Franklin India Equity Savings Fund Regular Growth
Medium
Risk
Other Schemes
Equity Savings
+
8.28
%
8.28
%
3Y annualised
+
0.12
%
0.12
%
1D
1M
6M
1Y
3Y
All
Fund size
410
NAV:
Mar 7, 2024
14.8608
Sector
Tech
Type
Other_schemes
Launched
Aug 2018
Min Investment
5000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
7.08
%
7.37% Govt Stock 2028
6.33
%
ICICI Bank Ltd
5.57
%
Future on HDFC Bank Ltd
5.52
%
182 DTB 04042024
4.85
%
Maruti Suzuki India Ltd
4.57
%
Future on ICICI Bank Ltd
4.38
%
Future on Maruti Suzuki India Ltd
4.33
%
Future on Mahindra & Mahindra Ltd
3.88
%
Mahindra & Mahindra Ltd
3.86
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Franklin India Equity Savings Fund Regular Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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