Franklin India Equity Savings Fund Growth

Franklin India Equity Savings Fund Growth

+8.45%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Apr '26
₹16.80
Min. for SIP
₹500
Fund size (AUM)
₹632.24 Cr
Expense ratio
1.12%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,133
+0.44%
1 year₹60,000₹60,924
+1.54%
3 years₹1,80,000₹1,96,288
+9.05%
5 years₹3,00,000₹3,54,272
+18.09%

Holdings (109)

NameSectorInstrumentsAssets
Axis Bank Ltd.FinancialEquity5.41%
Reliance Industries Ltd.EnergyEquity4.68%
NTPC Ltd.EnergyEquity4.22%
GOISovereignGOI Sec4.18%
Bharti Airtel Ltd.CommunicationEquity4.04%
Jubilant Bevco Ltd.Consumer StaplesDebenture3.99%
HDFC Bank Ltd.FinancialEquity3.98%
Maharashtra StateOthersSDL3.50%
ICICI Bank Ltd.FinancialEquity3.47%
Mahindra & Mahindra Ltd.AutomobileEquity3.22%
Bajaj Finance Ltd.FinancialDebenture3.20%
Kotak Mahindra Bank Ltd.FinancialEquity3.07%
Titan Company Ltd.Consumer DiscretionaryEquity2.57%
Hindustan Aeronautics Ltd.Capital GoodsEquity2.56%
Uttarakhand StateOthersSDL2.43%
Embassy Office Parks REITConstructionDebenture2.35%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.80%
Larsen & Toubro Ltd.ConstructionEquity1.68%
Poonawalla Fincorp Ltd.FinancialNCD1.68%
GOISovereignGOI Sec1.65%
Punjab StateOthersSDL1.61%
RBL Bank Ltd.FinancialEquity1.51%
HDFC Life Insurance Co Ltd.InsuranceEquity1.49%
JIO Financial Services Ltd.FinancialEquity1.42%
Jubilant Beverages Ltd.Consumer StaplesDebenture1.37%
Ultratech Cement Ltd.ConstructionEquity1.36%
Tata Power Company Ltd.EnergyEquity1.36%
Vodafone Idea Ltd.CommunicationEquity1.30%
Infosys Ltd.TechnologyEquity1.12%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares1.05%
Bank Of BarodaFinancialEquity1.03%
Indus Towers Ltd.CommunicationEquity0.99%
Bajaj Finserv Ltd.FinancialEquity0.90%
Eternal Ltd.ServicesEquity0.76%
Power Finance Corporation Ltd.FinancialEquity0.74%
State Bank of IndiaFinancialEquity0.70%
Britannia Industries Ltd.Consumer StaplesEquity0.69%
Power Grid Corporation Of India Ltd.EnergyEquity0.63%
HCL Technologies Ltd.TechnologyEquity0.59%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.58%
Cipla Ltd.HealthcareEquity0.57%
ITC Ltd.Consumer StaplesEquity0.51%
Maruti Suzuki India Ltd.AutomobileEquity0.49%
Ambuja Cements Ltd.ConstructionEquity0.49%
AU Small Finance Bank Ltd.FinancialEquity0.47%
PB Fintech Ltd.ServicesEquity0.45%
REC Ltd.FinancialBonds0.44%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.43%
Hindustan Unilever Ltd.Consumer StaplesEquity0.43%
GOISovereignGOI Sec0.42%
Godrej Properties Ltd.ConstructionEquity0.40%
Mankind Pharma Ltd.HealthcareEquity0.40%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.39%
Marico Ltd.Consumer StaplesEquity0.38%
Bajaj Finance Ltd.FinancialEquity0.38%
SBI Life Insurance Company Ltd.InsuranceEquity0.33%
Bandhan Bank Ltd.FinancialEquity0.31%
Tata Steel Ltd.Metals & MiningEquity0.28%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity0.22%
Max Financial Services Ltd.FinancialEquity0.19%
Bharat Electronics Ltd.Capital GoodsEquity0.16%
Dr. Reddy's Laboratories Ltd.HealthcareEquity0.10%
Yes Bank Ltd.FinancialEquity0.07%
Coforge Ltd.TechnologyEquity0.06%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity0.03%
JSW Steel Ltd.Metals & MiningEquity0.02%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.00%
JSW Steel Ltd.Metals & MiningFutures-0.02%
Tata Motors Passenger Vehicles Ltd.AutomobileFutures-0.03%
Hindustan Unilever Ltd.Consumer StaplesFutures-0.04%
Coforge Ltd.TechnologyFutures-0.06%
Yes Bank Ltd.FinancialFutures-0.07%
Maruti Suzuki India Ltd.AutomobileFutures-0.10%
Dr. Reddy's Laboratories Ltd.HealthcareFutures-0.10%
Max Financial Services Ltd.FinancialFutures-0.19%
Tata Steel Ltd.Metals & MiningFutures-0.28%
Bandhan Bank Ltd.FinancialFutures-0.32%
SBI Life Insurance Company Ltd.InsuranceFutures-0.33%
Bajaj Finance Ltd.FinancialFutures-0.38%
Sun Pharmaceutical Industries Ltd.HealthcareFutures-0.39%
Godrej Properties Ltd.ConstructionFutures-0.40%
Hindustan Petroleum Corporation Ltd.EnergyFutures-0.43%
AU Small Finance Bank Ltd.FinancialFutures-0.47%
Ambuja Cements Ltd.ConstructionFutures-0.49%
ITC Ltd.Consumer StaplesFutures-0.51%
Cipla Ltd.HealthcareFutures-0.57%
Power Grid Corporation Of India Ltd.EnergyFutures-0.63%
Power Finance Corporation Ltd.FinancialFutures-0.74%
Ultratech Cement Ltd.ConstructionFutures-0.85%
Larsen & Toubro Ltd.ConstructionFutures-0.86%
Bajaj Finserv Ltd.FinancialFutures-0.90%
HDFC Life Insurance Co Ltd.InsuranceFutures-0.92%
Apollo Hospitals Enterprise Ltd.HealthcareFutures-0.97%
Indus Towers Ltd.CommunicationFutures-0.99%
Bank Of BarodaFinancialFutures-1.04%
Vodafone Idea Ltd.CommunicationFutures-1.31%
Tata Power Company Ltd.EnergyFutures-1.36%
JIO Financial Services Ltd.FinancialFutures-1.42%
RBL Bank Ltd.FinancialFutures-1.52%
ICICI Bank Ltd.FinancialFutures-2.31%
Hindustan Aeronautics Ltd.Capital GoodsFutures-2.33%
HDFC Bank Ltd.FinancialFutures-2.34%
Titan Company Ltd.Consumer DiscretionaryFutures-2.58%
Mahindra & Mahindra Ltd.AutomobileFutures-2.64%
Bharti Airtel Ltd.CommunicationFutures-2.91%
NTPC Ltd.EnergyFutures-3.08%
Kotak Mahindra Bank Ltd.FinancialFutures-3.08%
Reliance Industries Ltd.EnergyFutures-3.65%
Axis Bank Ltd.FinancialFutures-4.78%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+4.7%+8.4%+8.0%+7.0%
Category average (Hybrid Equity Savings)+5.9%+9.9%+9.1%--
Rank (Hybrid Equity Savings)151612--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

