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InvestVerdict

Franklin India Equity Savings Fund

Regular Plan · Quarterly IDCW · Equity Savings · Scheme code 144463

NAV₹12.2208as on 28 Aug 2026
Fund houseFranklin Templeton Mutual Fund
CategoryEquity Savings
Plan & optionRegular · Quarterly IDCW
History8.0 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme -0.881.05-0.97 -0.662.360.90 2.82—2.54
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Equity Savings
category median		 ——— 5.048.567.72 —8.06—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 6.5% -0.64 -0.81 0.34 -6.01% -16.9% 71.04
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.

Growth of ₹100 since launch

871011151292020202220242026InvestVerdict

Drawdown from peak (%)

0%-5%-11%-16%2020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
346 -13.4% 1.9% 28.1% 34%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Franklin India Equity Savings Fund

Regular Plan · Quarterly IDCW

Allocation

By asset

Equity68.72%
Debt23.57%
Cash & Equivalents5.30%
REITs / InvITs2.42%

By market cap

Concentration

Number of stocks65
Top 5 stocks23.23%
Top 10 stocks40.39%
Top 20 stocks62.44%
Largest holding6.41%
Largest sectorBanks 20.50%
Effective stocks39.2
Cash5.30%
InvestVerdict

Franklin India Equity Savings Fund

Regular Plan · Quarterly IDCW · holdings

Top 18 holdings

#CompanySector% of fund
1— Banks6.41%
2— Telecom - Services4.29%
3— SOVEREIGN4.21%
4— CRISIL AA4.18%
5— Power4.15%
6— Banks4.04%
7— Banks3.49%
8— Automobiles3.42%
9— Aerospace & Defense3.29%
10— Consumer Durables2.93%
11— Unclassified2.89%
12— Petroleum Products2.81%
13— SOVEREIGN2.64%
14— SOVEREIGN2.47%
15— CRISIL AAA2.42%
16— Unclassified2.41%
17— Telecom - Services2.25%
18— Healthcare Services2.15%

Sector split

Banks — 20.5%SOVEREIGN — 12.8%Telecom - Services — 7.5%Power — 6.2%CRISIL AAA — 6.1%CRISIL AA — 5.6%Cash & Equivalents — 5.3%Automobiles — 5.1%Finance — 4.0%Other — 27.0%Banks20.5%SOVEREIGN12.8%Telecom - Services7.5%Power6.2%CRISIL AAA6.1%CRISIL AA5.6%Cash & Equivalents5.3%Automobiles5.1%Finance4.0%Other27.0%
Banks20.50%
SOVEREIGN12.75%
Telecom - Services7.49%
Power6.18%
CRISIL AAA6.07%
CRISIL AA5.61%
Cash & Equivalents5.30%
Automobiles5.07%
Finance4.02%
Aerospace & Defense3.46%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹617,729 ₹17,729 1.15%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.