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Top 4 Best Equity Funds by Franklin Templeton Mutual Fund 2022

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7 Best Equity Funds by Franklin Templeton Mutual Fund 2022

Updated on June 22, 2022 , 3010 views

Since Franklin Templeton Mutual Fund is one of the oldest AMCs in India, investors tend to invest with such fund house. The fund house predominantly invests in companies that run large and established business and have a consistent long track record. Such companies often ensure high returns in the long-run.

Investors who want to invest in Equity Funds should invest for long and have a high risk appetite. Investors who want to invest in equity funds, here’s a list of top 4 Best equity funds by Franklin Templeton Mutual Fund. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performers, peer average returns, and other information ratios.

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Franklin

Why Invest in Franklin Mutual Fund?

a. Long-term Investment Goals

Investors can plan their long-term Financial goals by Investing in Franklin's equity funds. But, to accomplish these goals well, one should plan their investments for a longer duration.

b. Tax Benefits

Franklin Mutual Fund offers tax benefits under sec 80C to the investors. The tax saving fund name Franklin India Taxshield wherein investors can plan their tax savings as well as seek advantage of long-term Capital growth.

c. Excellent Ratings

Many of the Franklin equity schemes have a CRISIL rating of three and above.

d. Consistent Returns

Many of the equity schemes of Franklin have delivered consistent returns over the years. Investors who want to attain good returns in these equity schemes should stay invested for a longer duration.

Best Franklin Templeton Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹25.1906
↑ 0.53
₹298-6.6-13.5-214.45-5.9-2.28
Franklin Build India Fund Growth ₹58.1759
↑ 0.59
₹1,070-5.4-8.12.810.89.245.90.64
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹41.8776
↑ 1.12
₹3,116-18.3-30.2-25.991317.9-0.68
Franklin India Smaller Companies Fund Growth ₹78.8871
↑ 0.81
₹6,455-9.7-11.53.514.57.956.40.54
Franklin India Focused Equity Fund Growth ₹59.4315
↑ 0.49
₹7,421-6.5-6.92.312.310.539.40.37
Franklin India Taxshield Growth ₹768.83
↑ 7.37
₹4,575-8-9.4-110.78.736.70.45
Franklin India Prima Fund Growth ₹1,280.48
↑ 16.83
₹6,875-8.9-12.9-6.610.87.732.6-0.13
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22
Note: Ratio's shown as on 31 May 22

1. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 6.6% since its launch.  Ranked 1 in Global category.  Return for 2021 was -5.9% , 2020 was 25.8% and 2019 was 28.2% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (24 Jun 22) ₹25.1906 ↑ 0.53   (2.14 %)
Net Assets (Cr) ₹298 on 31 May 22
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio -2.28
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,792
31 May 19₹10,865
31 May 20₹11,411
31 May 21₹16,682
31 May 22₹13,399

Franklin Asian Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Franklin Asian Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month 3.6%
3 Month -6.6%
6 Month -13.5%
1 Year -21%
3 Year 4.4%
5 Year 5%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 -5.9%
2020 25.8%
2019 28.2%
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
2012 19.3%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Varun Sharma18 Oct 210.62 Yr.
Sandeep Manam18 Oct 210.62 Yr.

Data below for Franklin Asian Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Technology25.39%
Financial Services22.52%
Consumer Cyclical16.23%
Communication Services8.48%
Consumer Defensive6.7%
Basic Materials5.59%
Industrials5.28%
Real Estate4.25%
Health Care2.65%
Asset Allocation
Asset ClassValue
Cash2.9%
Equity97.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
9%₹28 Cr67,581
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
9%₹27 Cr191,714
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
5%₹15 Cr41,200
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
5%₹14 Cr185,400
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
4%₹12 Cr123,204
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
4%₹11 Cr146,845
JD.com Inc Ordinary Shares - Class A (Consumer Cyclical)
Equity, Since 30 Sep 20 | 09618
3%₹10 Cr37,312
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
3%₹8 Cr1,873,445
DBS Group Holdings Ltd (Financial Services)
Equity, Since 30 Jun 21 | D05
2%₹7 Cr35,800
NAVER Corp (Communication Services)
Equity, Since 31 Jan 20 | 035420
2%₹7 Cr3,844

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 4 in Sectoral category.  Return for 2021 was 45.9% , 2020 was 5.4% and 2019 was 6% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (24 Jun 22) ₹58.1759 ↑ 0.59   (1.03 %)
Net Assets (Cr) ₹1,070 on 31 May 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio 0.64
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.

