Franklin India Equity Savings Fund Growth Direct Plan

16.20
NAV (Apr 26,2024)

Invest in the Franklin India Equity Savings Fund - Growth - Direct Plan and watch your savings grow. With a minimum investment of ₹5000, this fund offers a unique opportunity to diversify your portfolio and earn attractive returns. Established in 2018, this fund has an expense ratio of 0.3% and a PE ratio of 32.83. With an AUM of ₹410.08, it is a reliable choice for investors looking for long-term growth.

Franklin India Equity Savings Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Franklin India Equity Savings Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    34.92
  • P/B Ratio
    UM_URBAN_MONEY

    5.60
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.29
  • Sortino
    UM_URBAN_MONEY

    0.54

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.30%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

490.16 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Low to Moderate

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,255.1 (2.55%)10,702.44 (7.02%)11,449.43 (14.49%)13,450.62 (34.51%)15,670.16 (56.70%)
30,765.3 (2.55%)32,107.32 (7.02%)34,348.29 (14.49%)40,351.86 (34.51%)47,010.48 (56.70%)
51,275.5 (2.55%)53,512.2 (7.02%)57,247.15 (14.49%)67,253.1 (34.51%)78,350.8 (56.70%)
82,040.8 (2.55%)85,619.52 (7.02%)91,595.44 (14.49%)1,07,604.96 (34.51%)1,25,361.28 (56.70%)
1,02,551 (2.55%)1,07,024.4 (7.02%)1,14,494.3 (14.49%)1,34,506.2 (34.51%)1,56,701.6 (56.70%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Margin on Derivatives13.00%
  • HDFC Bank Ltd6.52%
  • DTB Apr6.01%
  • GOI Oct5.33%
  • Lic Housing Finance Ltd May5.14%
  • ICICI Bank Ltd4.84%
  • Maruti Suzuki India Ltd4.27%
  • Mahindra & Mahindra Ltd4.14%
  • Ultratech Cement Ltd3.87%
  • State Bank of India2.82%
  • Reliance Industries Ltd2.77%
  • Sun Pharmaceutical Industries Ltd2.64%
  • GOI Apr2.11%
  • ITC Ltd1.85%
  • Axis Bank Ltd1.80%
  • Dr Reddy s Laboratories Ltd1.79%
  • Tech Mahindra Ltd1.79%
  • Hindustan Unilever Ltd1.43%
  • Bank of Baroda1.42%
  • Infosys Ltd1.33%
  • Asian Paints Ltd1.29%
  • Hindustan Petroleum Corporation Ltd1.28%
  • Larsen & Toubro Ltd1.27%
  • Trent Ltd1.10%
  • Bharat Electronics Ltd1.09%
  • IndusInd Bank Ltd1.06%
  • GOI Aug1.04%
  • NTPC Ltd0.98%
  • Ambuja Cements Ltd0.90%
  • Lupin Ltd0.87%
  • HDFC Life Insurance Co Ltd0.86%
  • Call Cash & Other Assets0.84%
  • Kotak Mahindra Bank Ltd0.79%
  • Havells India Ltd0.77%
  • Bharti Airtel Ltd0.73%
  • Zomato Ltd0.72%
  • Bharat Petroleum Corporation Ltd0.66%
  • The India Cements Ltd0.65%
  • HCL Technologies Ltd0.65%
  • Titan Co Ltd0.64%
  • Indian Oil Corporation Ltd0.57%
  • PB Fintech Ltd0.55%
  • Tata Motors Ltd0.53%
  • Bandhan Bank Ltd0.50%
  • Kirloskar Oil Engines Ltd0.40%
  • Apollo Hospitals Enterprise Ltd0.39%
  • Tata Power Co Ltd0.38%
  • United Spirits Ltd0.37%
  • Marico Ltd0.36%
  • Container Corporation Of India Ltd0.31%
  • Sapphire Foods India Ltd0.27%
  • Crompton Greaves Consumer Electricals Ltd0.23%
  • ACC Ltd0.23%
  • Amber Enterprises India Ltd0.19%
  • Teamlease Services Ltd0.18%
  • Adani Ports and Special Economic Zone Ltd0.18%
  • Oil & Natural Gas Corporation Ltd0.17%
  • Affle India Ltd0.17%
  • SBI Cards and Payment Services Ltd0.17%
  • Metropolis Healthcare Ltd0.15%
  • Voltas Ltd0.14%
  • Jubilant Foodworks Ltd0.13%
  • JK Lakshmi Cement Ltd0.12%
  • Westlife Foodworld Ltd0.10%
  • Nuvoco Vistas Corporation Ltd0.10%
  • Bajaj Auto Ltd0.04%
  • Shankara Building Products Ltd0.01%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.00%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

10.20%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.65%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

9.46%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.52%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

7.37%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

6.94%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

5.33%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

4.75%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

4.53%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

20.60%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

18.81%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

18.54%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

17.98%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

17.54%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

13.51%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

12.16%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

11.23%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

10.50%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

9.37%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.88%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

12.17%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

11.81%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

11.56%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

8.34%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.89%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

7.77%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.74%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.20%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

6.95%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

11.06%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

10.60%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

10.40%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

10.34%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.36%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

8.51%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

8.03%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

7.62%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.29%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

3.00%

Fund Managers

RK

Ms. Rajasa KakulavarapuAVP

She joined FTAMIL in March 2016 and in her tenure with Franklin Templeton has been responsible for covering the research for Indian Consumer Sector including FMCG, Paints, QSR and specialty retail. She is based at Chennai.

VS

Mr. Varun SharmaFund Manager

US

Mr. Umesh SharmaVice President & Portfolio Manager - Fixed Income

Mr. Umesh Sharma is having over 03 years of experience in debt market. His prior assignments are with Religare Mutual Fund, Lotus India Mutual Fund, ICICI Bank, JM Financial Mutual Fund, UTI Mutual Fund.

PR

Mr. Pallab RoyAssistant Vice President and Portfolio Manager - Fixed Income

Mr. Pallab Roy is responsible for Investments and Fund Management. He has been with Franklin Templeton Asset Management (India) Pvt. Ltd. since June 2001 till today. He is responsible for Liquidity Management & Portfolio MIS - Fixed Income funds.

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