Fund Overview of Franklin India Equity Savings Fund Direct-Growth
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₹560.0 CrAUM
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₹18.96NAV
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0.81%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Franklin India Equity Savings Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.83% | NA | 2.16% |
| 6 Months | 2.95% | NA | 6.52% |
| 1 Year | 3.80% | 3.80% | 5.99% |
| 2 Years | 10.95% | 5.33% | 11.48% |
| 3 Years | 24.45% | 7.56% | 11.07% |
| 5 Years | 39.16% | 6.83% | 11.50% |
| 7 Years | 79.71% | 8.73% | NA |
Asset Allocation of Franklin India Equity Savings Fund Direct-Growth
equities
20.19%debt instruments
26.74%other assets or cash equivalents
53.06%Franklin India Equity Savings Fund Direct-Growth is one Hybrid mutual fund offered by Franklin Templeton Mutual Fund. Launched on 27 Aug 2018, the fund aims Income generation and capital appreciation over medium to long term. A fund that invests in equity and equity related securities including the use of equity derivatives strategies and arbitrage opportunities with balance exposure in debt and money market instruments. It manages assets worth ₹560.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.81%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Franklin India Equity Savings Fund Direct-Growth
The portfolio allocation consists of 20.19% in equities, 26.74% in debt instruments, 53.06% in other assets or cash equivalents.Managed by Rajasa Kakulavarapu, it has delivered a return of 3.80% in the last year, a total return since inception of 8.12%.
Individuals commonly consider various best sip plan before they grow systematic financial stability.
Key Metrics of Franklin India Equity Savings Fund Direct-Growth
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Standard Deviation2.67%
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Mean7.12%
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Sharpe Ratio0.58%
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Sortino Ratio0.74%
Franklin India Equity Savings Fund Direct-Growth Fund Details
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Compare Franklin India Equity Savings Fund Direct-Growth with other mutual funds in the same category
Franklin India Equity Savings Fund Direct-Growth
HSBC Equity Savings Fund Direct-Growth
HSBC Equity Savings Fund Direct-IDCW Monthly
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| HSBC Equity Savings Fund Direct-Growth |
₹1,558 | 1.95% | 0.84% | 8.74% | 13.35% | 11.11% |
| HSBC Equity Savings Fund Direct-IDCW Monthly |
₹1,558 | 1.95% | 0.84% | 8.74% | 13.35% | 11.11% |
| HSBC Equity Savings Fund Direct-IDCW Quarterly |
₹1,558 | 1.95% | 0.84% | 8.74% | 13.35% | 11.11% |
| HSBC Equity Savings Fund-Growth |
₹1,558 | 1.86% | 0.59% | 7.79% | 12.35% | 10.13% |
| HSBC Equity Savings Fund-IDCW Monthly |
₹1,558 | 1.86% | 0.59% | 7.79% | 12.35% | 10.13% |
| HSBC Equity Savings Fund-IDCW Quarterly |
₹1,558 | 1.86% | 0.59% | 7.79% | 12.35% | 10.13% |
| Edelweiss Equity Savings Fund Direct-Growth |
₹1,704 | 1.27% | 1.44% | 7.27% | 11.41% | 9.63% |
| Edelweiss Equity Savings Fund Direct-IDCW |
₹1,704 | 1.27% | 1.44% | 7.27% | 11.41% | 9.63% |
| Edelweiss Equity Savings Fund Direct-IDCW Monthly |
₹1,704 | 1.27% | 1.44% | 7.27% | 11.41% | 9.63% |
| Kotak Equity Savings Fund Direct-Growth |
₹10,443 | 1.19% | -0.66% | 3.11% | 10.00% | 9.50% |
More funds from Franklin Templeton Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Franklin India Equity Savings Fund Regular-Growth
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₹560 | 1.81% | 0.63% | 2.54% | 3.00% | 6.73% |
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Franklin India Equity Savings Fund Direct-IDCW
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₹560 | 1.88% | 0.83% | 2.95% | 3.80% | 7.56% |
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Franklin India Equity Savings Fund Regular-IDCW
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₹560 | 1.81% | 0.63% | 2.54% | 3.00% | 6.73% |
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Franklin India Equity Savings Fund Regular-IDCW Monthly
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₹560 | 1.81% | 0.63% | 2.54% | 3.00% | 6.73% |
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Franklin India Equity Savings Fund Direct-IDCW Monthly
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₹560 | 1.88% | 0.83% | 2.95% | 3.80% | 7.56% |
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Franklin India Equity Savings Fund Regular-IDCW Quarterly
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₹560 | 1.81% | 0.63% | 2.54% | 3.00% | 6.73% |
