+91-22-48913909Best Direct Plans in Equity Mutual Funds
Direct mutual fund plans are gaining popularity as many new investors are attracted by its advantages. Mutual Fund schemes, offer two plans- direct plans and regular plans. These are not different scheme, but are a variant of the same principal scheme offered by the fund house. While regular plans have been available to the investors for a long time, the first direct plan came into an option on 1st Jan, 2013. Ideally, an investor who can independently invest in Mutual Funds without seeking the help of an advisor can invest in direct plans. So, here’s a quick guide for the investors who are seeking to invest in Equity Funds by taking the direct plan as an investment option.
All About Equity Mutual Funds
Equity funds are an open-end or closed-end funds that primarily invest in stocks/shares of companies. Equity funds allow investors to buy a basket of stocks more easily than they could purchase the individual securities. When someone invests in these funds, the price that they pay for each unit of the fund is the Net Asset Value (NAV). The net asset value is arrived at by calculating the NAV of the fund minus the liabilities of the fund. The NAV is directly related by the price fluctuations in the stock market.
Equity Mutual Funds are considered to be an excellent investment for a long-term plan. Though these funds carry a higher-risk, but it is also said that the risk depends on how long you would want to stay invested. Usually, it is suggested to take a SIP route as it tends to lower the risk in the long-run. There are many types of equity funds that are based on different Investing style, market capitalization, and geographical location, let’s have a look.
Equity Funds Categorization as per SEBI Norms
1. Large Cap Funds
These are the funds that predominantly invest in the large-cap stocks. Large cap, by definition, is the 1st to 100th company in terms of full market capitalization. As these funds invest in large-sized companies they tend to give stable returns in the long-run. An investor with a moderate to high risk appetite can invest in this fund.
2. Mid Cap Fund
This is a scheme that mainly invests in mid-cap stocks. As per definition, these are the 101st to 250th company in terms of full market capitalization. mid cap funds invest the most emerging companies in India, as a result, if performed well, they can be the future leaders of the market. But, the risk in mid-caps are higher than that of large-caps. That is why, an investor with a good risk ability who can invest for a long-time is suggested to invest in this fund.
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3. Large and Mid Cap Fund
These are the schemes that invest in both large & mid cap stocks. These funds will invest a minimum of 35 percent each in mid and large cap stocks.
4. Small Cap Fund
These funds take the exposure at the lowest end of market capitalization- the 251st company onwards in terms of full market capitalization. Small-cap companies include the startups or firms that are in their early stage of development with small revenues. These funds have a great potential to discover the value and can generate good returns. However, the risks are very high.
5. Multi Cap or Diversified Fund
This equity scheme invests across the market cap, i.e., large cap, mid cap, and small cap. As this fund invests across the market cap, the risk of investing in just one market cap gets eliminated. This fund also provides good diversification to the Portfolio. But, being an equity fund, the risk still remains.
6. ELSS
Equity Linked Savings Schemes (ELSS) is a tax saving fund that comes with a lock-in period of three years. A minimum of 80 percent of its total assets has to be invested in equities.
7. Dividend Yield Fund
This fund will predominantly invest in dividend yielding stocks. The fund manager of the Dividend Yield fund tends to invest in companies that have constant cash flows and are in a position to pay dividend regularly and at a stable rate. During a downturn, such companies don’t usually reduce its dividend. Therefore, such investments make the funds less volatile compared with their growth-oriented peers. The Volatility of these funds, on an average, is lower than both large-cap and multi-cap funds.
8. Value Fund
This is an equity fund that will follow the value investment strategy. These funds invest in those companies that have fallen out of favour at that moment, but have good principles. The idea behind this is to select a stock that appears to be underpriced by the market, but can to deliver healthy returns over the long-term
9. Contra Fund
contra funds take a contrarian view on equities. The fund manager picks underperforming stocks at that point in time, which are likely to perform well in the long run, at cheap valuations.
10. Focused Fund
This fund will focus on large, mid, small or multi-cap stocks, but can have a maximum of 30 stocks. These funds are allocated their holdings between a limited number of carefully researched securities.
