Franklin India Retirement Fund - Direct - IDCW
Franklin Templeton Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.45%
AUM
₹4.16 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
-22.05%
Poor
6 Months
-16.80%
Poor
1 Year
-3.72%
Poor
3 Years
+1.12%
Poor
5 Years
+0.03%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹4.16 Cr
Recent Trend
Growing
Stability Score
5.7
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+5.34%
3Y
3Y CAGR
+26.94%
5Y
5Y CAGR
+41.54%
Growth Assessment: Stable
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
10.10%
Annualized standard deviation
Sharpe Ratio
-0.557
Very Poor - Risk-adjusted return
Max Drawdown
-14.80%
Moderate - Worst decline
Consistency
62.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.64%
Average daily price movement
Annualized Volatility
10.10%
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