Mutual Funds
Franklin India Technology Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™
Not Rated

Morningstar® Category
India OE Specialty - Tech
Total Net Assets (mil)
5,447.56 INR
Morningstar® Benchmark
S&P BSE IT
Used throughout report
Fund Benchmark
S&P BSE TECK TR INR


RETURNS (%) FUND BENCHMARK CATEGORY
3M-2.12 5.03 6.36
6M16.52 24.50 27.34
1Y 73.90 93.69 105.94
3Y* 23.05 26.43 27.11
5Y* 19.08 18.99 22.24
10Y* 15.63 15.99 18.11
*Annualised Return Data Through 20/05/2021
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2021 6.28 - - -
2020 -15.52 22.84 24.86 20.98
2019 10.59 -1.90 -1.06 4.71
2018 6.26 9.58 6.08 -9.39
2017 4.48 1.22 1.91 10.48
RISK MEASURES
3Y Alpha 2.19
3Y Beta 0.79
3Y R-Squared 82.62
3Y Info Ratio -0.18
3Y Tracking Error 9.36
3Y Sharpe Ratio 0.99
3Y Std Dev 19.17
3Y Risk -
5Y Risk -
10Y Risk -
Calculations use S&P BSE Healthcare PR (where applicable)

Morningstar Style BoxTM


* Report as of 23 May 2021


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