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Franklin India Equity Savings Fund - Monthly - IDCW

Franklin India Equity Savings · Sectoral
Very High
₹13.02
Current NAV
30 Oct 2026
-3.0%
1Y Return
2.7%
3Y CAGR
1.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.83).
  • Very large asset base (AUM: ₹13,380 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.83
Sharpe Ratio
1.43
Beta
2.83
Alpha
2.25
Sortino
Fund Details
Fund House Franklin India Equity Savings
Category Sectoral
AUM ₹13380 Cr
Expense Ratio 1.03%
Min SIP ₹500
Min Lumpsum ₹1000
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