InvestVerdict
Franklin India Income Opportunities Fund (no. of segregated portfolios- 2)
· · Medium Duration · Scheme code 118555
Fund houseFranklin Templeton Mutual Fund
CategoryMedium Duration
Plan & optionRegular ·
History8.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.42 | 2.26 | 4.77 | 15.80 | 2.16 | 1.62 | 1.51 | — | 1.89 |
| Medium Duration category median |
— | — | — | 6.34 | 6.84 | 6.16 | — | 7.05 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 5.3% | -0.82 | -0.87 | — | — | -16.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 382 | -14.9% | 1.1% | 22.5% | 28% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.