Franklin India Equity Savings Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.97
• Std Deviation 5.80%
• Tracking Error 0.00%

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.

The Franklin India Equity Savings Fund Regular Growth has an AUM of 220.65 crores & has delivered CAGR of 7.65% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.12%. The minimum investment in Franklin India Equity Savings Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The top holdings of the fund include Cash Offset For Derivatives, Margin On Derivatives, 6.97% Govt Stock 2024 & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Constr. & Agric. Machinery & Biotechnology & Drugs.

Some of the similar funds are HSBC Equity Savings Growth, Franklin India Equity Savings Fund Regular Growth, Nippon India Equity Savings Growth, Invesco India Equity Savings Fund Regular Growth, Baroda BNP Paribas Equity Savings Fund Regular Growth. Franklin India Equity Savings Fund Regular Growth has a sharpe ratio of 0.97 & a standard deviation of 5.80%.