MonitorDirect · Growth
Franklin India Technology Fund
Franklin Templeton Mutual FundEquity Scheme - Sectoral/ Thematic13.7 years
The scheme seeks above normal capital appreciation through investments in high quality, fast growing companies in the information technology sector. The Fund will Follow a bottom-up approach to stock pricing.
- NAV
- 522.5465
- 15 Sept 2026
- 1Y
- -8.9%
- Trailing CAGR
- AUM
- ₹1,753.91 Cr
- 31 Aug 2026
- Volatility
- High
- 16.6% 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-8.9%
- 3Y+8.7%
- 5Y+7.0%
- 10Y+16.6%
- SI+16.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.1%
- 3Y-0.0%
- 5Y+8.2%
- 10Y+15.4%
- Since inception
- +16.9%
- Calendar-day CAGR
- Excess 1Y
- -15.2%
- Category median, same plan and option
- 3Y win rate
- +59%
- Windows beating the median
- 3Y percentile
- 20
- Vs comparable share classes
- Worst rolling 3Y
- +2.9%
- 2637 daily-ending windows
- Median rolling 3Y
- +17.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2145 daily-ending windows
- SIP 3Y XIRR
- -0.0%
- 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
- 15 days
- 148 recovered episodes
- Longest recovery
- 529 days
- Trough to prior peak
- Current spell
- 641 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
19 Feb 2020 – 7 Jul 2020
Trough 23 Mar 2020 · recovered in 106 days
-30.7%
4 Jan 2022 – 7 Aug 2023
Trough 26 Sept 2022 · recovered in 315 days
-26.5%
13 Dec 2024 – open
Trough 30 Mar 2026 · not recovered
-24.8%
7 Mar 2013 – 19 Jul 2013
Trough 26 Apr 2013 · recovered in 84 days
-18.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
20
Vs category
0
Consistency
56
Risk-adjusted
62
Drawdown
23
Mean
32
Portfolio
31 Aug 2026 · 25 holdings · top 10 are 75.2%.
- Top 5
- 53.9%
- Top 10
- 75.2%
- Largest holding
- 20.7%
- Effective holdings
- 11.3
Bharti Airtel Ltd
Technology
20.7%
Infosys Ltd
Technology
13.5%
Zomato Ltd
Technology
7.6%
HCL Technologies Ltd
Technology
6.3%
Cognizant Technology Solutions Corp Forgn. Eq (CTSH)
Technology
5.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
7 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- The fund beat the category median in 59% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +13.3%
- 3Y
- n/a
- Vol
- 18.1%
- Max DD
- -28.2%
- Sharpe
- 0.91
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility