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Equity Savingsregulargrowth📊 Nifty Equity Savings Index

Franklin India Equity Savings Fund- Growth

Franklin Templeton Mutual Fund

#11 of 22 (1Y)

₹16.6743

0.06 (-0.37%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹16.6743

0.06 (-0.37%)

29 May 2026

AMFI: 144461

Direct · Growth

₹₹18.3485

0.07 (-0.36%)

29 May 2026

AMFI: 144466

Regular · IDCW

₹₹13.6662

0.05 (-0.37%)

29 May 2026

AMFI: 144468

Direct · IDCW

₹₹13.6796

0.05 (-0.36%)

29 May 2026

AMFI: 144467

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.18%
1 Month-0.48%
3 Months-0.77%
6 Months-0.16%
1 Year+3.00%
3 Years (CAGR)+7.70%
5 Years (CAGR)+7.25%
10 Years (CAGR)
Since Inception (Aug 2018)+6.81%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+1.84%
3 Year SIP+5.34%
5 Year SIP+6.37%
Since Inception (Aug 2018)+7.34%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹9,300

Invested

₹12,381

Value today

7.3%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹8,337

Value today

6.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹4,65,000

Withdrawn

₹10,48,387

Corpus left

+₹5,13,387 net gain — withdrew ₹4,65,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹10,31,544

Value today

+3.1%

vs lumpsum

STP beat direct lumpsum by 3.1% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,90,744

Value today

1.9×

Multiple

Staying invested through that crash turned ₹1L into ₹1,90,744 — a 1.9× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 7 years

Expense ratio drag on your actual returns

Direct plan

₹57,426

Regular plan

₹55,195

Direct earns ₹2,231 more on a ₹42K investment0.76% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseFranklin Templeton Mutual Fund
CategoryEquity Savings
Plan Typeregular
Optiongrowth
AUM₹669 Cr
Expense Ratio1.12%
Min SIP₹100
Min Lumpsum₹5,000
BenchmarkNifty Equity Savings Index
Launch Date03 Aug 2018
AMFI Code144461

Risk Metrics

Trailing 1 year, annualised

-0.96

Sharpe Ratio

Alpha

Beta

-0.94

Sortino

2.60%

Std Dev

-2.19%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

Axis Bank Ltd $ ##

INE238A01034

5.90%

Axis Bank Ltd ^ ~~

INE238A01034

5.41%

Reliance Industries Ltd $$ ~~

INE002A01018

4.97%

Reliance Industries Ltd $$ ~~

INE002A01018

4.68%

NTPC Ltd ^^ ~~

INE733E01010

4.54%

Bharti Airtel Ltd $$ ##

INE397D01024

4.27%

NTPC Ltd ! ^

INE733E01010

4.22%

7.37% GOI 2028 (23-Oct-2028) $ ~~

IN0020230101

4.18%

7.37% GOI 2028 (23-Oct-2028) $ ~~

IN0020230101

4.05%

Bharti Airtel Ltd

INE397D01024

4.04%

0.00% Jubilant Bevco Ltd (31-May-2028) **

INE1D4P08019

4.00%

0.00% Jubilant Bevco Ltd (31-May-2028) **

INE1D4P08019

3.99%

HDFC Bank Ltd ## ~~

INE040A01034

3.98%

ICICI Bank Ltd

INE090A01021

3.63%

7.66% Maharashtra SDL (04-Mar-2047)

IN2220250509

3.54%

7.66% Maharashtra SDL (04-Mar-2047)

IN2220250509

3.50%

ICICI Bank Ltd

INE090A01021

3.47%

Mahindra & Mahindra Ltd ! ^

INE101A01026

3.37%

Kotak Mahindra Bank Ltd $ #

INE237A01036

3.33%

Mahindra & Mahindra Ltd

INE101A01026

3.22%

7.82% Bajaj Finance Ltd (31-Jan-2034) **

INE296A07SV1

3.20%

Hindustan Aeronautics Ltd

INE066F01020

3.19%

Kotak Mahindra Bank Ltd ! ~~

INE237A01036

3.07%

Titan Co Ltd

INE280A01028

2.85%

Titan Co Ltd

INE280A01028

2.57%

Hindustan Aeronautics Ltd

INE066F01020

2.56%

7.30% Uttarkahand SDL (01-Oct-2032)

IN3620250040

2.43%

7.21% Embassy Office Parks Reit (17-Mar-2028) **

INE041007167

2.36%

7.21% Embassy Office Parks Reit (17-Mar-2028) **

INE041007167

2.35%

7.30% Uttarkahand SDL (01-Oct-2032)

IN3620250040

2.35%

Larsen & Toubro Ltd ^ ~~

INE018A01030

1.93%

Apollo Hospitals Enterprise Ltd

INE437A01024

1.85%

Apollo Hospitals Enterprise Ltd

INE437A01024

1.80%

HDFC Bank Ltd ! ~~

INE040A01034

1.74%

Larsen & Toubro Ltd !! ~~

INE018A01030

1.68%

7.70% Poonawalla Fincorp Ltd (21-Apr-2028) **

INE511C07847

1.68%

7.06% GOI 2028 (10-Apr-2028) $ ~~

IN0020230010

1.65%

7.48% Punjab SDL (14-Jan-2031)

IN2820250156

1.61%

7.06% GOI 2028 (10-Apr-2028) $ ~~

IN0020230010

1.61%

7.48% Punjab SDL (14-Jan-2031)

IN2820250156

1.61%

Tata Power Co Ltd

INE245A01021

1.59%

7.70% Poonawalla Fincorp Ltd (21-Apr-2028) **

INE511C07847

1.57%

Vodafone Idea Ltd

INE669E01016

1.56%

Jio Financial Services Ltd

INE758E01017

1.55%

RBL Bank Ltd

INE976G01028

1.51%

HDFC Life Insurance Co Ltd

INE795G01014

1.49%

RBL Bank Ltd

INE976G01028

1.49%

HDFC Life Insurance Co Ltd ## ~~

INE795G01014

1.48%

Ultratech Cement Ltd

INE481G01011

1.46%

Jio Financial Services Ltd

INE758E01017

1.42%

Performance Comparison

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Investment Objective

Franklin India Equity Savings Fund- Growth by Franklin Templeton Mutual Fund is a Equity Savings fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Equity Savings category.

About This Fund

Franklin India Equity Savings Fund- Growth is a Equity Savings mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹669 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Equity Savings Index. The current expense ratio is 1.12%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations