Franklin India Equity Savings Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Franklin India Equity Savings Fund (G) (37729) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Franklin India Equity Savings Fund (G)
Franklin Templeton Asset Management (I) Pvt.Ltd.
The Scheme intends to generate long term capital appreciation by investing a portion of the Scheme's assets in equity and equity related instruments. The Scheme also intends to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. There can be no assurance that the investment objective of the scheme will be realized.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Moderate Expenses
Portfolio Mix
Diversified
Management
Seasoned Team
Quality Score
Average Quality
Franklin India Equity Savings Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Bajaj Finance Ltd | Finance - Large | 4.72% |
| HDFC Bank Ltd | Banks | 4.53% |
| Net CA & Others | Debt Others | 4.45% |
| Axis Bank Ltd | Banks | 4.42% |
| Bharti Telecom | Debt Others | 4.05% |
| Reliance Industries Ltd | Refineries | 4.02% |
| GSEC2028 | Govt. Securities | 3.94% |
| Embassy Office Parks REIT | Infra/ Real Estate Investment Trust | 3.76% |
| NTPC Ltd | Power Generation & Distribution | 3.74% |
| Jubilant Bevco | Debt Others | 3.59% |
Sector Breakdown
Compare against Equity Savings category average
Performance Summary
This comparison shows how the fund performs relative to the Equity Savings category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Equity Savings category
Franklin India Equity Savings Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Sundaram Equity Savings Fund - Direct (G) | ₹83.42 | 7.77% | 5.29% | 12.69% |
| HDFC Equity Savings Fund - Direct (G) | ₹75.15 | 7.52% | 3.90% | 11.10% |
| Sundaram Equity Savings Fund (G) | ₹71.59 | 6.96% | 3.69% | 10.86% |
| HDFC Equity Savings Fund (G) | ₹66.97 | 7.00% | 2.89% | 10.06% |
| Tata Equity Saving Fund-Dir (App) | ₹62.87 | 5.81% | 5.81% | 10.50% |
| PGIM India Equity Savings Fund-Dir (G) | ₹56.69 | 5.18% | 5.74% | 7.92% |
| Tata Equity Saving Fund - (App) | ₹55.70 | 5.48% | 5.15% | 9.71% |
| PGIM India Equity Savings Fund (G) | ₹49.95 | 4.78% | 4.92% | 7.07% |
| HSBC Equity Savings Fund - Direct (G) | ₹38.61 | 12.40% | 6.36% | 14.50% |
| Bandhan Equity Savings Fund - Direct (G) | ₹35.17 | 4.68% | 6.20% | 8.65% |
Category Average Returns
Rajasa Kakulavarapu
A seasoned investment professional with over 8 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.