Franklin India (India) Manager Performance Evaluation

118539 -- India Fund  

INR 78.56  2.80  3.70%

The organization shows Beta (market volatility) of 0.2787 which denotes to the fact that as returns on market increase, Franklin India returns are expected to increase less than the market. However during bear market, the loss on holding Franklin India will be expected to be smaller as well.. Although it is essential to pay attention to Franklin India Oppor historical returns, it is also good to be reasonable about what you can actually do with equity current trending patterns. Macroaxis philosophy in predicting future performance of any fund is to look not only at its past charts but also at the business as a whole, including all fundamental and technical indicators. To evaluate if Franklin India Opportunities Dir Gr expected return of 1.848 will be sustainable into the future, we have found twenty-one different technical indicators which can help you to check if the expected returns are sustainable.
Horizon     30 Days    Login   to change

Franklin India Oppor Relative Risk vs. Return Landscape

If you would invest  7,576  in Franklin India Opportunities Dir Gr on August 23, 2018 and sell it today you would earn a total of  280.00  from holding Franklin India Opportunities Dir Gr or generate 3.7% return on investment over 30 days. Franklin India Opportunities Dir Gr is generating 1.848% of daily returns and assumes 2.6134% volatility on return distribution over the 30 days horizon. Simply put, 23% of equities are less volatile than Franklin India Opportunities Dir Gr and 66% 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 Opportunities Dir Gr is expected to generate 5.89 times more return on investment than the market. However, the company is 5.89 times more volatile than its market benchmark. It trades about 0.71 of its potential returns per unit of risk. The DOW is currently generating roughly 0.43 per unit of risk.

Franklin India Current Valuation

Not valued
September 22, 2018
78.56
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Franklin India is Unknown risk asset. Franklin India Oppor prevailing Real Value cannot be determined due to lack of data. The current price of Franklin India Oppor is 78.56. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Franklin India Oppor 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 = 0.7071
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Franklin India Relative Performance Indicators

Estimated Market Risk
 2.61
  actual daily
 
 77 %
of total potential
  
Expected Return
 1.85
  actual daily
 
 35 %
of total potential
  
Risk-Adjusted Return
 0.71
  actual daily
 
 46 %
of total potential
  
Based on monthly moving average Franklin India is performing at about 46% 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 Opportunities Dir Gr Risk Adjusted Performance Analysis

46 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Franklin India Opportunities Dir Gr are ranked lower than 46 (%) of all funds and portfolios of funds over the last 30 days.

Franklin India Alerts

Equity Alerts and Improvement Suggestions

The fund holds about 5.62% of its total net assets in cash
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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