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Franklin India Equity Savings Fund - Direct - Quarterly - IDCW

Franklin India Equity Savings · Sectoral
Very High
₹13.86
Current NAV
25 Jun 2026
17.5%
1Y Return
24.5%
3Y CAGR
16.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.35%.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.75
Sharpe Ratio
1.25
Beta
-1.75
Alpha
1.01
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Fund Details
Fund House Franklin India Equity Savings
Category Sectoral
AUM ₹4800 Cr
Expense Ratio 0.35%
Min SIP ₹500
Min Lumpsum ₹1000
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