• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

Formerly Franklin India Equity Savings Reg Qt DR

Franklin Templeton Mutual Funds

Franklin India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

HybridEquity Savings

11.8049

NAV (Jan 24)

5%
Till Date CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

140 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

11.8049

NAV (Jan 24)

Fund Returns

Last 1Y

3.7%

Last 3Y

6%

Last 5Y

NA

Last 10Y

NA

Since Inception

5%

6 Month CAGR

-0.2%

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Scheme Information

Investment Objective

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

2.1

Launched (4y ago)

Aug 27, 2018

AUM in Crores

139.692

ISIN

INF090I01PI6

Lock-in

No Lock-in

Benchmark

Nifty Equity Savings Index TR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Anand Radhakrishnan

Fund Manager

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Krishna Natarajan

Fund Manager

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Lakshmikanth Reddy

Fund Manager

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Mayank Bukrediwala

Fund Manager

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Rajasa Kakulavarapu

Fund Manager

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Sachin Padwal-Desai

Fund Manager

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Umesh Sharma

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

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About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 69,123 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

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  • tel-amc-about
    022-67519100
  • mail-amc-about
    services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Franklin India Feeder Franklin U S Opportunities Fund (G)
    Franklin India Feeder Franklin U S Opportunities Fund (G)

    20.7%

    17.5%

    21.6%

    17.7%

    20.7%

    17.5%

    22.4%

    14.3%

    12.9%

    12.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Franklin India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Review

    Franklin India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 5% over a period of 3 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 Anand Radhakrishnan, Krishna Natarajan, Lakshmikanth Reddy, Mayank Bukrediwala, Rajasa Kakulavarapu, Sachin Padwal-Desai, Umesh Sharma.

    Nav of Franklin India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q) as of 24/01/2022 is ₹11.80 with the total AUM as of 25/01/2022 is ₹139.692. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q) was launched on Aug 27, 2018. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Franklin India Equity Savings Fund Inc Dist cum Cap Wdrl (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.

    Frequently Asked Questions

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