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HybridEquity SavingsDirect · Growth

Franklin India Equity Savings Fund- Growth Direct

Franklin Templeton · Scheme 144466

18.84 0.28%NAV · 2026-08-05
55
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.9%
Risk level
Moderate
Min SIP
Benchmark
Nifty Equity Savings Index

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.91%
3 Months+2.27%
6 Months+2.06%
1 Year+5.16%
3 Years (CAGR)+7.94%
5 Years (CAGR)+7.69%
10 Years (CAGR)
Since Launch+8.30%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns27
Consistency67
Risk-adjusted29
Downside protection89
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 1.6%
  • Volatility: 6% annualised
  • Max drawdown: -17%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.9%
  • 3Y CAGR vs category: -1.5% vs category avg
  • Beat category: beat category in 42% of windows
  • Sharpe ratio: 0.32

Risk metrics

Sharpe ratio
0.32
Sortino ratio
0.34
Volatility
5.92%
Max drawdown
-16.70%
Downside capture

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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