Franklin India Equity Savings Fund(Q-IDCW)

11.93 0.02 (0.19%) NAV as on 16-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.057.9122.728.03NA7.95
Category Avg4.898.3920.788.91NA8.78
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
20215.04NANA2.76
20208.103.2611.38-12.61
20191.08-0.971.652.35
2018NANA1.47NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20208.651724NA
20194.142024NA
2018-0.331421NA

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)15.5108-Feb-1727.612.05-9.96
Principal Equity Savings Fund(G)49.4723-May-0227.3311.7110.018.62
Axis Equity Saver Fund-Reg(G)16.9714-Aug-1525.5210.619.999.06
Edelweiss Equity Savings Fund-Reg(G)18.3713-Oct-1419.510.549.719.17
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.7356
Semi Standard Deviation [%]0.0632
Beta [%]-0.2546
Sharp Ratio [%]0.8876
R-Square [%]-0.0574
Expense Ratio [%]2.1500
AVG Ratio [%]0.0089
Other Ratios
Jenson Ratio [%]0.0736
Treynor Ratio [%]-0.2913
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0799
SORTINO Ratio [%]-0.0326

Return Calculator

MARKET STATS As on 16/09/2021 As on 16/09/2021

17629.50 (0.63) 59141.16 (0.71)

TOP GAINERS

Company Price Change Gain (%)
Vodafone Idea11.252.3025.70
Easy Trip Planners648.45106.1019.56

TOP LOSERS

Company Price Change Loss (%)
APL Apollo Tubes956.15-902.95-48.57
TPL Plastech192.15-146.35-43.23

Portfolio Comparison

MUTUAL FUND ACTIVITY