MonitorPlan n/a · Option n/a
Franklin India Income Opportunities Fund (no. of segregated portfolios- 2)
Franklin Templeton Mutual FundDebt Scheme - Medium Duration Fund13.7 years
- NAV
- 26.5759
- 12 Dec 2021
- 1Y
- +15.8%
- Trailing CAGR
- AUM
- ₹166.86 Cr
- 31 Mar 2021
- Volatility
- Low
- 4.2% 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+15.8%
- 3Y+5.4%
- 5Y+6.8%
- 10Yn/a
- SI+8.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+13.0%
- 3Y+7.4%
- 5Y+6.6%
- 10Yn/a
- Since inception
- +8.4%
- Calendar-day CAGR
- Excess 1Y
- -155.1%
- Category median, same plan and option
- 3Y win rate
- +86%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +0.8%
- 1436 daily-ending windows
- Median rolling 3Y
- +9.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 954 daily-ending windows
- SIP 3Y XIRR
- +7.4%
- 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
- 7 days
- 152 recovered episodes
- Longest recovery
- 219 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +47%
- NAV observations
13 Jan 2020 – 7 Apr 2021
Trough 31 Aug 2020 · recovered in 219 days
-13.7%
19 Jun 2013 – 19 Sept 2013
Trough 19 Aug 2013 · recovered in 31 days
-2.8%
15 Feb 2016 – 11 Apr 2016
Trough 26 Feb 2016 · recovered in 45 days
-1.8%
4 Dec 2019 – 2 Jan 2020
Trough 13 Dec 2019 · recovered in 20 days
-0.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
79
Risk-adjusted
64
Drawdown
66
Mean
42
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 12 Dec 2021
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- The fund beat the category median in 86% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak Medium Term Fund
Kotak Mahindra Mutual Fund
- 1Y
- +7.1%
- 3Y
- +8.9%
- Vol
- 2.0%
- Max DD
- -5.2%
- Sharpe
- 1.63
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Union Medium Duration Fund
Union Mutual Fund
- 1Y
- +8.0%
- 3Y
- +5.7%
- Vol
- 1.6%
- Max DD
- -2.8%
- Sharpe
- 0.12
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Tata Medium Term Fund
Tata Mutual Fund
- 1Y
- +2.6%
- 3Y
- +7.4%
- Vol
- 5.3%
- Max DD
- -15.0%
- Sharpe
- 0.24
- 3Y win
- +14%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
UTI - Medium Term Fund (Segregated - 17022020)
UTI Mutual Fund
- 1Y
- +339.1%
- 3Y
- n/a
- Vol
- n/a
- Max DD
- -24.2%
- Sharpe
- n/a
- 3Y win
- n/a
- Higher trailing returns
Caveat: Deeper drawdown