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 Monthly IDCW Payout (DP)
₹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 28th Feb
Top holdings
Cash Offset For Derivatives
48.2%
Margin On Derivatives
5.1%
Bajaj Finance Limited - NCD & Bonds
4.7%
LIC Housing Finance Limited - NCD & Bonds
4.1%
Bharti Airtel Ltd
4.1%
7.37% Govt Stock 2028
4.1%
HDFC Bank Ltd
4.1%
Infosys Ltd
4.0%
Bharti Telecom Limited 8.65% - NCD & Bonds
4.0%
Mankind Pharma Ltd - NCD & Bonds
4.0%
Top industry exposure
Financial Services
24.3%
Industrials
6.7%
Technology
6.7%
Energy
6.6%
Consumer Cyclical
6.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
893%
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.