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Franklin India Equity Savings Fund

Franklin India Equity Savings Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.33

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,717 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

  • ₹ 12.903

    as on 03 Oct 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 149 Cr.

    as on 31 Dec 2021
  • 0.92%

  • 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 ₹ 12.903 as on 03 Oct 2022.

This fund has 4 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 0.54% 5.38% 3.24% 8.08% 15.74% 12.05% 8.69% 9.11% 4.99% 9.10% 12.11% 10.44% 9.14%
Category Average -0.67% 3.75% 0.95% 1.84% 11.21% 8.42% 6.69% 7.55% 2.50% 6.23% 8.58% 7.77% 7.56%
Franklin India Equity Savings Fund -0.63%₹ 9,937 4.35%₹ 10,435 0.92%₹ 10,092 1.60%₹ 10,160 2.37%₹ 12,153 12.46%₹ 12,655 6.33%₹ 25,598 8.33%₹ 12,717 8.83%₹ 41,124 - - - -
HDFC Equity Savings Fund -1.00%₹ 9,899 4.27%₹ 10,426 0.71%₹ 10,070 2.71%₹ 10,270 3.27%₹ 12,211 15.28%₹ 13,300 8.22%₹ 26,081 10.18%₹ 13,379 10.87%₹ 42,371 7.57%₹ 14,406 9.13%₹ 75,520 9.05%₹ 23,802 9.06%₹ 1,91,770
Axis Equity Saver Fund -1.66%₹ 9,833 4.09%₹ 10,408 -1.13%₹ 9,886 -1.72%₹ 9,827 -1.19%₹ 11,923 10.81%₹ 12,284 4.05%₹ 25,018 8.09%₹ 12,631 7.43%₹ 40,283 7.58%₹ 14,412 7.59%₹ 72,673 - -
SBI Equity Savings Fund -0.20%₹ 9,979 5.26%₹ 10,525 0.28%₹ 10,027 2.27%₹ 10,227 2.81%₹ 12,181 12.64%₹ 12,695 6.42%₹ 25,620 9.92%₹ 13,283 9.61%₹ 41,596 7.55%₹ 14,394 8.79%₹ 74,886 - -
Aditya Birla Sun Life Equity Savings Fund -1.05%₹ 9,895 4.10%₹ 10,409 -1.67%₹ 9,832 -2.63%₹ 9,736 -1.73%₹ 11,887 9.64%₹ 12,026 2.94%₹ 24,738 8.18%₹ 12,661 6.62%₹ 39,796 5.61%₹ 13,140 6.65%₹ 70,977 - -
Kotak Equity Savings Fund -0.64%₹ 9,936 3.32%₹ 10,332 1.20%₹ 10,119 5.14%₹ 10,513 4.06%₹ 12,262 10.71%₹ 12,264 7.25%₹ 25,831 9.44%₹ 13,110 9.22%₹ 41,362 7.88%₹ 14,614 8.58%₹ 74,489 - -

Portfolio Holdings

Portfolio holdings pattern of Franklin India Equity Savings Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    127.06%
  • Debt Holdings:

    32.24%
  • Others Holdings:

    40.68%

Top Sector Holdings of Franklin India Equity Savings Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 34.22% ₹ 47.80 Cr.
Housing Finance 15.44% ₹ 22.79 Cr.
Passenger/Utility vehicles 12.14% ₹ 16.94 Cr.
Power 9.26% ₹ 12.92 Cr.
Diversified 9.22% ₹ 12.88 Cr.
Others 19.72% -

Top Stock Holdings of Franklin India Equity Savings Fund

Name of StocksHolding PercentageHolding Values in Crore
Housing Development Finance Corporation Ltd. 7.72% ₹ 10.79 Cr.
Housing Development Finance Corporation Ltd. 7.72% ₹ 10.79 Cr.
Axis Bank Ltd. 6.50% ₹ 9.08 Cr.
Axis Bank Ltd. 6.50% ₹ 9.08 Cr.
ICICI Bank Ltd. 5.35% ₹ 7.48 Cr.
Others 66.21% -

Top Debt Instrument Type holdings of Franklin India Equity Savings Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 19.44% ₹ 27.16 Cr.
GOI 12.80% ₹ 17.89 Cr.
Others 67.76% -

Top Debt Holdings of Franklin India Equity Savings Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 19.44% ₹ 27.16 Cr.
Bond - Govt of India 12.80% ₹ 17.89 Cr.
Others 67.76%

Other Holdings

Holding TypeHolding Percentage
Margin 18.20%
Net Receivables 11.19%
Reverse Repo 10.71%
InvITs 0.58%