Franklin India Equity Savings Fund Direct IDCW

Hybrid
Equity Savings
Low to Moderate Risk
Payout
9.74%
3Y annualised
+0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 May 2024₹14.21
Min. SIP amount₹500
Rating2
Fund size₹531.23Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.7%9.7%9.6%8.9%
Category average15.6%9.3%9.1%NA
Rank with in category151313NA
Understand terms

Holdings (99)

NameSectorInstrumentAssets
FinancialEquity6.52%
GOI
SovereignGOI Sec5.33%
LIC Housing Finance Ltd.
FinancialDebenture5.14%
FinancialEquity4.84%
AutomobileEquity4.27%
AutomobileEquity4.14%
FinancialT-Bills4.08%
ConstructionEquity3.87%
FinancialEquity2.82%
EnergyEquity2.77%
See All

Expense ratio, exit load and tax

Expense ratio: 0.41%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Anuj Tagra
Apr 2024 - Present
View details

Education
Mr. Anuj Tagra is a graduate of Guru Gobind Singh Indraprastha University and an MBA from Narsee Monjee Institute of Management Studies
Experience
Prior to joining Franklin India Mutual Fund, he has worked with ICICI Prudential AMC, Union Bank of India and Fidelity Investments.
Also manages these schemes

Varun Sharma
Sep 2023 - Present
View details

Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
Phone
1800-425-4255 / 60004255
Launch Date
19 Feb 1996
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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