) | 0.5% | – |
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 7.4% |
| 3Y rolling median | n/a | 7.1% |
| 3Y rolling worst | n/a | 4.3% |
| 3Y periods positive | n/a | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | n/a | 7.4% |
| 5Y rolling worst | n/a | 5.3% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 1.4% |
| Sharpe ratio | n/a | 0.08 |
| Sortino ratio | n/a | 0.12 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −0.1% | −2.4% |
| Maximum drawdown, last 10Y | n/a | −2.6% |
| Maximum drawdown, last 5Y | n/a | −1.0% |
| Current drawdown | 0.0% | −0.2% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
The Regular plan's expense ratio is 0.96% a year and the Direct plan's 0.34%, a gap of 0.62%. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹15,84,188.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
- 1 Oct 2026: TER reduced from 0.99% to 0.96% (AMFI TER disclosure)
| Fund manager | Role | Managing since |
|---|---|---|
| Rohan Maru | 12 Aug 2026 | |
| Anuj Tagra | 12 Aug 2026 | |
| Rahul Goswami | 12 Aug 2026 |
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 0.96% | 0.98% |
| AUM, whole scheme (₹ crore) | 231 | 1,155 |
| Riskometer | Moderate | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
| Measure | Scheme | Benchmark / category |
|---|
Official benchmark: NIFTY Short Duration Debt Index A-II (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Short Duration Regular plans; how it is calculated.
- What is the latest NAV of Franklin India Short Term Fund?
- The NAV of the Regular plan (growth option) was ₹10.0507 on 1 Oct 2026, as published by AMFI.
- Which category is Franklin India Short Term Fund in?
- It is classified as Short Duration in AMFI's daily NAV file. MFIC compares it with 28 Short Duration schemes (Regular plans).
- What was the largest fall in Franklin India Short Term Fund's NAV?
- The largest peak-to-trough fall in its available history was 0.1%.
- What is the expense ratio (TER) of Franklin India Short Term Fund?
- The total expense ratio of the Regular plan is 0.96% a year, as disclosed to AMFI (median of Short Duration Regular plans: 0.98%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Franklin India Short Term Fund?
- Assets under management of the whole scheme were ₹231 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Franklin India Short Term Fund?
- AMFI lists the scheme's riskometer as “Moderate”, and its benchmark's as “Moderate”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- Who manages Franklin India Short Term Fund?
- According to its Scheme Summary Document, Franklin India Short Term Fund is managed by Rohan Maru (since 12 Aug 2026), Anuj Tagra (since 12 Aug 2026), Rahul Goswami (since 12 Aug 2026).
- What is the minimum investment in Franklin India Short Term Fund?
- The minimum application amount is Rs.5000. SIP details: SIP: Daily : 100; Weekly, Monthly & Quarterly : 500 STP: Daily: 500 * 2 = 1000; Weekly, Monthly & Quarterly : 1000 * 2 = 2000 SWP: 500 * 1.
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