Franklin India Fundamental Relationships

FTINDIALIFES -- India Fund  

INR 28.15  0.62  2.15%

The Drivers Module shows relationships between Franklin India's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Franklin India LS FOF 20s Div over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Franklin India LS Bond Positions Weight vs. Five Year Return Fundamental Analysis

Franklin India LS FOF 20s Div is one of the top funds in five year return among similar funds. It is one of the top funds in bond positions weight among similar funds creating about  1.55  of Bond Positions Weight per Five Year Return.
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Franklin India 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
11.07%
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Franklin India 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
17.19%
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Franklin India Bond Positions Weight Comparison

Franklin India Fundamental Comparison

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