DateValue
31 May 17₹10,000
31 May 18₹10,617
31 May 19₹11,769
31 May 20₹8,035
31 May 21₹14,610
31 May 22₹16,226

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -3%
3 Month -5.4%
6 Month -8.1%
1 Year 2.8%
3 Year 10.8%
5 Year 9.2%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 210.62 Yr.
Kiran Sebastian7 Feb 220.31 Yr.
Sandeep Manam18 Oct 210.62 Yr.

Data below for Franklin Build India Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Industrials34.73%
Financial Services16.81%
Utility12.05%
Energy10.84%
Basic Materials5.99%
Communication Services5.54%
Consumer Cyclical5%
Real Estate4.71%
Asset Allocation
Asset ClassValue
Cash4.32%
Equity95.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
8%₹93 Cr550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
7%₹72 Cr975,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
6%₹64 Cr230,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹61 Cr825,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
4%₹48 Cr965,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK
4%₹47 Cr650,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹47 Cr390,000
↓ -56,302
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID
4%₹42 Cr1,850,000
ACC Ltd (Basic Materials)
Equity, Since 30 Apr 19 | ACC
4%₹41 Cr175,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
4%₹41 Cr2,600,000

3. Franklin India Feeder - Franklin U S Opportunities Fund

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.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 6 in Global category.  Return for 2021 was 17.9% , 2020 was 45.2% and 2019 was 34.2% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (23 Jun 22) ₹41.8776 ↑ 1.12   (2.75 %)
Net Assets (Cr) ₹3,116 on 31 May 22
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.59
Sharpe Ratio -0.68
Information Ratio -1.52
Alpha Ratio -13.59
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹12,550
31 May 19₹13,407
31 May 20₹17,842
31 May 21₹22,735
31 May 22₹19,386

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month 0.1%
3 Month -18.3%
6 Month -30.2%
1 Year -25.9%
3 Year 9%
5 Year 13%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 210.62 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Technology34.96%
Consumer Cyclical15.38%
Health Care15.24%
Financial Services10.32%
Communication Services6.06%
Industrials4.32%
Real Estate3.88%
Consumer Defensive1.96%
Basic Materials0.96%
Utility0.5%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity95.95%
Debt0.01%
Other1.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹3,262 Cr6,615,482
Call, Cash & Other Assets
Net Current Assets | -
0%₹0 Cr

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Ranked 11 in Small Cap category.  Return for 2021 was 56.4% , 2020 was 18.7% and 2019 was -5% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (24 Jun 22) ₹78.8871 ↑ 0.81   (1.04 %)
Net Assets (Cr) ₹6,455 on 31 May 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.54
Information Ratio -0.54
Alpha Ratio 3.15
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.

DateValue
31 May 17₹10,000
31 May 18₹11,152
31 May 19₹10,234
31 May 20₹6,627
31 May 21₹13,870
31 May 22₹15,483

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.8%
3 Month -9.7%
6 Month -11.5%
1 Year 3.5%
3 Year 14.5%
5 Year 7.9%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.18 Yr.
Sandeep Manam18 Oct 210.62 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Industrials26.15%
Financial Services15.46%
Consumer Cyclical15.29%
Basic Materials11.78%
Health Care6.32%
Real Estate6.25%
Consumer Defensive5.92%
Technology3.88%
Communication Services3.48%
Energy1.71%
Asset Allocation
Asset ClassValue
Cash3.56%
Equity96.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
5%₹323 Cr1,387,967
↓ -100,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
5%₹317 Cr6,950,570
↓ -201,154
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
3%₹226 Cr4,077,593
GHCL Ltd (Basic Materials)
Equity, Since 30 Sep 16 | GHCL
3%₹206 Cr3,333,472
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹206 Cr5,051,976
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹200 Cr1,161,988
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | KPRMILL
3%₹199 Cr3,160,269
↓ -120,091
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | EQUITAS
3%₹192 Cr17,172,603
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | TIINDIA
3%₹187 Cr1,000,416
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
3%₹186 Cr1,633,713
↓ -50,000

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 28 in Focused category.  Return for 2021 was 39.4% , 2020 was 10.9% and 2019 was 10.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (24 Jun 22) ₹59.4315 ↑ 0.49   (0.83 %)
Net Assets (Cr) ₹7,421 on 31 May 22
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 0.37
Information Ratio -0.16
Alpha Ratio 0.22
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.

