Franklin India Technology Fund

Review Date: 07-03-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the six return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
   1. Top 25%: One return parameter of the Franklin India Technology Fund is in the top 25% in the category, as shown below:
      
      • 3Y Return %
   2. Above Average Below the Top 25%: The Franklin India Technology Fund has two return parameters in the category, which are above average but below the top 25%, as listed below:
      
      • 3M Return %
      • 1Y Return %
   3. Below Average: Franklin India Technology Fund has three return parameters that are below average in the category, which are listed below:
      
      • 5Y Return %
      • 1M Return %
      • 6M Return %
2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed two risk parameters of Franklin India Technology Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
   1. Lowest 25%: two risk parameters in the lowest 25% in the category, which are listed below.
      • Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The standard deviation of the fund is 18.21 %.
      • Semi-Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. The semi-deviation of the fund is 13.09 %.
   2. Below Average but Above the Lowest 25%: Franklin India Technology Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Franklin India Technology Fund does not have any risk parameters above average; which is a good sign.
3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated four risk-adjusted performance parameters of the fund.
   1. Top 25% Risk Adjusted Performance Parameters: Franklin India Technology Fund has four risk-adjusted performance parameters of the fund that are in the top 25% of the category.
      • Sharpe Ratio: Franklin India Technology Fund has a Sharpe Ratio of 0.4 compared to the category average of 0.16.
      • Sterling Ratio: Franklin India Technology Fund has a Sterling Ratio of 0.5 compared to the category average of 0.33.
      • Sortino Ratio: Franklin India Technology Fund has a Sortino Ratio of 0.22 compared to the category average of 0.11.
      • Treynor Ratio: Franklin India Technology Fund has a Treynor Ratio of 0.08 compared to the category average of 0.03.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
   3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.

Date	Franklin India Technology Fund NAV Regular Growth	Franklin India Technology Fund NAV Direct Growth
07-03-2025	481.5515	528.1784
06-03-2025	485.0576	532.0081
05-03-2025	484.2298	531.0844
04-03-2025	477.0608	523.206
03-03-2025	477.9513	524.167
28-02-2025	478.8699	525.1275
25-02-2025	497.5757	545.5914
24-02-2025	497.2182	545.1831
21-02-2025	508.8021	557.8345
20-02-2025	512.0516	561.3807
19-02-2025	511.5701	560.8364
18-02-2025	513.6468	563.0967
17-02-2025	513.7653	563.2101
14-02-2025	519.1867	569.1032
13-02-2025	522.0448	572.2194
12-02-2025	521.997	572.1503
11-02-2025	523.5311	573.815
10-02-2025	532.5343	583.6658
07-02-2025	536.2266	587.6614