Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Franklin Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Cash Offset For Derivatives
48.6%
Bajaj Finance Limited - NCD & Bonds
4.8%
Bharti Airtel Ltd
4.6%
HDFC Bank Ltd
4.3%
Axis Bank Ltd
4.3%
Margin On Derivatives
4.2%
7.37% Govt Stock 2028
4.2%
Mankind Pharma Ltd - NCD & Bonds
4.1%
Bharti Telecom Limited 8.65% - NCD & Bonds
4.1%
Call, Cash & Other Assets
4.1%
Top industry exposure
Financial Services
26.2%
Consumer Cyclical
6.7%
Energy
6.5%
Communication Services
5.7%
Technology
5.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
899%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The Scheme intends to generate long-term capital appreciation by investing a portion of the Scheme’s 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.