Franklin India Equity Savings Fund - Growth - Direct Plan

NAV 17.23(0.28%)
Jan 31, 2025
Franklin India Equity Savings Fund - Growth - Direct Plan
AUM
₹702 Cr
Expense (%)
0.32
Turnover (%)
703.16
Benchmark
NIFTY 50 Equity Savings Index
Asset Quality
Large, Green
Differs from benchmark (%)
56.36

Decision Maker

1. Right Fund

Performance
Quality

2. Right Time

Benchmark
Debt Fund
8%
Likely Future 5 Year CAGR.

3. Right Allocation

Will this Fund help diversify your portfolio?

3Yr Rolling Returns(%)

Benchmark# : NIFTY 50

CAGR

9 Year5 Year3 Year1 Year
Benchmark# BM# Returns(%)
-14.2110.868.8
Fund Returns(%)
-8.837.478.93
Implied  Investor Returns(%) IR
-8.658.458.15
                                                                                                                                                            Benchmark# is NIFTY 50

Franklin India Equity Savings Fund Review : 03 Feb 2025

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. How has the Franklin India Equity Savings Fund Performed in the past? 10

  • On a 3-year rolling returns basis It has not outperformed the Benchmark consistently..
  • The fund has delivered a 3, 5 and 9 year average rolling returns of 10.63%, 9.86%, and 0.00% with a standard deviation of 1.71%, 0.53%, and 0.00% respectively.
  • It has demonstrated CAGR of 7.47%, 8.83%, and 0% over 3, 5 and 9 years.
  • The Average 3, 5 and 9 year rolling Alpha is -5.83%, -5%, and 0%.
  • For last 5 years, Investors have earned less returns than the Fund. This may indicate that Investors in the fund were not aligned to the investing process followed by the fund.

2. How is the Quality of Franklin India Equity Savings Fund? Q

Fund's Portfolio Quality is Very Good. It has a large proportion of Green Stocks.
  • Portfolio Composition

    The fund is 66% in equity and hold 59 number of stocks. The Top 3 stocks are Infosys, Bharti Airtel and Larsen & Toubro 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 funds are Others, BFSI and Miscellaneous accounting for 60% of the total portfolio.
  • 3. Should you SIP in Franklin India Equity Savings Fund? 10 Q

    • You should look for a fund with better more consistent performance track record.
    • Fund's returns likely to be fairly different than its benchmark NIFTY 50 , as Fund’s portfolio is somewhat different.
    • You need to look at the other funds in your portfolio and ensure this fund helps diversify your portfolio meaningfully.
    • Before investing a large lumpsum amount in a fund you need to assess its Upside Potential. You can contact us for advice.

    4. What are the Risks in the Franklin India Equity Savings Fund?

    • Franklin India Equity Savings Fund is likely to fall lesser than the market. It is likely to do well in a falling market but not in a rising market.
    • The Fund has fallen harder, but not recovered faster than its Benchmark.

    Underlying Asset Quality & Valuation

    Underlying Asset Quality Valuation(%)
    Underlying Asset Valuation (%)

    Peer Comparison on returns

    Upside and Downside Capture Ratio

    1 Year3 Year5 Year9 Year
    Upside %
    ----
    Downside %
    ----

    Mean and Standard Deviation

    Average Rolling Return Standard Deviation
    1 Year 3 Year5 Year9 Year1 Year3 Year5 Year9 Year
    Fund
    10.7810.639.860.008.091.710.530.00
    Benchmark#
    17.5416.4514.870.0019.273.911.780.00
    Drawdown and Recovery Period

    No Data Found

    Fund Overview Franklin India Equity Savings Fund - Growth

    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
    PortfolioCompare

    FAQ : Franklin India Equity Savings Fund - Growth - Direct Plan

    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

    • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
    • You will get information about the redemption and the NAV at which redeemed.
    • The amount will be deposited in the designated bank account.

    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

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