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Franklin India Equity Savings Fund Direct-IDCW Quarterly
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₹560 | 1.88% | 0.83% | 2.95% | 3.80% | 7.56% |
Franklin India Equity Savings Fund Direct-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Equity Savings Fund Direct-Growth |
₹14,905 | ₹25.55 | 7.23% | 7.60% | 8.09% |
| ICICI Prudential Equity Savings Fund-Growth |
₹14,905 | ₹23.65 | 6.72% | 7.07% | 7.44% |
| ICICI Prudential Equity Savings Fund Direct-IDCW Quarterly |
₹14,905 | ₹15.79 | 7.23% | 7.60% | 8.09% |
| ICICI Prudential Equity Savings Fund-IDCW Quarterly |
₹14,905 | ₹13.19 | 6.72% | 7.07% | 7.44% |
| Kotak Equity Savings Fund Direct-Growth |
₹10,443 | ₹30.61 | 10.00% | 9.50% | 9.93% |
| Kotak Equity Savings Fund Regular-Growth |
₹10,443 | ₹27.49 | 8.81% | 8.34% | 8.91% |
| Kotak Equity Savings Fund Regular-IDCW Monthly |
₹10,443 | ₹20.13 | 8.81% | 8.34% | 8.91% |
| Kotak Equity Savings Fund Direct-IDCW Monthly |
₹10,443 | ₹21.82 | 10.00% | 9.50% | 9.93% |
| HDFC Equity Savings Fund Regular-Growth |
₹5,532 | ₹68.60 | 7.94% | 7.27% | 8.60% |
| HDFC Equity Savings Direct Plan-Growth |
₹5,532 | ₹77.73 | 8.96% | 8.26% | 9.71% |
Franklin India Equity Savings Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Cash/net Current Assets | Unspecified | 71.39% | ₹490.53 Cr |
| Cash/net Current Assets | Unspecified | 71.39% | ₹490.53 Cr |
| Cash/net Current Assets | Unspecified | 73.77% | ₹467.06 Cr |
| Cash Margin | Unspecified | 48.50% | ₹336.91 Cr |
| Cash Margin | Unspecified | 48.78% | ₹334.34 Cr |
| Cash Margin | Unspecified | 49.53% | ₹333.38 Cr |
| Cash Margin | Unspecified | 49.26% | ₹332.71 Cr |
| Cash Margin | Unspecified | 48.21% | ₹331.22 Cr |
| Cash Margin | Unspecified | 48.21% | ₹331.22 Cr |
| Cash Margin | Unspecified | 48.55% | ₹327.23 Cr |
| Cash Margin | Unspecified | 48.83% | ₹320.74 Cr |
| Cash Margin | Unspecified | 48.83% | ₹320.74 Cr |
| Cash Margin | Unspecified | 50.96% | ₹315.85 Cr |
| Cash Margin | Unspecified | 49.81% | ₹315.38 Cr |
| Cash Margin | Unspecified | 49.55% | ₹306.67 Cr |
| Cash Margin | Unspecified | 49.55% | ₹306.67 Cr |
| Cash Margin | Unspecified | 49.55% | ₹306.67 Cr |
| Cash Margin | Unspecified | 49.55% | ₹306.67 Cr |
| Cash Margin | Unspecified | 48.38% | ₹305.86 Cr |
| Net Current Assets | Unspecified | 48.39% | ₹284.18 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HSBC Equity Savings Fund Direct-Growth |
₹41.62 | 13.35% | 11.11% | - |
| HSBC Equity Savings Fund Direct-IDCW Monthly |
₹17.53 | 13.35% | 11.11% | - |
| HSBC Equity Savings Fund Direct-IDCW Quarterly |
₹18.24 | 13.35% | 11.11% | - |
| HSBC Equity Savings Fund-Growth |
₹37.09 | 12.35% | 10.13% | - |
| HSBC Equity Savings Fund-IDCW Monthly |
₹15.30 | 12.35% | 10.13% | - |
| HSBC Equity Savings Fund-IDCW Quarterly |
₹16.31 | 12.35% | 10.13% | - |
| Edelweiss Equity Savings Fund Direct-Growth |
₹30.81 | 11.41% | 9.63% | - |
| Edelweiss Equity Savings Fund Direct-IDCW |
₹21.78 | 11.41% | 9.63% | - |
| Edelweiss Equity Savings Fund Direct-IDCW Monthly |
₹16.75 | 11.41% | 9.63% | - |
| Kotak Equity Savings Fund Direct-Growth |
₹30.61 | 10.00% | 9.50% | - |
Frequently Asked Questions
Franklin India Equity Savings Fund Direct-Growth
What is the current AUM of Franklin India Equity Savings Fund Direct-Growth?
As of Wed Sep 30, 2026, Franklin India Equity Savings Fund Direct-Growth manages assets worth ₹560.0 crore
How has Franklin India Equity Savings Fund Direct-Growth performed recently?
- 3 Months: 0.83%
- 6 Months: 2.95%
What is the long-term performance of Franklin India Equity Savings Fund Direct-Growth?
- 3 Years CAGR: 7.56%
- 5 Years CAGR: 6.83%
- Since Inception: 8.12%
What is the portfolio composition of Franklin India Equity Savings Fund Direct-Growth?
Equity: 20.19%, Debt: 26.74%, Others: 53.06%.
Who manages Franklin India Equity Savings Fund Direct-Growth?
Franklin India Equity Savings Fund Direct-Growth is managed by Rajasa Kakulavarapu from Franklin Templeton Mutual Fund.
What is the market-cap allocation of Franklin India Equity Savings Fund Direct-Growth?
Large Cap: 89.49%, Mid Cap: 5.93%, Small Cap: 4.58%.
Which are the top companies Franklin India Equity Savings Fund Direct-Growth has invested in?
- Cash/Net Current Assets – 71.39% of the fund's portfolio
- Cash/Net Current Assets – 71.39% of the fund's portfolio
- Cash/Net Current Assets – 73.77% of the fund's portfolio
- Cash Margin – 48.50% of the fund's portfolio
- Cash Margin – 48.78% of the fund's portfolio
Which are the major sectors Franklin India Equity Savings Fund Direct-Growth focuses on?
- Unspecified – 1,050.96% of the fund's portfolio




