Franklin India Fund A(acc)USD

Equity fund

1 year

Region

Asia

Largest region

High

Risk

Cost

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

    05 Jun 2025

  • Start date
    24 Oct 2005
  • ISIN
    LU0231203729

Risk

  • High (5 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

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 97%
    Interest 3%

Portfolio

Shows the fund's largest investments.

  • HDFC Bank Ltd ADR
    8.9%
  • ICICI Bank Ltd
    5.3%
  • Reliance Industries Ltd
    4.6%
  • Eternal Ltd
    4.3%
  • Mahindra & Mahindra Ltd
    3.7%
  • Infosys Ltd ADR
    3.7%
  • Axis Bank Ltd
    3.1%
  • United Spirits Ltd
    2.7%
  • ICICI Bank Ltd ADR
    2.6%
  • Tata Consumer Products Ltd
    2.6%