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Franklin Templeton Mutual Fund

Franklin India Technology Fund - IDCW

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 53/100 · Average

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)8.76%
  • Expense ratio (20%)1.17%
  • AUM (15%)₹1,759 Cr

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

Franklin Templeton Mutual Fund · Equity · Sectoral

₹523.05

+482.59 (+1192.63%)

AUM: ₹1,759 Cr

NAV updated 10 days ago

Plan

Direct

Option

Idcw

Risk

Very High

Expense Ratio

1.17%

Exit Load

Exit load of 1% if redeemed within 1 year

Fund Manager

Anand Radhakrishnan, Srikesh Nair, Varun Sharma

Inception

Jan 2013

Benchmark

BSE Teck Total Return Index

Sharpe Ratio

-1.35

Std Dev (1Y)

15.81%

Historical Returns (CAGR)

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

1m

-3.02%

3m

+5.11%

6m

+8.72%

1y

-9.74%

3y

+8.76%

5y

+7.19%

10y

+16.51%

since inception

+3.13%

TopFund's Take on Franklin India Technology Fund - IDCW

Franklin India Technology Fund - IDCW sits in the middle of the pack for Sectoral 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 53/100.

Cost: At 1.17%, the expense ratio runs 18% above the Sectoral category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.35 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.81% is fairly typical for Sectoral funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.

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 76.89%
Foreign - Equity 15.54%
Foreign Mutual Funds 4.48%
Cash/Net Current Assets 3.08%

Frequently Asked Questions about Franklin India Technology Fund - IDCW

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

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