Franklin India Equity Savings Fund Regular Growth
- Equity Savings
- Hybrid
- Moderate Risk
Explore On
Rating:
2
Key Metrics
Aum
₹619.80 Cr
Expense Ratio
1.00%
Exit Load
0.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
27 Aug 2018
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.89% | -- |
| 3 Months | +1.09% | -- |
| 6 Months | +1.14% | -- |
| 1 Year | +3.54% | +3.54% |
| 2 Years | -- | +4.74% |
| 3 Years | +22.55% | +7.01% |
| 5 Years | +38.26% | +6.69% |
| Since Launch | +68.95% | +6.9% |
Holdings as on 16 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 306.68 | 49.55 |
| AXIS Bank Ltd | 39.67 | 6.41 |
| Bharti Airtel | 26.54 | 4.29 |
| 7.37% Govt Stock 2028 | 26.07 | 4.21 |
| Jubilant Bevco Limited | 25.85 | 4.18 |
| NTPC | 25.68 | 4.15 |
| ICICI Bank | 25.02 | 4.04 |
| Kotak Mahindra Bank | 21.58 | 3.49 |
| Mahindra & Mahindra Ltd | 21.15 | 3.42 |
| Hindustan Aeronautics | 20.38 | 3.29 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.21
Sharpe Ratio
2.59%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI Equity Savings Fund Regular Growth | +3.15% | +8.15% | +8.54% |
| Mahindra Manulife Equity Savings Fund Regular Growth | +5.01% | +8.59% | +7.87% |
| Franklin India Equity Savings Fund Regular Growth | +3.57% | +6.99% | +6.7% |
| Bandhan Equity Savings Fund Regular Plan Growth | +3.79% | +6.61% | +6.25% |
| Nippon India Equity Savings Growth | +2.8% | +6.4% | +6.52% |
Results are calculated on CAGR basis
About Fund
The Scheme intends to generate long-term capital appreciation by investing a portion of the Scheme’s 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.
The Franklin India Equity Savings Fund Regular Growth has an AUM of 619.80 crores & has delivered CAGR of 6.69 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.00%. The minimum investment in Franklin India Equity Savings Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Cash Offset For Derivatives, AXIS Bank Ltd, Bharti Airtel, 7.37% Govt Stock 2028.
The major sectors where the fund is invested are Regional Banks, Communications Services, Electric Utilities, Auto & Truck Manufacturers.
Some of the similar funds are UTI Equity Savings Fund Regular Growth, Mahindra Manulife Equity Savings Fund Regular Growth, Franklin India Equity Savings Fund Regular Growth, Bandhan Equity Savings Fund Regular Plan Growth, Nippon India Equity Savings Growth. Franklin India Equity Savings Fund Regular Growth has a sharpe ratio of 0.21 & a standard deviation of 2.59%.
FAQs
According to the morning star rating Franklin India Equity Savings Fund Regular Growth has a Low risk & Moderate return.
Franklin India Equity Savings Fund Regular Growth is managed by Venkatesh Sanjeevi,Rohan Maru,Anuj Tagra,Sandeep Manam,Rajasa Kakulavarapu.
The expense ratio of Franklin India Equity Savings Fund Regular Growth is 1.00%.
The 5 year annualized return on Franklin India Equity Savings Fund Regular Growth is 6.69% & it has generated 3.54% in the last 1 year.
The minimum investment in Franklin India Equity Savings Fund Regular Growth is 5000 Rs.
Franklin India Equity Savings Fund Regular Growth has an AUM of 619.80 crores.
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