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.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Edelweiss Equity Savings Fund Growth
Edelweiss Equity Savings Fund Growth
+7.82%+11.46%1,232.55
Kotak Equity Savings Fund Growth
Kotak Equity Savings Fund Growth
+6.83%+11.04%9,467.97
HDFC Equity Savings Fund Growth
HDFC Equity Savings Fund Growth
+4.91%+9.77%5,575.55
DSP Equity Savings Fund Growth
DSP Equity Savings Fund Growth
+2.99%+9.69%3,573.37
ICICI Prudential Equity Savings Fund Growth
ICICI Prudential Equity Savings Fund Growth
+4.65%+8.05%16,874.65
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Fund management

VS
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.

RM
Rohan Maru
Oct 2024 - Present
View details

AT
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.

About Franklin India Equity Savings Fund Growth

Franklin India Equity Savings Fund Growth is a Hybrid Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 19 Feb 1996. Venkatesh Sanjeevi is the Current Fund Manager of Franklin India Equity Savings Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,11,983 Cr and the Latest NAV as of 20 Apr 2026 is ₹16.80. The Franklin India Equity Savings Fund Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. ;

Investment Objective

The Scheme intends to generate long-term capital appreciation by investing a portion of the Schemes 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.
Fund benchmarkNIFTY Equity Savings Total Return Index

Fund house

Rank (total assets)#11 in India
Total AUM₹1,11,982.51 Cr
Date of Incorporation19 Feb 1996
Phone1800-425-4255 / 60004255
E-mail--
Launch Date19 Feb 1996
AddressUnit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
CustodianHongkong & Shanghai Banking Corporation
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,