The current NAV of Franklin India Equity Savings Fund(Q-IDCW) is ₹13.87, as of 28th April 2025.

The Franklin India Equity Savings Fund(Q-IDCW) was launched on 27th August 2018. This mutual fund's past returns are as follows:

• 1 Year Returns: 6.24%
• 3 Year Returns: 4.00%
• 5 Year Returns: 7.55%

The top sectors Franklin India Equity Savings Fund(Q-IDCW) has invested in are as follows:

• Private Banks | 16.79%
• G-Sec | 11.62%
• Telecom Services | 9.81%
• Others | 9.09%
• Oil & Gas - Refining & Marketing | 6.36%

This data is as on 28th April 2025.

The top 5 holdings for Franklin India Equity Savings Fund(Q-IDCW) are as follows:

• 7.82% Bajaj Finance Ltd (31-Jan-2034) | 4.81%
• Bharti Airtel Ltd | 4.58%
• HDFC Bank Ltd | 4.34%
• Axis Bank Ltd | 4.28%
• Margin on Derivatives | 4.21%

This data is as on 28th April 2025.

The asset allocation for Franklin India Equity Savings Fund(Q-IDCW) is as follows:

• Equity | 66.67%
• Corporate Debt | 13.44%
• Government Securities | 10.07%
• Cash & Equivalents | 8.27%
• Treasury Bills | 1.55%

This data is as on 28th April 2025.

The AUM (i.e. assets under management) of Franklin India Equity Savings Fund(Q-IDCW) is ₹637.00 Cr as of 28th April 2025.

The expense ratio of Franklin India Equity Savings Fund(Q-IDCW) Plan is 0.38 as of 28th April 2025.

The volatility or standard deviation for the Franklin India Equity Savings Fund(Q-IDCW) is 2.89

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Franklin India Equity Savings Fund(Q-IDCW) is 1.41

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Franklin India Equity Savings Fund(Q-IDCW) is 0.14

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

The PE ratio of Franklin India Equity Savings Fund(Q-IDCW) is 31.18, while category PE ratio is 33.43.