
Franklin India Equity Savings Fund Direct - Growth
Franklin India Equity Savings Fund Direct - Growth
as on 10 Jul 2026
Franklin India Equity Savings Fund Direct - Growth is a Hybrid mutual fund scheme launched on 27 Aug 2018. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹5,000. The fund manages total assets worth ₹618.95 crores, and the current NAV stands at ₹18.6743 as of 10 Jul 2026. The fund has delivered absolute returns of 4.33% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 7.97%. For 5 years it has given a CAGR of 7.89%. The expense ratio of the fund is 0.31%.
NAV ₹ 18.6743 (+0.20%)
CAGR 7.89%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 36.87 L
7.89%
Total Investment
₹ 30,00,000
Returns
₹ 6,87,415 (7.89%)
Maturity Value
₹ 36,87,415
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 618.95 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹618.95 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
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Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 618.95
Expense Ratio
0.31%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
27 Aug 2018
Fund Age
7 Yrs
Benchmark
NIFTY Equity Savings Index TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- No charges for withdrawal
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Venkatesh Sanjeevi | B.Com., ACA, PGDM (IIM - A) |
| Rohan Maru | M.Com and MBA in Finance.M.Com and MBA |
| Anuj Tagra | Graduate of Guru Gobind Singh Indraprastha University and MBA from Narsee Manjee Institute of Management Studies |
| Rajasa Kakulavarapu | B.Tech. (ECE) from NIT, Jaipur and MBA from Indian Institute of Management, Ahmedabad |
| Sandeep Manam | PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communicat ion Engg.) - National Institute of Technology Calicut |
Fund Objective
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.
Risk-O-Meter
Investors understand that their principal will be at
Moderate Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Franklin Templeton Mutual Fund
No. of Schemes
34
Total AUM
₹ 1,21,511.56 Cr
Contact Details
Tower 2, 12th and 13h Floor,Senapati Bapat Marg,Elphinstone Road(West), Mumbai-400013
Contact Details
Tower 2, 12th and 13h Floor,Senapati Bapat Marg,Elphinstone Road(West), Mumbai-400013
Open NFOs
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FAQs
When was Franklin India Equity Savings Fund launched?
What is the current NAV of Franklin India Equity Savings Fund?
What is the AUM of Franklin India Equity Savings Fund?
What is the rate of return of Franklin India Equity Savings Fund?
- In the past 1Y: 4.33%
- In the past 3Y: 7.97%
- In the past 5Y: 7.89%
What is the expense ratio of Franklin India Equity Savings Fund?
What is exit load of Franklin India Equity Savings Fund?
What is the portfolio of Franklin India Equity Savings Fund?
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Top 3 sectoral holdings include:
How risky is investing in Franklin India Equity Savings Fund?
Who is the fund manager Franklin India Equity Savings Fund?
What is the minimum investment required in Franklin India Equity Savings Fund?
How to invest in Franklin India Equity Savings Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



