Franklin India Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 14.14 | 9.9 | 9.27 | N/A |
Average Rolling Returns(%) | 10.30 | 11.02 | 9.47 | N/A |
The Current NAV of Franklin India Equity Savings Fund - Growth - Direct Plan is ₹16.21.
You can consider SIP in Franklin India Equity Savings Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
Franklin India Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.30%
The process for redemption is
The AUM of Franklin India Equity Savings Fund - Growth - Direct Plan is currently ₹490 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Maruti Suzuki and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 36% of fund’s portfolio respectively.
Top three sectors of Franklin India Equity Savings Fund - Growth - Direct Plan fund are BFSI, Others and Miscellaneous accounting for 55% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Franklin India Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
Rajasa Kakulavarapu and Anand Radhakrishnan manage the Franklin India Equity Savings Fund - Growth - Direct Plan Fund.
Franklin India Equity Savings Fund - Growth - Direct Plan current PE ratio is 34.92 and PB ratio is 5.60
The asset allocation of Franklin India Equity Savings Fund - Growth - Direct Plan is Stocks : 66.53%, Debt : 33.47% and Gold : 0%
The minimum SIP amount for Franklin India Equity Savings Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for Franklin India Equity Savings Fund - Growth - Direct Plan is Nil