Franklin India Equity Savings Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation2.5%
Sharpe Ratio-0.08
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cash Offset For DerivativesUtilities42.88%
Axis Bank LtdFinancial Services4.90%
Bajaj Finance LimitedUtilities4.65%
HDFC Bank LtdFinancial Services4.34%
Reliance Industries LtdEnergy & Infra4.09%
Bharti Telecom LimitedUtilities3.95%
7.37% Govt Stock 2028Utilities3.90%
Mankind Pharma LimitedUtilities3.81%
LIC Housing Finance LtdUtilities3.78%
NTPC LtdUtilities3.72%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.12%
Regulatory & Tax Information
INF090I01PF2
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)