Franklin India Equity Savings Fund Regular - Growth
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Hybrid, Equity Savings, Principal at moderate risk
1 Year Return 5.53% at 22 Dec 2025 06:22 PM
Fund Details
NAV 16.7565
Sub-Type Equity Savings
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 7.32
Fund Size(in Crores) 694.7
Fund Performance
1 Month 0.05%
3 Month 1.26%
6 Month 2.98%
1 Year 5.53%
3 Year 7.93%
5 Year 8.33%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.41%) Market Cap Mid Cap 17.13 Large Cap 79.43 Small Cap 2.86 Top Sectors Financial 29.22 Services 10.34 Capital Goods 9.7 Technology 8.7 Healthcare 7.87 Automobile 7.56 Energy 5.77 Communication 5.49 Construction 4.92 Consumer Staples 3 Metals & Mining 2.76 Materials 1.61 Insurance 1.29 Consumer Discretionary 1.19 Top Holding Mahindra & Mahindra 2.48 Ultratech Cement 1.61 HDFC Bank 8.83 PNB Housing Finance 1.39 Divi's Laboratories 1.62 Hitachi Energy India 1.14 LTIMindtree 1.86 Cummins India 1.56 Bharat Electronics 1.45 Trent 1.47 The Indian Hotels Company 1.45 Interglobe Aviation 2.46 Bajaj Finance 3.23 One97 Communications 1.69 Eternal 1.19 Titan Company 1.19 Reliance Industries 5.77 Dr. Reddy's Laboratories 1.46 ICICI Bank 4.51 Bharti Airtel 4.24 Axis Bank 1.18 Infosys 3.38 CreditAccess Grameen 0.95 Dixon Technologies (India) 1.48 Hindustan Unilever 1.29 Prestige Estates Projects 1.22 TVS Motor Company 1.62 Adani Ports and Special Economic Zone 2.08 Tata Steel 1.38 Shriram Finance 2.44 TVS Motor Company - Pref. Shares 0.02 Tech Mahindra 1.73 Blue Jet Healthcare 0.5 Kotak Mahindra Bank 1.92 HDFC Life Insurance 1.29 United Spirits 1.7 Hindalco Industries 1.38 State Bank of India 3.09 360 One Wam 1.69 JSW Energy 1.72 Apollo Hospitals Enterprise 2.05 Bajaj Auto 1.06 Polycab India 1.09 Indus Towers 1.25 Larsen & Toubro 3.7 CG Power 1.25 Torrent Pharmaceuticals 2.24 Coforge 1.74 Maruti Suzuki India 2.38
Debt & Others (0.59%) Sector Allocation CBLO 0.49 Net Receivables 0.1 Debt Credit Ratings Debt Category Others 0.59
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.12%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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.
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.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 17
Date of Incorporation 2018-08-27
Total AUM 2025-11-30
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.
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