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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 January 24, 2022 , 2851 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 ₹28.3746
↓ -0.55
₹349-9-3.7-14.610.99.9-5.9-0.7
Franklin Build India Fund Growth ₹65.2127
↓ -0.26
₹1,122-2.110.945.519.314.345.92.17
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹49.2269
↓ -1.39
₹4,167-19.6-17.1-2.62017.817.90.8
Franklin India Smaller Companies Fund Growth ₹89.2965
↓ -0.44
₹7,377-1.97.448.920.313.556.43.29
Franklin India Focused Equity Fund Growth ₹66.445
↓ -0.08
₹7,746-2.210.339.720.715.439.42.01
Franklin India Taxshield Growth ₹863.379
↓ -6.36
₹5,000-4.310.433.717.313.336.72.4
Franklin India Prima Fund Growth ₹1,444.73
↓ -14.01
₹7,787-8.21.426.316.712.932.61.97
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 22
Note: Ratio's shown as on 31 Dec 21

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 7.7% 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 (27 Jan 22) ₹28.3746 ↓ -0.55   (-1.92 %)
Net Assets (Cr) ₹349 on 31 Dec 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio -0.7
Information Ratio 0.1
Alpha Ratio -2.83
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 Dec 16₹10,000
31 Dec 17₹13,547
31 Dec 18₹11,701
31 Dec 19₹14,996
31 Dec 20₹18,870
31 Dec 21₹17,765

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 ₹385,859.
Net Profit of ₹85,859
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 27 Jan 22

DurationReturns
1 Month -2.7%
3 Month -9%
6 Month -3.7%
1 Year -14.6%
3 Year 10.9%
5 Year 9.9%
10 Year
15 Year
Since launch 7.7%
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 210.2 Yr.
Sandeep Manam18 Oct 210.2 Yr.

Data below for Franklin Asian Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Technology26.78%
Financial Services19.93%
Consumer Cyclical16.59%
Communication Services9.82%
Basic Materials5.9%
Consumer Defensive5.56%
Industrials4.93%
Real Estate4.02%
Health Care2.33%
Asset Allocation
Asset ClassValue
Cash4.13%
Equity95.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
9%₹33 Cr67,581
↑ 600
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
9%₹33 Cr199,714
↑ 8,000
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
6%₹21 Cr47,300
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
4%₹14 Cr123,204
↑ 6,200
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
4%₹13 Cr174,200
↑ 20,876
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹12 Cr155,666
↑ 19,079
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
3%₹9 Cr2,313,645
JD.com Inc Ordinary Shares - Class A (Consumer Cyclical)
Equity, Since 30 Sep 20 | 09618
2%₹8 Cr32,000
NAVER Corp (Communication Services)
Equity, Since 31 Jan 20 | 035420
2%₹8 Cr3,499
Meituan Class B (Consumer Cyclical)
Equity, Since 30 Jun 20 | 03690
2%₹8 Cr37,000
↑ 3,300

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 16.3% 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 (27 Jan 22) ₹65.2127 ↓ -0.26   (-0.40 %)
Net Assets (Cr) ₹1,122 on 31 Dec 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio 2.17
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 Dec 16₹10,000
31 Dec 17₹14,329
31 Dec 18₹12,802
31 Dec 19₹13,566
31 Dec 20₹14,292
31 Dec 21₹20,852

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 ₹436,710.
Net Profit of ₹136,710
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 27 Jan 22

DurationReturns
1 Month 2.7%
3 Month -2.1%
6 Month 10.9%
1 Year 45.5%
3 Year 19.3%
5 Year 14.3%
10 Year
15 Year
Since launch 16.3%
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 210.21 Yr.
Anand Radhakrishnan4 Sep 0912.33 Yr.
Sandeep Manam18 Oct 210.21 Yr.

Data below for Franklin Build India Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Industrials32.64%
Financial Services18.01%
Utility10.64%
Energy10.07%
Real Estate6.93%
Basic Materials6.55%
Communication Services6.1%
Consumer Cyclical3.67%
Asset Allocation
Asset ClassValue
Cash5.39%
Equity94.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹104 Cr550,000
↑ 15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
8%₹90 Cr1,210,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹68 Cr1,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹58 Cr850,000
↓ -85,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
5%₹55 Cr1,190,000
↓ -110,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹54 Cr230,000
↑ 20,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | 517569
5%₹52 Cr446,302
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | 532784
5%₹51 Cr565,000
↓ -9,506
ACC Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500410
3%₹39 Cr175,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
3%₹39 Cr1,000,000

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 17.3% 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 (25 Jan 22) ₹49.2269 ↓ -1.39   (-2.75 %)
Net Assets (Cr) ₹4,167 on 31 Dec 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.59
Sharpe Ratio 0.8
Information Ratio -0.74
Alpha Ratio -11.06
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 Dec 16₹10,000
31 Dec 17₹11,812
31 Dec 18₹12,579
31 Dec 19₹16,882
31 Dec 20₹24,516
31 Dec 21₹28,901

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 ₹470,047.
Net Profit of ₹170,047
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 27 Jan 22

DurationReturns
1 Month -18%
3 Month -19.6%
6 Month -17.1%
1 Year -2.6%
3 Year 20%
5 Year 17.8%
10 Year
15 Year
Since launch 17.3%
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 210.21 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Technology34.77%
Consumer Cyclical16.36%
Health Care14.32%
Financial Services10.82%
Communication Services7.26%
Real Estate3.82%
Industrials3.48%
Consumer Defensive2.18%
Basic Materials1.38%
Utility0.47%
Asset Allocation
Asset ClassValue
Cash1.38%
Equity96.65%
Debt0%
Other1.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹4,169 Cr6,497,405
↑ 86,074
Call, Cash & Other Assets
Net Current Assets | -
0%-₹2 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 14.6% 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 (27 Jan 22) ₹89.2965 ↓ -0.44   (-0.49 %)
Net Assets (Cr) ₹7,377 on 31 Dec 21
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.29
Information Ratio -0.57
Alpha Ratio 6.37
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 Dec 16₹10,000
31 Dec 17₹14,346
31 Dec 18₹11,847
31 Dec 19₹11,252
31 Dec 20₹13,355
31 Dec 21₹20,883

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 ₹426,080.
Net Profit of ₹126,080
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 27 Jan 22

DurationReturns
1 Month -0.5%
3 Month -1.9%
6 Month 7.4%
1 Year 48.9%
3 Year 20.3%
5 Year 13.5%
10 Year
15 Year
Since launch 14.6%
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 0714.76 Yr.
Krishna Natarajan30 Aug 210.34 Yr.
Mayank Bukrediwala24 Aug 201.36 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Industrials27.08%
Financial Services14.75%
Consumer Cyclical14.67%
Basic Materials10.58%
Health Care7.54%
Real Estate7.24%
Consumer Defensive5.91%
Technology4.45%
Communication Services3.58%
Energy1.46%
Asset Allocation
Asset ClassValue
Cash2.73%
Equity97.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
5%₹371 Cr1,487,967
↓ -20,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
5%₹366 Cr7,459,676
↓ -52,919
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | 542651
4%₹305 Cr4,977,593
↓ -250,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532889
4%₹305 Cr4,554,860
↓ -320,500
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
3%₹231 Cr5,376,976
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹216 Cr1,211,988
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
3%₹201 Cr3,812,021
Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 20 | 539978
3%₹198 Cr2,313,899
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹190 Cr17,172,603
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | 513375
3%₹185 Cr1,882,883

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 13.9% 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 (27 Jan 22) ₹66.445 ↓ -0.08   (-0.13 %)
Net Assets (Cr) ₹7,746 on 31 Dec 21
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.01
Information Ratio 0.06
Alpha Ratio 3.43
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 Dec 16₹10,000
31 Dec 17₹13,744
31 Dec 18₹12,541
31 Dec 19₹13,907
31 Dec 20₹15,418
31 Dec 21₹21,494

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 ₹447,579.
Net Profit of ₹147,579
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 27 Jan 22

DurationReturns
1 Month 3.7%
3 Month -2.2%
6 Month 10.3%
1 Year 39.7%
3 Year 20.7%
5 Year 15.4%
10 Year
15 Year
Since launch 13.9%
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 210.21 Yr.
Anand Radhakrishnan2 May 165.67 Yr.
Sandeep Manam18 Oct 210.21 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services33.76%
Industrials16.74%
Basic Materials7.15%
Consumer Defensive6.66%
Technology5.48%
Communication Services4.94%
Health Care4.87%
Consumer Cyclical4.57%
Real Estate3.77%
Energy3.48%
Utility3.11%
Asset Allocation
Asset ClassValue
Cash5.45%
Equity94.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹659 Cr8,900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
7%₹566 Cr3,825,000
↑ 350,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹502 Cr2,650,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
6%₹474 Cr10,300,000
↓ -1,200,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹425 Cr2,250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹407 Cr6,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹383 Cr5,600,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹302 Cr3,200,000
↑ 400,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | 532784
4%₹292 Cr3,260,263
↓ -215,792
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
3%₹270 Cr7,000,000

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 21.6% 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 (27 Jan 22) ₹863.379 ↓ -6.36   (-0.73 %)
Net Assets (Cr) ₹5,000 on 31 Dec 21
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 2.4
Information Ratio -0.51
Alpha Ratio 5.86
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 16₹10,000
31 Dec 17₹12,911
31 Dec 18₹12,520
31 Dec 19₹13,163
31 Dec 20₹14,453
31 Dec 21₹19,758

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 ₹426,080.
Net Profit of ₹126,080
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 27 Jan 22

DurationReturns
1 Month 1.4%
3 Month -4.3%
6 Month 10.4%
1 Year 33.7%
3 Year 17.3%
5 Year 13.3%
10 Year
15 Year
Since launch 21.6%
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 210.21 Yr.
R. Janakiraman2 May 165.67 Yr.

Data below for Franklin India Taxshield as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services29.32%
Technology13.11%
Consumer Cyclical11.21%
Utility9.55%
Consumer Defensive9.37%
Industrials7.93%
Basic Materials5.21%
Communication Services4.13%
Energy3.23%
Health Care2.83%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash3.53%
Equity96.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
9%₹434 Cr2,300,000
↓ -400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹355 Cr4,800,000
↑ 400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹355 Cr2,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
7%₹346 Cr5,100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹246 Cr1,300,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 18 | 500400
5%₹243 Cr11,000,000
↓ -600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
4%₹201 Cr2,936,108
↑ 500,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Dec 14 | 532478
3%₹138 Cr870,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹135 Cr830,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹132 Cr1,000,000

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 19.3% 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 (27 Jan 22) ₹1,444.73 ↓ -14.01   (-0.96 %)
Net Assets (Cr) ₹7,787 on 31 Dec 21
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 1.97
Information Ratio -1.22
Alpha Ratio -12.07
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.

DateValue
31 Dec 16₹10,000
31 Dec 17₹13,970
31 Dec 18₹12,657
31 Dec 19₹13,105
31 Dec 20₹15,435
31 Dec 21₹20,469

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 ₹415,684.
Net Profit of ₹115,684
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 27 Jan 22

DurationReturns
1 Month -1.6%
3 Month -8.2%
6 Month 1.4%
1 Year 26.3%
3 Year 16.7%
5 Year 12.9%
10 Year
15 Year
Since launch 19.3%
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 0814.01 Yr.
Krishna Natarajan30 Aug 210.34 Yr.
Mayank Bukrediwala24 Aug 201.35 Yr.

Data below for Franklin India Prima Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services21.04%
Consumer Cyclical19.34%
Basic Materials17.9%
Industrials13.82%
Health Care5.1%
Consumer Defensive5.04%
Technology4.14%
Real Estate3.69%
Communication Services3.35%
Utility2.38%
Energy1.52%
Asset Allocation
Asset ClassValue
Cash2.68%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
4%₹350 Cr7,991,052
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
4%₹312 Cr4,213,996
↓ -250,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
4%₹307 Cr2,522,087
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 506401
3%₹262 Cr1,050,123
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹256 Cr1,730,636
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹226 Cr2,252,334
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 18 | APOLLOHOSP
3%₹225 Cr447,865
↓ -53,000
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹222 Cr654,815
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Oct 16 | NAUKRI
3%₹214 Cr383,016
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 500850
3%₹208 Cr11,489,831
↑ 1,148,983

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!

    Get Started

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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