Overview (as on 05 Mar 2021)

NAV

₹11.9939

1y returns

14.853%

Fund AUM

₹129 Cr

Expense Ratio

0.68%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
41.76%
Energy
11.06%
Communication
9.10%
Utilities
8.47%
Consumer
8.24%
Defensive
8.10%
Tech
7.59%
Industrials
2.54%
Real Estate
1.85%
Health
1.30%
Size Breakup
Large Cap
67.30%
Mid Cap
29.26%
Small Cap
3.44%

Key Metrics

Yield to Maturity 

NA

Modified Duration 

NA

Sharpe Ratio 

NA

Std deviation 

NA

Holdings

Fund Details

Investment Objectives
"The Scheme intends to generate long-term capital appreciation by investing a portion of the Schemeu2019s 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."
Scheme Name
Franklin India Equity Savings Direct Quarterly Dividend Reinvestment
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
27 August, 2018
Fund Manager
Pyari Menon
Fund House Details
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Email
NA
Phone
+912266490622/66490627
Address
Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W)

Other Related Plans

Peer Funds

Franklin India Equity Savings Direct Quarterly ...

NAV

₹11.9939

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Pyari Menon
Pyari Menon

manager

Work Experience
"null"
Mayank Bukrediwala
Mayank Bukrediwala

manager

Work Experience
"null"
Lakshmikanth Reddy
Lakshmikanth Reddy

leader

Work Experience
"null"
Sachin Padwal-Desai
Sachin Padwal-Desai

manager

Work Experience
"null"
Umesh Sharma
Umesh Sharma

manager

Qualifications
B.com, CA, CS, CFA
Work Experience
"Vice President - Fixed Income (based at Mumbai). He is responsible for Investments and Fund Management. Schemes managed: He is co-fund manager to TIIF, TIIBA, TISTIP, TGSF, TICMA, TIIOF, TILDF and Debt portions of FTIBF, TICAP, TIPP, FTIMIP, FTCSF, FTCPOF & FTFTF Series. Prior assignments: Fixed Income, Religare Mutual Fund (2008- 2010), responsible for managing fixed income bond portfolios. Portfolio Manager- Fixed Income, Lotus India Mutual Fund (2006-2008), responsible for managing fixed income bond portfolios. Chief Manager, ICICI Bank (2005-2006), undertook analysing of investment opportunities in international USD bonds. Manager - Fixed Income, JM Financial Mutual Fund (2003-2005), undertook macro research in order to gauge interest rate trends & credit research. Primary Dealer, UTI Mutual Fund (2000-2003), involved in analyzing and recommending investments in debt and equity."

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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

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