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Franklin India Index Fund- Nifty Plan - Growth Plan

Category: Index Fund
Launch Date: 04-08-2000
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 1.08% As on (31-07-2018)
Status: Open Ended Schemes(Other Scheme - Index Funds) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 261.91 Cr As on (31-08-2018)
Turn over: 4.09%
NAV as on 19-10-2018

81.6572

-1.18 (-1.4492%)

CAGR Since Inception

12.22%

Nifty 50 TRI 13.56%

PERFORMANCE of Franklin India Index Fund- Nifty Plan - Growth Plan

Scheme Performance (%)

Data as on - 19-10-2018

Yearly Performance (%)

Fund Managers

Mr. Varun Sharma

Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta. Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

Investment Objective

The open end index linked growth scheme with the objective to invest in companies whose securities are included in the Nifty and subject to tracking errors, endeavouring to attain results commensurate with CNX Nifty Index under NSE Nifty Plan, and to provide returns that, before expenses, closely correspond to the total return of common stocks as represented by the S&P BSE Sensex under S&P BSE Sensex Plan

RETURNS CALCULATOR for Franklin India Index Fund- Nifty Plan - 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 India Index Fund- Nifty Plan - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Index Fund- Nifty Plan - Growth Plan 13.34 0.45 -1.38 1.01 - -
Index Fund - - - - - -

PEER COMPARISION of Franklin India Index Fund- Nifty Plan - Growth Plan

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Index Fund- Nifty Plan - Growth Plan 04-08-2000 1.01 9.04 7.59 10.81 12.84
HDFC Index FundSensex Plan( FV Rs 32.161) 17-07-2002 6.04 11.59 8.87 11.42 13.24
Tata Index Fund - Sensex-Regular Plan 25-02-2003 6.0 11.22 8.3 10.6 12.99
ICICI Prudential Sensex Index Fund - Cumulative Option 18-09-2017 5.75 0.0 0.0 0.0 0.0
Reliance Index Fund - Sensex Plan - Growth Plan - Growth Option 28-09-2010 5.6 10.91 7.91 10.36 0.0
LIC MF Index Fund-Sensex Plan-Regular Plan-Growth 28-11-2002 4.89 10.3 7.36 9.98 12.9
Taurus Nifty Index Fund - Regular Plan - Growth Option 19-06-2010 3.04 9.59 7.77 10.79 0.0
IDFC Nifty Fund-Regular Plan-Growth 30-04-2010 2.12 10.11 8.57 11.62 0.0
HDFC Index Fund-Nifty 50 Plan-Growth Plan 17-07-2002 1.99 10.03 8.46 11.65 12.91
UTI - NIFTY Index Fund- Regular Plan - Growth Option 06-03-2000 1.93 10.09 8.57 11.59 13.13

PORTFOLIO ANALYSIS of Franklin India Index Fund- Nifty Plan - Growth Plan

Asset Allocation (%)

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