Franklin India Equity Savings Fund Overview
Category	Equity Savings Fund
BMSMONEY Rank	15
BMSMONEY Rating
Gro. Opt.	As On:	21-10-2024
NAV	₹15.78_(R)		+0.14%	₹17.15_(D)	+0.15%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	12.13%	6.82%	9.02%	-%	-%
LumpSum_(D)	12.99%	7.97%	10.4%	-%	-%
SIP_(R)	-5.84%	7.99%	9.39%	-%	-%
SIP_(D)	-5.08%	9.06%	10.62%	-%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.14	0.06	0.53	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	4.02%	-4.43%	-4.01%	-	3.06%

Top Equity Savings Fund
Fund Name	Rank	Rating
Kotak Equity Savings Fund	1
Uti Equity Savings Fund	2
Hdfc Equity Savings Fund	3
Mirae Asset Equity Savings Fund	4

NAV Date: 21-10-2024

Scheme Name	NAV	Rupee Change	Percent Change
Franklin India Equity Savings Fund - Quarterly - IDCW	12.57	0.0200	0.1400%
Franklin India Equity Savings Fund - Monthly - IDCW	13.42	-0.0100	-0.0400%
Franklin India Equity Savings Fund - IDCW	13.66	0.0200	0.1400%
Franklin India Equity Savings Fund - Direct - Quarterly - IDCW	13.82	0.0200	0.1500%
Franklin India Equity Savings Fund - Direct - Monthly - IDCW	14.05	-0.0500	-0.3500%
Franklin India Equity Savings Fund - Direct - IDCW	14.91	0.0200	0.1500%
Franklin India Equity Savings Fund- Growth	15.78	0.0200	0.1400%
Franklin India Equity Savings Fund- Growth Direct	17.15	0.0300	0.1500%

Review Date: 21-10-2024

Franklin India Equity Savings Fund has shown poor performance in the Equity Savings Fund category. The fund has rank of 15 out of 17 funds in the category. The fund has delivered return of 12.13% in 1 year, 6.82% in 3 years and 9.02% in 5 years. The category average for the same periods is 16.73%, 8.51% and 9.84% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 4.02, VaR of -4.43, Average Drawdown of -1.64, Semi Deviation of 3.06 and Max Drawdown of -4.01. The category average for the same parameters is 4.27, -4.15, -1.52, 3.04 and -3.57 respectively. The fund has average risk in the category.

Key Points:

An investment of ₹10,000 in Franklin India Equity Savings Fund direct growth option would have grown to ₹11299.0 in 1 year, ₹12587.0 in 3 years and ₹16400.0 in 5 years as of today (21-10-2024).
An SIP of ₹1,000 per month in Franklin India Equity Savings Fund direct growth option would have grown to ₹11667.0 in 1 year, ₹41269.0 in 3 years and ₹78378.0 in 5 years as of today (21-10-2024).
standard deviation of 4.02 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 0.14 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 %	-0.34	-0.76	-1.82 \| -0.29	3 \| 19	Very Good
3M Return %	1.94	2.29	1.30 \| 4.12	11 \| 19	Average
6M Return %	5.60	7.27	4.51 \| 11.52	15 \| 19	Average
1Y Return %	12.13	16.73	9.90 \| 26.42	16 \| 19	Poor
3Y Return %	6.82	8.51	5.81 \| 11.52	14 \| 17	Average
5Y Return %	9.02	9.84	5.94 \| 12.50	12 \| 17	Average
1Y SIP Return %	-5.84	-3.73	-19.06 \| 5.09	14 \| 19	Average
3Y SIP Return %	7.99	10.02	5.96 \| 13.37	14 \| 17	Average
5Y SIP Return %	9.39	10.52	7.65 \| 12.57	12 \| 17	Average
Standard Deviation	4.02	4.27	2.06 \| 5.57	6 \| 17	Good
Semi Deviation	3.06	3.04	1.45 \| 3.89	8 \| 17	Good
Max Drawdown %	-4.01	-3.57	-7.05 \| -1.16	13 \| 17	Average
VaR 1 Y %	-4.43	-4.15	-6.77 \| -1.27	11 \| 17	Average
Average Drawdown %	-1.64	-1.52	-3.61 \| -0.36	13 \| 17	Average
Sharpe Ratio	0.14	0.45	-0.21 \| 1.35	14 \| 17	Average
Sterling Ratio	0.53	0.68	0.37 \| 1.08	16 \| 17	Poor
Sortino Ratio	0.06	0.23	-0.08 \| 0.77	14 \| 17	Average

_{Return data last Updated On :
Oct. 21, 2024.

