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Fund Overview of Franklin India Equity Savings Fund Regular-growth
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₹618.9 CrAUM
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₹16.91NAV
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1.62%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.
Returns of Franklin India Equity Savings Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.05% | NA | 2.16% |
| 6 Months | 1.14% | NA | 6.52% |
| 1 Year | 3.05% | 3.05% | 5.99% |
| 2 Years | 9.15% | 4.47% | 11.48% |
| 3 Years | 21.98% | 6.85% | 11.07% |
| 5 Years | 37.53% | 6.58% | 11.50% |
| 7 Years | 66.19% | 7.53% | NA |
Asset Allocation
equities
19.17%debt instruments
28.39%other assets or cash equivalents
52.44%Franklin India Equity Savings Fund Regular-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 ₹618.9 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.62%. 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 Regular-growth
The portfolio allocation consists of 19.17% in equities, 28.39% in debt instruments, 52.44% in other assets or cash equivalents.Managed by Rajasa Kakulavarapu, it has delivered a return of 3.05% in the last year, a total return since inception of 6.86%.
Depending on investment horizon investors often evaluate best sip investment as part of their long-term financial strategy.
Key Metrics of Franklin India Equity Savings Fund Regular-growth
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Standard Deviation2.59%
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Mean6.82%
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Sharpe Ratio0.39%
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Sortino Ratio0.49%
Fund Details
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Compare Franklin India Equity Savings Fund Regular-growth with other mutual funds in the same category
Franklin India Equity Savings Fund Regular-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  |
₹1,127 | -0.17% | 3.06% | 11.18% | 13.62% | 11.56% |
| HSBC Equity Savings Fund Direct-idcw Monthly |
₹1,127 | -0.17% | 3.06% | 11.18% | 13.62% | 11.56% |
| HSBC Equity Savings Fund Direct-idcw Quarterly |
₹1,127 | -0.17% | 3.06% | 11.18% | 13.62% | 11.56% |
| HSBC Equity Savings Fund-growth |
₹1,127 | -0.24% | 2.84% | 10.25% | 12.63% | 10.58% |
| HSBC Equity Savings Fund-idcw Monthly |
₹1,127 | -0.24% | 2.84% | 10.25% | 12.63% | 10.58% |
| HSBC Equity Savings Fund-idcw Quarterly |
₹1,127 | -0.24% | 2.84% | 10.25% | 12.63% | 10.58% |
Kotak Equity Savings Fund Direct-growth  |
₹10,223 | 0.53% | 1.62% | 5.27% | 10.51% | 10.46% |
| Kotak Equity Savings Fund Direct-idcw Monthly |
₹10,223 | 0.53% | 1.62% | 5.27% | 10.51% | 10.46% |
| Edelweiss Equity Savings Fund Direct-growth |
₹1,444 | 0.56% | 3.04% | 7.58% | 11.23% | 9.97% |
| Edelweiss Equity Savings Fund Direct-idcw |
₹1,444 | 0.56% | 3.04% | 7.58% | 11.23% | 9.97% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Franklin Templeton Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Franklin India Equity Savings Fund Direct-growth
|
₹619 | 0.28% | 1.25% | 1.53% | 3.87% | 7.68% |
|
Franklin India Equity Savings Fund Direct-idcw
|
₹619 | 0.28% | 1.25% | 1.53% | 3.87% | 7.68% |
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Franklin India Equity Savings Fund Regular-idcw
|
₹619 | 0.21% | 1.05% | 1.14% | 3.05% | 6.85% |
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Franklin India Equity Savings Fund Regular-idcw Monthly
