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Franklin India Income Builder Account-Quarterly

Category: Income Funds
Launch Date: 23-06-1997
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Index
Expense Ratio: 0.9% As on (31-03-2018)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 876.06 Cr As on (30-04-2018)
Turn over: -
NAV as on 24-05-2018

13.3665

-0 (-0.006%)

CAGR Since Inception

7.72%

PERFORMANCE of Franklin India Income Builder Account-Quarterly

Scheme Performance (%)

Data as on - 24-05-2018

Yearly Performance (%)

Fund Managers

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.

Investment Objective

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.

RETURNS CALCULATOR for Franklin India Income Builder Account-Quarterly

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 India Income Builder Account-Quarterly

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Income Builder Account-Quarterly 2.1 1.87 4.17 0.41 8.73 2.23
Income Funds - - - - - -

PEER COMPARISION of Franklin India Income Builder Account-Quarterly

Period
Data as on - 24-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Income Builder Account-Quarterly 23-06-1997 3.41 5.71 5.22 5.57 6.89
Indiabulls Income Fund - Regular Plan - Growth Option 04-03-2013 7.44 7.45 7.47 6.58 0.0
Franklin India Income Builder Account-Growth 23-06-1997 5.86 8.23 7.73 7.85 8.65
Axis Strategic Bond Fund - Growth Option 28-03-2012 5.85 8.22 8.1 7.96 0.0
ICICI Prudential Dynamic Accrual Plan - Growth 18-12-2003 5.75 7.74 9.1 8.44 7.7
IIFL Dynamic Bond Fund - Regular Plan - Growth Option 24-06-2013 5.28 6.2 6.61 0.0 0.0
JM Short Term Fund - Growth Option 04-04-2003 5.15 6.83 7.08 7.36 8.72
JM Short Term Fund - Regular Plan - Growth Option 24-06-2002 5.15 6.78 6.95 7.18 8.45
DSP BlackRock Bond Fund - Growth 29-04-1997 5.1 7.55 7.27 7.05 7.6
Franklin India Banking & PSU Debt Fund - Growth 25-04-2014 4.59 6.51 7.01 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Income Builder Account-Quarterly

Asset Allocation (%)

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