INF090I01PD7

CASPeR Ranking #136

Franklin India Equity Savings Fund Direct Growth

Low to Moderate Risk Equity Savings Allocation

NAV (Mon Oct 21 2024)

₹17

Returns (Since Inception)

7.55%

Category Average

8.71%

Rating

3

Allocation and Holdings

Asset class

Weightage

Unknown

25.74%

Utilities

3.63%

Energy

3.49%

Financial Services

3.14%

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Overall rating

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Scheme Information

Fund name

Franklin India Equity Savings Fund Direct Growth


Minimum SIP

500


Risk Level

Low to Moderate Risk


AUM

₹702.43 Cr


ISIN

INF090I01PD7


Inception Date

Aug 27 2018


Standard Deviation

4.014


Beta

-


Sharpe Ratio

0.654


Benchmark

Nifty Equity Savings Index TR


Expense Ratio

0.310%


Exit Load

NIL

Risk

Low to Moderate Risk

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 Managers

Sachin Padwal-Desai

Anand Radhakrishnan

Umesh Sharma

Mayank Bukrediwala

Rajasa Kakulavarapu

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd


Phone Number

+91 22 6751 9100


Corporate Office Address

One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai

Overall AUM

₹702.43 Cr


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