Franklin India Equity Savings Fund
Get the latest NAV of Franklin India Equity Savings Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹18.25
▲0.2%1D
NAV as on 16 Mar 2026
8.26%/per year
Since Inception
▲▼
39 people have invested ₹ 5.9L in Franklin India Equity Savings Fund in the last three months
Franklin India Equity Savings Fund Performance vs. Equity Savings Index
Fund returns vs Benchmark returns vs Category Average returns as on (16-Mar-26)
The fund has consistently outperformed the benchmark (Equity Savings Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Franklin India Equity Savings Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Franklin India Equity Savings Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Franklin India Equity Savings Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Government & Corporate
Financial Services
40%
Government
18%
Corporate
15%
Financial Services
39%
Government
18%
Corporate
15%
Franklin India Equity Savings Fund Holdings Details
as on (28-Feb-26)
Franklin India Equity Savings Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.36% |
Benchmark | NIFTY Equity Savings TR INR |
| AUM | ₹675 Cr |
| Inception Date | 27 August, 2018 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 694.2% |
| Risk |   Moderate Risk |
About Franklin India Equity Savings Fund
Franklin India Equity Savings Fund is a hybrid fund. This fund was started on 27 August, 2018. The fund is managed by Anuj Tagra, Rohan Maru, Rajasa Kakulavarapu, Venkatesh Sanjeevi, Sandeep Manam. This fund gives you the benefit of diversification.
Key Parameters
- Franklin India Equity Savings Fund has ₹675 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Franklin India Equity Savings Fund has given a CAGR return of 8.26% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.57%, 9.41% and 8.35% respectively.
Holdings
Franklin India Equity Savings Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Corporate, Consumer Cyclical, Communication, Utilities, Industrial, Energy, Health, Tech, Basic Materials, Consumer Defensive, Real Estate.
Taxation
As it is a equity savings mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Franklin India Equity Savings Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Equity Savings Fund has no lock in period.
Fund Manager
Anuj Tagra
Fund Manager of Franklin India Equity Savings Fund, since 30 April 2024
Rohan Maru
Fund Manager of Franklin India Equity Savings Fund, since 10 October 2024
Rajasa Kakulavarapu
Fund Manager of Franklin India Equity Savings Fund, since 6 September 2021
Venkatesh Sanjeevi
Fund Manager of Franklin India Equity Savings Fund, since 4 October 2024
Sandeep Manam
Fund Manager of Franklin India Equity Savings Fund, since 18 October 2021
- AUM of the fund stands at 675.5 Cr as of Feb'26
- AUM increased by 2.4 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Franklin India Equity Savings Fund
How do I invest in Franklin India Equity Savings Fund?
- Download the INDmoney app.
- Search for ‘Franklin India Equity Savings Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.