Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
Moderate
₹18.3157 0.20%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Franklin India Equity Savings Fund - Direct Plan
|
|
|
Moderate
|
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0.40 |
|
 |
|
Low to Moderate
|
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0.50 |
||
 |
|
Moderately High
|
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0.69 |
||
|
|
Moderate
|
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0.65 |
||
|
|
Moderate
|
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0.63 |
₹675 Cr
--
5,000
1,000
500
12
About Franklin India Equity Savings Fund - Direct Plan
Franklin India Equity Savings Fund - Direct Plan is a hybrid mutual fund scheme of Franklin Templeton Mutual Fund. Launched on August 27, 2018, it is currently managed by Venkatesh Sanjeevi, Rohan Maru, Anuj Tagra and Rajasa Kakulavarapu. The fund has an expense ratio of 0.40% with an overall AUM (Assets Under Management) of ₹675 Cr.
Franklin India Equity Savings Fund - Direct Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The Scheme intends to generate long-term capital appreciation by investing a portion of the Schemes 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.
Suitability
Equity Savings funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Franklin India Equity Savings Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Franklin India Equity Savings Fund - Direct Plan can be bought from the Franklin Templeton Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Franklin India Equity Savings Fund - Direct Plan, is ₹18.3157 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 6.90 15/04/2065 |
4.13
|
|
GOI Sec 7.37 23/10/2028 |
3.95
|
|
Uttarakhand State SDL 7.30 01/10/2032 |
3.84
|
|
Jubilant Bevco Ltd Debenture 31/05/2028 |
3.74
|
|
Bajaj Finance Ltd Debenture 7.82 31/01/2034 |
3.01
|
Over the past five years, Franklin India Equity Savings Fund - Direct Plan has delivered an annualised return of 8.65% as of 19-Mar-2026.
The minimum investment required to start investing in Franklin India Equity Savings Fund - Direct Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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