hybridLow risk

Franklin India Equity Savings Fund - Direct Plan - Monthly IDCW

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Franklin Templeton Mutual Fund. It's been running since 27 Aug 2018.

Latest price per unit

₹13.648

▼ 0.08% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹98.0k

▼ ₹2.0k loss · -2.0% / year

Invested 3 years ago

₹1.08 L

▲ ₹7.5k gain · 2.4% / year

Invested 5 years ago

₹1.09 L

▲ ₹8.6k gain · 1.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

3.0%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-16.70%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-2.02%

CAGR — 3 years2.44%

CAGR — 5 years1.67%

CAGR — since launch3.95%

Volatility — 1 year (annualised)3.07%

Volatility — 3 years (annualised)3.00%

Max drawdown — 1 year-3.54%

Max drawdown — 3 years-4.09%

Sharpe ratio — 1 year (rf=6%)-2.64

Sharpe ratio — 3 years (rf=6%)-1.17

Fund info

Fund house: Franklin Templeton Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct
Option: IDCW
ISIN (Growth): INF090I01PH8
ISIN (Div re-invest): INF090I01PG0
Fund code: 144465
First price on record: 27 Aug 2018 · 1,972 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.