Franklin Asian Equity Fund

Review Date: 25-03-2025

Beginning of Analysis

The 1 star rating shows a very poor past performance of the Franklin Asian Equity Fund in International Fund category. The Franklin Asian Equity Fund has a Jensen Alpha of -4.38% which is lower than the category average of 2.24%, showing poor performance. The Franklin Asian Equity Fund has a Sharpe Ratio of -0.34 which is lower than the category average of 0.17, showing poor performance.
The past performance of the Franklin Asian Equity Fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.

Franklin Asian Equity Fund Return Analysis

The fund has given a return of 0.96%, 0.09 and -2.11 in last one, three and six months respectively. In the same period the category average return was -1.27%, -0.25% and -0.07% respectively. The fund has given a return of 12.75% in one year, 3.64% in three years, 9.03% in five years and 6.64% in ten years. In the same period the Retirement Fund category average return was 9.06%, 9.31%, 18.32% and 7.94% respectively. The fund has shown average performance in last five years in Retirement Fund.

The fund has given a SIP return of 7.46% in last one year. In the same period the category average SIP return was -3.45%. The fund has SIP return of 8.73% in last three years whereas category average SIP return is 12.96%. The category average SIP return is 11.82% and the fund has given a SIP return of 4.03% in last five years.

The benchmark Nifty 500 Total Return Index has given a return of 8.25%, 14.66% and 28.77% in last one, three and five years respectively.

Franklin Asian Equity Fund Risk Analysis

The fund has a standard deviation of 17.74 and semi deviation of 11.09. The category average standard deviation is 16.08 and semi deviation is 11.34. The fund has a Value at Risk (VaR) of -23.56 and a maximum drawdown of -23.58. The category average VaR is -21.72 and the maximum drawdown is -17.03. The fund has a beta of 0.35 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.