Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth

Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth

Debt

Direct

Other Bond

NAV as on 01-01-0001

₹ 1000

About Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth

Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth is a debt fund. This fund was started on 9 March, 2020. The fund is managed by Santosh Kamath, Kunal Agrawal. This fund is suitable to keep your money safe.

Key Parameters

  1. Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth has given a CAGR return of 0.00% since inception.

Holdings

Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth has allocated its funds majorly in . Its top holdings are

Taxation

As it is a other bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
For short term (less than 3 years) capital gains will be taxed at your income slab rate.
For long term (more than 3 years) capital gains will be taxed at 20% with indexation benefit.
Dividends will always be taxed at slab rate.

Investment objective of Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth

The objective of the Scheme is to provide investors stable returns by investing in fixed income securities.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth has no lock in period.

Historical NAV & Returns

Annualised

Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth Overview

Expense ratio--
Benchmark
CRISIL Short Term Bond Fund TR INR
AUM₹0 Cr
Inception Date9 March, 2020
Min Lumpsum/SIP--/--
Exit Load0%
Lock InNo Lock-in
TurnOver
234.34%
STCGSelling mutual fund within 36 months, gains taxed at slab rates.
LTCGHolding over 3 years, gains taxed at slab rates without indexation.
Risk
Risk meter
pointer
Low to Moderate Risk
All changes are between Oct'69 and Dec'69
  • Returns %

  • Fund Ratios

  • Overview

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Santosh Kamath
Santosh Kamath
Fund Manager of Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth, since 9 March 2020
Kunal Agrawal
Kunal Agrawal
Fund Manager of Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth, since 9 March 2020
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Total AUM
₹1.13L Cr
as on 29-Nov-2024
Address
One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai
Phone
+912267519100
Website
service@templeton.com

Frequently Asked Questions for Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth

The current NAV of Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth is ₹1000 as on 01-Jan-0001.
Existing (Absolute + CAGR) as on 01-Jan-0001.
Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
Santosh Kamath, Kunal Agrawal are the fund managers of Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth
The Exit load of Franklin India Short Term Income Segregated Portfolio 3 Retail Fund Direct Growth is 0%