11. Sector/Thematic Fund
These are the funds that invest in a particular sector or a theme. A sector fund is an equity scheme that invests in shares of companies that trade in a particular sector or industry like, for instance, a pharma fund would invest only in pharmaceutical companies. thematic funds can be across a wider sector than just keep a very narrow focus, for example, media and entertainment. Thematic fund can invest in various companies across publishing, online, media or broadcasting.
Why Direct Mutual Fund Plans are Gaining Popularity?
One of the main reasons why direct plans look attractive is due to its lower expense ratio. As compared to a regular plan, the expense ratio in the direct mutual plan is lower. The lower expense ratio results from the fact that direct mutual funds don’t incur any agent commissions or distributor fees that are payable to brokers or distribution agents of the regular mutual fund plans. This brings to a result that the potential returns delivered by direct plans tend to be higher than regular plans.
The other reason is that the Net Asset Value (NAV) of direct plans are relatively higher than the regular plan's NAV. In a mutual fund investment, the value of the investment is expressed as the fund’s AUM (Asset Under Management). As direct plans have a lower expense ratio, the saving in commissions is added to the return of the scheme in for of a higher NAV each day. This compatibility results in a higher NAV of a direct plan.
Fund Selection Methodology used to find 10 funds
Best Equity Mutual Funds Direct Plans
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Opportunities Fund - Direct Growth ₹274.12
↑ 2.80 ₹8,271 -4.5 -3 14.9 28.7 20.3 4.4 Franklin Build India Fund - Direct Growth ₹166.381
↓ -1.08 ₹3,003 1.1 3.4 18.3 27.5 23.9 4.8 Franklin India Feeder - Franklin U S Opportunities Fund - Direct Growth ₹90.2508
↓ -0.80 ₹4,573 -2.7 0.2 12.1 23.2 11.8 12.4 Franklin India Prima Fund - Direct Growth ₹2,952.38
↓ -18.13 ₹12,223 -6.8 -3.5 9.6 20.9 16.1 2.4 Edelweiss Economic Resurgence Fund - Direct Growth ₹44.268
↓ -0.42 ₹3,133 -3.9 1.1 14.6 19.6 16.7 7 DSP Micro Cap Fund - Direct Growth ₹206.57
↓ -1.03 ₹16,135 -3.7 -4.2 13.7 19.4 19.5 -1.9 Sundaram SMILE Fund - Direct Growth ₹270.011
↓ -0.96 ₹3,285 -6.5 -4.8 12.5 18.8 19.2 1.5 Franklin India Prima Plus - Direct Growth ₹1,770.83
↓ -19.70 ₹19,528 -5.3 -1.3 9.2 18.2 15.9 4.1 Templeton India Growth Fund - Direct Growth ₹795.173
↓ -7.46 ₹2,265 -3.3 1.5 10.9 17.8 17.9 8.1 Franklin India Taxshield - Direct Growth ₹1,581.55
↓ -17.28 ₹6,440 -6.2 -2.5 7.6 17.8 15.4 2.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Opportunities Fund - Direct Franklin Build India Fund - Direct Franklin India Feeder - Franklin U S Opportunities Fund - Direct Franklin India Prima Fund - Direct Edelweiss Economic Resurgence Fund - Direct DSP Micro Cap Fund - Direct Sundaram SMILE Fund - Direct Franklin India Prima Plus - Direct Templeton India Growth Fund - Direct Franklin India Taxshield - Direct Point 1 Upper mid AUM (₹8,271 Cr). Bottom quartile AUM (₹3,003 Cr). Lower mid AUM (₹4,573 Cr). Upper mid AUM (₹12,223 Cr). Bottom quartile AUM (₹3,133 Cr). Top quartile AUM (₹16,135 Cr). Lower mid AUM (₹3,285 Cr). Highest AUM (₹19,528 Cr). Bottom quartile AUM (₹2,265 Cr). Upper mid AUM (₹6,440 Cr). Point 2 Oldest track record among peers (13 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (11+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.32% (top quartile). 5Y return: 23.94% (top quartile). 5Y return: 11.78% (bottom quartile). 5Y return: 16.07% (lower mid). 5Y return: 16.65% (lower mid). 5Y return: 19.47% (upper mid). 5Y return: 19.18% (upper mid). 5Y return: 15.87% (bottom quartile). 5Y return: 17.92% (upper mid). 5Y return: 15.42% (bottom quartile). Point 6 3Y return: 28.74% (top quartile). 3Y return: 27.53% (top quartile). 3Y return: 23.19% (upper mid). 3Y return: 20.87% (upper mid). 3Y return: 19.64% (upper mid). 