Franklin India (India) Manager Performance Evaluation

F00000PDK0 -- India Fund  

INR 1,325  0.39  0.0294%

The organization shows Beta (market volatility) of -0.2068 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.. Even though it is essential to pay attention to Franklin India ST historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy in predicting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Franklin India ST Income Dir Qt Div exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Franklin India ST Relative Risk vs. Return Landscape

If you would invest  132,559  in Franklin India ST Income Dir Qt Div on August 23, 2018 and sell it today you would lose (50.00)  from holding Franklin India ST Income Dir Qt Div or give up 0.04% of portfolio value over 30 days. Franklin India ST Income Dir Qt Div is generating negative expected returns and assumes 0.0218% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Franklin India ST Income Dir Qt 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 ST Income Dir Qt Div is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 20.37 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.43 of returns per unit of risk over similar time horizon.

Franklin India Current Valuation

Not valued
September 22, 2018
Market Value
Real Value
Target Odds
Franklin India is Unknown risk asset. Franklin India ST prevailing Real Value cannot be determined due to lack of data. The current price of Franklin India ST is 1325.09. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Franklin India ST 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 = -0.5774
Good Returns
Average Returns
Small Returns
Based on monthly moving average Franklin India is performing at about 0% 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 ST Income Dir Qt Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Franklin India ST Income Dir Qt Div has generated negative risk-adjusted returns adding no value to fund investors.

Franklin India Alerts

Equity Alerts and Improvement Suggestions

Franklin India ST generates negative expected return over the last 30 days
The fund retains about 13.01% of its assets under management (AUM) in cash
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