Aeterna Wealth
Equity Savings · Regular plan · Growth

Franklin India Equity Savings Fund (Regular)

Franklin Templeton Mutual Fund · benchmark: 35% Nifty 50 TRI + 65% liquid funds · 8.2 years old · AMFI code 144461

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

B
Track-record rating: 9 of 19 in Equity Savings

B (middle of the peer group), score 53.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.9%3.7%-0.8%11 / 22
1 year3.7%4.0%-0.3%9 / 22
3 years (a year)6.8%8.1%-1.3%8 / 19
5 years (a year)5.8%7.1%-1.2%10 / 16

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y2.6%
Max fall, 5Y-6.3%
Up capture, 3Y68
Down capture, 3Y31
Information ratio, 3Y-0.52
Jensen's alpha, 3Y-0.5%
Beta, 3Y0.52
Sharpe, 3Y0.11

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Franklin India Equity Savings Fund (Regular plan)?

₹17.27 on 6 Nov 2026 (Growth option).

What is the expense ratio of Franklin India Equity Savings Fund (Regular)?

1.60% a year; the Direct plan's is 0.81%.

What return has Franklin India Equity Savings Fund given over 3 years?

6.8% a year (Regular plan) over the 3 years to 6 Nov 2026, against 8.1% for its composite benchmark (35% Nifty 50 TRI + 65% liquid funds).

How is Franklin India Equity Savings Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is Franklin India Equity Savings Fund rated?

B: 9 of 19 Regular plans in Equity Savings, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Franklin Templeton Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.