3Y return: 19.42% (lower mid). 3Y return: 18.81% (lower mid). 3Y return: 18.19% (bottom quartile). 3Y return: 17.78% (bottom quartile). 3Y return: 17.77% (bottom quartile). Point 7 1Y return: 14.92% (top quartile). 1Y return: 18.33% (top quartile). 1Y return: 12.10% (lower mid). 1Y return: 9.65% (bottom quartile). 1Y return: 14.56% (upper mid). 1Y return: 13.73% (upper mid). 1Y return: 12.45% (upper mid). 1Y return: 9.21% (bottom quartile). 1Y return: 10.87% (lower mid). 1Y return: 7.57% (bottom quartile). Point 8 Alpha: 0.23 (upper mid). Alpha: 0.00 (upper mid). Alpha: -10.48 (bottom quartile). Alpha: -3.28 (bottom quartile). Alpha: 3.20 (top quartile). Alpha: 0.00 (lower mid). Alpha: 4.37 (top quartile). Alpha: -0.86 (lower mid). Alpha: 1.07 (upper mid). Alpha: -2.23 (bottom quartile). Point 9 Sharpe: 0.20 (upper mid). Sharpe: 0.27 (upper mid). Sharpe: 0.21 (upper mid). Sharpe: 0.03 (bottom quartile). Sharpe: 0.43 (top quartile). Sharpe: 0.02 (bottom quartile). Sharpe: 0.07 (lower mid). Sharpe: 0.13 (lower mid). Sharpe: 0.28 (top quartile). Sharpe: 0.02 (bottom quartile). Point 10 Information ratio: 1.86 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -1.69 (bottom quartile). Information ratio: -0.29 (bottom quartile). Information ratio: 1.50 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.04 (lower mid). Information ratio: 0.93 (upper mid). Information ratio: 0.69 (upper mid). Information ratio: 0.82 (upper mid). Franklin India Opportunities Fund - Direct
Franklin Build India Fund - Direct
Franklin India Feeder - Franklin U S Opportunities Fund - Direct
Franklin India Prima Fund - Direct
Edelweiss Economic Resurgence Fund - Direct
DSP Micro Cap Fund - Direct
Sundaram SMILE Fund - Direct
Franklin India Prima Plus - Direct
Templeton India Growth Fund - Direct
Franklin India Taxshield - Direct
The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Below is the key information for Franklin India Opportunities Fund - Direct Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund - Direct Below is the key information for Franklin Build India Fund - Direct Returns up to 1 year are on The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund - Direct Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund - Direct Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund - Direct Below is the key information for Franklin India Prima Fund - Direct Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Economic Resurgence Fund - Direct Below is the key information for Edelweiss Economic Resurgence Fund - Direct Returns up to 1 year are on The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized Research Highlights for DSP Micro Cap Fund - Direct Below is the key information for DSP Micro Cap Fund - Direct Returns up to 1 year are on To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Research Highlights for Sundaram SMILE Fund - Direct Below is the key information for Sundaram SMILE Fund - Direct Returns up to 1 year are on The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Research Highlights for Franklin India Prima Plus - Direct Below is the key information for Franklin India Prima Plus - Direct Returns up to 1 year are on The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders. Research Highlights for Templeton India Growth Fund - Direct Below is the key information for Templeton India Growth Fund - Direct Returns up to 1 year are on The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate Research Highlights for Franklin India Taxshield - Direct Below is the key information for Franklin India Taxshield - Direct Returns up to 1 year are on 1. Franklin India Opportunities Fund - Direct
Franklin India Opportunities Fund - Direct
