- Mutual Funds
- Franklin Templeton Mutual Fund
- Franklin India Equity Savings Fund Direct Growth
Franklin India Equity Savings Fund Direct Plan Growth
₹ 17.33
NAV (Apr 11)
Equity Savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
Franklin India Equity Savings Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment2,66,540
Wealth Gained9,99,152
Total Corpus Created (₹)
With CAGR of 12.57 % in 5 yearsHistorical NAV
₹ 17.3274
NAV (Apr 11)
Fund Returns
Last 1Y | 6.8% |
Last 3Y | 8.3% |
Last 5Y | 12.6% |
Last 10Y | - |
Since Inception | 8.6% |
6 Month CAGR | 1.2% |
Scheme Information
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.
Expense Ratio | 0.38 % |
Launched 6Y ago | 2018-08-27 |
AUM in Crores | 637 |
ISIN | INF090I01PD7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 3.7 |
Beta | 0.4 |
Sharpe Ratio | 0.7 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Equity Savings Fund Direct (G) | 9,99,152 | 2,66,540 | 12.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
48.89%HDFC Bank Ltd.
6.92%Bajaj Finance Ltd.
4.91%Mahindra & Mahindra Ltd.
4.86%ICICI Bank Ltd.
4.46%
Allocation by Sector
Financial
4.7%Technology
2.87%Services
1.76%Construction
1.73%Energy
1.18%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 55,360 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
About the AMC
Franklin Templeton Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.1% | 17.7% | ||
17% | 15.3% | ||
15.8% | 16.5% | ||
16% | 15.8% | ||
18.7% | 20.5% |
Franklin India Equity Savings Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment2,66,540
Wealth Gained9,99,152
Total Corpus Created (₹)
With CAGR of 12.57 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Franklin India Equity Savings Fund Direct Plan Growth?
What is the current AUM of Franklin India Equity Savings Fund Direct Growth?
What is the latest NAV of Franklin India Equity Savings Fund Direct Growth?
What is the Riskometer rating for Franklin India Equity Savings Fund Direct Plan Growth?
Which are the top sector holdings in Franklin India Equity Savings Fund Direct Plan?
Which are the top stock holdings in Franklin India Equity Savings Fund Direct Plan?
What is the asset allocation of Franklin India Equity Savings Fund Direct Plan Growth?
What has been the performance of Franklin India Equity Savings Fund Direct Growth returns?
Does Franklin India Equity Savings Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Franklin India Equity Savings Fund Direct Plan Growth?
How to invest in Franklin India Equity Savings Fund Direct Growth?
How can I redeem my investment in Franklin India Equity Savings Fund Direct Plan?