Franklin India Technology Fund


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Fund Performance Analysis

Franklin India Technology Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Rolling Return %
-2.24
-1.51
No
No
Yes
5/5 -2.24 / -0.92
3M Return %
6.19
7.65
No
No
Yes
5/5 6.19 / 10.75
3M Rolling Return %
-5.41
-3.33
No
No
Yes
5/5 -5.41 / -2.52
6M Return %
2.94
5.02
No
No
Yes
5/5 2.94 / 8.70
6M Rolling Return %
-8.99
-7.93
No
No
Yes
5/5 -8.99 / -5.57
1Y Return %
-15.10
-11.52
No
No
Yes
5/5 -15.10 / -5.89
1Y Rolling Return %
44.57
54.14
No
No
Yes
5/5 44.57 / 67.35
3Y Return %
22.74
30.15
No
No
Yes
5/5 22.74 / 35.20
3Y Rolling Return %
25.04
29.13
No
No
Yes
5/5 25.04 / 32.71
5Y Return %
18.36
23.58
No
No
Yes
5/5 18.36 / 25.50
Standard Deviation
19.57
21.51
Yes
Yes
No
1/5 19.57 / 23.77
Semi Deviation
13.93
15.37
Yes
Yes
No
1/5 13.93 / 16.60
Max Drawdown
-25.30
-25.13
No
Yes
No
2/5 -26.53 / -21.90
VaR 1 Y
-26.36
-28.38
Yes
Yes
No
1/5 -29.40 / -26.36
Average Drawdown
-17.27
-13.19
No
No
Yes
5/5 -17.27 / -9.35
Sharpe Ratio
0.62
0.76
No
No
Yes
5/5 0.62 / 0.87
Sterling Ratio
0.48
0.62
No
No
Yes
5/5 0.48 / 0.70
Sortino Ratio
0.32
0.39
No
No
Yes
5/5 0.32 / 0.43
Jensen Alpha
0.82
4.51
No
No
Yes
5/5 0.82 / 6.72
Treynor Ratio
0.16
0.21
No
No
Yes
5/5 0.16 / 0.24
Modigliani Square measure
20.55
25.20
No
No
Yes
5/5 20.55 / 28.38
Active Return
-0.02
0.03
No
No
Yes
5/5 -0.02 / 0.06
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 7, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Franklin India Technology Fund Performance Analysis

Franklin India Technology Fund Performance vs Category Average

All parametrs are in percentage

Franklin India Technology Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Rolling Return %
-2.16
-1.40
No
No
Yes
5/5 -2.16 / -0.78
3M Return %
6.45
7.99
No
No
Yes
5/5 6.45 / 11.07
3M Rolling Return %
-5.18
-3.03
No
No
Yes
5/5 -5.18 / -2.22
6M Return %
3.44
5.68
No
No
Yes
5/5 3.44 / 9.32
6M Rolling Return %
-8.54
-7.33
No
No
Yes
5/5 -8.54 / -5.02
1Y Return %
-14.26
-10.38
No
No
Yes
5/5 -14.26 / -4.75
1Y Rolling Return %
45.85
55.80
No
No
Yes
5/5 45.85 / 68.66
3Y Return %
23.90
31.69
No
No
Yes
5/5 23.90 / 36.54
3Y Rolling Return %
25.99
30.55
No
No
Yes
5/5 25.99 / 33.89
5Y Return %
19.33
25.00
No
No
Yes
5/5 19.33 / 27.45
Standard Deviation
19.57
21.51
Yes
Yes
No
1/5 19.57 / 23.77
Semi Deviation
13.93
15.37
Yes
Yes
No
1/5 13.93 / 16.60
Max Drawdown
-25.30
-25.13
No
Yes
No
2/5 -26.53 / -21.90
VaR 1 Y
-26.36
-28.38
Yes
Yes
No
1/5 -29.40 / -26.36
Average Drawdown
-17.27
-13.19
No
No
Yes
5/5 -17.27 / -9.35
Sharpe Ratio
0.62
0.76
No
No
Yes
5/5 0.62 / 0.87
Sterling Ratio
0.48
0.62
No
No
Yes
5/5 0.48 / 0.70
Sortino Ratio
0.32
0.39
No
No
Yes
5/5 0.32 / 0.43
Jensen Alpha
0.82
4.51
No
No
Yes
5/5 0.82 / 6.72
Treynor Ratio
0.16
0.21
No
No
Yes
5/5 0.16 / 0.24
Modigliani Square measure
20.55
25.20
No
No
Yes
5/5 20.55 / 28.38
Active Return
-0.02
0.03
No
No
Yes
5/5 -0.02 / 0.06
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 7, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Franklin India Technology Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Rolling Return % -2.24% -2.16%
3M Return % 6.19% 6.45%
3M Rolling Return % -5.41% -5.18%
6M Return % 2.94% 3.44%
6M Rolling Return % -8.99% -8.54%
1Y Return % -15.10% -14.26%
1Y Rolling Return % 44.57% 45.85%
3Y Return % 22.74% 23.90%
3Y Rolling Return % 25.04% 25.99%
5Y Return % 18.36% 19.33%
Standard Deviation 19.57% 19.57%
Semi Deviation 13.93% 13.93%
Max Drawdown -25.30% -25.30%
VaR 1 Y -26.36% -26.36%
Average Drawdown -17.27% -17.27%
Sharpe Ratio 0.62% 0.62%
Sterling Ratio 0.48% 0.48%
Sortino Ratio 0.32% 0.32%
Jensen Alpha 0.82% 0.82%
Treynor Ratio 0.16% 0.16%
Modigliani Square measure 20.55% 20.55%
Active Return -0.02% -0.02%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Franklin India Technology Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 1.07% 11.44% 5.94% 0.00%
One Year -43.14% 100.80% 6.00% 39.42%
Three Year -10.04% 24.26% 3.98% 19.37%
Five Year -6.32% 16.03% 7.66% 14.17%
Seven Year 1.17% 16.25% 6.84% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Technology Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Franklin India Technology Fund