Growth Launch Date 1 Jan 13 NAV (05 Mar 26) ₹274.12 ↑ 2.80 (1.03 %) Net Assets (Cr) ₹8,271 on 31 Jan 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 0.54 Sharpe Ratio 0.2 Information Ratio 1.86 Alpha Ratio 0.23 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,099 28 Feb 23 ₹11,960 29 Feb 24 ₹20,236 28 Feb 25 ₹22,050 28 Feb 26 ₹26,569 Returns for Franklin India Opportunities Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month -2.1% 3 Month -4.5% 6 Month -3% 1 Year 14.9% 3 Year 28.7% 5 Year 20.3% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.4% 2023 39.2% 2022 54.9% 2021 -1.2% 2020 30.6% 2019 28.7% 2018 6.1% 2017 -9.4% 2016 36.8% 2015 5% Fund Manager information for Franklin India Opportunities Fund - Direct
Name Since Tenure Kiran Sebastian 7 Feb 22 3.99 Yr. R. Janakiraman 1 Apr 13 12.85 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Data below for Franklin India Opportunities Fund - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 22.63% Consumer Cyclical 14.83% Technology 13.93% Health Care 10.16% Industrials 10.13% Energy 7.84% Basic Materials 7.79% Communication Services 5.27% Utility 2.73% Real Estate 0.39% Asset Allocation
Asset Class Value Cash 4.29% Equity 95.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | AXISBANK7% ₹541 Cr 3,948,707 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 26 | ONGC4% ₹354 Cr 13,166,446
↑ 13,166,446 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN4% ₹320 Cr 2,969,724
↓ -2,011,282 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH4% ₹311 Cr 234,384 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹294 Cr 2,107,409
↑ 445,890 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹264 Cr 1,289,735 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL3% ₹246 Cr 531,519 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | NTPC3% ₹225 Cr 6,333,312 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB3% ₹216 Cr 25,878,858 AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 25 | AIAENG3% ₹215 Cr 538,094
↑ 145,777 2. Franklin Build India Fund - Direct
Franklin Build India Fund - Direct
Growth Launch Date 1 Jan 13 NAV (06 Mar 26) ₹166.381 ↓ -1.08 (-0.65 %) Net Assets (Cr) ₹3,003 on 31 Jan 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk High Expense Ratio 0.98 Sharpe Ratio 0.27 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹12,221 28 Feb 23 ₹14,081 29 Feb 24 ₹24,444 28 Feb 25 ₹24,274 28 Feb 26 ₹30,921 Returns for Franklin Build India Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month -1.6% 3 Month 1.1% 6 Month 3.4% 1 Year 18.3% 3 Year 27.5% 5 Year 23.9% 10 Year 15 Year Since launch 20.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.8% 2023 29.1% 2022 52.7% 2021 12.4% 2020 47.4% 2019 6.5% 2018 7.2% 2017 -9.5% 2016 45.1% 2015 9.9% Fund Manager information for Franklin Build India Fund - Direct
Name Since Tenure Ajay Argal 18 Oct 21 4.29 Yr. Kiran Sebastian 7 Feb 22 3.99 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Data below for Franklin Build India Fund - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Industrials 33.81% Financial Services 16.07% Utility 14.48% Energy 13.67% Communication Services 8.08% Basic Materials 5.58% Real Estate 2.64% Consumer Cyclical 1.25% Technology 1.16% Asset Allocation
Asset Class Value Cash 3.26% Equity 96.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹261 Cr 665,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC6% ₹184 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹176 Cr 1,260,000
↑ 60,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO5% ₹161 Cr 350,000
↑ 24,659 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹142 Cr 3,978,727
↓ -371,273 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹140 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK5% ₹139 Cr 1,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK5% ₹137 Cr 1,000,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN4% ₹108 Cr 1,000,000 REC Ltd (Financial Services)
Equity, Since 30 Sep 25 | RECLTD3% ₹98 Cr 2,700,000
↑ 400,000 3. Franklin India Feeder - Franklin U S Opportunities Fund - Direct
Franklin India Feeder - Franklin U S Opportunities Fund - Direct
