Franklin India Equity Savings Fund(M-IDCW)-Direct Plan

12.65 -0.02 (-0.13%) NAV as on 17-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.388.6024.309.75NA9.67
Category Avg4.898.4020.788.91NA8.78
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
20215.38NANA3.11
20208.613.5611.73-12.19
20191.51-0.542.142.81
2018NANA1.94NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202010.361724NA
20196.042024NA
20180.291421NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mahindra Manulife Equity Savings Dhan Sanchay Yojana-Reg(G)15.4608-Feb-1727.612.05-9.96
Principal Equity Savings Fund(G)49.4123-May-0227.3311.7110.018.62
Axis Equity Saver Fund-Reg(G)16.9314-Aug-1525.5210.619.999.06
Edelweiss Equity Savings Fund-Reg(G)18.3313-Oct-1419.510.549.719.17
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.7280
Semi Standard Deviation [%]0.0632
Beta [%]-0.2537
Sharp Ratio [%]0.9273
R-Square [%]-0.0573
Expense Ratio [%]0.8500
AVG Ratio [%]0.0089
Other Ratios
Jenson Ratio [%]0.0766
Treynor Ratio [%]-0.3039
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0827
SORTINO Ratio [%]-0.0321

Return Calculator

MARKET STATS As on 17/09/2021 As on 17/09/2021

17585.15 (-0.25) 59015.89 (-0.21)

TOP GAINERS

Company Price Change Gain (%)
Dodla Dairy636.40104.0019.53
Surya Roshni774.30119.9018.32

TOP LOSERS

Company Price Change Loss (%)
CESC92.20-789.85-89.55
RPP Infra Projects77.00-9.85-11.34

Portfolio Comparison

MUTUAL FUND ACTIVITY