Franklin India (India) Manager Performance Evaluation

100503 -- India Fund  

INR 10.59  0.00  0.00%

The organization shows Beta (market volatility) of -0.0387 which denotes to the fact that as returns on market increase, returns on owning Franklin India are expected to decrease at a much smaller rate. During bear market, Franklin India is likely to outperform the market.. Although it is extremely important to respect Franklin India Low historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in predicting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By reviewing Franklin India Low technical indicators you can presently evaluate if the expected return of 0.0947% will be sustainable into the future.
Horizon     30 Days    Login   to change

Franklin India Low Relative Risk vs. Return Landscape

If you would invest  1,055  in Franklin India Low Duration Mn Div on October 20, 2018 and sell it today you would earn a total of  4.00  from holding Franklin India Low Duration Mn Div or generate 0.38% return on investment over 30 days. Franklin India Low Duration Mn Div is generating 0.0947% of daily returns and assumes 0.1094% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Franklin India Low Duration Mn Div and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Franklin India Low Duration Mn Div is expected to generate 0.09 times more return on investment than the market. However, the company is 11.15 times less risky than the market. It trades about 0.87 of its potential returns per unit of risk. The DOW is currently generating roughly 0.02 per unit of risk.

Franklin India Current Valuation

Not valued
November 19, 2018
10.59
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Franklin India is Unknown risk asset. Franklin India Low prevailing Real Value cannot be determined due to lack of data. The current price of Franklin India Low is 10.59. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Franklin India Low from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

Franklin India Market Risk Analysis

Sharpe Ratio = 0.866
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Franklin India Relative Performance Indicators

Estimated Market Risk
 0.11
  actual daily
 
 1 %
of total potential
  
Expected Return
 0.09
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.87
  actual daily
 
 57 %
of total potential
  
Based on monthly moving average Franklin India is performing at about 57% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Franklin India by adding it to a well-diversified portfolio.

Franklin India Performance Rating

Franklin India Low Duration Mn Div Risk Adjusted Performance Analysis

57 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Franklin India Low Duration Mn Div are ranked lower than 57 (%) of all funds and portfolios of funds over the last 30 days.

Franklin India Alerts

Equity Alerts and Improvement Suggestions

Franklin India Low is not yet fully synchronised with the market data
The fund holds about 47.5% of its total net assets in cash

Franklin India Performance Indicators

Franklin India Low Basic Price Performance Measures

Fifty Two Week Low10.5331
Fifty Two Week High10.5331
Annual Report Expense Ratio0.75%
Check also Trending Equities. Please also try Chance of Distress module to get analysis of equity chance of financial distress in the next 2 years.
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