Growth Launch Date 2 Jan 13 NAV (05 Mar 26) ₹90.2508 ↓ -0.80 (-0.87 %) Net Assets (Cr) ₹4,573 on 31 Jan 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk High Expense Ratio 0.59 Sharpe Ratio 0.21 Information Ratio -1.69 Alpha Ratio -10.48 Min Investment Min SIP Investment Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹10,190 28 Feb 23 ₹8,860 29 Feb 24 ₹13,068 28 Feb 25 ₹15,294 28 Feb 26 ₹16,623
Purchase not allowed Returns for Franklin India Feeder - Franklin U S Opportunities Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month 3.4% 3 Month -2.7% 6 Month 0.2% 1 Year 12.1% 3 Year 23.2% 5 Year 11.8% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.4% 2023 28.4% 2022 39.3% 2021 -29.6% 2020 19.1% 2019 46.6% 2018 35.4% 2017 7.4% 2016 19.2% 2015 0% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund - Direct
Name Since Tenure Sandeep Manam 18 Oct 21 4.29 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Technology 40.88% Communication Services 13.17% Consumer Cyclical 13.16% Health Care 10.29% Industrials 8.13% Financial Services 4.27% Basic Materials 1.55% Consumer Defensive 0.83% Real Estate 0.51% Asset Allocation
Asset Class Value Cash 1.3% Equity 96.59% Other 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹4,521 Cr 4,793,725
↑ 41,033 Call, Cash & Other Assets
CBLO | -1% ₹52 Cr 4. Franklin India Prima Fund - Direct
Franklin India Prima Fund - Direct
Growth Launch Date 1 Jan 13 NAV (06 Mar 26) ₹2,952.38 ↓ -18.13 (-0.61 %) Net Assets (Cr) ₹12,223 on 31 Jan 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 0.98 Sharpe Ratio 0.03 Information Ratio -0.29 Alpha Ratio -3.28 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,245 28 Feb 23 ₹12,082 29 Feb 24 ₹17,798 28 Feb 25 ₹19,202 28 Feb 26 ₹22,424 Returns for Franklin India Prima Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month -4.2% 3 Month -6.8% 6 Month -3.5% 1 Year 9.6% 3 Year 20.9% 5 Year 16.1% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.4% 2023 32.9% 2022 38% 2021 3% 2020 33.7% 2019 18.8% 2018 4.5% 2017 -8.5% 2016 41.1% 2015 9.5% Fund Manager information for Franklin India Prima Fund - Direct
Name Since Tenure R. Janakiraman 1 Feb 11 15.01 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Akhil Kalluri 7 Feb 22 3.99 Yr. Data below for Franklin India Prima Fund - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 22.47% Industrials 14.31% Consumer Cyclical 14.13% Basic Materials 11.94% Health Care 10.2% Technology 8.57% Real Estate 5.62% Consumer Defensive 4.25% Communication Services 3.69% Utility 1.42% Energy 1.08% Asset Allocation
Asset Class Value Cash 2.33% Equity 97.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹319 Cr 11,074,683
↓ -1,000,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO3% ₹307 Cr 1,499,891 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS2% ₹290 Cr 1,052,885 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹278 Cr 7,413,356
↓ -125,830 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹265 Cr 7,219,684
↑ 1,357,404 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹262 Cr 31,393,177 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹239 Cr 1,631,918 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | IPCALAB2% ₹217 Cr 1,473,633 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹213 Cr 1,175,000
↑ 325,000 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Nov 22 | TATASTEEL2% ₹210 Cr 10,850,000 5. Edelweiss Economic Resurgence Fund - Direct
Edelweiss Economic Resurgence Fund - Direct
Growth Launch Date 3 Feb 15 NAV (06 Mar 26) ₹44.268 ↓ -0.42 (-0.94 %) Net Assets (Cr) ₹3,133 on 31 Jan 26 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 0.44 Sharpe Ratio 0.43 Information Ratio 1.5 Alpha Ratio 3.2 Min Investment Min SIP Investment Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,972 28 Feb 23 ₹12,598 29 Feb 24 ₹17,774 28 Feb 25 ₹18,768 28 Feb 26 ₹22,652
