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Templeton (I) Short Term Income - Inst. Plan (G) SET SMS ALERT

2,088.996
1.32 (0.06%)
NAV as on Apr-17-2014
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 0.9 21
3 mth 2.2 20
6 mth 4.9 12
1 year 8.7 19
2 year 9.8 8
3 year 9.8 9
5 year 9.1 1

# Moneycontrol Rank within 146 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.5 - - - -
2013 2.3 2.9 0.2 3.0 9.2
2012 2.0 2.6 2.8 2.1 10.2
2011 1.8 2.4 2.2 2.2 9.2
2010 1.7 1.5 1.0 0.9 5.7
2009 2.7 3.6 2.5 -0.2 12.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.9 2.2 4.9 8.7 9.8 9.8 9.1
Category avg 0.7 1.9 4.1 7.3 4.9 4.8 2.8
Difference of Fund returns and Category returns 0.2 0.3 0.8 1.4 4.9 5.0 6.3
Best of category 1.1 2.4 5.4 10.5 10.8 10.5 9.1
Worst of category -24.5 1.5 3.4 5.2 7.2 7.4 3.7

Investment Info

Investment Objective

An open-end income scheme with an objective to provide stable returns by investing in fixed income securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 06, 2005
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 266.43 (Dec-31-2013)
Minimum Investment Rs.50000000
Last Dividend N.A.
Bonus N.A.
Fund Manager Sachin Desai / Umesh Sharma
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit load 0.50% if redeemed within 9 months from the date of allotment.

Contact Details

Regd. Office Sakhar Bhavan, 1st Floor, 230, Backbay Reclamation, Nariman Point, Mumbai, 400021
Tel. No. 66325820-36
Fax No. 22886707/22886133
Email mktg@templeton.com
Website http://www.franklintempletonindia.com

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Dynamic Bond -RP (G) Rank 4
11,244.95 1.7 4.3 6.2 9.0 7.8
Templeton (I) ST Income -Retail (G) Rank 3
6,654.88 2.1 4.7 8.4 9.5 8.9
Templeton (I) ST Income -Direct (G) Not Ranked
471.37 2.3 5.2 9.2 -- --
Templeton (I) STIF - Inst. (G) Not Ranked
266.43 2.2 4.9 8.7 9.8 9.1
Templeton Corporate Bond Opp. (G) Rank 4
5,242.15 2.1 4.8 8.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Debt Rating Value
(Rs cr)
Asset %
Jsw Steel Limited CARE AA 393.75 4.92
International Maritime & Allied Services Limited BWR A(SO) 376.99 4.71
Hpcl Mittal Pipelines Ltd ICRA AA- 359.31 4.49
Dewan Housing Finance Corporation Ltd. CARE AA+ 306.21 3.83
Fullerton India Credit Company Ltd ICRA AA+ 301.99 3.77
Jsw Techno Projects Management Limited BWR A(SO) 298.90 3.74
Adani Ports & Special Economic Zone Ltd ICRA AA- 298.28 3.73
Il&fs Transportation Networks Limited ICRA A 292.46 3.65
Magma Fincorp Ltd. CARE AA+ 226.77 2.83
Tata Capital Housing Financeltd. CRISIL AA+ 199.69 2.50

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 0.00
Others 0.00
Debt 81.15
Mutual Funds N.A
Money Market 15.76
Cash / Call 3.11

View All

Concentration

Holdings (%)
Top 5 21.72
Top 10 38.17
Sector (%)
Top 3 N.A.

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