Formerly Franklin India Equity Savings Reg Qt DR
₹ 11.8038
NAV (Mar 27)
Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 11.8038
NAV (Mar 27)
Last 1Y | 7.4% |
Last 3Y | 1.3% |
Last 5Y | 3.1% |
Last 10Y | NA |
Since Inception | 3% |
6 Month CAGR | 2.7% |
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.
Expense Ratio | 1.12 |
Launched (6y ago) | Aug 27, 2018 |
AUM in Crores | 410.089 |
ISIN | INF090I01PI6 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.3 |
Standard Deviation (5yr) | 8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.76 |
Sharpe Ratio (5yr) | -0.149 |
YTM | 6.91 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Franklin India Equity Savings Fund (RIDCW-Q) | 7,88,725 | 56,113 | 3.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
cash offset for derivatives
49.5%margin on derivatives
12.4%hdfc bank ltd
7.1%7.37% govt stock 2028
6.3%icici bank ltd
5.6%financial services
23.4%consumer cyclical
12.6%healthcare
6.9%energy
6.6%industrials
4.9%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 10,622 cr | ||
₹ 32,429 cr | ||
₹ 8,729 cr | ||
₹ 3,389 cr | ||
₹ 1,787 cr |
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
10.1% | 16.6% | ||
10.1% | 16.6% | ||
10.1% | 16.6% | ||
26.5% | 16.7% | ||
25.7% | 15.1% |
Franklin India Equity Savings Fund (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 3% over a period of 5 years. The fund was previously known as Franklin India Equity Savings Reg Qt DR. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Pallab Roy, Rajasa Kakulavarapu, Sandeep Manam, Umesh Sharma, Varun Sharma.
Nav of Franklin India Equity Savings Fund (RIDCW-Q) as of 3/27/2024 is ₹11.80 with the total AUM as of 3/28/2024 is ₹410.089. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Equity Savings Fund (RIDCW-Q) was launched on Aug 27, 2018. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Franklin India Equity Savings Fund (RIDCW-Q) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Franklin India Equity Savings Fund (RIDCW-Q)?
How to invest in Franklin India Equity Savings Fund (RIDCW-Q)?
You can invest in Franklin India Equity Savings Fund (RIDCW-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Equity Savings Fund (RIDCW-Q)?
The minimum sip amount for Franklin India Equity Savings Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Equity Savings Fund (RIDCW-Q) good to invest in?
As per Scripbox experts, Franklin India Equity Savings Fund (RIDCW-Q) is a Not Recommended fund. You can investFranklin India Equity Savings Fund (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Equity Savings Fund (RIDCW-Q)?
The expense ratio of the Franklin India Equity Savings Fund (RIDCW-Q) is 1.12% for regular plan.