Franklin India Equity Savings Fund

Primarily market-linked growth exposure

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.

How the money may be invested

Under normal circumstances, the asset allocation pattern will be: Equity and Equity related securities: 65% - 90% - Of which Net Long Equity: 15% - 40% - Of which Equity Derivatives: 25% - 90% -Of which Arbitrage exposure 10%-75% Debt & Money Market Instruments including cash & cash equivalent: 10% - 35% Units issued by Infrastructure Investment Trust (InvITs), Exchange Traded Commodity Derivatives (ETCDs), Gold ETFs Silver ETFs and mutual fund units: 0% - 25% Under defensive circumstances, the asset allocation pattern will be: Equity and Equity related securities: 15% - 65% - Of which Net Long Equity: 15% - 0% - Of which Equity Derivatives: 0% - 65% - Of which Arbitrage exposure : 0%-65%Debt & Money Market Instruments including cash & cash equivalent: 35% - 85% Units issued by Infrastructure Investment Trust (InvITs), Exchange Traded Commodity Derivatives (ETCDs), Gold ETFs, Silver ETFs and mutual fund units: 0% - 25% Minimum Hedged and unhedged exposure Under normal market circumstances: Hedged 25%, Unhedged: 15% Under defensive considerations: Hedged 0%, Unhedged: 0%

SEBI category

Equity Savings Fund

Fund type

An open ended hybrid scheme investing predominantly in equity and equity related instruments

Primary benchmark

Nifty Equity Savings Index

Use the latest monthly portfolio

Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.

Manager and scheme tenure

Fund manager(s)

Equity: Rajasa Kakulavarapu & Venkatesh Sanjeevi; Debt: Anuj Tagra & Rohan Maru, Sandeep Manam (dedicated for making investments for Foreign Securities)

Manager tenure on this scheme

Since Rajasa Kakulavarapu: September 06, 2021, Venkatesh Sanjeevi: October 04, 2024; Anuj Tagra: April 30, 2024, Rohan Maru: October 10, 2024; Sandeep Manam: October 18, 2021

Role / co-management

Comanage

The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.

Latest NAV records

NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.

What you pay and how money moves

Stated expense ratio

Regular 1.61%, Direct 0.82%

Exit load

Nil

Minimum application

Rs.5000 · multiples of 1

SIP frequency

SIP: Daily,Weekly,Monthly & Quarterly - Any date of the month – Daily SIPs shall be processed on all Business Days. In case of weekly frequency, investor can select any Business Day between Monday to Friday. In case of Monthly and Quarterly, all the SIP instalments (except the first one) must be uniformly dated for the month / quarter. STP: Daily, Weekly, Monthly and Quarterly - (29, 30, 31 will default to last business day of the month) SWP: Monthly, Quarterly, Semi Annual & Annual - (29, 30, 31 will default to last business day of the month)

Minimum SIP amount

SIP: Daily : 100; Weekly, Monthly & Quarterly : 500 STP: Daily: 500 * 2 = 1000; Weekly, Monthly & Quarterly : 1000 * 2 = 2000 SWP: 500 * 1

Minimum instalments

Daily: If Rs. 100 – 499: 20 instalments If Rs. 500 – 999: 12 instalments If Rs. 1000 and above: 6 instalments Weekly, Monthly & Quarterly : If Rs. 500 – 999: 12 instalments If Rs. 1000 and above: 6 instalments STP: Under Capital Appreciation Option, the minimum term shall be 6 months. Daily - 1 Month Weekly - 1 Month Monthly - 2 Months Quarterly - 3 Months SWP: 500*1, Under Capital Appreciation Option, the minimum term shall be 1 month

How a mutual-fund investment is paid

1. Complete KYCIdentity, PAN, bank and contact verification are required.
2. Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
3. Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
4. Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
5. Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.

Download and verify at source

The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.

Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.