Franklin India Short Term Income Plan Segregated Portfolio 3 Direct Growth
DebtOther BondLow to Moderate Risk
Direct
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF090I01VS3
Minimum SIP
₹5,000
Exit Load
No Charges
Inception Date
09 Mar 2020
About this fund
- You can start investing in Franklin India Short Term Income Plan Segregated Portfolio 3 Direct Growth with a SIP of ₹5000 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Santosh Kamath
Since March 2020
Kunal Agrawal
Since March 2020
Additional Scheme Details
ISIN INF090I01VS3 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 5 years 1 month | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark CRISIL Short Term Bond TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Other Bond Funds
About the AMC
Franklin Templeton Mutual Fund
Total AUM
₹98,410 Cr
Address
Indiabulls Finance Centre; Tower 2, 12th and 13th Floor, Mumbai, 400 013
Other Funds by Franklin Templeton Mutual Fund
Risk Level
Your principal amount will be at Low to Moderate Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
Who manages the Franklin India Short Term Income Plan Segregated Portfolio 3 Direct Growth?
- Santosh Kamath
- Kunal Agrawal
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Franklin India Short Term Income Plan Segregated Portfolio 3 Direct Growth
DebtOther BondLow to Moderate Risk
Direct
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF090I01VS3
Minimum SIP
₹5,000
Exit Load
No Charges
Inception Date
09 Mar 2020
Risk Level
Your principal amount will be at Low to Moderate Risk
About this fund
- You can start investing in Franklin India Short Term Income Plan Segregated Portfolio 3 Direct Growth with a SIP of ₹5000 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Santosh Kamath
Since March 2020
Kunal Agrawal
Since March 2020
Additional Scheme Details
ISIN INF090I01VS3 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 5 years 1 month | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark CRISIL Short Term Bond TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Other Bond Funds
About the AMC
Franklin Templeton Mutual Fund
Total AUM
₹98,410 Cr
Address
Indiabulls Finance Centre; Tower 2, 12th and 13th Floor, Mumbai, 400 013
Other Funds by Franklin Templeton Mutual Fund
Related Articles
Still got questions?
We're here to help.
Who manages the Franklin India Short Term Income Plan Segregated Portfolio 3 Direct Growth?
- Santosh Kamath
- Kunal Agrawal
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Trending Mutual Funds Searches
Popular Equity Funds
Popular Debt Funds
Track all you investments in one place
Download Wealth Monitor App
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Get your portfolio reviewed by experts
