Franklin India Equity Savings Fund- Growth

Fund House: Franklin Templeton Mutual Fund
Category: Hybrid: Equity Savings
Launch Date: 01-08-2018
Asset Class: Mixed Asset
Benchmark: NIFTY Equity Savings TRI
TER: 1.12% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5,000
Minimum Topup: 1,000
Total Assets: 644.38 Cr As on 28-02-2025(Source:AMFI)
Turn over: 813.86% | Exit Load: Nil

15.9189

7.31%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnFranklin India Equity Savings Fund- GrowthAK Equity Savings TRIHybrid: Equity SavingsGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme intends to generate long-term capital appreciation by investing a portion of the Schemes assets in equity and equity related instruments. The Scheme also intends to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies.

Current Asset Allocation (%)

Indicators

Standard Deviation 3.7
Sharpe Ratio 0.32
Alpha -0.08
Beta 0.68
Yield to Maturity 7.29
Average Maturity 3.69

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Franklin India Equity Savings Fund- Growth 01-08-2018 7.19 10.65 8.08 11.97 -
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 10.82 13.51 9.95 13.77 -
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 9.54 13.6 10.17 11.92 8.61
Invesco India Equity Savings Fund - Regular Plan - Growth 15-02-2019 9.11 14.96 9.41 10.56 -
Tata Equity Savings Fund -Regular Plan-Growth Option 26-04-1997 9.09 12.7 9.06 11.53 7.08

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets and minimum investment in debt - 10% of total assets. Minimum hedged & unhedged to be stated in the SID. Asset Allocation under defensive considerations may also be stated in the Offer Document.

Riskometer

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PORTFOLIO

Market Cap Distribution

Small Cap

0.93%

Others

-13.11%

Large Cap

57.67%

Mid Cap

6.3%

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