Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Fund Family Franklin Templeton Mutual Fund
Fund Class Debt Short Term
Relatively Weak performance in the category
The scheme is ranked 5 in Debt Short Term category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 1.6 | 9 |
| 3 mth | 4.0 | 8 |
| 6 mth | 6.2 | 10 |
| 1 year | 11.9 | 8 |
| 2 year | 10.6 | 15 |
| 3 year | 9.0 | 17 |
| 5 year | 9.7 | 4 |
# Moneycontrol Rank within 82 Debt Short Term Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 0.3 | - | - | - | - |
| 2012 | 0.5 | 0.5 | 0.8 | 0.4 | 1.9 |
| 2011 | 0.8 | 0.8 | 0.7 | 0.7 | 2.6 |
| 2010 | 0.5 | 0.8 | 0.1 | 0.4 | 2.0 |
| 2009 | 0.6 | 0.3 | 0.3 | 0.3 | 1.8 |
| 2008 | 0.1 | 0.2 | 0.7 | - | 0.6 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Debt Short Term)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 1.6 | 4.0 | 6.2 | 11.9 | 10.6 | 9.0 | 9.7 |
| Category avg | 1.2 | 3.1 | 5.1 | 10.0 | 9.3 | 7.0 | 3.8 |
| Difference of Fund returns and Category returns | 0.4 | 0.9 | 1.1 | 1.9 | 1.3 | 2.0 | 5.9 |
| Best of category | 2.1 | 4.5 | 7.1 | 13.0 | 12.0 | 10.5 | 10.1 |
| Worst of category | 0.5 | 0.7 | 0.6 | 0.3 | 0.2 | -0.5 | 0.1 |
Investment Objective
An open-end income scheme with an objective to provide stable returns by investing in fixed income securities.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Bonus |
| Launch date | Jun 25, 2002 |
| Benchmark | CRISIL Short Term Bond Fund |
| Asset Size (Rs cr) | 5,197.92 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.1.00 (Feb-18-2011) |
| Bonus | 1 : 1000 (Feb-02-2004) |
| Fund Manager | Sachin Desai / Umesh Sharma View performance of schemes managed by the Fund Manager |
| Notes | Open for Subscription |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.50% |
| Load Comments | Exit load 0.50% if redeemed within 9 months from the date of allotment. |
| Regd. Office | Sakhar Bhavan, 1st Floor, 230, Backbay Reclamation, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 66325820-36 |
| Fax No. | 22886707/22886133 |
| mktg@templeton.com | |
| Website | http://www.franklintempletonindia.com |
| Debt Short Term | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Birla SL Dynamic Bond -RP (G) | Rank 3 |
14,567.05 | 4.5 | 7.1 | 12.6 | 9.5 | 9.8 |
| SBI Short Term Debt - RP (G) | Rank 3 |
2,159.03 | 3.6 | 6.0 | 11.8 | 8.9 | -- |
| SBI Short Horizon Debt-STF -RP (G) | Not Ranked |
64.89 | 3.6 | 6.0 | 11.7 | 8.7 | 8.1 |
| Templeton (I) ST Income (G) | Rank 5 |
5,197.92 | 4.0 | 6.2 | 11.9 | 9.0 | 9.7 |
| Templeton India Income Oppor. (G) | Rank 5 |
2,788.98 | 4.1 | 6.6 | 12.3 | 9.3 | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Hpcl Mittal Pipelines Ltd* | ICRA AA- | 362.06 | 5.94 |
| Dewan Housing Finance Corporation Ltd.* | CARE AA+ | 307.88 | 5.05 |
| Fullerton India Credit Company Ltd* | ICRA AA+ | 306.30 | 5.03 |
| Adani Ports & Special Economic Zone Ltd* | ICRA AA- | 301.70 | 4.95 |
| Il&fs Transportation Networks Limited* | ICRA A | 299.17 | 4.91 |
| Magma Fincorp Ltd.* | CARE AA+ | 281.09 | 4.61 |
| Tata Motors Ltd.* | CARE AA | 243.43 | 3.99 |
| Idl Speciality Chemicals Limited* | BW A+ (SO) | 180.27 | 2.96 |
| Hpcl-mittal Energy Ltd* | ICRA AA- | 171.36 | 2.81 |
| Pcr Investments Ltd* | BW AA-(SO) | 170.24 | 2.79 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 90.91 |
| Mutual Funds | N.A |
| Money Market | 6.83 |
| Cash / Call | 2.20 |
| Holdings | (%) |
|---|---|
| Top 5 | 25.88 |
| Top 10 | 43.04 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Franklin Templeton buys banks, auto; sells IT, metals
May 21, 2013 at 9:14 | Source:
Why repaying debt should be a priority over new investments
May 08, 2013 at 15:26 | Source:
New categories of MF investments: How to gain from it
May 06, 2013 at 16:25 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links