Franklin India Equity Savings Fund Overview
Category	Equity Savings Fund
BMSMONEY Rank	13
BMSMONEY Rating
Gro. Opt.	As On:	20-12-2024
NAV	₹15.84_(R)		-0.23%	₹17.24_(D)	-0.23%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	9.61%	7.98%	8.85%	-%	-%
LumpSum_(D)	10.5%	9.12%	10.18%	-%	-%
SIP_(R)	-37.65%	4.0%	7.82%	-%	-%
SIP_(D)	-37.08%	5.07%	9.04%	-%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.16	0.07	0.53	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	3.95%	-4.43%	-4.01%	-	2.97%

Top Equity Savings Fund
Fund Name	Rank	Rating
Kotak Equity Savings Fund	1
Dsp Equity Savings Fund	2
Sbi Equity Savings Fund	3
Invesco India Equity Savings Fund	4

NAV Date: 20-12-2024

Scheme Name	NAV	Rupee Change	Percent Change
Franklin India Equity Savings Fund - Quarterly - IDCW	12.43	-0.0300	-0.2300%
Franklin India Equity Savings Fund - Monthly - IDCW	13.42	-0.0300	-0.2300%
Franklin India Equity Savings Fund - IDCW	13.7	-0.0300	-0.2300%
Franklin India Equity Savings Fund - Direct - Quarterly - IDCW	13.76	-0.0300	-0.2300%
Franklin India Equity Savings Fund - Direct - Monthly - IDCW	14.03	-0.0300	-0.2300%
Franklin India Equity Savings Fund - Direct - IDCW	14.98	-0.0300	-0.2300%
Franklin India Equity Savings Fund- Growth	15.84	-0.0400	-0.2300%
Franklin India Equity Savings Fund- Growth Direct	17.24	-0.0400	-0.2300%

Review Date: 20-12-2024

Franklin India Equity Savings Fund has shown poor performance in the Equity Savings Fund category. The fund has rank of 13 out of 17 funds in the category. The fund has delivered return of 9.61% in 1 year, 7.98% in 3 years and 8.85% in 5 years. The category average for the same periods is 12.2%, 9.22% and 9.4% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 3.95, VaR of -4.43, Average Drawdown of -1.52, Semi Deviation of 2.97 and Max Drawdown of -4.01. The category average for the same parameters is 4.33, -4.24, -1.47, 3.08 and -3.57 respectively. The fund has low risk in the category.

Key Points:

An investment of ₹10,000 in Franklin India Equity Savings Fund direct growth option would have grown to ₹11050.0 in 1 year, ₹12992.0 in 3 years and ₹16234.0 in 5 years as of today (20-12-2024).
An SIP of ₹1,000 per month in Franklin India Equity Savings Fund direct growth option would have grown to ₹9422.0 in 1 year, ₹38890.0 in 3 years and ₹75355.0 in 5 years as of today (20-12-2024).
standard deviation of 3.95 and based on VaR one can expect to lose more than -4.43% of current value of fund in one year.
Sharpe ratio of the fund is 0.16 which shows average performance of fund in the equity savings fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	0.78	1.23	0.29 \| 4.45	13 \| 19	Average
3M Return %	0.15	-0.54	-1.78 \| 3.52	4 \| 19	Very Good
6M Return %	3.61	3.63	1.88 \| 7.80	9 \| 19	Good
1Y Return %	9.61	12.20	7.77 \| 24.63	14 \| 19	Average
3Y Return %	7.98	9.22	6.42 \| 11.84	13 \| 17	Average
5Y Return %	8.85	9.40	5.61 \| 11.55	12 \| 17	Average
1Y SIP Return %	-37.65	-36.79	-39.22 \| -28.14	12 \| 19	Average
3Y SIP Return %	4.00	5.69	2.02 \| 9.26	13 \| 17	Average
5Y SIP Return %	7.82	8.75	6.14 \| 10.83	12 \| 17	Average
Standard Deviation	3.95	4.33	2.17 \| 5.72	4 \| 17	Very Good
Semi Deviation	2.97	3.08	1.56 \| 4.02	8 \| 17	Good
Max Drawdown %	-4.01	-3.57	-6.89 \| -1.16	13 \| 17	Average
VaR 1 Y %	-4.43	-4.24	-6.77 \| -1.73	10 \| 17	Good
Average Drawdown %	-1.52	-1.47	-2.99 \| -0.47	13 \| 17	Average
Sharpe Ratio	0.16	0.41	-0.27 \| 1.06	13 \| 17	Average
Sterling Ratio	0.53	0.66	0.36 \| 0.93	14 \| 17	Average
Sortino Ratio	0.07	0.20	-0.10 \| 0.52	13 \| 17	Average

