Item: Franklin India Equity Savings Fund Direct Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › Franklin Templeton Mutual Fund › Franklin India Equity Savings Fund Direct Growth

18.821 (0.088%)

NAV on August 21, 2026

Category Allocation:
Equity Savings

Investment StyleBox

Large Blend

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 595 cr

Turnover Ratio 694.20%

Expense Ratio 0.83%

Exit Load -

Returns

1M: Positive return: 0.72%
1Y: Positive return: 4.52%
3M: Positive return: 2.46%
3Y: Positive return: 7.83%
6M: Positive return: 1.87%
5Y: Positive return: 7.68%

Min Investment 5,000

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ADDITIONAL INFO

Fund Manager Venkatesh Sanjeevi (Since almost 2 years) Rohan Maru (Since almost 2 years) Anuj Tagra (Since over 2 years) Sandeep Manam (Since almost 5 years) Rajasa Kakulavarapu (Since almost 5 years)

ISIN INF090I01PD7

Fund Family Franklin Templeton

P/E Ratio 20.00

P/B Ratio 2.89

Launch Date August 27, 2018

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 3.87 years

Yield To Maturity (%) 7.07%

SECTOR WEIGHTINGS (%)

Financial 35.77%

Industrial 8.58%

Technology 3.21%

Basic Materials 4.01%

Consumer Cyclical 13.24%

Utilities Services 8.34%

Healthcare Services 5.96%

Energy Services 5.15%

Communication Services 11.58%

Consumer Defensive 3.26%

Real Estate 0.90%

INVESTMENT OBJECTIVE

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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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Top Rated
Top Performing

Top Equity Savings Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
HSBC Equity Savings Direct Plan Growth Plan	₹ 41.378	9.76%	₹ 1,326 cr	1.68%	High
Edelweiss Equity Savings Fund Direct Growth	₹ 30.605	8.66%	₹ 1,530 cr	1.16%	Average
Kotak Equity Savings Fund Direct Growth	₹ 30.792	6.24%	₹ 10,409 cr	0.67%	Above Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	₹ 77.079	3.97%	₹ 5,699 cr	1.21%	Average