• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Equity Savings Fund (Growth)

Formerly Franklin India Equity Savings Reg Gr

Franklin Templeton Mutual Funds

Franklin India Equity Savings Fund (Growth)

HybridEquity Savings

15.4557

NAV (Jul 19)

8.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in equity savings mutual funds.

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

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.4557

NAV (Jul 19)

Fund Returns

Last 1Y
11.5%
Last 3Y
8%
Last 5Y
8.6%
Last 10Y
NA
Since Inception
7.7%
6 Month CAGR
5.7%

Scheme Information

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.

Expense Ratio
1.12
Launched (6y ago)
Aug 27, 2018
AUM in Crores
584.730
ISIN
INF090I01PA3
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
4.1
Standard Deviation (5yr)
7.6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.55
Sharpe Ratio (5yr)
0.409
YTM
7.35
Fund Managers

Anuj Tagra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Equity Savings Fund (Growth)70%8,96,254 1,63,6428.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,375 cr

₹ 848 cr

amc-img

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 99,969 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,207 debt and 30 hybrid funds.amc-img
phone-img022-67519100
Fund NameScripbox Opinion
Till Date CAGR

27.5%

17.2%

23.1%

18.5%

22.1%

15%

22.4%

21.7%

23.2%

15.6%

Franklin India Equity Savings Fund (G) Review

Franklin India Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.6% over a period of 5 years. The fund was previously known as Franklin India Equity Savings Reg Gr. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund manager’s name is Anuj Tagra.

Nav of Franklin India Equity Savings Fund (G) as of 7/19/2024 is ₹15.46 with the total AUM as of 7/21/2024 is ₹584.73. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Equity Savings Fund (G) was launched on Aug 27, 2018. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for Franklin India Equity Savings Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Franklin India Equity Savings Fund (G)?

Franklin India Equity Savings Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Franklin India Equity Savings Fund (G)?

You can invest in Franklin India Equity Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Franklin India Equity Savings Fund (G)?

The minimum sip amount for Franklin India Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Franklin India Equity Savings Fund (G) good to invest in?

As per Scripbox experts, Franklin India Equity Savings Fund (G) is a Not Recommended fund. You can investFranklin India Equity Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Franklin India Equity Savings Fund (G)?

The expense ratio of the Franklin India Equity Savings Fund (G) is 1.12% for regular plan.