Purchase not allowed Returns for Edelweiss Economic Resurgence Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month -3.3% 3 Month -3.9% 6 Month 1.1% 1 Year 14.6% 3 Year 19.6% 5 Year 16.7% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7% 2023 27.4% 2022 31.4% 2021 2.4% 2020 37.1% 2019 16.4% 2018 10.3% 2017 -3.6% 2016 47.9% 2015 1.2% Fund Manager information for Edelweiss Economic Resurgence Fund - Direct
Name Since Tenure Ashwani Agarwalla 15 Jun 22 3.64 Yr. Trideep Bhattacharya 1 Oct 21 4.34 Yr. Raj Koradia 1 Aug 24 1.5 Yr. Data below for Edelweiss Economic Resurgence Fund - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 35.21% Consumer Cyclical 11.27% Technology 9.68% Industrials 8.99% Basic Materials 8.14% Health Care 6.1% Consumer Defensive 6.02% Energy 5.84% Utility 2.51% Communication Services 2.36% Real Estate 1.24% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.81% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK6% ₹204 Cr 2,190,827 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK5% ₹152 Cr 1,124,807
↑ 373,339 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE4% ₹111 Cr 794,855
↑ 111,606 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN3% ₹100 Cr 926,234 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT3% ₹95 Cr 241,612 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY3% ₹87 Cr 532,965 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC3% ₹79 Cr 2,209,438 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹74 Cr 375,230 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | ULTRACEMCO2% ₹68 Cr 53,675
↑ 10,027 Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 25 | TATASTEEL2% ₹67 Cr 3,492,787 6. DSP Micro Cap Fund - Direct
DSP Micro Cap Fund - Direct
Growth Launch Date 1 Jan 13 NAV (06 Mar 26) ₹206.57 ↓ -1.03 (-0.50 %) Net Assets (Cr) ₹16,135 on 31 Jan 26 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating Risk Moderately High Expense Ratio 0.83 Sharpe Ratio 0.02 Information Ratio 0 Alpha Ratio 0 Min Investment Min SIP Investment Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹13,494 28 Feb 23 ₹14,401 29 Feb 24 ₹21,629 28 Feb 25 ₹21,242 28 Feb 26 ₹26,212
Purchase not allowed Returns for DSP Micro Cap Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month -2.3% 3 Month -3.7% 6 Month -4.2% 1 Year 13.7% 3 Year 19.4% 5 Year 19.5% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.9% 2023 26.7% 2022 42.5% 2021 1.4% 2020 60.3% 2019 34.3% 2018 1.6% 2017 -25.1% 2016 43.4% 2015 13.6% Fund Manager information for DSP Micro Cap Fund - Direct
Name Since Tenure Vinit Sambre 21 Jun 10 15.63 Yr. Data below for DSP Micro Cap Fund - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Consumer Cyclical 32.9% Basic Materials 16.39% Industrials 15.21% Health Care 10.05% Financial Services 8.02% Consumer Defensive 7.21% Technology 3.67% Communication Services 0.64% Utility 0.12% Asset Allocation
Asset Class Value Cash 5.8% Equity 94.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH5% ₹835 Cr 6,196,634 Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL3% ₹557 Cr 1,677,908 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹514 Cr 1,105,918 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹470 Cr 4,000,000 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA3% ₹445 Cr 7,000,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹444 Cr 3,750,000 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | WELCORP2% ₹401 Cr 5,500,000 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | LTFOODS2% ₹373 Cr 10,000,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI2% ₹345 Cr 9,200,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT2% ₹341 Cr 3,000,000 7. Sundaram SMILE Fund - Direct
Sundaram SMILE Fund - Direct
