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Franklin India Income Opportunities Fund- Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - IDCW

ITI · Sectoral
Very High
₹0.00
Current NAV
11 Sep 2023
16.0%
1Y Return
23.0%
3Y CAGR
15.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.10).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.9%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.60
Sharpe Ratio
1.10
Beta
6.10
Alpha
0.72
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Fund Details
Fund House ITI
Category Sectoral
AUM ₹5650 Cr
Expense Ratio 1.90%
Min SIP ₹500
Min Lumpsum ₹1000
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