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₹619 | 0.21% | 1.05% | 1.14% | 3.05% | 6.85% |
|
Franklin India Equity Savings Fund Direct-idcw Monthly
|
₹619 | 0.28% | 1.25% | 1.53% | 3.87% | 7.68% |
|
Franklin India Equity Savings Fund Regular-idcw Quarterly
|
₹619 | 0.21% | 1.05% | 1.14% | 3.05% | 6.85% |
|
Franklin India Equity Savings Fund Direct-idcw Quarterly
|
₹619 | 0.28% | 1.25% | 1.53% | 3.87% | 7.68% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Equity Savings Fund Direct-growth |
₹16,500 | ₹25.03 | 7.33% | 7.71% | 8.24% |
| ICICI Prudential Equity Savings Fund-growth |
₹16,500 | ₹23.21 | 6.84% | 7.17% | 7.59% |
| ICICI Prudential Equity Savings Fund-idcw Quarterly |
₹16,500 | ₹13.12 | 6.84% | 7.17% | 7.59% |
| ICICI Prudential Equity Savings Fund Direct-idcw Quarterly |
₹16,500 | ₹15.65 | 7.33% | 7.71% | 8.24% |
| Kotak Equity Savings Fund Direct-growth |
₹10,223 | ₹30.29 | 10.51% | 10.46% | 10.04% |
| Kotak Equity Savings Fund Regular-growth |
₹10,223 | ₹27.28 | 9.32% | 9.29% | 9.02% |
| Kotak Equity Savings Fund Direct-idcw Monthly |
₹10,223 | ₹21.74 | 10.51% | 10.46% | 10.04% |
| Kotak Equity Savings Fund Regular-idcw Monthly |
₹10,223 | ₹19.97 | 9.32% | 9.29% | 9.02% |
| HDFC Equity Savings Direct Plan-growth |
₹5,640 | ₹76.05 | 8.81% | 8.84% | 9.99% |
| HDFC Equity Savings Fund Regular-growth |
₹5,640 | ₹67.30 | 7.79% | 7.84% | 8.86% |
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 |
| Cash/net Current Assets | Unspecified | 8.17% | ₹53.67 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HSBC Equity Savings Fund Direct-growth |
₹40.80 | 13.62% | 11.56% | - |
| HSBC Equity Savings Fund Direct-idcw Monthly |
₹17.63 | 13.62% | 11.56% | - |
| HSBC Equity Savings Fund Direct-idcw Quarterly |
₹18.23 | 13.62% | 11.56% | - |
| HSBC Equity Savings Fund-growth |
₹36.46 | 12.63% | 10.58% | - |
| HSBC Equity Savings Fund-idcw Monthly |
₹15.44 | 12.63% | 10.58% | - |
| HSBC Equity Savings Fund-idcw Quarterly |
₹16.36 | 12.63% | 10.58% | - |
| Kotak Equity Savings Fund Direct-growth |
₹30.29 | 10.51% | 10.46% | - |
| Kotak Equity Savings Fund Direct-idcw Monthly |
₹21.74 | 10.51% | 10.46% | - |
| Edelweiss Equity Savings Fund Direct-growth |
₹30.00 | 11.23% | 9.97% | - |
| Edelweiss Equity Savings Fund Direct-idcw |
₹21.51 | 11.23% | 9.97% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Franklin India Equity Savings Fund Regular-growth
What is the current AUM of Franklin India Equity Savings Fund Regular-growth?
As of Tue Jun 30, 2026, Franklin India Equity Savings Fund Regular-growth manages assets worth ₹618.9 crore
How has Franklin India Equity Savings Fund Regular-growth performed recently?
- 3 Months: 1.05%
- 6 Months: 1.14%
What is the long-term performance of Franklin India Equity Savings Fund Regular-growth?
- 3 Years CAGR: 6.85%
- 5 Years CAGR: 6.58%
- Since Inception: 6.86%
What is the portfolio composition of Franklin India Equity Savings Fund Regular-growth?
Equity: 19.17%, Debt: 28.39%, Others: 52.44%.
Who manages Franklin India Equity Savings Fund Regular-growth?
Franklin India Equity Savings Fund Regular-growth is managed by Rajasa Kakulavarapu from Franklin Templeton Mutual Fund.
What is the market-cap allocation of Franklin India Equity Savings Fund Regular-growth?
Large Cap: 91.87%, Mid Cap: 4.99%, Small Cap: 3.15%.
Which are the top companies Franklin India Equity Savings Fund Regular-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 Regular-growth focuses on?
- Unspecified – 1,010.74% of the fund's portfolio
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