Franklin India Equity Savings Fund – Dir Growth

Hybrid · Equity Savings
 · ★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.3 %
Expense Ratio
★★
Rating
490
Fund Size (in Cr)
6 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 10 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 13.2% 9.9% 9.6% 8.8%
Category Average 19.1% 15.1% 15.6% -

Scheme Allocation

By Holding
By Sector
By Asset
6.32%
4.7%
4.29%
Others
77.03%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 6.32%
ICICI Bank Banks Equity 4.7%
M & M Automobile Equity 4.29%
Maruti Suzuki Automobile Equity 4.01%
UltraTech Cem. Cement Equity 3.65%
Axis Bank Banks Equity 2.87%
Reliance Industr Refineries Equity 2.53%
Sun Pharma.Inds. Pharmaceuticals Equity 2.26%
Bharti Airtel Telecomm-Service Equity 1.9%
ITC Tobacco Products Equity 1.73%
Tech Mahindra IT - Software Equity 1.67%
Dr Reddy's Labs Pharmaceuticals Equity 1.66%
HCL Technologies IT - Software Equity 1.53%
Bank of Baroda Banks Equity 1.4%
Hind. Unilever FMCG Equity 1.26%
H P C L Refineries Equity 1.23%
Asian Paints Paints/Varnish Equity 1.2%
Bharat Electron Aerospace & Defence Equity 1.16%
Infosys IT - Software Equity 1.16%
Trent Retail Equity 1.13%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.12%
NTPC Power Generation & Distribution Equity 0.98%
IndusInd Bank Banks Equity 0.95%
Bajaj Finance Finance Equity 0.9%
Ambuja Cements Cement Equity 0.84%
Lupin Pharmaceuticals Equity 0.82%
St Bk of India Banks Equity 0.81%
Havells India Consumer Durables Equity 0.78%
HDFC Life Insur. Insurance Equity 0.73%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.71%
Kotak Mah. Bank Banks Equity 0.66%
India Cements Cement Equity 0.64%
B P C L Refineries Equity 0.62%
PB Fintech. IT - Software Equity 0.57%
Titan Company Diamond, Gems and Jewellery Equity 0.56%
Apollo Hospitals Healthcare Equity 0.55%
I O C L Refineries Equity 0.53%
Tata Motors Automobile Equity 0.49%
Bandhan Bank Banks Equity 0.49%
Kirloskar Oil Capital Goods-Non Electrical Equipment Equity 0.44%
Tata Power Co. Power Generation & Distribution Equity 0.4%
United Spirits Alcoholic Beverages Equity 0.35%
Marico Edible Oil Equity 0.34%
Container Corpn. Logistics Equity 0.33%
Crompton Gr. Con Consumer Durables Equity 0.28%
Sapphire Foods Quick Service Restaurant Equity 0.23%
ACC Cement Equity 0.21%
Team Lease Serv. Miscellaneous Equity 0.2%
Amber Enterp. Consumer Durables Equity 0.19%
Dalmia BharatLtd Cement Equity 0.17%
O N G C Crude Oil & Natural Gas Equity 0.17%
Affle India IT - Software Equity 0.17%
Voltas Consumer Durables Equity 0.17%
SBI Cards Finance Equity 0.16%
Adani Ports Marine Port & Services Equity 0.16%
Metropolis Healt Healthcare Equity 0.15%
Jubilant Food. Quick Service Restaurant Equity 0.12%
JK Lakshmi Cem. Cement Equity 0.1%
Nuvoco Vistas Cement Equity 0.08%
Banks
22.02%
Debt
17.21%
Others
12.42%
Automobiles
9.08%
Pharmaceuticals & Biotech
6.71%
Others
32.57%
View all Sectors
Sectors Asset
Banks 22.02%
Debt 17.21%
Others 12.42%
Automobiles 9.08%
Pharmaceuticals & Biotech 6.71%
Petroleum Products 6.37%
IT-Software 4.29%
Consumer Durables 3.74%
Cash & Others 2.75%
Cement & Cement Products 2.69%
Diversified FMCG 1.82%
Retailing 1.79%
Power 1.6%
Construction 1.4%
Aerospace & Defense 1.21%
Insurance 0.89%
Leisure Services 0.58%
Industrial Products 0.51%
Agricultural Food & other 0.45%
Transport Services 0.41%
Telecom-Services 0.38%
Beverages 0.34%
Financial Technology (Fin 0.31%
Commercial Services & Sup 0.24%
IT-Services 0.22%
Finance 0.21%
Oil 0.21%
Healthcare Services 0.17%
Equity
65.83%
Derivatives
12.29%
Net Curr Ass/Net Receivables
7.74%
Govt Securities / Sovereign
7.58%
Corporate Debentures
4.76%
Others
1.79%
View all Assets
Assets Asset
Equity 65.83%
Derivatives 12.29%
Net Curr Ass/Net Receivables 7.74%
Govt Securities / Sovereign 7.58%
Corporate Debentures 4.76%
T-Bills 1.79%

Advance Ratio

0.64
Alpha
1.26
SD
0.29
Beta
0.63
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

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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 ₹16.1 as of 10 May 2024.

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. Banks - 22.02%
  2. Debt - 17.21%
  3. Others - 12.42%
  4. Automobiles - 9.08%
  5. Pharmaceuticals & Biotech - 6.71%

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 8.8% 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 0.3 % as of 10 May 2024.

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 10 May 2024

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 - 6.32%
  2. ICICI Bank - 4.7%
  3. M & M - 4.29%
  4. Maruti Suzuki - 4.01%
  5. UltraTech Cem. - 3.65%

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