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9 Year | 5 Year | 3 Year | 1 Year | |
---|---|---|---|---|
Benchmark# BM# Returns(%) | - | 14.21 | 10.86 | 8.8 |
Fund Returns(%) | - | 8.83 | 7.47 | 8.93 |
Implied Investor Returns(%) IR | - | 8.65 | 8.45 | 8.15 |
Franklin India Equity Savings Fund is a Hybrid - Equity Savings with an 703(Cr) AUM. It is Open Ended scheme launched on 27 Aug 2018. Currently, Rajasa Kakulavarapu and Venkatesh Sanjeevi as the fund managers managing the fund. Benchmark of the scheme is NIFTY 50 Equity Savings Index.
1 Year | 3 Year | 5 Year | 9 Year | |
---|---|---|---|---|
Upside % | - | - | - | - |
Downside % | - | - | - | - |
Average Rolling Return | Standard Deviation | |||||||
---|---|---|---|---|---|---|---|---|
1 Year | 3 Year | 5 Year | 9 Year | 1 Year | 3 Year | 5 Year | 9 Year | |
Fund | 10.78 | 10.63 | 9.86 | 0.00 | 8.09 | 1.71 | 0.53 | 0.00 |
Benchmark# | 17.54 | 16.45 | 14.87 | 0.00 | 19.27 | 3.91 | 1.78 | 0.00 |
Company (Q) | Sector | % Assets |
---|---|---|
Miscellaneous | 6.77 | |
4.59 | ||
Construction & Infrastructure | 4.05 | |
Telecom | 3.89 | |
3.74 | ||
3.68 | ||
3.63 | ||
3.63 | ||
IT | 3.45 | |
BFSI | 3.17 |
Launch Date | 27 Aug 2018 |
Benchmark | NIFTY 50 Equity Savings Index |
Performance comparison Benchmark# | NIFTY 50 |
Riskometer | Low to Moderate |
Turnover | 703.16% |
Type | Open ended scheme |
Return Since Launch | 7.35% |
Min. Investment | 5000.00 |
Min. Additional investment Min. Add. inv. | 1000.00 |
Min. SIP | 500.00 |
Min. Cheques | 12 |
Min. Withdrawal | 1000.00 |
Exit Load | 0.00% |
Remark | Nil |
Franklin India Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 8.93 | 7.47 | 8.83 | N/A |
Average Rolling Returns(%) | 9.20 | 9.13 | 8.38 | N/A |
The Current NAV of Franklin India Equity Savings Fund - Growth - Direct Plan is ₹17.23.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Franklin India Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.32%
The process for redemption is
The AUM of Franklin India Equity Savings Fund - Growth - Direct Plan is currently ₹703 Crores.
The Top three stocks are Larsen & Toubro, Bharti Airtel and Infosys and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 31% of fund’s portfolio respectively.
Top three sectors of Franklin India Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and Miscellaneous accounting for 60% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Franklin India Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
Rajasa Kakulavarapu and Venkatesh Sanjeevi manage the Franklin India Equity Savings Fund - Growth - Direct Plan Fund.
Franklin India Equity Savings Fund - Growth - Direct Plan current PE ratio is 31.94 and PB ratio is 6.38
The asset allocation of Franklin India Equity Savings Fund - Growth - Direct Plan is Stocks : 66.11%, Debt : 33.88% and Gold : 0%
The minimum SIP amount for Franklin India Equity Savings Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for Franklin India Equity Savings Fund - Growth - Direct Plan is Nil