Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Franklin Templeton Mutual Fund

Franklin Asian Equity Fund - Direct - Growth

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 57/100 · Average

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)6.71%
  • Expense ratio (20%)0.3%
  • AUM (15%)₹733 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Franklin Templeton Mutual Fund · Equity · Large Cap

₹200.56

+150.07 (+297.23%)

AUM: ₹732 Cr

NAV updated 18 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.3%

Exit Load

Nil

Fund Manager

Srikesh Nair, Varun Sharma

Inception

Jan 2013

Benchmark

NIFTY 50 Total Return Index

Sharpe Ratio

1.67

Std Dev (1Y)

20.75%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-4.61%

3m

+1.33%

6m

-1.77%

1y

-4.93%

3y

+6.71%

5y

+7.12%

10y

+10.89%

since inception

+10.33%

TopFund's Take on Franklin Asian Equity Fund - Direct - Growth

Franklin Asian Equity Fund - Direct - Growth sits in the middle of the pack for Large Cap funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 57/100.

Cost: At 0.3%, the expense ratio is meaningfully cheaper — about 50% below the Large Cap category average of 0.6% (based on 452 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.67 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, with 20.75% annualised volatility, this is among the more turbulent funds in the Large Cap space — expect sharp swings in both directions.

Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Equity 99.41%
Cash/Net Current Assets 0.57%

Frequently Asked Questions about Franklin Asian Equity Fund - Direct - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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