Franklin India Equity Savings Fund Direct Growth

Hybrid
Equity Savings
Low to Moderate Risk
8.54%
3Y annualised
+0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Feb 2025₹17.20
Min. SIP amount₹500
Rating2
Fund size₹655.00Cr

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 returns7.9%8.5%10.0%8.7%
Category average6.6%8.2%9.0%NA
Rank with in category91512NA
Understand terms

Peer Comparison

Holdings (113)

NameSectorInstrumentAssets
Bajaj Finance Ltd.
FinancialDebenture4.98%
TechnologyEquity4.28%
CommunicationEquity4.18%
LIC Housing Finance Ltd.
FinancialDebenture4.04%
GOI
SovereignGOI Sec3.99%
Bharti Telecom Ltd.
CommunicationDebenture3.92%
Mankind Pharma Ltd.
HealthcareBonds/Deb3.92%
ConstructionEquity3.91%
FinancialEquity3.43%
FinancialEquity3.24%
EnergyEquity3.21%
FinancialEquity3.03%
FinancialEquity2.97%
AutomobileEquity2.27%
FinancialEquity2.21%
TechnologyEquity2.07%
FinancialEquity2.03%
FinancialEquity1.96%
Capital GoodsEquity1.79%
EnergyEquity1.75%
EnergyEquity1.74%
EnergyEquity1.73%
SovereignGOI Sec1.58%
ICICI Bank Ltd.
FinancialDebenture1.54%
Reserve Bank of India
FinancialT-Bills1.52%
Consumer StaplesEquity1.37%
EnergyEquity1.25%
HealthcareEquity1.23%
ServicesEquity1.17%
Consumer DiscretionaryEquity1.13%
InsuranceEquity1.11%
CommunicationEquity1.05%
FinancialEquity0.86%
AutomobileEquity0.81%
FinancialEquity0.80%
ServicesEquity0.79%
National Bank For Agriculture & Rural Development
FinancialDebenture0.79%
ServicesEquity0.74%
HealthcareEquity0.66%
Consumer StaplesEquity0.62%
EnergyEquity0.61%
FinancialEquity0.61%
ConstructionEquity0.60%
TechnologyEquity0.58%
Consumer DiscretionaryEquity0.51%
FinancialEquity0.45%
Consumer StaplesEquity0.42%
AutomobileEquity0.41%
REC Ltd.
FinancialBonds0.41%
FinancialEquity0.34%
EnergyEquity0.33%
FinancialEquity0.32%
FinancialEquity0.32%
HealthcareEquity0.30%
ConstructionEquity0.26%
AutomobileEquity0.22%
Capital GoodsEquity0.19%
ServicesEquity0.17%
Metals & MiningEquity0.15%
Consumer StaplesEquity0.14%
Capital GoodsEquity0.14%
ConstructionEquity0.14%
ServicesEquity0.12%
EnergyEquity0.11%
Metals & MiningEquity0.11%
ServicesEquity0.11%
ServicesEquity0.09%
TechnologyEquity0.07%
Metals & MiningEquity0.02%
JSW Steel Ltd.
Metals & MiningFutures-0.02%
Wipro Ltd.
TechnologyFutures-0.07%
Adani Ports and Special Economic Zone Ltd.
ServicesFutures-0.11%
Tata Steel Ltd.
Metals & MiningFutures-0.11%
ACC Ltd.
ConstructionFutures-0.14%
Hindalco Industries Ltd.
Metals & MiningFutures-0.15%
Havells India Ltd.
Capital GoodsFutures-0.19%
Hero Motocorp Ltd.
AutomobileFutures-0.22%
Biocon Ltd.
HealthcareFutures-0.31%
Canara Bank
FinancialFutures-0.32%
Bandhan Bank Ltd.
FinancialFutures-0.32%
Indian Oil Corporation Ltd.
EnergyFutures-0.33%
REC Ltd.
FinancialFutures-0.34%
Tata Motors Ltd.
AutomobileFutures-0.57%
Ambuja Cements Ltd.
ConstructionFutures-0.60%
Power Grid Corporation Of India Ltd.
EnergyFutures-0.61%
JIO Financial Services Ltd.
FinancialFutures-0.61%
Varun Beverages Ltd.
Consumer StaplesFutures-0.63%
Cipla Ltd.
HealthcareFutures-0.66%
Apollo Hospitals Enterprise Ltd.
HealthcareFutures-0.72%
NTPC Ltd.
EnergyFutures-0.73%
Power Finance Corporation Ltd.
FinancialFutures-0.79%
Indus Towers Ltd.
CommunicationFutures-0.80%
HDFC Life Insurance Co Ltd.
InsuranceFutures-0.80%
Bank Of Baroda
FinancialFutures-0.86%
Hindustan Unilever Ltd.
Consumer StaplesFutures-0.92%
Titan Company Ltd.
Consumer DiscretionaryFutures-1.13%
Interglobe Aviation Ltd.
ServicesFutures-1.17%
Tata Power Company Ltd.
EnergyFutures-1.26%
HCL Technologies Ltd.
TechnologyFutures-1.29%
Indusind Bank Ltd.
FinancialFutures-1.41%
Hindustan Petroleum Corporation Ltd.
EnergyFutures-1.75%
Bharat Petroleum Corporation Ltd.
EnergyFutures-1.75%
Hindustan Aeronautics Ltd.
Capital GoodsFutures-1.79%
ICICI Bank Ltd.
FinancialFutures-1.99%
Larsen & Toubro Ltd.
ConstructionFutures-2.07%
Bajaj Finance Ltd.
FinancialFutures-2.22%
Mahindra & Mahindra Ltd.
AutomobileFutures-2.28%
State Bank of India
FinancialFutures-2.74%
Infosys Ltd.
TechnologyFutures-2.77%
Kotak Mahindra Bank Ltd.
FinancialFutures-3.05%
Reliance Industries Ltd.
EnergyFutures-3.22%
Bharti Airtel Ltd.
CommunicationFutures-3.40%
Axis Bank Ltd.
FinancialFutures-3.44%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

Exit load is zero
Lower expense ratio: 0.39%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

Cons

Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.39%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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

Venkatesh Sanjeevi
Oct 2024 - Present
View details

Education
Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com
Experience
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
Also manages these schemes

Rohan Maru
Oct 2024 - Present
View details

Education
Mr. Maru is M.Com and MBA in Finance.
Experience
Prior to joining Franklin India Mutual Fund, he has worked with ICICI Prudential Mutual Fund, Kotak Mahindra AMC as Fixed Income Dealer and Integreon Managed Solutions as a Research Associate.
Also manages these schemes

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

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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