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Home Mf Research Franklin India Equity Savings Fund Regular Plan Growth
Franklin Templeton Mutual Fund

Mutual Fund Research

Franklin India Equity Savings Fund - Regular Plan - Growth

Franklin Templeton Mutual Fund Hybrid Hybrid Equity Saving

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,011.39 +1.14%
Two Week 2026-10-21 ₹1,000.00 ₹1,011.12 +1.11%
One Month 2026-10-05 ₹1,000.00 ₹1,014.32 +1.43%
Three Months 2026-08-06 ₹3,000.00 ₹3,022.78 +0.76%
Six Months 2026-05-08 ₹6,000.00 ₹6,074.22 +1.24%
One Year 2025-11-04 ₹12,000.00 ₹12,219.08 +1.83%
Three Year 2023-11-06 ₹36,000.00 ₹38,682.35 +7.45%
Five Year 2021-11-08 ₹60,000.00 ₹70,072.92 +16.79%
Since Inception 2018-08-27 ₹100,000.00 ₹134,665.69 +34.67%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 18.12%
Other 14.27%
Telecom - Services 7.72%
SOVEREIGN 7.31%
CRISIL AA 6.27%
Power 5.60%
CRISIL AAA 4.80%
Aerospace & Defense 4.40%
Automobiles 4.16%
Consumer Durables 3.58%
Petroleum Products 3.36%
Finance 3.27%
Retailing 2.58%
Insurance 2.26%
Healthcare Services 2.24%
Cement & Cement Products 2.08%
Pharmaceuticals & Biotechnology 1.65%
IT - Software 1.62%
Construction 1.44%
Diversified FMCG 0.97%
Food Products 0.69%
Financial Technology (Fintech) 0.61%
Realty 0.50%
Agricultural Food & Other Products 0.46%
Ferrous Metals 0.03%
Auto Components 0.01%

Top Holdings

Company-wise portfolio exposure

Axis Bank Ltd $ ## 6.45%
Bharti Airtel Ltd $$ ## 4.50%
NTPC Ltd ^^ ~ ~ 4.15%
Kotak Mahindra Bank Ltd $ # 4.10%
Hindustan Aeronautics Ltd 3.88%
Mahindra & Mahindra Ltd ! ^ 3.63%
Titan Co Ltd 3.37%
Reliance Industries Ltd ! ^^ 2.85%
Apollo Hospitals Enterprise Ltd 2.24%
Vodafone Idea Ltd 2.23%
RBL Bank Ltd 2.01%
Ultratech Cement Ltd 1.57%
Jio Financial Services Ltd 1.55%
ICICI Bank Ltd 1.52%
HDFC Life Insurance Co Ltd ## ~ ~ 1.48%
Tata Power Co Ltd 1.45%
Larsen & Toubro Ltd ^ ~~ 1.44%
Meesho Ltd 1.38%
Eternal Ltd 1.20%
Cipla Ltd 1.20%
Bank of Baroda 1.08%
HDFC Bank Ltd ! ~~ 1.00%
Infosys Ltd # ~~ 1.00%
Indus Towers Ltd 1.00%
State Bank of India !! ~ ~ 0.77%
Bajaj Finserv Ltd 0.71%
Britannia Industries Ltd 0.69%
AU Small Finance Bank Ltd 0.63%
HCL Technologies Ltd 0.62%
Pine Labs Ltd 0.61%
Maruti Suzuki India Ltd 0.53%
Bharat Electronics Ltd 0.53%
ITC Ltd 0.53%
Bajaj Finance Ltd 0.51%
Ambuja Cements Ltd 0.51%
Hindustan Petroleum Corporation Ltd 0.51%
Godrej Properties Ltd 0.50%
Cholamandalam Investment and Finance Co Ltd 0.49%
Marico Ltd 0.46%
Sun Pharmaceutical Industries Ltd 0.45%
Bandhan Bank Ltd 0.45%
Hindustan Unilever Ltd 0.44%
SBI Life Insurance Co Ltd 0.35%
ICICI Lombard General Insurance Co Ltd 0.23%
Asian Paints Ltd 0.21%
Max Financial Services Ltd 0.20%
Yes Bank Ltd 0.09%
JSW Steel Ltd 0.03%
Sedemac Mechatronics Ltd 0.01%
0.00% Jubilant Bevco Ltd (31-May-2028) 4.67%
7.21% Embassy Office Parks Reit (17-Mar-2028) ** 2.65%
7.70% Poonawalla Fincorp Ltd (21-Apr-2028) ** 1.83%
0.00% Jubilant Beverages Ltd (31-May-2028) ** 1.60%
0.00% REC Ltd (03-Nov-2034) ** 0.32%
91 DTB (22-Oct-2026) $ ~~ 2.67%
91 DTB (05-Nov-2026) $ ~~ 1.78%
7.48% Punjab SDL (14-Jan-2031) 1.81%
7.30% Uttarkahand SDL (01-Oct-2032) 0.91%
7.66% Maharashtra SDL (04-Mar-2047) 0.15%
Margin on Derivatives 4.80%
Call, Cash & Other Assets 9.47%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
1.31 years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Moderate Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Quant Equity Savings Fund - Regular Plan - Growth 6.16% 0.00% 6.29%
HSBC Equity Savings Fund - Regular Plan - Growth 6.01% 11.85% 8.96%
Edelweiss Equity Savings Fund - Regular Plan - Growth 5.24% 10.05% 8.69%
Aditya Birla Sun Life Equity Savings Fund - Gr - Regular Plan 3.41% 7.39% 7.35%
Whiteoak Capital - Equity Savings Fund - Regular Plan - Growth 3.38% 0.00% 8.61%
Bajaj Finserv Equity Savings Fund - Regular Plan - Growth 3.34% 0.00% 3.51%
Axis Equity Savings Fund - Regular Plan - Growth 3.23% 8.44% 7.77%
Bandhan Equity Savings Fund - Regular Plan - Growth 3.15% 6.37% 6.63%
Mirae Asset Equity Savings Fund - Regular Plan - Growth 2.60% 9.24% 10.07%
ICICI Prudential Equity Savings Fund Cumulative - Regular Plan 2.43% 6.60% 7.45%

Returns are historical and do not guarantee future performance.

View All Hybrid Equity Saving Funds

Fund Family

Compare schemes from Franklin Templeton Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Franklin Asian Equity Fund - Regular Plan - Growth 16.05% 19.91% 7.84%
Franklin India Arbitrage Fund - Regular Plan - Growth 6.47% 0.00% 6.36%
Franklin India Liquid Fund - Super Institutional Plan - Growth 6.47% 6.87% 7.09%
Franklin India Money Market Fund - Regular Plan - Growth 6.28% 7.17% 7.10%
Franklin India Ultra Short Term Fund - Regular Plan - Growth 5.84% 0.00% 6.60%
Franklin India Liquid Fund - Regular Plan - Growth 5.76% 6.16% 6.57%
Franklin India Corporate Bond Fund - Plan B - Regular Plan - Growth 5.71% 7.43% 7.93%
Franklin India Ultra Short To Short Term Fund - Regular Plan - Growth 5.64% 0.00% 6.62%
Franklin U.s. Opportunities Equity Active Fund Of Funds - Regular Plan - Growth 5.48% 19.82% 15.71%
Franklin India Income Plus Arbitrage Active FOF - Regular Plan - Growth 5.48% 12.14% 7.05%

Returns are historical and do not guarantee future performance.

View All Franklin Templeton Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.61%
Expense Ratio (Direct)
0.82%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Equity Savings Index

Exit Load

Charges that may apply when you redeem units

N/A
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