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Franklin India Equity Savings Fund

Franklin India Equity Savings Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.49

as on 23 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,777 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

  • ₹ 12.679

    as on 23 Sep 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 149 Cr.

    as on 23 Sep 2021
  • 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 ₹ 12.679 as on 23 Sep 2021.

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 5.58% 7.99% 13.47% 31.57% 16.87% 12.70% 9.99% 9.90% 29.16% 24.14% 18.67% 13.03% 10.29%
Category Average 2.95% 5.00% 9.14% 23.05% 11.80% 9.37% 7.83% 8.25% 20.61% 17.63% 13.87% 9.88% 8.62%
Franklin India Equity Savings Fund 2.70%₹ 10,269 4.29%₹ 10,429 9.01%₹ 10,900 25.77%₹ 12,576 21.35%₹ 13,345 11.07%₹ 12,339 17.89%₹ 28,617 8.49%₹ 12,777 13.21%₹ 43,846 - - - -
Axis Equity Saver Fund 3.28%₹ 10,327 7.99%₹ 10,799 11.90%₹ 11,190 28.16%₹ 12,816 25.75%₹ 13,613 13.36%₹ 12,854 20.66%₹ 29,359 11.28%₹ 13,792 16.05%₹ 45,671 9.99%₹ 16,102 12.30%₹ 81,726 - -
Kotak Equity Savings Fund 2.57%₹ 10,256 3.98%₹ 10,397 7.18%₹ 10,717 17.80%₹ 11,779 15.83%₹ 13,005 11.22%₹ 12,373 15.07%₹ 27,872 9.28%₹ 13,061 12.41%₹ 43,343 8.89%₹ 15,312 10.09%₹ 77,365 - -
SBI Equity Savings Fund 2.91%₹ 10,291 4.47%₹ 10,446 9.30%₹ 10,929 26.41%₹ 12,640 21.81%₹ 13,374 13.67%₹ 12,925 19.88%₹ 29,150 11.06%₹ 13,709 15.78%₹ 45,494 8.68%₹ 15,166 11.45%₹ 80,025 - -
Aditya Birla Sun Life Equity Savings Fund 3.99%₹ 10,399 6.30%₹ 10,630 10.14%₹ 11,013 26.77%₹ 12,677 24.09%₹ 13,513 13.84%₹ 12,964 20.22%₹ 29,241 10.63%₹ 13,550 15.86%₹ 45,545 8.34%₹ 14,932 11.11%₹ 79,341 - -
ICICI Prudential Equity Savings Fund 1.27%₹ 10,127 2.64%₹ 10,263 5.35%₹ 10,535 17.07%₹ 11,707 13.65%₹ 12,869 8.42%₹ 11,756 12.52%₹ 27,201 8.39%₹ 12,741 10.36%₹ 42,067 7.52%₹ 14,372 8.57%₹ 74,481 - -

Portfolio Holdings

Portfolio holdings pattern of Franklin India Equity Savings Fund as on 24 Sep 2021 are listed below:

  • Equity Holdings:

    67.89%
  • Debt Holdings:

    8.19%
  • Others Holdings:

    23.92%

Top Sector Holdings of Franklin India Equity Savings Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.27% ₹ 20.86 Cr.
Housing finance 10.69% ₹ 12.91 Cr.
Refineries/marketing 9.08% ₹ 10.98 Cr.
Tv broadcasting & software production 0.00% ₹ 6.66 Cr.
Power 3.55% ₹ 4.29 Cr.
Others 59.41% -

Top Stock Holdings of Franklin India Equity Savings Fund

Name of StocksHolding PercentageHolding Values in Crore
Housing Development Finance Corporation Ltd. 9.45% ₹ 11.41 Cr.
Axis Bank Ltd. 8.46% ₹ 10.21 Cr.
Hindustan Petroleum Corporation Ltd. 7.99% ₹ 9.66 Cr.
Sun TV Network Ltd. 0.00% ₹ 6.66 Cr.
ICICI Bank Ltd. 4.39% ₹ 5.30 Cr.
Others 69.71% -

Top Debt Instrument Type holdings of Franklin India Equity Savings Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 4.13% ₹ 4.99 Cr.
GOI 4.06% ₹ 4.91 Cr.
Others 91.81% -

Top Debt Holdings of Franklin India Equity Savings Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 4.13% ₹ 4.99 Cr.
Bond - Govt of India 4.06% ₹ 4.91 Cr.
Others 91.81%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 22.17%
InvITs 1.75%