The current NAV of Franklin India Equity Savings Fund(Q-IDCW) is ₹13.99, as of 15th July 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: 3.61%
• 3 Year Returns: 5.48%
• 5 Year Returns: 6.48%

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

• Private Banks | 16.65%
• Others | 13.33%
• Telecom Services | 9.72%
• Oil & Gas - Refining & Marketing | 7.67%
• Specialized Finance | 7.61%

This data is as on 15th July 2025.

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

• Axis Bank Ltd | 5.01%
• Call, Cash & Other Assets | 4.87%
• 7.82% Bajaj Finance Ltd (31-Jan-2034) | 4.71%
• HDFC Bank Ltd | 4.53%
• Reliance Industries Ltd | 4.38%

This data is as on 15th July 2025.

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

• Equity | 67.45%
• Corporate Debt | 19.59%
• Cash & Equivalents | 7.38%
• Government Securities | 5.59%

This data is as on 15th July 2025.

The AUM (i.e. assets under management) of Franklin India Equity Savings Fund(Q-IDCW) is ₹667.32 Cr as of 15th July 2025.

The expense ratio of Franklin India Equity Savings Fund(Q-IDCW) Plan is 0.30 as of 15th July 2025.

The volatility or standard deviation for the Franklin India Equity Savings Fund(Q-IDCW) is 2.61

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 0.97

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 0.11

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 34.51, while category PE ratio is 35.25.