3 / 5 Stars
3 3 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 7 India Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 34.47 percent over the past year, 1.16 percent over the past three years, and 9.24 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||26.5%|
|3 Years (Annualized)||1.2%|
|5 Years (Annualized)||9.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of "Indian companies." It may invest in companies of any size, and may invest a significant portion of its assets in securities of smaller companies. The fund invests primarily in common stocks. It may invest up to 20% of its net assets in securities that do not qualify as Indian company securities. When consistent with the fund's investment goal, up to 20% of its net assets may be invested in debt obligations, including debt obligations of Indian companies, which may be lower-rated or unrated.
Fees are High compared to funds in the same category.
Franklin India Growth Fund has an expense ratio of 2.40 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.