Franklin India Equity Savings Fund – Dir Growth

Hybrid · Equity Savings
 · ★★★
500
Min SIP
5,000
Min Lumpsum
0.4 %
Expense Ratio
★★★
Rating
220
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 25 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9.3% 13.2% 8.8% 8.6%
Category Average 17.1% 22.3% 13.8% -

Scheme Allocation

By Holding
By Sector
By Asset
6.92%
5.5%
4.34%
3.78%
Others
75.3%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 6.92%
M & M Automobile Equity 5.5%
Axis Bank Banks Equity 4.34%
Sun Pharma.Inds. Pharmaceuticals Equity 4.17%
ICICI Bank Banks Equity 3.78%
Infosys IT - Software Equity 3.44%
Hind. Unilever FMCG Equity 3.41%
Asian Paints Paints/Varnish Equity 3.28%
Bajaj Auto Automobile Equity 2.98%
Tech Mahindra IT - Software Equity 2.93%
Reliance Industr Refineries Equity 1.88%
Kotak Mah. Bank Banks Equity 1.69%
India Cements Cement Equity 1.62%
Havells India Consumer Durables Equity 1.54%
IndusInd Bank Banks Equity 1.44%
Trent Retail Equity 1.26%
HCL Technologies IT - Software Equity 1.26%
Titan Company Diamond, Gems and Jewellery Equity 1.16%
Power Grid Corpn Power Generation & Distribution Equity 0.93%
Larsen & Toubro Infrastructure Developers & Operators Equity 0.91%
Kirloskar Oil Capital Goods-Non Electrical Equipment Equity 0.74%
I O C L Refineries Equity 0.67%
Tata Motors Automobile Equity 0.66%
Dr Reddy's Labs Pharmaceuticals Equity 0.64%
Tata Power Co. Power Generation & Distribution Equity 0.52%
St Bk of India Banks Equity 0.5%
NTPC Power Generation & Distribution Equity 0.43%
GAIL (India) Gas Distribution Equity 0.42%
Bharti Airtel Telecomm-Service Equity 0.39%
Bharat Electron Electronics Equity 0.34%
United Spirits Alcoholic Beverages Equity 0.34%
Marico FMCG Equity 0.33%
Tata Steel Steel Equity 0.33%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.32%
Sapphire Foods Quick Service Restaurant Equity 0.31%
Jyothy Labs FMCG Equity 0.28%
O N G C Crude Oil & Natural Gas Equity 0.25%
Jubilant Food. Quick Service Restaurant Equity 0.25%
Hind.Aeronautics Capital Goods-Non Electrical Equipment Equity 0.25%
Affle India IT - Software Equity 0.24%
Container Corpn. Logistics Equity 0.24%
Metropolis Healt Healthcare Equity 0.24%
Escorts Kubota Automobile Equity 0.23%
Maruti Suzuki Automobile Equity 0.23%
PB Fintech. IT - Software Equity 0.22%
Crompton Gr. Con Consumer Durables Equity 0.2%
Nuvoco Vistas Cement Equity 0.2%
ICICI Pru Life Insurance Equity 0.16%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 0.16%
H P C L Refineries Equity 0.16%
SBI Cards Finance Equity 0.15%
UltraTech Cem. Cement Equity 0.15%
ERIS Lifescience Pharmaceuticals Equity 0.15%
Voltas Consumer Durables Equity 0.15%
Dabur India FMCG Equity 0.15%
Westlife Food Quick Service Restaurant Equity 0.12%
Team Lease Serv. Miscellaneous Equity 0.11%
Finolex Inds. Plastic products Equity 0.08%
Multi Comm. Exc. Miscellaneous Equity 0.06%
Jio Financial Finance Equity 0.03%
Debt
19.91%
Banks
16.53%
Others
11.66%
Automobiles
11.15%
Consumer Durables
7.87%
Others
32.88%
View all Sectors
Sectors Asset
Debt 19.91%
Banks 16.53%
Others 11.66%
Automobiles 11.15%
Consumer Durables 7.87%
Pharmaceuticals & Biotech 6.29%
IT-Software 5.52%
Diversified FMCG 4.25%
Cash & Others 3.1%
Cement & Cement Products 2.24%
Petroleum Products 1.77%
Retailing 1.55%
Industrial Products 1.08%
Power 1.03%
Construction 0.91%
Leisure Services 0.67%
Aerospace & Defense 0.56%
Telecom-Services 0.44%
Gas 0.36%
Agricultural Food & other 0.31%
Household Products 0.3%
Ferrous Metals 0.3%
Healthcare Services 0.3%
Beverages 0.3%
Oil 0.24%
Finance 0.23%
Agricultural, Commercial 0.22%
IT-Services 0.22%
Insurance 0.2%
Financial Technology (Fin 0.15%
Personal Products 0.14%
Commercial Services & Sup 0.13%
Capital Markets 0.07%
Equity
65.8%
Govt Securities / Sovereign
15.24%
Derivatives
12.49%
Net Curr Ass/Net Receivables
6.47%
Others
0%

Advance Ratio

5.05
Alpha
1.68
SD
0.36
Beta
2
Sharpe

Exit Load

Exit Load Nil

Fund 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. There can be no assurance that the investment objective of the scheme will be realized.

Fund Managers

Rajasa Kakulavarapu - Fund Manager

Mr Rajasa Kakulavarapu, who was born in India and brought up in Singapore, has been in the fund management field for more than 15 years, working extensively with Franklin Templeton’s Singapore office. He is currently the fund manager of the Franklin Templeton Mutual Fund. His previous jobs included working as the head of research in a leading asset management company with two Indian-based companies. He was a stock analyst with an Indian brokerage company before that. He is a CFA charter holder, a Certified Financial Planner, and holds a Bachelor of Commerce degree.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
Tower 2, 12th and 13h Floor, Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
Contact:
022-67519100
Email ID:
service@franklintempleton.com

Frequently Asked Questions

How to invest in Franklin India Equity Savings Fund – Dir Growth ?

You can invest in Franklin India Equity Savings Fund – Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Franklin India Equity Savings Fund – Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Franklin India Equity Savings Fund – Dir Growth ?

The NAV of Franklin India Equity Savings Fund – Dir Growth is ₹15.1 as of 25 September 2023.

How to redeem Franklin India Equity Savings Fund – Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Franklin India Equity Savings Fund – Dir Growth?

The minimum SIP amount of Franklin India Equity Savings Fund – Dir Growth is ₹500

What are the top sectors Franklin India Equity Savings Fund – Dir Growth has invested in?

The top sectors Franklin India Equity Savings Fund – Dir Growth has invested in are
  1. Debt - 19.91%
  2. Banks - 16.53%
  3. Others - 11.66%
  4. Automobiles - 11.15%
  5. Consumer Durables - 7.87%

Can I make investments in both the SIP and Lump Sum schemes of Franklin India Equity Savings Fund – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Franklin India Equity Savings Fund – Dir Growth based on your investment objective and risk tolerance.

How much returns have Franklin India Equity Savings Fund – Dir Growth generated ?

The Franklin India Equity Savings Fund – Dir Growth has delivered 8.6% since inception

What is the expense ratio of Franklin India Equity Savings Fund – Dir Growth ?

The expense ratio of Franklin India Equity Savings Fund – Dir Growth is 0.4 % as of 25 September 2023.

What is the AUM of Franklin India Equity Savings Fund – Dir Growth?

The AUM of Franklin India Equity Savings Fund – Dir Growth is ₹66,920 Cr as of 25 September 2023

What are the top stock holdings of Franklin India Equity Savings Fund – Dir Growth?

The top stock holdings of Franklin India Equity Savings Fund – Dir Growth are
  1. HDFC Bank - 6.92%
  2. M & M - 5.5%
  3. Axis Bank - 4.34%
  4. Sun Pharma.Inds. - 4.17%
  5. ICICI Bank - 3.78%

How can I redeem my investments in Franklin India Equity Savings Fund – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Franklin India Equity Savings Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now