Franklin India Equity Savings Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.43% | -0.80% | 0.06% | 1.13% | 2.14% | 7.12% | 6.52% | 8.63% | – |
NAV history
About this fund
Franklin India Equity Savings Fund is a hybrid fund offered by Franklin Templeton Mutual Fund, classified under Hybrid as Hybrid Scheme - Equity Savings Fund. Hybrid funds sit between pure-equity and pure-debt funds on risk. Its latest NAV is ₹18.66, with assets under management of about ₹624 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Franklin India Equity Savings Fund has recorded a return of about 2.1%, with a three-year return of 7.1% and a five-year return of 6.5%. Its annualised volatility is 5.9% — relatively low fluctuations — and its Sharpe ratio is -0.74, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.32%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 9.03 | 7.62 | -12.03 | 35.20 | 95% | 27% |
| 3Y | 9.87 | 9.50 | 6.91 | 15.76 | 100% | 12% |
| 5Y | 9.80 | 9.67 | 6.36 | 14.05 | 100% | 8% |
| 7Y | 8.92 | 8.96 | 8.28 | 9.56 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| UTI - Equity Savings Fund Hybrid Scheme - Equity Savings Fund | -1.52 | -1.29 | -0.99 | 0.26 | 7.84 | 7.92 | – | 0.64 |
| Mirae Asset Equity Savings Fund Hybrid Scheme - Equity Savings Fund | -2.32 | -1.05 | 0.16 | 1.66 | 9.56 | 8.32 | – | 0.31 |
| Invesco India Equity Savings Fund Hybrid Scheme - Equity Savings Fund | -1.19 | -0.27 | 1.29 | -2.14 | 8.42 | 7.00 | – | 0.78 |
| Baroda BNP Paribas Equity Savings Fund Hybrid Scheme - Equity Savings Fund | -2.19 | -1.12 | 0.19 | 1.01 | 8.82 | 7.74 | – | 1.14 |
| Sundaram Equity Savings Fund Hybrid Scheme - Equity Savings Fund | -3.25 | -2.09 | -1.54 | -2.68 | 8.31 | – | – | 0.65 |
| HSBC Equity Savings Fund Hybrid Scheme - Equity Savings Fund | -2.75 | -1.85 | 1.60 | 4.53 | 12.23 | – | – | 0.57 |
| LIC MF Equity Savings Fund Hybrid Scheme - Equity Savings Fund | -3.03 | -1.19 | -0.42 | -1.01 | 7.95 | – | – | 1.11 |
| WhiteOak Capital Equity Savings Fund Hybrid Scheme - Equity Savings Fund | -1.40 | -0.41 | 2.15 | 3.73 | – | – | – | 0.74 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund Equity Scheme - ELSS | -5.63 | -5.62 | -5.56 | -11.14 | 9.24 | 9.09 | 11.86 | 0.92 |
| Franklin India Dynamic Asset Allocation Active Fund of Funds Other Scheme - FoF Domestic | -3.07 | -3.50 | -2.88 | -3.70 | 7.44 | 9.00 | 9.94 | 0.82 |
| Franklin India Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -6.03 | -5.59 | -5.44 | -8.57 | 8.29 | 7.79 | 10.60 | 0.78 |
| Franklin India Retirement Fund Solution Oriented Scheme - Retirement Fund | -3.14 | -2.55 | -2.01 | -4.04 | 6.95 | 6.29 | 7.42 | 1.24 |
| Franklin U. S. Opportunities Equity Active Fund of Funds Other Scheme - FoF Overseas | -6.99 | -4.04 | 1.77 | 10.54 | 22.84 | 8.69 | 16.73 | 0.46 |
| Franklin Build India Fund Equity Scheme - Sectoral/Thematic | -8.12 | -9.41 | -12.26 | -9.87 | 13.34 | 15.53 | 15.68 | 0.83 |
| Franklin Asian Equity Fund Sectoral/Thematic - International | -11.19 | -7.86 | 2.05 | 19.20 | 21.43 | 6.22 | 9.47 | 1.11 |
| Franklin India Focused Equity Fund Equity Scheme - Focused Fund | -6.16 | -6.54 | -8.39 | -15.45 | 6.70 | 7.63 | 12.08 | 0.84 |