Home Funds Franklin Asian Equity Fund - Direct - IDCW

Franklin Asian Equity Fund - Direct - IDCW

Franklin Asian Equity · Sectoral
Very High
₹23.18
Current NAV
25 Jun 2026
36.6%
1Y Return
23.6%
3Y CAGR
20.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.46%.
  • Very large asset base (AUM: ₹23,210 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.16
Sharpe Ratio
0.76
Beta
-1.84
Alpha
1.35
Sortino
Fund Details
Fund House Franklin Asian Equity
Category Sectoral
AUM ₹23210 Cr
Expense Ratio 0.46%
Min SIP ₹500
Min Lumpsum ₹1000
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