DateValue
31 May 17₹10,000
31 May 18₹10,567
31 May 19₹11,898
31 May 20₹8,998
31 May 21₹15,947
31 May 22₹17,103

Franklin India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2%
3 Month -6.5%
6 Month -6.9%
1 Year 2.3%
3 Year 12.3%
5 Year 10.5%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 210.62 Yr.
Anand Radhakrishnan2 May 166.08 Yr.
Sandeep Manam18 Oct 210.62 Yr.

Data below for Franklin India Focused Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services35.45%
Industrials18.69%
Basic Materials6.49%
Communication Services5.46%
Consumer Defensive5.25%
Consumer Cyclical5.17%
Technology4.86%
Health Care4.14%
Utility3.36%
Energy3.35%
Real Estate2.7%
Asset Allocation
Asset ClassValue
Cash5.08%
Equity94.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹651 Cr4,700,000
↑ 600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹643 Cr8,650,000
↓ -250,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹449 Cr2,650,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
6%₹428 Cr8,625,000
↓ -875,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK
6%₹419 Cr5,750,000
↓ -250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹414 Cr5,600,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹368 Cr2,350,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | CIPLA
4%₹314 Cr3,200,000
ACC Ltd (Basic Materials)
Equity, Since 30 Sep 19 | ACC
3%₹262 Cr1,125,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 19 | GAIL
3%₹255 Cr16,000,000

6. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.6% since its launch.  Ranked 28 in ELSS category.  Return for 2021 was 36.7% , 2020 was 9.8% and 2019 was 5.1% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (24 Jun 22) ₹768.83 ↑ 7.37   (0.97 %)
Net Assets (Cr) ₹4,575 on 31 May 22
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.45
Information Ratio -0.38
Alpha Ratio 0.92
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,115
31 May 19₹11,389
31 May 20₹8,535
31 May 21₹14,823
31 May 22₹16,063

Franklin India Taxshield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.6%
3 Month -8%
6 Month -9.4%
1 Year -1%
3 Year 10.7%
5 Year 8.7%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
2012 29.4%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
Anand Radhakrishnan18 Oct 210.62 Yr.
R. Janakiraman2 May 166.08 Yr.

Data below for Franklin India Taxshield as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services32.19%
Consumer Cyclical11.18%
Technology10.93%
Consumer Defensive8.61%
Utility7.93%
Industrials7.58%
Basic Materials6.86%
Communication Services5.32%
Health Care2.75%
Energy1.62%
Asset Allocation
Asset ClassValue
Cash5.02%
Equity94.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹372 Cr5,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹346 Cr2,500,000
↑ 100,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
7%₹314 Cr2,000,000
↑ 100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK
7%₹313 Cr4,300,000
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹251 Cr3,400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹220 Cr1,300,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 18 | TATAPOWER
4%₹170 Cr7,000,000
↓ -1,000,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹144 Cr2,900,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹144 Cr850,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Dec 14 | UBL
3%₹143 Cr900,000

7. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 29 in Mid Cap category.  Return for 2021 was 32.6% , 2020 was 17.8% and 2019 was 3.5% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (24 Jun 22) ₹1,280.48 ↑ 16.83   (1.33 %)
Net Assets (Cr) ₹6,875 on 31 May 22
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio -0.13
Information Ratio -1.6
Alpha Ratio -7.85
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.

DateValue
31 May 17₹10,000
31 May 18₹11,030
31 May 19₹10,878
31 May 20₹8,463
31 May 21₹14,981
31 May 22₹15,160

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.9%
3 Month -8.9%
6 Month -12.9%
1 Year -6.6%
3 Year 10.8%
5 Year 7.7%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0814.42 Yr.
Sandeep Manam18 Oct 210.62 Yr.
Akhil Kalluri7 Feb 220.31 Yr.

Data below for Franklin India Prima Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Consumer Cyclical21.59%
Financial Services18.24%
Basic Materials16.38%
Industrials13.51%
Health Care7.35%
Real Estate5.22%
Technology5.03%
Consumer Defensive3.46%
Communication Services3.46%
Utility2.57%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
4%₹292 Cr7,591,052
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
4%₹264 Cr2,094,198
↓ -50,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
3%₹244 Cr1,050,123
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹234 Cr24,369,927
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹231 Cr3,110,566
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Oct 17 | OBEROIRLTY
3%₹218 Cr2,266,632
↓ -49,110
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Aug 18 | ASHOKLEY
3%₹188 Cr14,789,858
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
2%₹180 Cr13,160,416
Emami Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | EMAMILTD
2%₹180 Cr3,651,225
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
2%₹179 Cr2,252,334

How to Invest in Franklin Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Disclaimer:
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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