Category: Income Funds |
Launch Date: 01-01-2013 |
Asset Class: Fixed Interest |
Benchmark: Crisil Composite Bond Index |
Expense Ratio: 1.41% As on (30-06-2017) |
Status: Open Ended Schemes(Income) for subscription |
Minimum Investment: 10000.0 |
Minimum Topup: 1000.0 |
Total Assets: 972.73 Cr As on (31-07-2017) |
Turn over: - |
Mr. Santosh Kamath, Mr. Sumit Gupta
Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur. Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.
The scheme seeks to provide reasonable return, regular income, liquidity and safety through investment primarily in quality fixed income instruments. Ideal for a time horizon of 6 months to 3 years.
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.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Franklin India Income Builder Account - Direct - Monthly Dividend | 1.78 | 2.71 | 5.4 | 0.37 | 8.88 | 2.48 |
Income Funds |
Scheme Name | Launch Date |
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2-Yrs Ret (%) |
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