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 Reinvest (DR)
₹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
49.2%
Margin On Derivatives
13.0%
HDFC Bank Ltd
6.5%
7.37% Govt Stock 2028
5.3%
LIC Housing Finance Ltd. 7.835% - NCD & Bonds
5.1%
ICICI Bank Ltd
4.8%
Future on HDFC Bank Ltd
4.8%
Maruti Suzuki India Ltd
4.3%
Future on Mahindra & Mahindra Ltd
4.2%
Mahindra & Mahindra Ltd
4.1%
Top industry exposure
Financial Services
21.3%
Consumer Cyclical
12.4%
Basic Materials
7.2%
Healthcare
5.8%
Energy
5.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
781%
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.