Franklin India Equity Savings Fund
Direct · Growth ₹18.70
06 Jul 2026
NAV
10.0%
3Y CAGR
10.0%
5Y CAGR
9.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.75
Sharpe
-16.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.43 L | 9.2% | -26.7% | 36.2% |
| 3 Years | ₹36.00 L | ₹41.34 L | 10.1% | 5.5% | 16.9% |
| 5 Years | ₹60.00 L | ₹76.49 L | 9.7% | 7.0% | 11.6% |
| 7 Years | ₹84.00 L | ₹1.17 Cr | 9.2% | 8.3% | 9.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 9.2% | 9.3% |
| 3 Years | 10.1% | 9.7% |
| 5 Years | 9.7% | 9.8% |
| 7 Years | 9.2% | 9.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.2% | 7.9% | -12.1% | 35.2% | 0.38 | 0.87 | 95% | — | — |
| 3 Years | 10.0% | 9.6% | 7.5% | 15.8% | 2.27 | — | 100% | — | — |
| 5 Years | 10.0% | 9.8% | 7.6% | 14.1% | 2.75 | — | 100% | — | — |
-16.7%
Max Drawdown
2 mo
Drawdown Duration
5 mo
Recovery Time
-1.2%
Avg Drawdown
Calmar Ratio by Duration
0.55
1Y
0.60
3Y
0.60
5Y
0.53
7Y
51
Total Holdings
37.1%
Top 10 Weight
21
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Axis Bank Ltd $ ## | 6.41% |
| 2 | Bharti Airtel Ltd $$ ## | 4.29% |
| 3 | NTPC Ltd ^^ ~~ | 4.15% |
| 4 | ICICI Bank Ltd # ~~ | 4.04% |
| 5 | Kotak Mahindra Bank Ltd $ # | 3.49% |
| 6 | Mahindra & Mahindra Ltd ! ^ | 3.42% |
| 7 | Hindustan Aeronautics Ltd | 3.29% |
| 8 | Titan Co Ltd | 2.93% |
| 9 | Reliance Industries Ltd $$ ~~ | 2.81% |
| 10 | Vodafone Idea Ltd | 2.25% |