Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The Scheme intends to generate long-term capital appreciation by investing a portion of theScheme’s assets in equity and equity related instruments. The Scheme also intends to generateincome through investments in fixed income securities and using arbitrage and other derivativeStrategies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 Equity Savings Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 7.77 7.50 7.26 1.00 4,971.11
HDFC Equity Savings Fund -GROWTH Sep 17, 2004 7.43 11.05 8.06 2.11 2,639.76
SBI Equity Savings Fund - Regular Plan - Growth May 27, 2015 3.59 9.58 7.77 1.18 2,429.90
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 7.89 9.69 8.37 2.10 2,025.66
Axis Equity Saver Fund - Regular Plan - Growth Aug 14, 2015 2.32 8.63 8.19 2.18 1,146.72

Fund Holdings as on 31-October-2022

  • Margin on Derivatives

  • Axis Bank Ltd

  • Call, Cash & Other Assets

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Mahindra & Mahindra Ltd

  • 7.38% GOI 2027 (20-Jun-2027)

  • Hindustan Unilever Ltd

  • Asian Paints Ltd

  • Larsen & Toubro Ltd

  • 5.74% GOI 2026 (15-Nov-2026)

  • Infosys Ltd

  • Bharti Airtel Ltd

  • 5.63% GOI 2026 (12-Apr-2026)

  • 7.26% GOI 2032 (22-Aug-2032)

  • Reliance Industries Ltd

  • HCL Technologies Ltd

  • Sapphire Foods India Ltd

  • State Bank of India

  • NTPC Ltd

  • Kotak Mahindra Bank Ltd

  • United Spirits Ltd

  • Ultratech Cement Ltd

  • Hindustan Aeronautics Ltd

  • Maruti Suzuki India Ltd

  • Dr. Reddy's Laboratories Ltd

  • Tech Mahindra Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • IndusInd Bank Ltd

  • Tata Power Co Ltd

  • SBI Cards and Payment Services Ltd

  • GAIL (India) Ltd

  • Kirloskar Oil Engines Ltd

  • Westlife Development Ltd

  • Jubilant Foodworks Ltd

  • Escorts Kubota Ltd

  • Zomato Ltd

  • Tata Motors Ltd

  • Nuvoco Vistas Corporation Ltd

  • SBI Life Insurance Co Ltd

  • Kansai Nerolac Paints Ltd

  • Multi Commodity Exchange Of India Ltd

  • Marico Ltd

  • Dabur India Ltd

  • Exide Industries Ltd

  • Cyient Ltd

  • Jyothy Labs Ltd

  • Affle India Ltd

  • Hindustan Petroleum Corporation Ltd

  • Gujarat State Petronet Ltd

  • Himatsingka Seide Ltd

  • PB Fintech Ltd

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  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Paints

  • IT - Software

  • Engineering - Construction

  • Consumer Food

  • Telecommunication - Service Provider

  • Refineries

  • Power Generation/Distribution

  • Cement & Construction Materials

  • Bank - Public

  • Breweries & Distilleries

  • Airlines

  • e-Commerce

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Automobiles-Tractors

  • Automobiles-Trucks/Lcv

  • Insurance

  • Finance - Stock Broking

  • Batteries

  • Telecommunication - Equipment

  • Gas Transmission/Marketing

  • Textile

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Fund Manager

  • Cash

  • Equity

  • SOVEREIGN

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About Franklin India Equity Savings Fund

Scheme Analysis

Franklin India Equity Savings Fund is a Hybrid - Equity Savings fund and belongs to Franklin Templeton Mutual Fund. It was launched on 27-Aug-2018 and currently has an AUM of ₹157.07 crore. Franklin India Equity Savings Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 50 Equity Savings Index as secondary index.

The NAV of Franklin India Equity Savings Fund ended down ₹-0.03(-0.22%)yesterday to ₹13.3733.

Among its top 3 holdings the fund has exposure to Margin on Derivatives, and

The Franklin India Equity Savings Fund is managed by Anand Radhakrishnan and Sachin Padwal-Desai.

Fund House Contact

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013

+91 (22) 67519100
service@templeton.com
+91 (22) 66490622 / 66490627