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Franklin India Savings Fund - Growth Option

(Erstwhile Franklin India Savings Plus Fund - Growth Option)

Category: Ultra Short Term Debt Funds
Launch Date: 11-02-2002
Asset Class: Money Market
Benchmark: Crisil Liquid Fund Index
Expense Ratio: 0.37% As on (30-04-2018)
Status: Open Ended Schemes(Debt Scheme - Money Market Fund) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 503.28 Cr As on (31-05-2018)
Turn over: -
NAV as on 19-06-2018

32.2221

0.01 (0.031%)

CAGR Since Inception

7.41%

PERFORMANCE of Franklin India Savings Fund - Growth Option

Scheme Performance (%)

Data as on - 19-06-2018

Yearly Performance (%)

Fund Managers

Mr. Sachin Padwal-Desai, Mr. Pallab Roy

Mr. Desai is a B.E and PGDM from IIM Bangalore. Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.

Investment Objective

The scheme aims to provide income consistent with the prudent risk from a portfolio mainly comprising of floating rate debt, fixed rate debt swapped for floating rate returns and fixed rate and money market instruments. The portfolio would be tilted towards short term maturities.

RETURNS CALCULATOR for Franklin India Savings Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Savings Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Savings Fund - Growth Option 0.47 10.16 4.53 0.45 7.2 0.82
Ultra Short Term Debt Funds - - - - - -

PEER COMPARISION of Franklin India Savings Fund - Growth Option

Period
Data as on - 19-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Savings Fund - Growth Option 11-02-2002 6.74 7.35 7.61 8.1 8.05
JM Dynamic Debt Fund - Premium Plan - Growth Option 13-10-2004 7.27 7.68 8.05 8.44 7.66
JM Dynamic Debt Fund - Regular Plan - Growth Option 25-06-2003 7.27 7.64 7.99 8.38 7.57
BOI AXA Ultra Short Duration Fund- Regular Plan- Growth 16-07-2008 7.22 8.15 8.32 8.69 0.0
Franklin India Ultra Short Bond Fund - Retail - Growth 18-12-2007 7.13 8.0 8.3 8.74 8.3
L&T Money Market Fund - Regular Plan - Growth 08-08-2005 7.01 7.94 8.12 8.3 7.79
Invesco India Money Market Fund - Growth 28-08-2009 6.96 6.99 7.44 8.28 0.0
Edelweiss Low Duration Fund - Retail Plan - Growth Option 16-09-2008 6.91 7.17 4.04 5.85 0.0
DHFL Pramerica Ultra Short Term Fund - Growth 03-07-2008 6.76 7.27 7.7 8.53 0.0
Principal Low Duration Fund- Growth Option 14-09-2004 6.74 7.5 7.78 8.09 7.99

PORTFOLIO ANALYSIS of Franklin India Savings Fund - Growth Option

Asset Allocation (%)

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