Should I invest in Franklin Asian Equity Fund?

We don't give personal investment advice. Franklin Asian Equity Fund - Growth Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 33.5%. 5-year CAGR: 6.81%.

Franklin Templeton

Franklin Asian Equity Fund - Growth Plan

Latest NAV

₹43.5026

As of

17 Jul 2026

4,547 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-2.05%	-0.07%	-1.98	121 / 122	Q4
1W	-3.18%	-0.15%	-3.03	121 / 122	Q4
2W	-4.37%	-0.13%	-4.24	122 / 122	Q4
1M	-4.72%	+1.33%	-6.05	121 / 122	Q4
3M	+10.14%	+3.32%	+6.81	13 / 122	Q1
6M	+15.99%	+2.87%	+13.12	11 / 122	Q1
YTD	+22.01%	+1.43%	+20.58	2 / 122	Q1
1Y	+40.29%	+2.53%	+37.76	1 / 120	Q1
2Y	+23.59%	+1.69%	+21.90	2 / 116	Q1
3Y	+18.58%	+13.72%	+4.86	28 / 114	Q1
4Y	+14.45%	+15.46%	-1.01	63 / 106	Q3
5Y	+6.81%	+12.16%	-5.35	86 / 104	Q4
7Y	+9.90%	+15.00%	-5.10	83 / 99	Q4
10Y	+9.94%	+11.50%	-1.56	64 / 93	Q3
Inception	+8.57%	+11.17%	-2.60	83 / 122	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+22.01%	+1.37%	+20.63	2 / 118
2025	+23.49%	+3.20%	+20.29	4 / 115
2024	+14.32%	+19.60%	-5.28	77 / 113
2023	+0.66%	+31.56%	-30.90	107 / 108
2022	-14.47%	+2.19%	-16.66	94 / 104
2021	-6.02%	+32.41%	-38.43	101 / 102
2020	+25.88%	+18.32%	+7.56	26 / 100
2019	+28.47%	+5.50%	+22.97	3 / 97
2018	-13.30%	-10.07%	-3.23	56 / 94
2017	+34.69%	+30.10%	+4.59	41 / 93
2016	+7.04%	-0.25%	+7.29	20 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.25%

214 windows

min -31.9% · max 59.5%

75% positive

3-Year rolling

+8.29%

189 windows

min -9.4% · max 23.4%

90% positive

5-Year rolling

+8.24%

165 windows

min 0.2% · max 20.3%

100% positive

7-Year rolling

+8.40%

141 windows

min 2.6% · max 13.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.09%

3-year · annualised

Sharpe ratio

0.80

vs risk-free 6.5%

Sortino ratio

1.55

Downside-only deviation

Max drawdown

-14.63%

Sep 2024 → Apr 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹18.4020	17 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.0439	17 Jul 2026
Magnum Equity Fund -Dividend	SBI	₹75.2678	17 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.7400	17 Jul 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.5340	17 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.5442	17 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.7640	17 Jul 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.5500	17 Jul 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹397.9086	17 Jul 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹66.3400	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹43.5026
16 Jul 2026	₹44.4150
15 Jul 2026	₹44.9700
14 Jul 2026	₹44.1513
13 Jul 2026	₹44.1368
10 Jul 2026	₹44.9329
9 Jul 2026	₹44.6558
8 Jul 2026	₹44.4069
7 Jul 2026	₹45.0286
6 Jul 2026	₹45.7253

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Franklin Asian Equity Fund - Growth Plan is ₹43.5026. It's a Sectoral/Thematic Fund from Franklin Templeton, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin Asian Equity Fund - Growth Plan has NAV history starting from 17 Jan 2008, a track record of about 18 years 6 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Franklin Asian Equity Fund - Growth Plan is managed by Franklin Templeton. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin Asian Equity Fund - Growth Plan has delivered a absolute return of 40.29% — +37.76 pp ahead of the Sectoral/Thematic Fund category average of 2.53%. The fund ranks #1 of 120 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Franklin Asian Equity Fund - Growth Plan has delivered a CAGR of 18.58% — +4.86 pp ahead of the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #28 of 114 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Franklin Asian Equity Fund - Growth Plan has delivered a CAGR of 6.81% — -5.35 pp behind the Sectoral/Thematic Fund category average of 12.16%. The fund ranks #86 of 104 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Franklin Asian Equity Fund - Growth Plan exactly 10 years ago would be worth approximately ₹257,937 today — a multiplier of 2.58×, based on the 10-year CAGR of 9.94%. The category average over the same window would have grown ₹1 lakh to ₹297,061.

A ₹10,000 monthly SIP in Franklin Asian Equity Fund - Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹925,538 today. That's an XIRR (money-weighted annualised return) of 17.36%.

A ₹10,000 monthly SIP for 10 years in Franklin Asian Equity Fund - Growth Plan = ₹1,200,000 invested. It would currently be worth ₹2,108,518 (multiplier 1.76×). XIRR: 10.86%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin Asian Equity Fund - Growth Plan ranks #86 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.16%; this fund delivered 6.81%.

The worst peak-to-trough decline Franklin Asian Equity Fund - Growth Plan has experienced over the last 5-year window is 33.49% — its NAV fell from a high on 25 Oct 2021 to a low on 25 Oct 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin Asian Equity Fund - Growth Plan averaged 8.24% (best 20.35%, worst 0.24%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.06 — weak risk-adjusted performance.

In calendar year 2025, Franklin Asian Equity Fund - Growth Plan returned 23.49% — beating the Sectoral/Thematic Fund category average of 3.20% by 20.29 pp. It ranked #4 of 115 in its category that year.

Franklin Asian Equity Fund - Growth Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Franklin Asian Equity Fund - Growth Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 33.5%. 5-year CAGR: 6.81%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.