Franklin India Eq Savings IDCW-R

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4–7 yearsInvestment Horizon

HNI,MATarget Segments

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Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Standard Deviation3.2%

Sharpe Ratio-1.02

A closer look at the investment thesis, portfolio construction, and current holdings.

SectoralAllocation

Services11.79%

Consumers12.27%

Financial Services34.56%

Technology9.3%

Energy & Infra12.55%

Capital Goods11.07%

Utilities8.46%

Domestic100%

CompanySectorAllocation

Cash Offset For DerivativesUtilities48.39%

Axis Bank LtdFinancial Services6.52%

Call, Cash & Other AssetsUtilities4.67%

7.37% Govt Stock 2028Utilities4.46%

Jubilant Bevco LimitedUtilities4.43%

Bharti Airtel LtdServices4.42%

NTPC LtdUtilities4.01%

Kotak Mahindra Bank LtdFinancial Services3.93%

Mahindra & Mahindra LtdConsumers3.85%

Hindustan Aeronautics Ltd Ordinary SharesCapital Goods3.80%

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Total Expense Ratio (TER)1.61%

INF090I01OY6

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)