otherModerate risk

Templeton Monthly Income Plan-Half Yearly Dividend

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

₹12.3442

▲ 0.08% today

As of 19 Mar 2010 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.09 L

▲ ₹8.6k gain · 8.6% / year

Invested 3 years ago

₹1.02 L

▲ ₹1.9k gain · 0.6% / 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

9.0%

The value swings roughly 9% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-16.78%

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 year8.56%

CAGR — 3 years0.62%

CAGR — 5 years—

CAGR — since launch0.74%

Volatility — 1 year (annualised)10.15%

Volatility — 3 years (annualised)9.01%

Max drawdown — 1 year-8.56%

Max drawdown — 3 years-16.78%

Sharpe ratio — 1 year (rf=6%)0.25

Sharpe ratio — 3 years (rf=6%)-0.61

Fund info

Fund house: Franklin Templeton Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 100505
First price on record: 3 Apr 2006 · 967 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.