0.00
2
0.22
2
6.19
5
2.94
5
-15.10
5
22.74
5
18.36
5

Icici Prudential Technology Fund

0.00
2
-0.88
4
4.50
3
7.11
3
3.56
4
-12.60
4
35.20
1
25.50
1

Tata Digital India Fund

-0.73
3
-1.01
5
3.76
4
6.32
4
3.94
3
-12.58
3
30.69
3
25.35
2

Sbi Technology Opportunities Fund

-0.90
4
0.28
1
6.52
1
10.75
1
8.70
1
-5.89
1
30.40
4
24.46
3

Aditya Birla Sun Life Digital India Fund

-0.93
5
-0.71
3
4.55
2
7.90
2
5.96
2
-11.43
2
31.75
2
24.24
4
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Digital India Fund

-0.92
1
-2.70
2
-7.61
2
56.67
2
30.95
2

Franklin India Technology Fund

-2.24
5
-5.41
5
-8.99
5
44.57
5
25.04
5

Icici Prudential Technology Fund

-1.70
4
-3.23
4
-8.97
4
67.35
1
32.71
1

Sbi Technology Opportunities Fund

-1.11
2
-2.52
1
-5.57
1
47.08
4
27.64
4

Tata Digital India Fund

-1.60
3
-2.80
3
-8.49
3
55.04
3
29.31
3
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Digital India Fund

-0.78
1
-2.41
3
-6.95
2
58.28
2
32.38
2

Franklin India Technology Fund

-2.16
5
-5.18
5
-8.54
5
45.85
5
25.99
5

Icici Prudential Technology Fund

-1.59
4
-2.94
4
-8.42
4
68.66
1
33.89
1

Sbi Technology Opportunities Fund

-1.00
2
-2.22
1
-5.02
1
48.57
4
29.01
4

Tata Digital India Fund

-1.46
3
-2.40
2
-7.74
3
57.63
3
31.47
3
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Digital India Fund

-28.45
2
-25.77
3
-13.48
3
21.91
3
16.39
4

Franklin India Technology Fund

-26.36
1
-25.30
2
-17.27
5
19.57
1
13.93
1

Icici Prudential Technology Fund

-28.84
3
-26.53
5
-11.45
2
23.77
5
16.60
5

Sbi Technology Opportunities Fund

-28.85
4
-21.90
1
-14.42
4
19.73
2
14.35
2

Tata Digital India Fund

-29.40
5
-26.17
4
-9.35
1
22.59
4
15.58
3
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Digital India Fund

0.82
2
0.39
4
0.65
3
0.46
5.11
3 1.04 1
0.91
2
0.21
4
24.62
4
0.06
2

Franklin India Technology Fund

0.62
5
0.32
5
0.48
5
0.46
0.82
5 0.89 5
0.88
5
0.16
5
20.55
5
-0.02
5

Icici Prudential Technology Fund

0.77
3
0.41
2
0.65
2
0.47
6.72
1 0.97 2
0.91
4
0.24
1
28.38
1
0.06
1

Sbi Technology Opportunities Fund

0.87
1
0.43
1
0.70
1
0.43
5.33
2 0.93 4
0.91
3
0.21
3
25.41
3
0.04
3

Tata Digital India Fund

0.74
4
0.40
3
0.61
4
0.45
4.57
4 0.94 3
0.95
1
0.22
2
27.05
2
0.03
4

Franklin India Technology Fund Additional Return Analysis

Franklin India Technology Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1000.00 1002.21 1061.88 1029.35 848.96 1849.16 2322.98
Direct Plan Value of 1000 Rupee 1000.00 1002.34 1064.48 1034.41 857.41 1902.13 2419.99
Fund Information
Fund Launch Date: 22/Aug/1998
Fund Category: Technology Fund
Investment Objective: To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.
Fund Description: An open ended equity scheme following Technology theme
Fund Benchmark: S&P BSE Teck
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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