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Franklin India Income Opportunities Fund- Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Growth Plan

ITI · Sectoral
Very High
₹0.00
Current NAV
20 Jul 2020
25.4%
1Y Return
12.4%
3Y CAGR
24.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.54).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.04).
  • Very large asset base (AUM: ₹11,090 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
1.54
Sharpe Ratio
0.84
Beta
5.04
Alpha
1.91
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Fund Details
Fund House ITI
Category Sectoral
AUM ₹11090 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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