MF Gyan
debtVery high risk5 years old

Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Franklin Templeton Mutual Fund. It's been running since 2 Mar 2022.

Latest price per unit
₹90.7013
▲ 256.05% today
As of 1 Sep 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹3.83 L
▲ ₹2.83 L gain · 283.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹2.15 L
Gain / loss+₹1.55 L
XIRR (annualised)922.45%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹1.08 Cr
Projected gain*+₹1.07 Cr
*at this fund's historical rate of 922.45% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 83 other funds in Debt Scheme - Short Duration Fund

Same plan
1-year return
283.06%median 4.45% (+278.61%)
Rank #4 of 84Beats 96% of peers
Bumpiness (3Y)
108.39%median 3.12% (+105.27%)
Rank #79 of 84Less risky than 0% of peers
Worst-ever drop
-22.00%median -5.45% (-16.55%)
Rank #8 of 84Less risky than 91% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 2 years were positive.

+3%
2022
+290%
2023
Best year
2023 · 290.22%
Worst year
2022 · 3.48%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
108.4%

The value swings roughly 108% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-22.00%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW against other debt funds.

Technical details (for the pros)
CAGR — 1 year283.06%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch153.72%
Volatility — 1 year (annualised)132.49%
Volatility — 3 years (annualised)108.39%
Max drawdown — 1 year-22.00%
Max drawdown — 3 years-22.00%
Sharpe ratio — 1 year (rf=6%)1.00
Sharpe ratio — 3 years (rf=6%)0.83

Fund info

Fund house
Franklin Templeton Mutual Fund
Category
Debt Scheme - Short Duration Fund
Plan
Direct
Option
IDCW
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
148016
First price on record
2 Mar 2022 · 367 daily prices

About Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW

Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW is a Debt Scheme - Short Duration Fund offered by Franklin Templeton Mutual Fund under the Direct plan with the IDCW option. It has approximately 5 years of NAV track record. The fund falls in the debt category — Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.

The current NAV of Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW is ₹90.7013 (as of 1 Sep 2023). Historically, it has delivered 282.71% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 108.4% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 22.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW?+

The latest NAV of Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW is ₹90.7013 as of 1 Sep 2023, up 256.05% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW?+

Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW has delivered 1-year return 282.71%, since-inception CAGR 153.72%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW belong to?+

Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW is categorised as Debt Scheme - Short Duration Fund. Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.

How risky is Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW?+

Based on its 3-year annualised volatility of 108.4%, Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW a direct plan?+

Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW?+

Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Weekly - IDCW has NAV history available from 2 Mar 2022 — approximately 5 years of track record and 367 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.