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Franklin India Income Opportunities Fund - Dividend

Category: Debt: Medium Duration
Launch Date: 11-12-2009
Asset Class: Fixed Interest
Benchmark: Crisil Short Term Bond Fund Index
Expense Ratio: 1.69% As on (30-04-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,784.54 Cr As on (30-04-2019)
Turn over: -
NAV as on 20-05-2019

10.9835

0.03 (0.2549%)

CAGR Since Inception

7.01%

PERFORMANCE of Franklin India Income Opportunities Fund - Dividend

Scheme Performance (%)

Data as on - 20-05-2019

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 aims to generate regular income by investing in fixed income securities across the yield curve.

RETURNS CALCULATOR for Franklin India Income Opportunities Fund - Dividend

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 Opportunities Fund - Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Income Opportunities Fund - Dividend 1.95 1.95 0.7 0.77 9.9 2.03
Debt: Medium Duration - - - - - -

PEER COMPARISION of Franklin India Income Opportunities Fund - Dividend

Period
Data as on - 20-05-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Income Opportunities Fund - Dividend 11-12-2009 5.59 5.1 6.07 6.28 0.0
Axis Strategic Bond Fund - Growth Option 28-03-2012 8.54 7.25 8.35 9.22 0.0
IDFC Bond Fund - Medium Term Plan -Regular Plan- Growth Option 08-07-2003 8.48 6.09 7.05 7.8 8.04
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH 12-11-2003 8.38 6.78 8.77 9.21 8.43
Indiabulls Income Fund - Regular Plan - Growth Option 04-03-2013 8.11 7.84 7.71 8.59 0.0
Franklin India Income Opportunities Fund - Growth 11-12-2009 8.08 7.56 8.55 8.75 0.0
HDFC Medium Term Debt Fund -Growth Option 06-02-2002 7.7 6.1 7.36 8.01 7.85
Kotak Medium Term Fund - Growth 21-03-2014 7.12 6.0 7.38 8.49 0.0
Sundaram Medium Term Bond Fund - Regular Growth 18-12-1997 6.84 5.58 6.89 7.72 6.68
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 6.46 5.72 6.97 8.06 7.77

PORTFOLIO ANALYSIS of Franklin India Income Opportunities Fund - Dividend

Asset Allocation (%)

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