Franklin India Equity Savings Fund
Direct · Growth ₹18.69
19 Oct 2026
NAV
9.9%
3Y CAGR
9.8%
5Y CAGR
9.4%
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.
2.30
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.
0.40%
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 | ₹12.42 L | 9.0% | -26.7% | 36.2% |
| 3 Years | ₹36.00 L | ₹41.30 L | 9.9% | 4.7% | 16.9% |
| 5 Years | ₹60.00 L | ₹76.30 L | 9.5% | 6.5% | 11.6% |
| 7 Years | ₹84.00 L | ₹1.16 Cr | 9.0% | 7.8% | 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 | 9.0% | 7.0% |
| 3 Years | 9.9% | 9.2% |
| 5 Years | 9.5% | 9.3% |
| 7 Years | 9.0% | 9.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.1% | 7.6% | -12.1% | 35.2% | 0.36 | 0.82 | 95% | — | — |
| 3 Years | 9.9% | 9.5% | 6.9% | 15.8% | 2.10 | — | 100% | — | — |
| 5 Years | 9.8% | 9.7% | 6.4% | 14.1% | 2.30 | 780.63 | 100% | — | — |
-16.7%
Max Drawdown
2 mo
Drawdown Duration
5 mo
Recovery Time
-1.2%
Avg Drawdown
Calmar Ratio by Duration
0.54
1Y
0.59
3Y
0.59
5Y
0.53
7Y
48
Total Holdings
37.4%
Top 10 Weight
21
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Axis Bank Ltd $ ## | 6.45% |
| 2 | Bharti Airtel Ltd $$ ## | 4.50% |
| 3 | NTPC Ltd ^^ ~ ~ | 4.15% |
| 4 | Kotak Mahindra Bank Ltd $ # | 4.10% |
| 5 | Hindustan Aeronautics Ltd | 3.88% |
| 6 | Mahindra & Mahindra Ltd ! ^ | 3.63% |
| 7 | Titan Co Ltd | 3.37% |
| 8 | Reliance Industries Ltd ! ^^ | 2.85% |
| 9 | Apollo Hospitals Enterprise Ltd | 2.24% |
| 10 | Vodafone Idea Ltd | 2.23% |