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HybridEquity SavingsDirect · Growth

Franklin India Equity Savings Fund- Growth Direct

Franklin Templeton · Scheme 144466

₹18.79▼ 0.04%NAV · 2026-09-18
55
Decent FundScore
Start SIP
AUM
₹595 cr
Expense ratio
0.82%
3Y CAGR
7.8%
Risk level
Moderate
Min SIP
₹500
Benchmark
Nifty Equity Savings Index
Fund manager: Sachin Padwal-Desai, Umesh Sharma, Srikesh Nair, Lakshmikanth ReddyExit load: Nil
Decent · 55/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 17%.
  • ✓Low volatility (6% a year) — a steady, low-drama ride.
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive
  • ✓Return stability: rolling-return std 1.6%

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.30) — took on risk without enough payoff.
  • •3Y CAGR: +7.8%
  • •3Y CAGR vs category: -1.3% vs category avg

FundScore breakdown

55/100 · Decent
How it works →
28
Returns
Weak
66
Consistency
Decent
28
Risk-adjusted
Weak
89
Downside protection
Excellent
78
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.