Franklin India Retirement Fund - Direct - Growth
Franklin Templeton Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.45%
AUM
₹47.87 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-22.03%
Poor
6 Months
-1.06%
Poor
1 Year
+4.89%
Poor
3 Years
+10.25%
Below Average
5 Years
+9.00%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹47.87 Cr
Recent Trend
Growing
Stability Score
5.6
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+4.73%
3Y
3Y CAGR
+40.83%
5Y
5Y CAGR
+71.93%
Growth Assessment: Stable
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
5.40%
Annualized standard deviation
Sharpe Ratio
0.834
Fair - Risk-adjusted return
Max Drawdown
-7.40%
Low - Worst decline
Consistency
69.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.34%
Average daily price movement
Annualized Volatility
5.40%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance