+91-22-489139097 Best Equity Funds by Franklin Templeton Mutual Fund 2025
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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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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sharpe Ratio Franklin Asian Equity Fund Growth ₹35.4307
↓ -0.06 ₹297 5.6 15.4 22.9 12.4 2.8 14.4 1.47 Franklin Build India Fund Growth ₹143.331
↑ 1.60 ₹3,068 2.3 0.1 3.7 26 26.6 27.8 -0.16 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹81.2178
↓ -0.41 ₹4,460 -0.3 6.8 11.4 25.3 10.1 27.1 0.28 Franklin India Smaller Companies Fund Growth ₹164.498
↑ 1.75 ₹13,529 -0.2 -6.4 -8.4 19.7 22.7 23.2 -0.51 Franklin India Focused Equity Fund Growth ₹110.452
↑ 0.56 ₹12,815 3.1 1.5 5.1 15.9 18.7 19.9 -0.04 Franklin India Taxshield Growth ₹1,495.35
↑ 10.21 ₹6,788 3.6 -0.7 2.1 17.9 18.8 22.4 -0.13 Franklin India Prima Fund Growth ₹2,806.45
↑ 24.49 ₹12,911 5 -0.3 1.6 22.4 19.9 31.8 -0.08 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Dec 25 Note: Ratio's shown as on 30 Nov 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Franklin Asian Equity Fund Franklin Build India Fund Franklin India Feeder - Franklin U S Opportunities Fund Franklin India Smaller Companies Fund Franklin India Focused Equity Fund Franklin India Taxshield Franklin India Prima Fund Point 1 Bottom quartile AUM (₹297 Cr). Bottom quartile AUM (₹3,068 Cr). Lower mid AUM (₹4,460 Cr). Highest AUM (₹13,529 Cr). Upper mid AUM (₹12,815 Cr). Lower mid AUM (₹6,788 Cr). Upper mid AUM (₹12,911 Cr). Point 2 Established history (17+ yrs). Established history (16+ yrs). Established history (13+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (26+ yrs). Oldest track record among peers (32 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 2.76% (bottom quartile). 5Y return: 26.59% (top quartile). 5Y return: 10.05% (bottom quartile). 5Y return: 22.69% (upper mid). 5Y return: 18.75% (lower mid). 5Y return: 18.76% (lower mid). 5Y return: 19.94% (upper mid). Point 6 3Y return: 12.39% (bottom quartile). 3Y return: 26.05% (top quartile). 3Y return: 25.32% (upper mid). 3Y return: 19.74% (lower mid). 3Y return: 15.87% (bottom quartile). 3Y return: 17.92% (lower mid). 3Y return: 22.36% (upper mid). Point 7 1Y return: 22.92% (top quartile). 1Y return: 3.69% (lower mid). 1Y return: 11.41% (upper mid). 1Y return: -8.39% (bottom quartile). 1Y return: 5.08% (upper mid). 1Y return: 2.05% (lower mid). 1Y return: 1.61% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -13.09 (bottom quartile). Alpha: -3.60 (lower mid). Alpha: -1.49 (upper mid). Alpha: -1.98 (lower mid). Alpha: -4.19 (bottom quartile). Point 9 Sharpe: 1.47 (top quartile). Sharpe: -0.16 (bottom quartile). Sharpe: 0.28 (upper mid). Sharpe: -0.51 (bottom quartile). Sharpe: -0.04 (upper mid). Sharpe: -0.12 (lower mid). Sharpe: -0.08 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: -1.91 (bottom quartile). Information ratio: -0.13 (lower mid). Information ratio: -0.07 (lower mid). Information ratio: 0.58 (top quartile). Information ratio: -0.47 (bottom quartile). Franklin Asian Equity Fund
Franklin Build India Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Smaller Companies Fund
Franklin India Focused Equity Fund
Franklin India Taxshield
Franklin India Prima 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. Below is the key information for Franklin Asian Equity Fund 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 Below is the key information for Franklin Build India Fund 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 Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Research Highlights for Franklin India Smaller Companies Fund Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (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). Research Highlights for Franklin India Focused Equity Fund Below is the key information for Franklin India Focused Equity Fund 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 Below is the key information for Franklin India Taxshield 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 Below is the key information for Franklin India Prima Fund Returns up to 1 year are on 1. Franklin Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (30 Dec 25) ₹35.4307 ↓ -0.06 (-0.16 %) Net Assets (Cr) ₹297 on 30 Nov 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 1.47 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹9,415 31 Dec 22 ₹8,052 31 Dec 23 ₹8,104 31 Dec 24 ₹9,275 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Dec 25 Duration Returns 1 Month 2.4% 3 Month 5.6% 6 Month 15.4% 1 Year 22.9% 3 Year 12.4% 5 Year 2.8% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.4% 2023 0.7% 2022 -14.5% 2021 -5.9% 2020 25.8% 2019 28.2% 2018 -13.6% 2017 35.5% 2016 7.2% 2015 -4.6% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.12 Yr. Shyam Sriram 26 Sep 24 1.18 Yr. Data below for Franklin Asian Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Technology 27.83% Consumer Cyclical 22.52% Financial Services 11.94% Industrials 8.01% Communication Services 5.55% Health Care 4.05% Real Estate 3.21% Basic Materials 2.37% Utility 1.09% Asset Allocation
Asset Class Value Cash 13.41% Equity 86.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 233010% ₹28 Cr 69,000
↑ 2,000 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007006% ₹17 Cr 23,500 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059304% ₹13 Cr 20,911 SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 0006604% ₹11 Cr 3,567 Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 099883% ₹10 Cr 55,304 Contemporary Amperex Technology Co Ltd Class A (Industrials)
Equity, Since 30 Apr 24 | 3007503% ₹9 Cr 18,100 MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 24543% ₹8 Cr 21,000 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 24 | HDFCLIFE3% ₹8 Cr 99,744 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | INDHOTEL3% ₹7 Cr 100,242
↑ 12,541 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT2% ₹7 Cr 17,462 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (31 Dec 25) ₹143.331 ↑ 1.60 (1.13 %) Net Assets (Cr) ₹3,068 on 30 Nov 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.16 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 31 Dec 20 ₹10,000 31 Dec 21 ₹14,590 31 Dec 22 ₹16,231 31 Dec 23 ₹24,526 31 Dec 24 ₹31,348 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Dec 25 Duration Returns 1 Month -1.1% 3 Month 2.3% 6 Month 0.1% 1 Year 3.7% 3 Year 26% 5 Year 26.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.8% 2023 51.1% 2022 11.2% 2021 45.9% 2020 5.4% 2019 6% 2018 -10.7% 2017 43.3% 2016 8.4% 2015 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.12 Yr. Kiran Sebastian 7 Feb 22 3.82 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin Build India Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 34.75% Financial Services 14.64% Utility 14.11% Energy 13.36% Communication Services 8.08% Basic Materials 4.77% Real Estate 3.03% Consumer Cyclical 1.76% Technology 1.66% Asset Allocation
Asset Class Value Cash 3.86% Equity 96.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹271 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹188 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹186 Cr 315,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹166 Cr 6,825,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK5% ₹151 Cr 1,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹149 Cr 710,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹142 Cr 4,350,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹128 Cr 1,000,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | GAIL3% ₹99 Cr 5,600,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN3% ₹98 Cr 1,000,000 3. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (30 Dec 25) ₹81.2178 ↓ -0.41 (-0.51 %) Net Assets (Cr) ₹4,460 on 30 Nov 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.28 Information Ratio -1.91 Alpha Ratio -13.09 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹11,789 31 Dec 22 ₹8,211 31 Dec 23 ₹11,327 31 Dec 24 ₹14,400 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Dec 25 Duration Returns 1 Month 0.2% 3 Month -0.3% 6 Month 6.8% 1 Year 11.4% 3 Year 25.3% 5 Year 10.1% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.1% 2023 37.9% 2022 -30.3% 2021 17.9% 2020 45.2% 2019 34.2% 2018 6.5% 2017 18.1% 2016 -0.8% 2015 8.8% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Technology 41.81% Communication Services 14.86% Consumer Cyclical 11.66% Health Care 10.43% Industrials 7.7% Financial Services 4.11% Basic Materials 1.56% Consumer Defensive 1.31% Real Estate 0.51% Asset Allocation
Asset Class Value Cash 1.25% Equity 96.99% Other 0.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹4,421 Cr 4,731,538
↑ 9,578 Call, Cash & Other Assets
Net Current Assets | -1% ₹39 Cr 4. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (31 Dec 25) ₹164.498 ↑ 1.75 (1.08 %) Net Assets (Cr) ₹13,529 on 30 Nov 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.51 Information Ratio -0.13 Alpha Ratio -3.6 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 31 Dec 20 ₹10,000 31 Dec 21 ₹15,637 31 Dec 22 ₹16,196 31 Dec 23 ₹24,642 31 Dec 24 ₹30,350 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Dec 25 Duration Returns 1 Month -2.2% 3 Month -0.2% 6 Month -6.4% 1 Year -8.4% 3 Year 19.7% 5 Year 22.7% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.2% 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.84 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Akhil Kalluri 8 Sep 22 3.23 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.24% Financial Services 17.68% Industrials 17.66% Health Care 10.61% Basic Materials 9.81% Technology 8.83% Real Estate 4.28% Consumer Defensive 3.8% Utility 3.38% Asset Allocation
Asset Class Value Cash 2.95% Equity 96.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE3% ₹346 Cr 3,868,691 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹320 Cr 3,895,864
↓ -127,547 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹311 Cr 4,675,704
↓ -942,430 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹308 Cr 48,064,081 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹304 Cr 3,010,279
↓ -250,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹298 Cr 1,866,828 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹257 Cr 1,448,723 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹253 Cr 3,374,581
↑ 154,241 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹251 Cr 4,963,469 Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA2% ₹233 Cr 1,513,099 5. Franklin India Focused Equity Fund
Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (31 Dec 25) ₹110.452 ↑ 0.56 (0.51 %) Net Assets (Cr) ₹12,815 on 30 Nov 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.04 Information Ratio -0.07 Alpha Ratio -1.49 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 31 Dec 20 ₹10,000 31 Dec 21 ₹13,941 31 Dec 22 ₹15,178 31 Dec 23 ₹18,738 31 Dec 24 ₹22,469 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Dec 25 Duration Returns 1 Month -1.2% 3 Month 3.1% 6 Month 1.5% 1 Year 5.1% 3 Year 15.9% 5 Year 18.7% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.9% 2023 23.5% 2022 8.9% 2021 39.4% 2020 10.9% 2019 10.9% 2018 -8.8% 2017 37.4% 2016 5% 2015 1.5% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.12 Yr. Venkatesh Sanjeevi 4 Oct 24 1.16 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin India Focused Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 34.44% Consumer Cyclical 13.13% Industrials 10.36% Health Care 8.76% Communication Services 6.4% Technology 6.37% Energy 5.87% Basic Materials 5.43% Real Estate 3.23% Consumer Defensive 2.74% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK10% ₹1,229 Cr 12,200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,055 Cr 7,600,000
↓ -700,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK6% ₹832 Cr 6,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹820 Cr 3,900,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS6% ₹816 Cr 2,600,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE6% ₹752 Cr 4,800,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433206% ₹705 Cr 23,500,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA5% ₹586 Cr 3,200,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | CIPLA4% ₹536 Cr 3,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹490 Cr 308,000 6. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (31 Dec 25) ₹1,495.35 ↑ 10.21 (0.69 %) Net Assets (Cr) ₹6,788 on 31 Oct 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.13 Information Ratio 0.58 Alpha Ratio -1.98 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,670 31 Dec 22 ₹14,408 31 Dec 23 ₹18,905 31 Dec 24 ₹23,148 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Dec 25 Duration Returns 1 Month -1.2% 3 Month 3.6% 6 Month -0.7% 1 Year 2.1% 3 Year 17.9% 5 Year 18.8% 10 Year 15 Year Since launch 20.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.4% 2023 31.2% 2022 5.4% 2021 36.7% 2020 9.8% 2019 5.1% 2018 -3% 2017 29.1% 2016 4.7% 2015 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 9.59 Yr. Rajasa Kakulavarapu 1 Dec 23 2 Yr. Data below for Franklin India Taxshield as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 31.46% Industrials 12.85% Consumer Cyclical 10.87% Technology 9.03% Consumer Defensive 5.97% Basic Materials 5.53% Communication Services 5.5% Health Care 5.46% Utility 4.81% Energy 3.4% Real Estate 1.53% Asset Allocation
Asset Class Value Cash 3.6% Equity 96.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK10% ₹657 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK7% ₹458 Cr 3,297,903
↓ -1,249,011 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹360 Cr 883,853 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK5% ₹317 Cr 2,477,634
↑ 224,686 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL5% ₹309 Cr 1,471,571
↓ -46,182 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹300 Cr 1,922,741 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹277 Cr 2,833,344
↑ 1,522,638 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH3% ₹238 Cr 1,462,587 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹231 Cr 1,472,922 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433203% ₹225 Cr 7,500,000 7. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (31 Dec 25) ₹2,806.45 ↑ 24.49 (0.88 %) Net Assets (Cr) ₹12,911 on 30 Nov 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.08 Information Ratio -0.47 Alpha Ratio -4.19 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 31 Dec 20 ₹10,000 31 Dec 21 ₹13,262 31 Dec 22 ₹13,550 31 Dec 23 ₹18,530 31 Dec 24 ₹24,427 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Dec 25 Duration Returns 1 Month -0.6% 3 Month 5% 6 Month -0.3% 1 Year 1.6% 3 Year 22.4% 5 Year 19.9% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.84 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Akhil Kalluri 7 Feb 22 3.82 Yr. Data below for Franklin India Prima Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 23.35% Consumer Cyclical 15.01% Industrials 13.1% Basic Materials 10.65% Health Care 9.82% Technology 8.68% Real Estate 6.07% Consumer Defensive 4.18% Communication Services 3.76% Utility 1.52% Energy 1.1% Asset Allocation
Asset Class Value Cash 2.78% Equity 97.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹421 Cr 16,324,683 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | CUMMINSIND2% ₹321 Cr 717,366 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹320 Cr 8,614,462 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS2% ₹296 Cr 1,052,885 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹274 Cr 1,631,918 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹258 Cr 1,499,891 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹237 Cr 1,300,578 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹234 Cr 5,862,280 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹232 Cr 1,214,825 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5394372% ₹232 Cr 28,893,177
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Research Highlights for Franklin Asian Equity Fund