MonitorPlan n/a · Option n/a
Franklin India Corporate Debt Fund - Monthly Bonus
Franklin Templeton Asset Management (India) Private LimitedIncome/Debt Oriented Schemes - Corporate Bond Fund29.2 years
- NAV
- 18.5427
- 5 Jun 2015
- 1Y
- +3.6%
- Trailing CAGR
- AUM
- ₹6.1 L
- 30 Jun 2015
- Volatility
- Low
- 4.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.6%
- 3Y+4.1%
- 5Y+2.4%
- 10Yn/a
- SI-0.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.8%
- 3Y+3.6%
- 5Y+3.8%
- 10Yn/a
- Since inception
- -0.5%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- -5.7%
- 1483 daily-ending windows
- Median rolling 3Y
- -2.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +35%
- 999 daily-ending windows
- SIP 3Y XIRR
- +3.6%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 37 days
- 3 recovered episodes
- Longest recovery
- 107 days
- Trough to prior peak
- Current spell
- 3115 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
24 Nov 2006 – open
Trough 29 Mar 2011 · not recovered
-21.4%
25 Apr 2006 – 15 Nov 2006
Trough 31 Jul 2006 · recovered in 107 days
-1.6%
15 Nov 2006 – 17 Nov 2006
Trough 16 Nov 2006 · recovered in 1 days
-0.0%
21 Nov 2006 – 24 Nov 2006
Trough 22 Nov 2006 · recovered in 2 days
-0.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
30
Vs category
n/a
Consistency
n/a
Risk-adjusted
0
Drawdown
47
Mean
26
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 5 Jun 2015
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
- AUM fell by 30% or more versus the prior observation.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
AXIS Corporate Bond Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.7%
- Vol
- 2.0%
- Max DD
- -3.8%
- Sharpe
- 1.10
- 3Y win
- +83%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
BARODA BNP PARIBAS CORPORATE BOND FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +6.2%
- 3Y
- +7.8%
- Vol
- 1.3%
- Max DD
- -2.3%
- Sharpe
- 1.23
- 3Y win
- +92%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Canara Robeco Corporate Bond Fund
Canara Robeco Mutual Fund
- 1Y
- +5.1%
- 3Y
- +6.8%
- Vol
- 1.3%
- Max DD
- -2.0%
- Sharpe
- 1.69
- 3Y win
- +1%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Franklin India Corporate Bond Fund
Franklin Templeton Mutual Fund
- 1Y
- +6.4%
- 3Y
- +8.1%
- Vol
- 2.3%
- Max DD
- -7.4%
- Sharpe
- 1.35
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
HSBC Corporate Bond Fund
HSBC Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.3%
- Vol
- 1.1%
- Max DD
- -0.7%
- Sharpe
- 1.73
- 3Y win
- +21%
- Lower volatility
- Shallower drawdown
- Higher trailing returns