Franklin India Equity Savings Fund(D)-Direct Plan

10.43 0.04 (0.35%) NAV as on 17-Oct-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-0.490.656.87NANA3.74
Category Avg2.462.712.627.44NA5.93
Category Best4.245.116.6112.169.989.88
Category Worst0.35-0.99-2.933.465.390.12

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20191.51-0.53NA2.81
2018NANA1.94NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20180.291421-22.12

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Equity Saver Fund-Reg(G)13.2514-Aug-1510.517.99-6.97
Kotak Equity Savings Fund(G)14.5913-Oct-147.97.537.817.82
Edelweiss Equity Savings Fund-Reg(G)14.2413-Oct-1477.227.327.24
ICICI Pru Equity Savings Fund(G)14.2205-Dec-148.346.92-7.41
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.7967
Semi Standard Deviation [%]0.1172
Beta [%]-0.0945
Sharp Ratio [%]0.2086
R-Square [%]-0.0522
Expense Ratio [%]0.3400
AVG Ratio [%]0.0758
Other Ratios
Jenson Ratio [%]0.0174
Treynor Ratio [%]-0.1291
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.0391
SORTINO Ratio [%]0.0583

Return Calculator

MARKET STATS As on 17/10/2019 As on 17/10/2019

11586.35 (1.07) 39052.06 (1.17)

TOP GAINERS

Company Price Change Gain (%)
KSS0.100.05100.00
JIK Industries0.250.0525.00

TOP LOSERS

Company Price Change Loss (%)
Karuturi Global0.15-0.05-25.00
FCS Software Soltns.0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY