Franklin India Equity Savings Fund

Hybrid · Equity Savings
 · ★★★
500
Min SIP
5,000
Min Lumpsum
0.54 %
Expense Ratio
★★★
Rating
147
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9.3% 14.8% - 8%
Category Average 16.6% 28.4% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
7.52%
Axis Bank
6.57%
ICICI Bank
6.25%
Sun Pharma.Inds.
6.01%
M & M
5%
Others
68.65%
Banks
23.28%
Others
9.35%
Cash & Others
9.15%
Debt
7.24%
Pharmaceuticals & Biotech
7.04%
Others
43.94%
Equity
74.26%
Net Curr Ass/Net Receivables
9.15%
Derivatives
8.96%
Govt Securities / Sovereign
7.24%
Foreign Equity
0.39%
Others
0%

Advance Ratio

0.38
Alpha
1.79
SD
0.36
Beta
0.6
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 ?

You can invest in Franklin India Equity Savings Fund 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 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 ?

The NAV of Franklin India Equity Savings Fund is ₹14.4 as of 26 May 2023.

How to redeem Franklin India Equity Savings Fund 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?

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

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

The top sectors Franklin India Equity Savings Fund has invested in are
  1. HDFC Bank - 7.52%
  2. Axis Bank - 6.57%
  3. ICICI Bank - 6.25%
  4. Sun Pharma.Inds. - 6.01%
  5. M & M - 5%

How much returns have Franklin India Equity Savings Fund generated ?

The Franklin India Equity Savings Fund has delivered 8% since inception

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

The expense ratio of Franklin India Equity Savings Fund is 0.54 % as of 26 May 2023.

What is the AUM of Franklin India Equity Savings Fund?

The AUM of Franklin India Equity Savings Fund is ₹60,016 Cr as of 26 May 2023

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

The top stock holdings of Franklin India Equity Savings Fund are
  1. HDFC Bank - 7.52%
  2. Axis Bank - 6.57%
  3. ICICI Bank - 6.25%
  4. Sun Pharma.Inds. - 6.01%
  5. M & M - 5%
Invest Now