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Franklin India Equity Savings Fund - Quarterly - IDCW

Franklin India Equity Savings · Sectoral
Very High
₹12.24
Current NAV
25 Jun 2026
31.3%
1Y Return
28.3%
3Y CAGR
15.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹18,180 Cr) indicating high investor trust and liquidity.
  • 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
0.63
Sharpe Ratio
0.83
Beta
-1.37
Alpha
0.77
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Fund Details
Fund House Franklin India Equity Savings
Category Sectoral
AUM ₹18180 Cr
Expense Ratio 1.23%
Min SIP ₹500
Min Lumpsum ₹1000
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