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Franklin India Equity Savings Fund

Franklin India Equity Savings Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.00

as on 21 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,954 today.

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NAV Performance

Franklin India Equity Savings Fund performance graph for last 3 years
Performance of Franklin India Equity Savings Fund for last 3 Years

Fund Information

  • ₹ 12.871

    as on 21 Jan 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 149 Cr.

    as on 21 Jan 2022
  • 0.92%

    since 30 Jun 2020
  • 27 Aug 2018

  • Hybrid - Equity Savings

  • Nifty 50

  • Franklin Templeton Mutual Fund

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Highlights of this fund

Franklin India Equity Savings Fund is an Open-ended Hybrid Fund. The fund belongs to Equity Savings category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 27 Aug 2018. This fund is offered by one of the top AMC (Assets Management Company) Franklin Templeton Mutual Fund. You can also view here all other Hybrid funds offered by Franklin Templeton Mutual Fund.

Latest NAV of the fund is ₹ 12.871 as on 21 Jan 2022.

This fund has 3 years of track record. Since 30 Jun 2020 expense ratio of this fund is 0.92%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Low Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.74% 1.46% 8.31% 16.66% 16.90% 13.54% 10.43% 9.73% 17.12% 21.12% 17.10% 12.55% 10.04%
Category Average 1.80% 0.05% 5.08% 11.19% 10.80% 9.73% 8.15% 8.18% 10.72% 15.14% 12.59% 9.31% 8.44%
Franklin India Equity Savings Fund 2.00%₹ 10,199 -0.60%₹ 9,939 5.33%₹ 10,532 12.32%₹ 11,232 11.67%₹ 12,746 10.91%₹ 12,305 16.09%₹ 28,143 9.00%₹ 12,954 12.41%₹ 43,346 - - - -
Axis Equity Saver Fund 1.43%₹ 10,143 -0.53%₹ 9,947 5.60%₹ 10,560 11.94%₹ 11,193 11.68%₹ 12,747 11.98%₹ 12,542 16.44%₹ 28,235 10.92%₹ 13,652 13.43%₹ 43,991 10.21%₹ 16,270 10.92%₹ 78,984 - -
Kotak Equity Savings Fund 1.97%₹ 10,196 1.46%₹ 10,146 6.66%₹ 10,665 10.70%₹ 11,070 11.89%₹ 12,760 11.05%₹ 12,335 14.53%₹ 27,730 10.08%₹ 13,342 12.21%₹ 43,217 9.35%₹ 15,644 10.03%₹ 77,245 - -
SBI Equity Savings Fund 2.24%₹ 10,224 1.15%₹ 10,114 5.88%₹ 10,588 11.36%₹ 11,136 11.76%₹ 12,752 12.58%₹ 12,677 17.47%₹ 28,508 11.75%₹ 13,960 14.39%₹ 44,604 9.41%₹ 15,688 10.93%₹ 78,997 - -
HDFC Equity Savings Fund 2.74%₹ 10,273 0.17%₹ 10,017 5.45%₹ 10,545 15.99%₹ 11,599 13.87%₹ 12,884 13.20%₹ 12,818 18.96%₹ 28,904 10.73%₹ 13,580 14.64%₹ 44,762 9.39%₹ 15,670 10.82%₹ 78,781 9.73%₹ 25,329 10.04%₹ 2,01,945
Aditya Birla Sun Life Equity Savings Fund 1.91%₹ 10,191 -0.28%₹ 9,971 5.07%₹ 10,507 11.18%₹ 11,118 9.92%₹ 12,636 11.59%₹ 12,455 15.67%₹ 28,030 10.79%₹ 13,601 13.14%₹ 43,807 8.72%₹ 15,198 9.78%₹ 76,767 - -

Portfolio Holdings

Portfolio holdings pattern of Franklin India Equity Savings Fund as on 23 Jan 2022 are listed below:

  • Equity Holdings:

    113.46%
  • Debt Holdings:

    6.06%
  • Others Holdings:

    80.56%

Top Sector Holdings of Franklin India Equity Savings Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 35.52% ₹ 46.74 Cr.
Housing Finance 19.66% ₹ 25.84 Cr.
Power 9.82% ₹ 12.90 Cr.
Refineries/Marketing 1.06% ₹ 12.81 Cr.
Engineering, designing, construction 6.60% ₹ 8.70 Cr.
Others 27.34% -

Top Stock Holdings of Franklin India Equity Savings Fund

Name of StocksHolding PercentageHolding Values in Crore
Housing Development Finance Corporation Ltd. 9.02% ₹ 11.86 Cr.
Housing Development Finance Corporation Ltd. 9.02% ₹ 11.86 Cr.
Axis Bank Ltd. 7.52% ₹ 9.89 Cr.
Axis Bank Ltd. 7.52% ₹ 9.89 Cr.
Hindustan Petroleum Corporation Ltd. 0.00% ₹ 9.88 Cr.
Others 66.92% -

Top Debt Instrument Type holdings of Franklin India Equity Savings Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 6.06% ₹ 7.96 Cr.
Others 93.94% -

Top Debt Holdings of Franklin India Equity Savings Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 6.06% ₹ 7.96 Cr.
Others 93.94%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 35.26%
Margin 24.20%
Reverse Repo 19.20%
InvITs 1.90%