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 Qtr 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 Oct
Top holdings
Cash Offset For Derivatives
49.3%
Margin On Derivatives
5.1%
Bajaj Finance Limited - NCD & Bonds
4.4%
HDFC Bank Ltd
4.1%
Larsen & Toubro Ltd
3.9%
Future on Tata Power Co Ltd
3.9%
Tata Power Co Ltd
3.9%
LIC Housing Finance Limited - NCD & Bonds
3.6%
7.37% Govt Stock 2028
3.5%
Mankind Pharma Ltd - NCD & Bonds
3.5%
Top industry exposure
Financial Services
23.1%
Industrials
9.0%
Energy
7.2%
Utilities
6.4%
Consumer Cyclical
5.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
887%
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.