Franklin India Equity Savings Fund Regular-Growth
Hybrid, Equity Savings, Principal at low to moderate risk
1 Year Return 1.51% at 30 Oct 2026 11:07 AM
Franklin India Equity Savings Fund Regular-Growth: Mutual Fund Overview
Franklin India Equity Savings Fund Regular-Growth is an Equity Savings mutual fund with over 8.18 years of performance history. The scheme manages an AUM of ₹559.99 Cr and has a NAV of ₹16.9516. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 1.51%.
Fund Details
NAV 16.9516
Sub-Type Equity Savings
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 8.18
Fund Size(in Crores) 559.99
Fund Performance
1 Month 0.63%
3 Month -0.28%
6 Month 1.19%
1 Year 1.51%
3 Year 6.4%
5 Year 5.73%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (19.42%) Market Cap Large Cap 58.76 Mid Cap 7.52 Small Cap -46.86 Top Sectors Financial 4.78 Services 2.58 Energy 2.18 Technology 1.62 Consumer Staples 1.55 Healthcare 1.51 Communication 1.25 Automobile 1.09 Capital Goods 0.88 Insurance 0.8 Materials 0.8 Construction 0.4 Top Holding Maruti Suzuki India 0.43 NTPC 1.16 Ambuja Cements 0 Axis Bank 0.78 SBI Life Insurance Company 0 Hindustan Unilever 0.4 Bandhan Bank 0 Tata Power Company 0 JSW Steel 0 Max Financial Services 0 Bajaj Finserv 0 State Bank of India 0.77 Indus Towers 0 Larsen & Toubro 0.4 AU Small Finance Bank 0 Infosys 1 Hindustan Petroleum Corporation 0 Cipla 0.47 JIO Financial 0 Ultratech Cement 0.59 Sun Pharmaceutical Industries 0 Bajaj Finance 0 Apollo Hospitals Enterprise 1.04 Titan Company -0.03 Pine Labs 0.61 Godrej Properties 0 HCL Technologies 0.62 Marico 0.46 Hindustan Aero 0.35 Eternal 1.2 Kotak Mahindra Bank 0 Reliance Industries 1.03 Bharti Airtel 1.26 Vodafone Idea -0.01 Meesho 1.38 HDFC Life Insurance 0.58 RBL Bank -0.02 Cholamandalam Investment and Finance Company 0.49 SEDEMAC Mechatronics 0.01 Bharat Electronics 0.53 ICICI Bank 1.15 Asian Paints 0.21 Bank of Baroda -0.01 HDFC Bank 1 ICICI Lombard Gen. Insurance 0.23 Mahindra & Mahindra 0.67 Yes Bank 0 Britannia Industries 0.69 ITC 0
Debt & Others (80.58%) Sector Allocation Margin Money 4.8 State Development Loan 2.86 Treasury Bills 4.45 Debt Credit Ratings Cash 47.93 Cash & Call Money 9.47 SOV 7.31 AA 6.27 AAA 4.8 Debt Category Uttarakhand State 0.91 Jubilant Bevco 4.67 REC 0.32 Punjab State 1.81
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -0.49% Ret 1Y 2.44% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.61%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rajasa Kakulavarapu
Education Ms. Kakulavarapu has done B.Tech and MBA.
Experience Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.
Rohan Maru
Education Mr. Maru is M.Com and MBA in Finance.
Experience Prior to joining Franklin India Mutual Fund, he has worked with ICICI Prudential Mutual Fund, Kotak Mahindra AMC as Fixed Income Dealer and Integreon Managed Solutions as a Research Associate.
Venkatesh Sanjeevi
Education Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com
Experience Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
Anuj Tagra
Education Mr. Anuj Tagra is a graduate of Guru Gobind Singh Indraprastha University and an MBA from Narsee Monjee Institute of Management Studies
Experience Prior to joining Franklin India Mutual Fund, he has worked with ICICI Prudential AMC, Union Bank of India and Fidelity Investments.
Pallab Roy
Education Mr. Roy is a M.Com and MBA (Finance).
Experience He has been associated with Franklin Templeton Investments since 2001.
Sandeep Manam
Education Mr. Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut
Experience Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Cognizant Technology Solutions, Shapoorji Pallonji & Company Private Limited.
Varun Sharma
Education Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low to moderate risk
AMC and Fund details
Rank (total sets) 8
Date of Incorporation 2018-08-27
Total AUM 126605.99
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Franklin India Equity Savings Fund Regular-Growth FAQs
How to invest in Franklin India Equity Savings Fund Regular-Growth?
Investing in Franklin India Equity Savings Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Franklin India Equity Savings Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Franklin India Equity Savings Fund Regular-Growth?
The term expense ratio for Franklin India Equity Savings Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Franklin India Equity Savings Fund Regular-Growth is 1.61% as of 30 Oct 2026.
What is the NAV of Franklin India Equity Savings Fund Regular-Growth?
The NAV of Franklin India Equity Savings Fund Regular-Growth is ₹16.9516 as of 30 Oct 2026.
What is the AUM of Franklin India Equity Savings Fund Regular-Growth?
The AUM (Assets Under Management) of Franklin India Equity Savings Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Franklin India Equity Savings Fund Regular-Growth is ₹559.99 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Franklin India Equity Savings Fund Regular-Growth?
The PE ratio of Franklin India Equity Savings Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Franklin India Equity Savings Fund Regular-Growth?
Yes, you can invest in Franklin India Equity Savings Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Franklin India Equity Savings Fund Regular-Growth in the last 5 years?
The return of Franklin India Equity Savings Fund Regular-Growth in the last 5 years is 5.73%.
What is the minimum SIP investment required in Franklin India Equity Savings Fund Regular-Growth?
The minimum SIP investment in Franklin India Equity Savings Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Franklin India Equity Savings Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Franklin India Equity Savings Fund Regular-Growth?
The NAV of Franklin India Equity Savings Fund Regular-Growth, as of 30 Oct 2026, is ₹16.9516.
Who manages the Franklin India Equity Savings Fund Regular-Growth?
The fund managers responsible for Franklin India Equity Savings Fund Regular-Growth are:
- Rajasa Kakulavarapu
- Rohan Maru
- Venkatesh Sanjeevi
- Anuj Tagra
- Pallab Roy
- Sandeep Manam
- Varun Sharma