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Franklin India Equity Savings Fund - Direct - IDCW
Franklin Templeton Mutual Fund · Hybrid · Equity Savings
₹15.2
AUM: —
NAV updated about 2 months ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
—
Exit Load
—
Fund Manager
—
Inception
—
Benchmark
—
Sharpe Ratio
-1.5
Std Dev (1Y)
7.07%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.29%
3m
+0.3%
6m
+0.35%
1y
-2.9%
3y
+4.51%
5y
+3.34%
10y
—
since inception
+5.36%
rate_review TopFund's Take on Franklin India Equity Savings Fund - Direct - IDCW
Franklin India Equity Savings Fund - Direct - IDCW is a Equity Savings fund from Franklin Templeton Mutual Fund. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.5 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 7.07% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
Sector allocation not available yet.
pie_chart Asset Allocation
Asset allocation not available yet.
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Franklin India Equity Savings Fund - Direct - IDCW
The current NAV (Net Asset Value) of Franklin India Equity Savings Fund - Direct - IDCW is ₹15.2. NAV is updated every business day after market close by AMFI.
1Y: -2.9% · 3Y CAGR: 4.51% · 5Y CAGR: 3.34%
Expense ratio data is not yet available.
Franklin India Equity Savings Fund - Direct - IDCW is managed by Franklin Templeton Mutual Fund.
Franklin India Equity Savings Fund - Direct - IDCW is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Franklin India Equity Savings Fund - Direct - IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.