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

Sept. 30, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-0.28	-0.69	-1.73 \| -0.23	3 \| 19
3M Return %	2.16	2.53	1.53 \| 4.36	11 \| 19
6M Return %	6.04	7.78	4.93 \| 12.02	15 \| 19
1Y Return %	12.99	17.83	10.78 \| 27.56	16 \| 19
3Y Return %	7.97	9.56	6.70 \| 12.71	13 \| 17
5Y Return %	10.40	10.95	6.85 \| 13.63	12 \| 17
1Y SIP Return %	-5.08	-2.81	-18.50 \| 6.03	15 \| 19
3Y SIP Return %	9.06	11.07	6.83 \| 15.16	12 \| 17
5Y SIP Return %	10.62	11.61	8.64 \| 13.76	11 \| 17
Standard Deviation	4.02	4.27	2.06 \| 5.57	6 \| 17
Semi Deviation	3.06	3.04	1.45 \| 3.89	8 \| 17
Max Drawdown %	-4.01	-3.57	-7.05 \| -1.16	13 \| 17
VaR 1 Y %	-4.43	-4.15	-6.77 \| -1.27	11 \| 17
Average Drawdown %	-1.64	-1.52	-3.61 \| -0.36	13 \| 17
Sharpe Ratio	0.14	0.45	-0.21 \| 1.35	14 \| 17
Sterling Ratio	0.53	0.68	0.37 \| 1.08	16 \| 17
Sortino Ratio	0.06	0.23	-0.08 \| 0.77	14 \| 17

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	0.14	₹ 10,014.00	0.15	₹ 10,015.00
1W	-0.04	₹ 9,996.00	-0.03	₹ 9,997.00
1M	-0.34	₹ 9,966.00	-0.28	₹ 9,972.00
3M	1.94	₹ 10,194.00	2.16	₹ 10,216.00
6M	5.60	₹ 10,560.00	6.04	₹ 10,604.00
1Y	12.13	₹ 11,213.00	12.99	₹ 11,299.00
3Y	6.82	₹ 12,188.00	7.97	₹ 12,587.00
5Y	9.02	₹ 15,404.00	10.40	₹ 16,400.00
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	-5.84	₹ 11,617.46	-5.08	₹ 11,667.47
3Y	₹ 36000	7.99	₹ 40,621.50	9.06	₹ 41,268.60
5Y	₹ 60000	9.39	₹ 76,019.46	10.62	₹ 78,377.94
7Y	₹ 84000		₹		₹
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Franklin India Equity Savings Fund NAV Regular Growth	Franklin India Equity Savings Fund NAV Direct Growth
21-10-2024	15.7828	17.1494
18-10-2024	15.7604	17.124
17-10-2024	15.775	17.1395
16-10-2024	15.7808	17.1454
15-10-2024	15.7971	17.1627
14-10-2024	15.7896	17.1542
11-10-2024	15.7608	17.1217
10-10-2024	15.7486	17.1082
09-10-2024	15.7533	17.1129
08-10-2024	15.7384	17.0963
07-10-2024	15.6999	17.0541
04-10-2024	15.7332	17.0892
03-10-2024	15.7286	17.0838
01-10-2024	15.7821	17.1412
30-09-2024	15.7727	17.1306
27-09-2024	15.7949	17.1535
26-09-2024	15.8195	17.1799
25-09-2024	15.818	17.1779
24-09-2024	15.8229	17.1828
23-09-2024	15.8366	17.1973

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