Franklin India Equity Savings Fund Overview
Category	Equity Savings Fund
BMSMONEY Rank	12
BMSMONEY Rating
Gro. Opt.	As On:	17-01-2025
NAV	₹15.78_(R)		-0.1%	₹17.18_(D)	-0.09%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	8.06%	6.58%	8.47%	-%	-%
LumpSum_(D)	8.94%	7.69%	9.78%	-%	-%
SIP_(R)	5.94%	8.56%	9.04%	-%	-%
SIP_(D)	6.82%	9.58%	10.21%	-%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.1	0.05	0.52	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	3.95%	-4.43%	-4.01%	-	2.96%

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

NAV Date: 17-01-2025

Scheme Name	NAV	Rupee Change	Percent Change
Franklin India Equity Savings Fund - Quarterly - IDCW	12.38	-0.0100	-0.1000%
Franklin India Equity Savings Fund - Monthly - IDCW	13.3	-0.0100	-0.1000%
Franklin India Equity Savings Fund - IDCW	13.65	-0.0100	-0.1000%
Franklin India Equity Savings Fund - Direct - Quarterly - IDCW	13.72	-0.0100	-0.0900%
Franklin India Equity Savings Fund - Direct - Monthly - IDCW	13.9	-0.0100	-0.0900%
Franklin India Equity Savings Fund - Direct - IDCW	14.93	-0.0100	-0.0900%
Franklin India Equity Savings Fund- Growth	15.78	-0.0200	-0.1000%
Franklin India Equity Savings Fund- Growth Direct	17.18	-0.0200	-0.0900%

Review Date: 17-01-2025

Franklin India Equity Savings Fund has exhibited poor performance in the Equity Savings Fund category. The fund has rank of 12 out of 17 funds in the category. The fund has delivered return of 8.06% in 1 year, 6.58% in 3 years and 8.47% in 5 years. The category average for the same periods is 9.89%, 7.9% and 9.07% 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 2.96 and Max Drawdown of -4.01. The category average for the same parameters is 4.37, -4.29, -1.54, 3.09 and -3.77 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 ₹10894.0 in 1 year, ₹12490.0 in 3 years and ₹15942.0 in 5 years as of today (17-01-2025).
An SIP of ₹1,000 per month in Franklin India Equity Savings Fund direct growth option would have grown to ₹12439.0 in 1 year, ₹41595.0 in 3 years and ₹77595.0 in 5 years as of today (17-01-2025).
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 0.1 which shows average performance of fund in the equity savings fund category.

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-0.87	-1.40	-4.22 \| 0.24	6 \| 19	Good
3M Return %	0.03	-0.77	-1.76 \| 0.61	6 \| 19	Good
6M Return %	1.97	1.30	-0.43 \| 3.50	4 \| 19	Very Good
1Y Return %	8.06	9.89	6.67 \| 19.45	14 \| 19	Average
3Y Return %	6.58	7.90	5.31 \| 10.35	14 \| 18	Average
5Y Return %	8.47	9.07	5.34 \| 11.18	12 \| 17	Average
1Y SIP Return %	5.94	6.41	3.26 \| 12.99	11 \| 19	Average
3Y SIP Return %	8.56	10.13	6.94 \| 12.60	13 \| 18	Average
5Y SIP Return %	9.04	9.87	7.58 \| 11.67	12 \| 17	Average
Standard Deviation	3.95	4.37	2.19 \| 5.83	4 \| 17	Very Good
Semi Deviation	2.96	3.09	1.57 \| 4.09	7 \| 17	Good
Max Drawdown %	-4.01	-3.77	-7.58 \| -1.16	11 \| 17	Average
VaR 1 Y %	-4.43	-4.29	-6.83 \| -1.73	10 \| 17	Good
Average Drawdown %	-1.52	-1.54	-3.14 \| -0.50	13 \| 17	Average
Sharpe Ratio	0.10	0.32	-0.35 \| 0.93	13 \| 17	Average
Sterling Ratio	0.52	0.63	0.33 \| 0.90	14 \| 17	Average
Sortino Ratio	0.05	0.16	-0.13 \| 0.45	13 \| 17	Average

_{Return data last Updated On :
Jan. 17, 2025.

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

Dec. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-0.80	-1.32	-4.15 \| 0.32	7 \| 19
3M Return %	0.24	-0.54	-1.54 \| 0.84	6 \| 19
6M Return %	2.40	1.78	-0.18 \| 3.96	4 \| 19
1Y Return %	8.94	10.93	7.37 \| 20.53	14 \| 19
3Y Return %	7.69	8.97	6.14 \| 11.53	14 \| 18
5Y Return %	9.78	10.17	6.27 \| 12.29	12 \| 17
1Y SIP Return %	6.82	7.43	3.74 \| 14.03	11 \| 19
3Y SIP Return %	9.58	11.20	7.80 \| 14.37	13 \| 18
5Y SIP Return %	10.21	10.94	8.54 \| 12.86	12 \| 17
Standard Deviation	3.95	4.37	2.19 \| 5.83	4 \| 17
Semi Deviation	2.96	3.09	1.57 \| 4.09	7 \| 17
Max Drawdown %	-4.01	-3.77	-7.58 \| -1.16	11 \| 17
VaR 1 Y %	-4.43	-4.29	-6.83 \| -1.73	10 \| 17
Average Drawdown %	-1.52	-1.54	-3.14 \| -0.50	13 \| 17
Sharpe Ratio	0.10	0.32	-0.35 \| 0.93	13 \| 17
Sterling Ratio	0.52	0.63	0.33 \| 0.90	14 \| 17
Sortino Ratio	0.05	0.16	-0.13 \| 0.45	13 \| 17

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.10	₹ 9,990.00	-0.09	₹ 9,991.00
1W	-0.17	₹ 9,983.00	-0.15	₹ 9,985.00
1M	-0.87	₹ 9,913.00	-0.80	₹ 9,920.00
3M	0.03	₹ 10,003.00	0.24	₹ 10,024.00
6M	1.97	₹ 10,197.00	2.40	₹ 10,240.00
1Y	8.06	₹ 10,806.00	8.94	₹ 10,894.00
3Y	6.58	₹ 12,107.00	7.69	₹ 12,490.00
5Y	8.47	₹ 15,017.00	9.78	₹ 15,942.00
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	5.94	₹ 12,383.04	6.82	₹ 12,439.28
3Y	₹ 36000	8.56	₹ 40,974.59	9.58	₹ 41,595.23
5Y	₹ 60000	9.04	₹ 75,362.70	10.21	₹ 77,595.30
7Y	₹ 84000		₹		₹
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Franklin India Equity Savings Fund NAV Regular Growth	Franklin India Equity Savings Fund NAV Direct Growth
17-01-2025	15.7805	17.1809
16-01-2025	15.7957	17.1971
15-01-2025	15.7747	17.1739
14-01-2025	15.7441	17.1402
13-01-2025	15.7431	17.1387
10-01-2025	15.807	17.2072
09-01-2025	15.8115	17.2116
08-01-2025	15.8417	17.2441
07-01-2025	15.8699	17.2745
06-01-2025	15.8741	17.2787
03-01-2025	15.9087	17.3152
02-01-2025	15.9263	17.334
01-01-2025	15.8653	17.2673
31-12-2024	15.8503	17.2506
30-12-2024	15.8488	17.2485
27-12-2024	15.8515	17.2503
26-12-2024	15.8498	17.248
24-12-2024	15.8421	17.2389
23-12-2024	15.8526	17.2499
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

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