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Franklin India Income Opportunities Fund - Dividend

Category: Credit Opportunities Fund
Launch Date: 11-12-2009
Asset Class: Fixed Interest
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 1.7% As on (31-07-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,119.18 Cr As on (31-07-2017)
Turn over: -
NAV as on

(%)

CAGR Since Inception

%

Crisil Short-term Bond Fund Index 7.34%

PERFORMANCE of Franklin India Income Opportunities Fund - Dividend

Scheme Performance (%)

Data as on - 18-05-2018

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 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
Credit Opportunities Fund

PEER COMPARISION of Franklin India Income Opportunities Fund - Dividend

Period
Data as on - 18-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Franklin India Income Opportunities Fund - Dividend

Asset Allocation (%)

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