Franklin India Equity Savings Fund
Franklin India Equity Savings Fund is a equity savings fund of Franklin Templeton Asset Management (India) Private Limited with ₹556 cr under management. It is ahead of its benchmark (Nifty Equity Savings Index) in 2 of 3 periods. Its direct plan charges 0.82% a year. Rajasa Kakulavarapu has managed it for 5.1 years.
Has Franklin India Equity Savings Fund beaten its benchmark?
Ahead of its benchmark, Nifty Equity Savings Index, in 2 of 3 periods in AMFI's figures; +2.60% over the last year against +0.58%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.49% | −3.60% | — |
| 3 months | −0.06% | −5.03% | — |
| 6 months | +1.55% | −1.83% | — |
| 1 year | +2.60% | −4.06% | +6.66 pts |
| 3 years | +6.98% | +9.27% | −2.29 pts |
| 5 years | +6.45% | +8.00% | −1.55 pts |
| 10 years | — | +12.69% | — |
| Since start from 27 Aug 2018 | +7.97% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +2.60% | +1.81% | +0.58% | +2.02 | 🔒 |
| 3y | +6.97% | +6.14% | +6.97% | −0.00 | 🔒 |
| 5y | +6.45% | +5.43% | +6.42% | +0.03 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Aug 2018 to 13 Oct 2026₹100 put in at the start of Aug 2018 would be ₹187 on 13 Oct 2026, against ₹240 in the Nifty 500 TRI.
What does Franklin India Equity Savings Fund cost?
0.82% a year on the direct plan, 1.61% on the regular plan; 1 of 16 funds in its category charge less.
Who manages Franklin India Equity Savings Fund?
Rajasa Kakulavarapu, since 6 Sep 2021; Venkatesh Sanjeevi, since 6 Sep 2021; Anuj Tagra, since 30 Apr 2024.
What does Franklin India Equity Savings Fund hold?
61 holdings as of 30 Sep 2026; the ten largest are 40.3% of the fund, the largest Axis Bank Ltd $ ## at 6.5%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Franklin India Equity Savings Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Franklin India Equity Savings Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Franklin India Equity Savings Fund?
Rajasa Kakulavarapu (Equity) since 6 Sep 2021; Venkatesh Sanjeevi (manager) since 6 Sep 2021; Anuj Tagra (Debt) since 30 Apr 2024; Rohan Maru (dedicated for making investments for Foreign Securities) since 30 Apr 2024.
What is the expense ratio of Franklin India Equity Savings Fund?
0.82% a year on the direct plan and 1.61% on the regular plan (expense report, Oct 2026).
How has Franklin India Equity Savings Fund done?
Its direct plan returned +6.97% a year over 3 years against +6.97% for its benchmark, Nifty Equity Savings Index, as of 13 Oct 2026.
See Franklin India Equity Savings Fund beside your own funds in Valarth
