otherHigh risk

Franklin India Balanced Fund-Growth

A specialised fund. Check the scheme details for what it invests in. From Franklin Templeton Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹40.5585

▲ 1.52% today

As of 8 Aug 2007 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.38 L

▲ ₹38.4k gain · 38.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

17.3%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-24.61%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year38.36%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch22.00%

Volatility — 1 year (annualised)12.35%

Volatility — 3 years (annualised)17.29%

Max drawdown — 1 year-10.47%

Max drawdown — 3 years-24.61%

Sharpe ratio — 1 year (rf=6%)2.23

Sharpe ratio — 3 years (rf=6%)0.83

Fund info

Fund house: Franklin Templeton Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 100481
First price on record: 3 Apr 2006 · 332 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.