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Short Term · Debt

Franklin India Short Term Fund

Franklin Templeton Asset Management (India) Private Limited
Benchmark
NIFTY Short Duration Debt Index A-II
Riskometer
Moderate
Size
₹246 cr
Allotted
12 Aug 2026
Holdings as of
30 Sep 2026

Franklin India Short Term Fund is a short term fund of Franklin Templeton Asset Management (India) Private Limited with ₹246 cr under management. Its direct plan charges 0.34% a year. Rohan Maru has managed it for 0.2 years.

Has Franklin India Short Term Fund beaten its benchmark?

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month+0.21% −3.60% —
3 months— −5.03% —
6 months— −1.83% —
1 year— −4.06% —
3 years— +9.27% —
5 years— +8.00% —
10 years— +12.69% —
Since start
from 12 Aug 2026
———
Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
PeriodDirectRegularBenchmarkAheadRank
1y ——— — —
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Short Term funds, and how steady the lead is, in the app

Value of 100, month-end

Aug 2026 to 13 Oct 2026
50100150
Fund 100Nifty 500 TRI 94

₹100 put in at the start of Aug 2026 would be ₹100 on 13 Oct 2026, against ₹94 in the Nifty 500 TRI.

What does Franklin India Short Term Fund cost?

0.34% a year on the direct plan, 0.96% on the regular plan; 6 of 22 funds in its category charge less.

Direct plan
0.34% a year
Category median 0.38%
Regular plan
0.96% a year
Category median 0.99%
Gap
0.62 points
for the same holdings
6 of 22 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Income/Debt Oriented Schemes - Short Term Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Franklin India Short Term Fund?

Rohan Maru, since 12 Aug 2026.

Rohan Maru
Comanage
0.2 years
since 12 Aug 2026
Benchmark as filedNIFTY Short Duration Debt Index A-II
Exit load
Nil
From 39 Scheme Summary Documents filed with NSE, first on 17 Aug 2026; as on 13 Oct 2026

What does Franklin India Short Term Fund hold?

10 holdings as of 30 Sep 2026; the ten largest are 92.3% of the fund, the largest 8.65% Bharti Telecom Ltd (05-Nov-2027) ** at 11.7%.

Mix

Holdings as of 30 Sep 2026
Equity67.5%Debt24.7%Cash7.7%Other0.0%
Holdings
10
6 shares
Top ten
92.3%
of the fund
Effective holdings
6.0
spread, as if equal-weighted
Matched to our table
0%
of the equity

Five largest

% of fund
8.65% Bharti Telecom Ltd (05-Nov-2027) **11.7%
7.80% LIC Housing Finance LTD (22-Dec-2027) **11.5%
8.85% Power Finance Corporation Ltd (25-May-2029) **11.4%
6.95% REC Ltd (18-Feb-2028) **11.2%
7.58% Poonawalla Fincorp Ltd (08-Sep-2028) **10.9%

Five largest industries

% of fund
CARE AAA33.6%
CRISIL AAA33.4%
ICRA AAA16.9%
IND AAA16.1%

How does Franklin India Short Term Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Franklin India Short Term Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker
Nearest to the Nifty 50: 100% of it differs from the index (an active fund is usually above 60%).
Active share 100.0%60%

Funds that hold much the same

% of holdings in common
Franklin India Ultra Short to Short Term Fund9.7% the same
1 shared holdings
Axis Floating Interest Rates Fund8.4% the same
1 shared holdings
HSBC Ultra Short to Short Term Fund7.8% the same
2 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages Franklin India Short Term Fund?

Rohan Maru (Comanage) since 12 Aug 2026.

What is the expense ratio of Franklin India Short Term Fund?

0.34% a year on the direct plan and 0.96% on the regular plan (expense report, Oct 2026).

Inside the app

See Franklin India Short Term Fund beside your own funds in Valarth

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Franklin India Short Term Fund in the app: beside your own funds, with what you own through them

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