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Franklin Asian Equity Fund - Growth Plan

Category: Equity: Thematic-International
Launch Date: 16-01-2008
Asset Class: Equity
Benchmark: MSCI Asia (Ex-Japan) Standard Index
Expense Ratio: 3.06% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 123.41 Cr As on (30-06-2018)
Turn over: 25.44%
NAV as on 14-08-2018

21.5867

-0.19 (-0.8931%)

CAGR Since Inception

7.54%

PERFORMANCE of Franklin Asian Equity Fund - Growth Plan

Scheme Performance (%)

Data as on - 14-08-2018

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: Thematic-International - - - - - -

PEER COMPARISION of Franklin Asian Equity Fund - Growth Plan

Period
Data as on - 14-08-2018
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 8.44 11.02 11.96 8.52 9.75
ICICI Prudential US Bluechip Equity Fund - Growth 06-07-2012 26.61 14.95 12.37 12.48 0.0
Reliance US Equity Opportunites Fund- Growth Plan- Growth Option 10-07-2015 26.22 16.38 13.57 0.0 0.0
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan 31-10-2007 24.12 14.77 6.68 7.14 8.22
Reliance Japan Equity Fund- Growth Plan- Growth Option 26-08-2014 16.02 10.13 3.96 0.0 0.0
Aditya Birla Sun Life International Equity Fund - Plan B - Growth - Regular Plan 31-10-2007 10.25 12.7 9.26 14.6 9.44

PORTFOLIO ANALYSIS of Franklin Asian Equity Fund - Growth Plan

Asset Allocation (%)

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