MonitorDirect · Growth
Franklin India Equity Savings Fund
Franklin Templeton Mutual FundHybrid Scheme - Equity Savings8.1 years
- NAV
- 18.6888
- 15 Sept 2026
- 1Y
- +3.6%
- Trailing CAGR
- AUM
- ₹594.58 Cr
- 31 Aug 2026
- Volatility
- Low
- 5.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.6%
- 3Y+7.1%
- 5Y+7.1%
- 10Yn/a
- SI+8.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.9%
- 3Y+5.5%
- 5Y+7.0%
- 10Yn/a
- Since inception
- +8.1%
- Calendar-day CAGR
- Excess 1Y
- -0.4%
- Category median, same plan and option
- 3Y win rate
- +30%
- Windows beating the median
- 3Y percentile
- 23
- Vs comparable share classes
- Worst rolling 3Y
- +7.1%
- 1245 daily-ending windows
- Median rolling 3Y
- +9.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 751 daily-ending windows
- SIP 3Y XIRR
- +5.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 138 recovered episodes
- Longest recovery
- 156 days
- Trough to prior peak
- Current spell
- 43 days
- Days below latest peak
- Time below peak
- +78%
- NAV observations
6 Feb 2020 – 27 Aug 2020
Trough 24 Mar 2020 · recovered in 156 days
-16.7%
18 Oct 2021 – 16 Aug 2022
Trough 20 Jun 2022 · recovered in 57 days
-5.9%
28 Aug 2020 – 23 Oct 2020
Trough 24 Sept 2020 · recovered in 29 days
-5.0%
3 Sept 2018 – 5 Mar 2019
Trough 26 Oct 2018 · recovered in 130 days
-3.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
23
Vs category
48
Consistency
35
Risk-adjusted
49
Drawdown
58
Mean
43
Portfolio
31 Aug 2026 · 63 holdings · top 10 are 86.3%.
- Top 5
- 67.5%
- Top 10
- 86.3%
- Largest holding
- 48.4%
- Effective holdings
- 3.8
Net Current Assets
Unspecified
48.4%
Axis Bank Ltd
Financial
6.5%
Cash/Net Current Assets
Unspecified
4.7%
7.37% GOI CG 23-10-2028
Entities
4.5%
JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC
Consumer Staples
4.4%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Edelweiss Equity Savings Fund
Edelweiss Mutual Fund
- 1Y
- +7.5%
- 3Y
- +11.1%
- Vol
- 4.8%
- Max DD
- -9.5%
- Sharpe
- 1.06
- 3Y win
- +94%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak Equity Savings Fund
Kotak Mahindra Mutual Fund
- 1Y
- +4.0%
- 3Y
- +9.9%
- Vol
- 5.7%
- Max DD
- -16.5%
- Sharpe
- 0.78
- 3Y win
- +91%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
quant Equity Savings Fund
quant Mutual Fund
- 1Y
- +9.4%
- 3Y
- n/a
- Vol
- 5.8%
- Max DD
- -5.0%
- Sharpe
- 0.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Sundaram Mutual Fund
- 1Y
- +2.3%
- 3Y
- +9.0%
- Vol
- 5.7%
- Max DD
- -6.2%
- Sharpe
- 0.71
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Bajaj Finserv Equity Savings Fund
Bajaj Finserv Mutual Fund
- 1Y
- +4.8%
- 3Y
- n/a
- Vol
- 2.3%
- Max DD
- -1.3%
- Sharpe
- -0.22
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns