no icon
no icon
amc icon

Franklin India Equity Savings Fund - Direct Idcw Payout

Hybrid | Equity Savings Fund

(NAV as of 28/10/2024)
14.84 (0.08)

3Y Returns

4.58%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

0.86%

Fund Size

152 Cr

Inception Date

27-Aug-18

Fund Manager

Rajasa Kakulavarapu

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

69.18%

Debt & Others

30.82%

Market Cap Allocation

Large Cap

62.47%

Mid Cap

4.10%

Small Cap

6.39%

Other Cap

27.04%

Sector Allocation

Banks

21.27%

Govt-Sec

14.01%

Derivatives(Index/Stock Futures)

11.49%

Automobiles

9.85%

Pharmaceuticals

7.21%

Top Ten Holdings

Margin on Derivatives

11.49%

Cash/Bank/Net Current Assets/(Liabilities)

7.00%

ICICI Bank Ltd

6.30%

182 DTB (04-Apr-2024)

5.57%

HDFC Bank Ltd

5.25%

Investment Objective

The Scheme Intends To Generate Long-Term Capital Appreciation By Investing A Portion Of Thescheme'S Assets In Equity And Equity Related Instruments. The Scheme Also Intends To Generateincome Through Investments In Fixed Income Securities And Using Arbitrage And Other Derivativestrategies.

Fund House Detail

AMC Name

Franklin Templeton Asset Management (India) Private Limited

Address

Indiabulls Finance Centre; Tower 2,12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W)Mumbai 400013

Similar Funds
amc icon

Kotak Equity Savings Fund - Direct Plan - Growth

1Y

19.28%

3Y

12.1%

5Y

12.24%

amc icon

Uti Equity Savings Fund - Direct Growth Plan - Growth

1Y

16.47%

3Y

11.11%

5Y

12.11%

amc icon

Invesco India Equity Savings Fund - Direct Growth

1Y

23.36%

3Y

11.02%

5Y

11.22%

amc icon

Hdfc Equity Savings Fund - Direct Plan - Growth Option

1Y

18.35%

3Y

10.8%

5Y

12.23%

amc icon

Sbi Equity Savings Fund - Direct Plan-Growth

1Y

16.02%

3Y

10.62%

5Y

11.81%

amc icon

Mirae Asset Equity Savings Fund Direct Growth

1Y

18.48%

3Y

10.54%

5Y

13.09%

amc icon

Edelweiss Equity Savings Fund - Direct Plan Growth

1Y

17.54%

3Y

10.41%

5Y

11.76%

amc icon

Dsp Equity Savings Fund - Dir - Growth

1Y

18.78%

3Y

10.25%

5Y

11.24%

amc icon

Baroda Bnp Paribas Equity Savings Fund Direct Growth

1Y

18.19%

3Y

10.16%

5Y

10.2%

amc icon

Mahindra Manulife Equity Savings Fund - Direct - Growth

1Y

17.09%

3Y

9.73%

5Y

13.07%

amc icon

Axis Equity Saver Fund Direct Growth

1Y

19.27%

3Y

9.38%

5Y

11.19%

amc icon

Tata Equity Savings Fund Direct Plan Growth

1Y

17.01%

3Y

9.36%

5Y

10.34%

amc icon

Icici Prudential Equity Savings Fund Direct Plan Cumulative

1Y

11.29%

3Y

9.12%

5Y

8.83%

amc icon

Nippon India Equity Savings Fund- Direct Plan-Growth

1Y

13.48%

3Y

8.6%

5Y

6.55%

amc icon

Franklin India Equity Savings Fund - Direct Growth

1Y

12.45%

3Y

8.15%

5Y

10.12%

amc icon

Bandhan Equity Savings Fund-Direct Plan-Growth

1Y

11.54%

3Y

7.82%

5Y

9.13%

amc icon

Union Equity Savings Fund Direct Plan - Growth

1Y

13.84%

3Y

7.5%

5Y

8.92%

amc icon

Pgim India Equity Savings Fund - Direct Plan - Growth - Growth

1Y

10.45%

3Y

6.86%

5Y

8.36%

amc icon

Aditya Birla Sun Life Equity Savings Fund - Growth Direct

1Y

11.34%

3Y

6.68%

5Y

9.32%

amc icon

Lic Equity Savings Fund - Direct Plan - Growth

1Y

NA

3Y

2.94%

5Y

6.39%

amc icon

Hsbc Equity Savings Fund Direct Plan - Growth

1Y

NA

3Y

1.28%

5Y

6.4%

amc icon

Sundaram Equity Savings Fund - Direct Plan Growth

1Y

20.38%

3Y

NA

5Y

NA

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.