Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_144466

Franklin India Equity Savings Fund- Growth Direct

Hybrid Scheme - Equity Savings

Back to Home
End Amount
₹18,753.70
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.99%
MF_144466 Return
Benchmark CAGR
9.93%
Nifty 50
Inflation Adj. CAGR
2.84%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.34
Volatility vs Benchmark
Sharpe Ratio
0.30
Risk-Adjusted Return
Sortino Ratio
0.40
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 46% 19% 49%
60 days 42% 16% 30%
90 days 40% 14% 25%
180 days 37% 10% 16%
1Yr 33% 5% 10%
3Yr 2% 1% 6%
5Yr 4% 1% 6%
7Yr 0% 0% 4%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Equity Savings Fund- Growth Direct Nifty 50
30 days 8.5% | -28.6% | 9.6% | 64.7% 26.6% | -65.2% | 13.4% | 198.9%
60 days -0.4% | -20.7% | 8.9% | 53.3% -23.0% | -51.3% | 15.1% | 134.7%
90 days -2.9% | -28.6% | 9.0% | 46.1% -25.0% | -60.0% | 15.0% | 118.2%
1 Year 2.6% | -6.1% | 7.6% | 26.8% -10.0% | -18.1% | 10.5% | 60.7%
3 Years 7.3% | 7.3% | 9.5% | 14.0% 7.7% | 7.2% | 15.4% | 26.6%
5 Years 6.7% | 6.8% | 9.7% | 13.0% 6.4% | 6.4% | 15.7% | 23.3%
7 Years 8.6% | 8.4% | 9.0% | 9.4% 11.2% | 11.2% | 13.1% | 15.4%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 6, 2020 Aug. 27, 2020 203 days 17% Nifty 50: 37% 10797 8993 10797
Oct. 18, 2021 Aug. 13, 2022 299 days 6% Nifty 50: 16% 13764 12952 13787