Growth Launch Date 1 Jan 13 NAV (06 Mar 26) ₹270.011 ↓ -0.96 (-0.36 %) Net Assets (Cr) ₹3,285 on 31 Jan 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating Risk Moderately High Expense Ratio 0.85 Sharpe Ratio 0.07 Information Ratio 0.04 Alpha Ratio 4.37 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹13,552 28 Feb 23 ₹14,471 29 Feb 24 ₹22,319 28 Feb 25 ₹21,257 28 Feb 26 ₹25,825 Returns for Sundaram SMILE Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month -5% 3 Month -6.5% 6 Month -4.8% 1 Year 12.5% 3 Year 18.8% 5 Year 19.2% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.5% 2023 20.4% 2022 46.9% 2021 -0.9% 2020 62% 2019 27.4% 2018 -5.2% 2017 -28.6% 2016 56.7% 2015 0.1% Fund Manager information for Sundaram SMILE Fund - Direct
Name Since Tenure Rohit Seksaria 1 Nov 22 3.25 Yr. Data below for Sundaram SMILE Fund - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.15% Financial Services 20.16% Industrials 18.8% Health Care 10.95% Basic Materials 9.04% Communication Services 4.99% Technology 4.36% Consumer Defensive 2.51% Real Estate 2.14% Utility 1.15% Asset Allocation
Asset Class Value Cash 4.38% Equity 95.56% Debt 0.06% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹126 Cr 430,300 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹97 Cr 132,088
↓ -8,733 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹96 Cr 577,256 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹93 Cr 1,681,362 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹91 Cr 987,211
↑ 53,583 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK3% ₹89 Cr 4,443,809
↓ -159,721 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹88 Cr 569,587 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹88 Cr 1,434,521 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹88 Cr 431,921 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹82 Cr 992,680
↑ 39,072 8. Franklin India Prima Plus - Direct
Franklin India Prima Plus - Direct
Growth Launch Date 1 Jan 13 NAV (06 Mar 26) ₹1,770.83 ↓ -19.70 (-1.10 %) Net Assets (Cr) ₹19,528 on 31 Jan 26 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 0.95 Sharpe Ratio 0.13 Information Ratio 0.93 Alpha Ratio -0.86 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹12,143 28 Feb 23 ₹12,693 29 Feb 24 ₹18,432 28 Feb 25 ₹19,145 28 Feb 26 ₹21,994 Returns for Franklin India Prima Plus - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month -3.3% 3 Month -5.3% 6 Month -1.3% 1 Year 9.2% 3 Year 18.2% 5 Year 15.9% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 22.7% 2022 31.8% 2021 6.1% 2020 41.3% 2019 16.9% 2018 4.2% 2017 -3.4% 2016 32.1% 2015 6.2% Fund Manager information for Franklin India Prima Plus - Direct
Name Since Tenure R. Janakiraman 1 Feb 11 15.01 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Rajasa Kakulavarapu 1 Dec 23 2.17 Yr. Data below for Franklin India Prima Plus - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 30.17% Industrials 14.32% Consumer Cyclical 8.95% Technology 8.54% Basic Materials 6.83% Consumer Defensive 5.49% Health Care 5.39% Energy 5.07% Utility 4.96% Communication Services 4.27% Real Estate 1.4% Asset Allocation
Asset Class Value Cash 4.83% Equity 95.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,623 Cr 17,469,284
↑ 600,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK6% ₹1,205 Cr 8,891,035 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK5% ₹947 Cr 6,911,448
↑ 150,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹838 Cr 2,131,779 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL4% ₹833 Cr 4,233,252
↓ -100,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹741 Cr 4,515,580 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹701 Cr 6,506,362
↑ 300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹627 Cr 4,493,052 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹603 Cr 3,555,589 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹566 Cr 13,862,470
↑ 500,000 9. Templeton India Growth Fund - Direct
Templeton India Growth Fund - Direct
