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Business News/Market/Market Stats/    Franklin India Equity Savings Fund Regular Growth

Franklin India Equity Savings Fund Regular Growth

+
  • Equity Savings
  • Rating 2
  • Plan
15.83 -0.03 (-0.18%) NAV as on 10 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)702.65
  • CAGR 7.91%
  • Exit Load0.00%
  • Expense ratio1.12%
  • Category -
  • Min Investment5000
  • Min SIP500
  • Launch Date2018-08-27

Morning Star Rating 2

Low
Risk
Good
Return

Asset Allocation

Holdings As On - 11 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Cash Offset For Derivatives
  • 341.14
  • 48.55%
  • Margin On Derivatives
  • 47.57
  • 6.77%
  • Bajaj Finance Limited
  • 32.27
  • 4.59%
  • LIC Housing Finance Limited
  • 26.29
  • 3.74%
  • 7.37% Govt Stock 2028
  • 25.88
  • 3.68%
  • Bharti Telecom Limited 8.65%
  • 25.54
  • 3.63%
  • Mankind Pharma Ltd
  • 25.53
  • 3.63%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.19
  • Std Deviation 3.98%
  • Tracking Error 0.00%

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 702.65 crores & has delivered CAGR of 8.56% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.12%. 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 & Good respectively.

 

The top holdings of the fund include Cash Offset For Derivatives, Margin On Derivatives, Bajaj Finance Limited & Larsen & Toubro.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Oil & Gas Operations.

 

Some of the similar funds are Sundaram Equity Savings Fund Growth, Baroda BNP Paribas Equity Savings Fund Regular Growth, Axis Equity Savings Fund Regular Plan Growth, Nippon India Equity Savings Growth, Franklin India Equity Savings Fund Regular Growth. Franklin India Equity Savings Fund Regular Growth has a sharpe ratio of 0.19 & a standard deviation of 3.98%.

FAQs about Franklin India Equity Savings Fund Regular Growth

According to the morning star rating Franklin India Equity Savings Fund Regular Growth has a Low risk & Good 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 1.12%.
The 5 year annualized return on Franklin India Equity Savings Fund Regular Growth is 8.56% & it has generated 7.91% 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 702.65 crores.
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