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Franklin Asian Equity Fund - Growth Plan

Category: Equity Funds International
Launch Date: 16-01-2008
Asset Class: Equity
Benchmark: MSCI Asia
Expense Ratio: 3.03% As on (31-03-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 122.7 Cr As on (31-03-2018)
Turn over: 25.32%
NAV as on 21-05-2018

22.9294

0.1 (0.4187%)

CAGR Since Inception

8.35%

MSCI Asia 1.39%

PERFORMANCE of Franklin Asian Equity Fund - Growth Plan

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Ms. Roshi Jain

Ms. Jain is a CFA, ACA and PGDM. Prior to joining Franklin Templeton Investments she has worked with Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.

Investment Objective

The scheme aims to provide medium to long term capital appreciation through investment in asian companies/sectors, excluding Japan.

RETURNS CALCULATOR for Franklin Asian Equity Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin Asian Equity Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin Asian Equity Fund - Growth Plan 12.24 0.37 8.85 0.9 - -
Equity Funds International - - - - - -

PEER COMPARISION of Franklin Asian Equity Fund - Growth Plan

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin Asian Equity Fund - Growth Plan 16-01-2008 19.45 22.14 10.25 10.9 8.7
DSP BlackRock World Mining Fund - Regular Plan - Growth 29-12-2009 38.44 24.03 6.84 1.85 0.0
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 37.94 30.37 9.68 14.66 0.0
Reliance ETF Hang Seng BeES 09-03-2010 32.42 0.0 0.0 0.0 0.0
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 06-02-2012 28.48 20.84 10.9 16.32 0.0
Kotak Global Emerging Market Fund - Growth 26-09-2007 27.9 19.3 3.93 6.42 4.06
MOFN100 29-03-2011 26.77 25.78 16.88 22.47 0.0
Principal Global Opportunities Fund-Growth Option 29-03-2004 26.59 24.42 8.13 7.18 4.56
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option 07-07-2014 25.17 22.99 5.95 0.0 0.0
DSP BlackRock World Energy Fund - Regular Plan - Growth 14-08-2009 24.74 11.73 2.22 4.02 0.0

PORTFOLIO ANALYSIS of Franklin Asian Equity Fund - Growth Plan

Asset Allocation (%)

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