_{Return data last Updated On :
Dec. 20, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Nov. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	0.85	1.31	0.36 \| 4.53	13 \| 19
3M Return %	0.35	-0.31	-1.49 \| 3.76	3 \| 19
6M Return %	4.05	4.13	2.38 \| 8.29	10 \| 19
1Y Return %	10.50	13.26	8.64 \| 25.76	14 \| 19
3Y Return %	9.12	10.27	7.29 \| 13.03	13 \| 17
5Y Return %	10.18	10.49	6.53 \| 12.67	12 \| 17
1Y SIP Return %	-37.08	-36.13	-38.58 \| -27.43	12 \| 19
3Y SIP Return %	5.07	6.75	2.90 \| 11.09	12 \| 17
5Y SIP Return %	9.04	9.85	7.14 \| 12.05	12 \| 17
Standard Deviation	3.95	4.33	2.17 \| 5.72	4 \| 17
Semi Deviation	2.97	3.08	1.56 \| 4.02	8 \| 17
Max Drawdown %	-4.01	-3.57	-6.89 \| -1.16	13 \| 17
VaR 1 Y %	-4.43	-4.24	-6.77 \| -1.73	10 \| 17
Average Drawdown %	-1.52	-1.47	-2.99 \| -0.47	13 \| 17
Sharpe Ratio	0.16	0.41	-0.27 \| 1.06	13 \| 17
Sterling Ratio	0.53	0.66	0.36 \| 0.93	14 \| 17
Sortino Ratio	0.07	0.20	-0.10 \| 0.52	13 \| 17

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.23	₹ 9,977.00	-0.23	₹ 9,977.00
1W	-0.70	₹ 9,930.00	-0.69	₹ 9,931.00
1M	0.78	₹ 10,078.00	0.85	₹ 10,085.00
3M	0.15	₹ 10,015.00	0.35	₹ 10,035.00
6M	3.61	₹ 10,361.00	4.05	₹ 10,405.00
1Y	9.61	₹ 10,961.00	10.50	₹ 11,050.00
3Y	7.98	₹ 12,589.00	9.12	₹ 12,992.00
5Y	8.85	₹ 15,278.00	10.18	₹ 16,234.00
7Y		₹		₹
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-37.65	₹ 9,378.90	-37.08	₹ 9,421.78
3Y	₹ 36000	4.00	₹ 38,269.04	5.07	₹ 38,889.97
5Y	₹ 60000	7.82	₹ 73,086.96	9.04	₹ 75,355.26
7Y	₹ 84000		₹		₹
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Franklin India Equity Savings Fund NAV Regular Growth	Franklin India Equity Savings Fund NAV Direct Growth
20-12-2024	15.8402	17.2353
19-12-2024	15.8773	17.2752
18-12-2024	15.9074	17.3077
17-12-2024	15.9188	17.3196
16-12-2024	15.946	17.3489
13-12-2024	15.9525	17.3547
12-12-2024	15.9309	17.3308
11-12-2024	15.9503	17.3516
10-12-2024	15.9531	17.3543
09-12-2024	15.9431	17.3429
06-12-2024	15.932	17.3298
05-12-2024	15.9357	17.3334
04-12-2024	15.9032	17.2976
03-12-2024	15.8786	17.2704
02-12-2024	15.8444	17.2329
29-11-2024	15.8176	17.2026
28-11-2024	15.7952	17.1778
27-11-2024	15.8336	17.2191
26-11-2024	15.8285	17.2133
25-11-2024	15.8162	17.1995
22-11-2024	15.7748	17.1533
21-11-2024	15.7169	17.09

Fund Launch Date: 03/Aug/2018
Fund Category: Equity Savings Fund
Investment Objective: The Scheme intends to generate long-term capital appreciation by investing a portion of the Scheme ™s assets in equity and equity related instruments. The Scheme also intends to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. There can be no assurance that the investment objective of the scheme will be realized.
Fund Description: An open-ended scheme investing in equity, arbitrage and fixed income
Fund Benchmark: Nifty Equity Savings Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Franklin India Equity Savings Fund

Franklin India Equity Savings Fund NAV

Franklin India Equity Savings Fund Review

Franklin India Equity Savings Fund Performance Comparison with Peers (Regular Plan Chart)

Franklin India Equity Savings Fund Review Dashboard (Regular Plan)

Franklin India Equity Savings Fund Review Dashboard (Direct Plan)

Franklin India Equity Savings Fund Lumpsum Returns and Investment Value

Franklin India Equity Savings Fund SIP Return and Investment Value

Franklin India Equity Savings Fund NAV History

Franklin India Equity Savings Fund Information