Growth Launch Date 1 Jan 13 NAV (06 Mar 26) ₹795.173 ↓ -7.46 (-0.93 %) Net Assets (Cr) ₹2,265 on 31 Jan 26 Category Equity - Value AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 0.87 Sharpe Ratio 0.28 Information Ratio 0.69 Alpha Ratio 1.07 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹12,269 28 Feb 23 ₹14,006 29 Feb 24 ₹20,575 28 Feb 25 ₹20,677 28 Feb 26 ₹24,123 Returns for Templeton India Growth Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month -3.1% 3 Month -3.3% 6 Month 1.5% 1 Year 10.9% 3 Year 17.8% 5 Year 17.9% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.1% 2023 16.6% 2022 35.4% 2021 16.6% 2020 45.8% 2019 12.6% 2018 0.5% 2017 -12.1% 2016 38.7% 2015 10.2% Fund Manager information for Templeton India Growth Fund - Direct
Name Since Tenure Ajay Argal 1 Dec 23 2.17 Yr. Rajasa Kakulavarapu 6 Sep 21 4.41 Yr. Data below for Templeton India Growth Fund - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 32.43% Energy 10.86% Technology 10.14% Consumer Cyclical 8.35% Utility 6.87% Industrials 6.33% Health Care 5.7% Basic Materials 5.52% Consumer Defensive 3.98% Communication Services 3.13% Real Estate 3.12% Asset Allocation
Asset Class Value Cash 3.55% Equity 96.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK8% ₹177 Cr 1,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | AXISBANK7% ₹151 Cr 1,100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE6% ₹133 Cr 950,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 25 | TCS5% ₹112 Cr 360,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK5% ₹105 Cr 775,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN5% ₹102 Cr 950,000 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY4% ₹93 Cr 564,959 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | ONGC4% ₹81 Cr 3,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI3% ₹76 Cr 52,000 Brookfield India Real Estate Trust (Real Estate)
-, Since 30 Apr 25 | BIRET3% ₹71 Cr 2,000,000 10. Franklin India Taxshield - Direct
Franklin India Taxshield - Direct
Growth Launch Date 1 Jan 13 NAV (06 Mar 26) ₹1,581.55 ↓ -17.28 (-1.08 %) Net Assets (Cr) ₹6,440 on 31 Jan 26 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.02 Sharpe Ratio 0.02 Information Ratio 0.82 Alpha Ratio -2.23 Min Investment Min SIP Investment Exit Load NIL Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,979 28 Feb 23 ₹12,629 29 Feb 24 ₹18,443 28 Feb 25 ₹19,148 28 Feb 26 ₹21,641
Purchase not allowed Returns for Franklin India Taxshield - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 26 Duration Returns 1 Month -3.6% 3 Month -6.2% 6 Month -2.5% 1 Year 7.6% 3 Year 17.8% 5 Year 15.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.9% 2023 23.4% 2022 32.4% 2021 6.3% 2020 37.9% 2019 10.8% 2018 6.2% 2017 -2.1% 2016 30.5% 2015 5.8% Fund Manager information for Franklin India Taxshield - Direct
Name Since Tenure R. Janakiraman 2 May 16 9.76 Yr. Rajasa Kakulavarapu 1 Dec 23 2.17 Yr. Data below for Franklin India Taxshield - Direct as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 33.36% Industrials 13.55% Technology 10% Consumer Cyclical 9.37% Basic Materials 6.18% Consumer Defensive 6.08% Utility 5.05% Health Care 4.42% Communication Services 4.35% Energy 3.19% Real Estate 1.28% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹606 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK7% ₹447 Cr 3,297,903 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹348 Cr 883,853 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK5% ₹340 Cr 2,477,634 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹308 Cr 1,876,441 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN5% ₹305 Cr 2,833,344 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL4% ₹280 Cr 1,421,571
↓ -50,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹248 Cr 1,462,587 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹206 Cr 1,472,922 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433203% ₹205 Cr 7,500,000
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Franklin India Opportunities Fund - Direct