Franklin India Fund A(acc)USD

Equity fund

1 year

Globe

Asia

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet vil primært investere i aksjer fra foretak som er registrert eller har sin hovedvirksomhet i India. Fondet søker å investere i selskaper i en lang rekke industrigrener uavhengig av deres markedskapitalisering. I tillegg kan fondet søke investeringsmuligheter i renteinstrumenter som er utstedt av ethvert av de ovennevnte foretakene, samt i pengemarkedsinstrumenter.

Investment horizon

  • Franklin India Fund A(acc)USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    09 Sept 2025

  • Start date
    24 Oct 2005
  • ISIN
    LU0231203729

Risk

  • Medium (4 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs
  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • HDFC Bank Ltd ADR
    9.3%
  • Eternal Ltd
    6.0%
  • ICICI Bank Ltd
    5.4%
  • Mahindra & Mahindra Ltd
    4.7%
  • Reliance Industries Ltd
    4.3%
  • Infosys Ltd ADR
    3.8%
  • Axis Bank Ltd
    2.8%
  • ICICI Bank Ltd ADR
    2.7%
  • Indian Hotels Co Ltd
    2.7%
  • Apollo Hospitals Enterprise Ltd
    2.6%