Franklin Asian Equity Fund - Growth Plan

Fund House: Franklin Templeton Mutual Fund
Category: Equity: Thematic-International
Launch Date: 05-01-2008
Asset Class: Equity
Benchmark: MSCI Asia (Ex-Japan) Standard TRI(75.00), NIFTY 500 TRI(25.00)
TER: 2.55% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 237.05 Cr As on 30-04-2025(Source:AMFI)
Turn over: 98.36% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched- out within one year from the date of allotment

29.9161

6.5%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
MSCI ACWI TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to provide medium to long term appreciation through investments primarily in Asian Companies/sectors (excluding Japan) with long term potential across market capitalisation.

Current Asset Allocation (%)

Indicators

Standard Deviation 18.03
Sharpe Ratio -0.39
Alpha -10.5
Beta 0.56
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Franklin Asian Equity Fund - Growth Plan 05-01-2008 11.54 8.47 5.11 4.57 5.97
Aditya Birla Sun Life International Equity Fund - Growth - Regular Plan 31-10-2007 21.21 15.07 11.36 11.05 8.84
Nippon India Japan Equity Fund- Growth Plan- Growth Option 05-08-2014 12.11 11.24 10.92 6.82 6.06
Nippon India US Equity Opportunities Fund- Growth Plan- Growth Option 05-07-2015 11.8 18.68 15.54 12.75 -
ICICI Prudential US Bluechip Equity Fund - Growth 01-07-2012 5.93 9.78 12.58 11.96 13.12

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

59.67%

Large Cap

30.63%

Mid Cap

9.71%

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