Franklin India Equity Savings Fund Growth Direct Plan

16.03
NAV (Mar 1,2024)

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

    35.59
  • P/B Ratio
    UM_URBAN_MONEY

    6.17
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.38

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.43%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

311.65 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 Mar 04, 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 %)

10,377.99 (3.78%)10,617.59 (6.18%)11,443.07 (14.43%)13,191.09 (31.91%)16,052.91 (60.53%)
31,133.97 (3.78%)31,852.77 (6.18%)34,329.21 (14.43%)39,573.27 (31.91%)48,158.73 (60.53%)
51,889.95 (3.78%)53,087.95 (6.18%)57,215.35 (14.43%)65,955.45 (31.91%)80,264.55 (60.53%)
83,023.92 (3.78%)84,940.72 (6.18%)91,544.56 (14.43%)1,05,528.72 (31.91%)1,28,423.28 (60.53%)
1,03,779.9 (3.78%)1,06,175.9 (6.18%)1,14,430.7 (14.43%)1,31,910.9 (31.91%)1,60,529.1 (60.53%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Margin on Derivatives12.65%
  • Call Cash & Other Assets7.10%
  • HDFC Bank Ltd6.48%
  • DTB Apr6.30%
  • ICICI Bank Ltd5.63%
  • GOI Aug4.94%
  • Mahindra & Mahindra Ltd4.54%
  • Axis Bank Ltd3.64%
  • Sun Pharmaceutical Industries Ltd3.48%
  • GOI Apr3.26%
  • Bajaj Auto Ltd3.11%
  • Dr Reddy s Laboratories Ltd2.65%
  • Hindustan Unilever Ltd2.65%
  • Tech Mahindra Ltd2.49%
  • Asian Paints Ltd2.42%
  • Hindustan Petroleum Corporation Ltd1.69%
  • Reliance Industries Ltd1.52%
  • State Bank of India1.44%
  • Trent Ltd1.33%
  • Kotak Mahindra Bank Ltd1.30%
  • The India Cements Ltd1.25%
  • Ambuja Cements Ltd1.20%
  • Lupin Ltd1.12%
  • Havells India Ltd1.08%
  • Titan Co Ltd0.97%
  • Larsen & Toubro Ltd0.88%
  • Power Grid Corporation of India Ltd0.85%
  • Infosys Ltd0.84%
  • Bharat Petroleum Corporation Ltd0.78%
  • Indian Oil Corporation Ltd0.69%
  • Tata Motors Ltd0.65%
  • Marico Ltd0.62%
  • HCL Technologies Ltd0.54%
  • Tata Power Co Ltd0.50%
  • Kirloskar Oil Engines Ltd0.48%
  • Container Corporation Of India Ltd0.47%
  • IndusInd Bank Ltd0.46%
  • Bharti Airtel Ltd0.43%
  • NTPC Ltd0.43%
  • GAIL India Ltd0.43%
  • Sapphire Foods India Ltd0.36%
  • Zomato Ltd0.36%
  • Tata Steel Ltd0.35%
  • Affle India Ltd0.34%
  • Alkem Laboratories Ltd0.33%
  • Bharat Electronics Ltd0.33%
  • ACC Ltd0.32%
  • United Spirits Ltd0.32%
  • Maruti Suzuki India Ltd0.28%
  • Jyothy Labs Ltd0.27%
  • Amber Enterprises India Ltd0.26%
  • ICICI Prudential Life Insurance Co Ltd0.26%
  • Jubilant Foodworks Ltd0.24%
  • Teamlease Services Ltd0.24%
  • Ultratech Cement Ltd0.24%
  • Metropolis Healthcare Ltd0.23%
  • Hindustan Aeronautics Ltd0.22%
  • SBI Cards and Payment Services Ltd0.22%
  • PB Fintech Ltd0.22%
  • Oil & Natural Gas Corporation Ltd0.21%
  • Crompton Greaves Consumer Electricals Ltd0.20%
  • Nuvoco Vistas Corporation Ltd0.19%
  • JK Lakshmi Cement Ltd0.19%
  • Westlife Foodworld Ltd0.16%
  • Voltas Ltd0.16%
  • Eris Lifesciences Ltd0.15%
  • Shankara Building Products Ltd0.05%

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

9.61%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

9.46%

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

HYBRID

Moderately High

9.07%

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

HYBRID

Moderately High

8.58%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.82%

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

HYBRID

Moderately High

7.52%

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

HYBRID

Moderate

6.94%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

5.41%

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

HYBRID

Moderate

5.40%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

4.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Moderately High

20.60%

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

HYBRID

Moderate

18.68%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

17.54%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

16.72%

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

HYBRID

Moderately High

16.58%

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

HYBRID

Moderate

13.52%

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

HYBRID

Moderately High

13.51%

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

HYBRID

Low to Moderate

11.18%

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

8.64%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Moderately High

11.96%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

11.56%

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

HYBRID

Moderately High

10.79%

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

HYBRID

Moderately High

9.39%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.22%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.18%

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

HYBRID

Moderate

9.06%

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

HYBRID

Moderately High

7.89%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.43%

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

HYBRID

Moderate

7.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

11.70%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

11.50%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

11.33%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.92%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.30%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.82%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.54%

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

HYBRID

Moderately High

8.51%

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

HYBRID

Low to Moderate

7.76%

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

HYBRID

Low to Moderate

7.62%

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.

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