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Franklin India Balanced Fund (100550.BO)

YHD - YHD Delayed price. Currency in INR
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114.95-0.75 (-0.65%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up12
Number of years down3
Best 1-yr total return (Invalid Date)72.54%
Worst 1-yr total return (Invalid Date)-38.32%
Best 3-yr total return72.54%
Worst 3-yr total return2.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return100550.BOCategory
YTD2.11%9.20%
1-month1.91%2.58%
3-month4.92%9.20%
1-year4.37%18.16%
3-year18.94%15.42%
5-year13.36%13.64%
10-year12.00%11.21%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
100550.BOCategory
2016
N/AN/A
2015
4.85%3.16%
2014
47.05%34.59%
2013
6.64%4.77%
2012
24.21%23.33%
2011
-12.40%-13.41%
2010
14.82%14.08%
2009
52.86%52.73%
2008
-38.32%-31.94%
2007
42.66%35.03%
2006
32.83%25.54%
2005
30.34%29.39%
2004
15.36%15.32%
2003
72.54%57.86%
2002
18.23%13.14%
2001
-4.64%-6.23%
2000
N/A-11.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20160.20%N/AN/AN/A
20155.05%-0.03%0.22%-0.38%
20147.05%13.91%9.05%10.58%
2013-3.76%3.48%-2.97%10.37%
201211.50%-0.37%6.56%4.93%
2011-2.00%0.05%-5.15%-5.81%
20103.09%2.60%8.93%-0.35%
20091.54%33.52%10.01%2.49%
2008-18.61%-11.41%0.96%-15.27%
2007-1.57%12.57%12.74%14.21%
200614.61%-8.24%15.74%9.12%
20051.22%5.29%16.28%5.18%
20040.86%-6.98%11.09%10.69%
2003-3.27%16.27%19.81%28.06%
200214.98%-0.65%-4.70%8.60%
2001-7.50%0.51%-11.27%15.58%
2000-13.90%-8.34%-0.71%N/A

Rank in category (by total return)

YTD13
1-month44
3-month14
1-year19
3-year22
5-year17

Load adjusted returns

1-year3.37%
3-year18.94%
5-year13.36%
10-year12.00%