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MF_118554

Franklin India Income Opportunities Fund - Direct - Growth

Debt Scheme - Medium Duration Fund

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End Amount
₹20,486.58
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.35%
MF_118554 Return
Benchmark CAGR
14.22%
Nifty 50
Inflation Adj. CAGR
3.10%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.00
Volatility vs Benchmark
Sharpe Ratio
0.47
Risk-Adjusted Return
Sortino Ratio
0.56
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 42% 32% 64%
60 days 37% 27% 40%
90 days 36% 23% 33%
180 days 39% 13% 24%
1Yr 33% 10% 16%
3Yr 25% 2% 5%
5Yr 20% 2% 5%
7Yr 7% 1% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Income Opportunities Fund - Direct - Growth Nifty 50
30 days 7.5% | -38.7% | 10.6% | 35.2% -28.9% | -63.2% | 18.7% | 187.2%
60 days 7.1% | -21.0% | 10.2% | 31.3% -12.9% | -51.4% | 21.5% | 134.7%
90 days 8.9% | -19.4% | 10.2% | 25.1% 4.4% | -43.3% | 20.1% | 116.2%
1 Year 15.8% | -7.0% | 9.1% | 17.6% 31.4% | -18.5% | 13.7% | 60.3%
3 Years 5.5% | 1.8% | 9.1% | 11.0% 19.8% | 1.1% | 11.6% | 19.4%
5 Years 6.7% | 4.6% | 8.8% | 10.3% 17.9% | 2.6% | 13.1% | 17.9%
7 Years 7.6% | 6.6% | 7.7% | 8.9% 12.8% | 7.1% | 12.3% | 14.8%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 1 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 13, 2020 April 7, 2021 450 days 14% Nifty 50: 38% 18848 16266 18863