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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 -2.47 percent over the past year, -3.14 percent over the past three years, and 15.48 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||-3.1%|
|5 Years (Annualized)||15.5%|
|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 Low compared to funds in the same category.
Franklin India Growth Fund has an expense ratio of 1.68 percent.
Risk is N/A compared to funds in the same category according to Morningstar.