Franklin India Equity Savings Fund- Growth
Fund House: Franklin Templeton Mutual Fund| Category: Hybrid: Equity Savings |
| Launch Date: 01-08-2018 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY Equity Savings TRI |
| TER: 1.12% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 677.63 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 813.86% | Exit Load: Nil |
16.3876
0.02 (0.0928%)
7.47%
Benchmark: 9.49%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.59 |
| Sharpe Ratio | 0.76 |
| Alpha | -0.23 |
| Beta | 0.66 |
| Yield to Maturity | 7.29 |
| Average Maturity | 3.69 |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets and minimum investment in debt - 10% of total assets. Minimum hedged & unhedged to be stated in the SID. Asset Allocation under defensive considerations may also be stated in the Offer Document.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.97%
Others
-15.74%
Large Cap
58.37%
Mid Cap
6.86%
