Franklin India Opportunities Fund(IDCW)-Direct Plan

28.57 0.18 (0.63%) NAV as on 21-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return11.6119.8367.4218.2414.5516.25
Category Avg11.5524.5266.3919.9214.5523.09
Category Best10.937.9210.3615.5118.2418.62
Category Worst-1.99-2.08-13.925.802.22-2.15
SENSEX12.2318.3555.1417.0015.66-
NIFTY11.5319.1156.1016.3714.88-
NIFTY50011.0721.3760.4916.6114.81-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20219.19NANA6.32
202022.3212.8430.01-28.32
2019-0.17-5.704.098.25
20180.49-2.87-0.03-7.20
20174.373.6111.3713.56
20169.835.44-6.60-2.92

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202028.6384616.67
20196.0724377.66
2018-9.452129-3.38
201736.77112835.91
2016517293.84

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Aditya Birla SL Digital India Fund(G)136.1515-Jan-0092.9636.0931.4112.79
Tata Digital India Fund-Reg(G)37.5828-Dec-1598.6834.8131.8225.96
Edelweiss Recently Listed IPO Fund-Reg(G)19.8229-Jun-2180.1129.51-21.05
SBI Magnum Comma Fund-Reg(G)70.7525-Aug-0573.124.5418.9712.89
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.9923
Semi Standard Deviation [%]0.6212
Beta [%]0.8654
Sharp Ratio [%]0.9807
R-Square [%]0.8977
Expense Ratio [%]1.8100
AVG Ratio [%]0.1722
Other Ratios
Jenson Ratio [%]0.0523
Treynor Ratio [%]0.2216
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0975
SORTINO Ratio [%]0.2596

Return Calculator

MARKET STATS As on 22/09/2021 As on 22/09/2021

17577.50 (0.09) 59092.40 (0.15)

TOP GAINERS

Company Price Change Gain (%)
Zee Entertainment329.6573.9528.92
Zee Learn16.402.4517.56

TOP LOSERS

Company Price Change Loss (%)
Supreme Engineering25.85-2.45-8.66
Gayatri Highways0.55-0.05-8.33

Portfolio Comparison

MUTUAL FUND ACTIVITY