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Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth
Debt: Medium Duration - Growth (Open ended) Factsheet
NAV: ₹2.04+0.00%
08 Sept 2023
Rolling Returns Analysis
Rolling annualized returns of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 10 Mar, 2023 - 08 Sep, 2023 | - | - | - |
| Average returns | 20.90% | - | - | - |
| Standard deviation | 60.20% | - | - | - |
| Best returns | 283.69% 1 year ending on 01 Sep, 2023 | - | - | - |
| Worst returns | 6.38% 1 year ending on 10 Mar, 2023 | - | - | - |
| Period with positive return | 100.00% | - | - | - |
| Period with return > 5% | 100.00% | - | - | - |
| Period with return > 10% | 4.96% | - | - | - |
| Period with return > 15% | 4.96% | - | - | - |
| Beat % Category | 58.68% | - | - | - |
| Beat % Benchmark | 29.75% | - | - | - |
Trailing Returns
Point-to-point returns of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
3.7%
-6.2%
YTD
1.0%
1.4%
1 M
3.7%
-4.7%
6 M
6.2%
-2.0%
1 Y
8.0%
8.6%
3 Y
7.3%
10.1%
5 Y
7.5%
12.4%
10 Y
Fund
Debt: Medium Duration
NIFTY Medium Duration Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | - | - | - | - | - |
| Debt: Medium Duration | 3.73% | 0.95% | 3.68% | 6.25% | 8.03% | 7.31% | 7.51% | - |
| NIFTY Medium Duration Index | -6.21% | 1.36% | -4.68% | -1.96% | 8.56% | 10.14% | 12.43% | - |
| Rank in category | - | - | - | - | - | - | - | - |
| Funds in category | 13 | 13 | 13 | 13 | 13 | 12 | 11 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth?
The 1-year return for Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth is shown in the Trailing Returns section above.
What are the 3-year returns of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth?
The 3-year CAGR for Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth?
The 5-year CAGR for Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth since inception?
Since-inception returns for Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth are shown in the Trailing Returns section above.
How has Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth performed vs its category over the long term?
Category rank for Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth?
The Sharpe ratio of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth?
The alpha of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth?
The beta of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth?
The average 1-year and 3-year rolling returns of Franklin India Income Opportunities Fund - Segregated Portfolio 2 Direct-Growth is 20.90% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.