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: 2.54% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 239.9 Cr As on 28-02-2025(Source:AMFI)
Turn over: 98.36% | Exit Load: Exit load of 1% if redeemed within one year.

28.6693

6.31%

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 aims to provide medium to long term capital appreciation through investment in asian companies/sectors, excluding Japan.

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 10.78 6.89 2.57 6.67 5.91
Aditya Birla Sun Life International Equity Fund - Growth - Regular Plan 31-10-2007 12.09 12.94 7.51 13.04 8.41
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option 05-07-2015 7.13 23.7 11.19 18.11 -
Nippon India Japan Equity Fund- Growth Plan- Growth Option 05-08-2014 2.83 11.85 6.49 9.09 6.03
ICICI Prudential US Bluechip Equity Fund - Growth 01-07-2012 1.45 13.44 9.0 16.76 13.22

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

64.14%

Large Cap

26.57%

Mid Cap

9.29%

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