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Top 4 Best Equity Funds by Franklin Templeton Mutual Fund 2019

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7 Best Equity Funds by Franklin Templeton Mutual Fund 2019

Updated on February 17, 2019 , 127 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 (%)2018 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹21.2314
↓ -0.06
₹1186.7-0.4-6.712.68.3-13.6-0.81
Franklin Build India Fund Growth ₹36.817
↑ 0.18
₹1,136-5.3-10-10.513.721.5-10.7-1.02
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹30.1059
↑ 0.02
₹7469.6-0.516.117.510.76.50.43
Franklin India Smaller Companies Fund Growth ₹48.6723
↑ 0.02
₹6,859-6.3-15.7-18.711.120.7-17.4-1.49
Franklin India Focused Equity Fund Growth ₹36.3263
↑ 0.13
₹7,527-3.9-8.3-7.312.918.5-8.8-0.82
Franklin India Taxshield Growth ₹520.441
↑ 0.39
₹3,666-3.5-9.5-3.610.615.6-3-0.58
Franklin India Prima Fund Growth ₹872.889
↑ 2.47
₹6,458-3.1-11.2-10.113.120.4-9.4-0.86
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 19
Note: Ratio's shown as on 31 Jan 19

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% since its launch.  Ranked 1 in Global category.  Return for 2018 was -13.6% , 2017 was 35.5% and 2016 was 7.2% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (19 Feb 19) ₹21.2314 ↓ -0.06   (-0.28 %)
Net Assets (Cr) ₹118 on 31 Jan 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio -0.81
Information Ratio -0.72
Alpha Ratio -6.39
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 Jan 14₹10,000
31 Jan 15₹11,260
31 Jan 16₹10,369
31 Jan 17₹12,456
31 Jan 18₹16,814
31 Jan 19₹14,988

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 ₹376,357.
Net Profit of ₹76,357
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 19 Feb 19

DurationReturns
1 Month 3.3%
3 Month 6.7%
6 Month -0.4%
1 Year -6.7%
3 Year 12.6%
5 Year 8.3%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
2012 19.3%
2011 -1.6%
2010 8.1%
2009 51.4%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0810.8 Yr.
Srikesh Nair1 Dec 152.92 Yr.

Data below for Franklin Asian Equity Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services29.62%
Technology26.38%
Consumer Cyclical22.44%
Consumer Defensive6.55%
Basic Materials4.46%
Real Estate2.38%
Industrials2.35%
Energy1.72%
Health Care1.51%
Communication Services0.75%
Asset Allocation
Asset ClassValue
Equity98.16%
Other1.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
9%₹11 Cr9,063
Tencent Holdings Ltd (Technology)
Equity, Since 31 Jul 14 | 00700
8%₹10 Cr31,700
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
8%₹9 Cr32,100
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
8%₹9 Cr140,524
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
6%₹8 Cr146,714
Ping An Insurance (Group) Co. of China Ltd H (Financial Services)
Equity, Since 31 Dec 14 | 02318
5%₹6 Cr88,310
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
4%₹5 Cr24,627
Ctrip.com International Ltd ADR (Consumer Cyclical)
Equity, Since 31 Aug 14 | CTRP
3%₹4 Cr16,638
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
2%₹3 Cr195,429
BDO Unibank Inc (Financial Services)
Equity, Since 31 Mar 18 | BDO
2%₹2 Cr131,360

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 14.8% since its launch.  Ranked 4 in Sectoral category.  Return for 2018 was -10.7% , 2017 was 43.3% and 2016 was 8.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (19 Feb 19) ₹36.817 ↑ 0.18   (0.49 %)
Net Assets (Cr) ₹1,136 on 31 Jan 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio -1.02
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 Jan 14₹10,000
31 Jan 15₹21,630
31 Jan 16₹19,074
31 Jan 17₹24,572
31 Jan 18₹32,352
31 Jan 19₹28,371

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 ₹518,033.
Net Profit of ₹218,033
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 19 Feb 19

DurationReturns
1 Month -6.4%
3 Month -5.3%
6 Month -10%
1 Year -10.5%
3 Year 13.7%
5 Year 21.5%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
2010 11.9%
2009
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 099.16 Yr.
Roshi Jain4 Sep 099.16 Yr.
Srikesh Nair1 Dec 152.92 Yr.

Data below for Franklin Build India Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services35.21%
Energy13.11%
Basic Materials12.12%
Industrials9.59%
Utility7.16%
Communication Services6.46%
Consumer Cyclical4.52%
Technology3.58%
Real Estate2.45%
Asset Allocation
Asset ClassValue
Equity94.22%
Other5.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹111 Cr3,768,401
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹109 Cr3,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
7%₹83 Cr400,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹79 Cr1,100,000
↓ -150,000
Call, Cash & Other Assets
Receivables | -
6%₹66 Cr
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
6%₹63 Cr4,600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹61 Cr2,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹52 Cr1,500,000
KEI Industries Ltd (Technology)
Equity, Since 31 Dec 15 | 517569
3%₹35 Cr971,481
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
3%₹35 Cr2,500,000

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% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

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 (19 Feb 19) ₹30.1059 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹746 on 31 Jan 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.43
Information Ratio -0.55
Alpha Ratio 0.38
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 14₹10,000
31 Jan 15₹10,592
31 Jan 16₹10,996
31 Jan 17₹12,268
31 Jan 18₹14,845
31 Jan 19₹16,480

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 ₹395,578.
Net Profit of ₹95,578
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 19 Feb 19

DurationReturns
1 Month 5.9%
3 Month 9.6%
6 Month -0.5%
1 Year 16.1%
3 Year 17.5%
5 Year 10.7%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Srikesh Nair2 May 162.5 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Technology32.02%
Financial Services17.08%
Health Care13.72%
Consumer Cyclical10.46%
Industrials9.37%
Communication Services4.54%
Consumer Defensive3.72%
Real Estate1.91%
Basic Materials1.5%
Energy0.82%
Asset Allocation
Asset ClassValue
Cash1.95%
Equity95.14%
Other2.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹746 Cr2,487,750
↑ 31,430
Call, Cash & Other Assets
Receivables | -
0%₹1 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 12.8% since its launch.  Ranked 11 in Small Cap category.  Return for 2018 was -17.4% , 2017 was 43.5% and 2016 was 10.2% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (19 Feb 19) ₹48.6723 ↑ 0.02   (0.03 %)
Net Assets (Cr) ₹6,859 on 31 Jan 19
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -1.49
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 Jan 14₹10,000
31 Jan 15₹20,372
31 Jan 16₹20,295
31 Jan 17₹25,314
31 Jan 18₹33,221
31 Jan 19₹27,433

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 ₹505,644.
Net Profit of ₹205,644
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 19 Feb 19

DurationReturns
1 Month -7.5%
3 Month -6.3%
6 Month -15.7%
1 Year -18.7%
3 Year 11.1%
5 Year 20.7%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
2011 -25.9%
2010 18.6%
2009 104.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0711.76 Yr.
Srikesh Nair1 Dec 153.09 Yr.
Hari Shyamsunder2 May 162.67 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services21.13%
Industrials18.31%
Basic Materials17.98%
Consumer Cyclical13.57%
Technology7.24%
Health Care5.96%
Energy3.86%
Real Estate3.55%
Consumer Defensive1.71%
Communication Services0.53%
Utility0.43%
Asset Allocation
Asset ClassValue
Equity94.28%
Other5.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
6%₹393 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹288 Cr1,383,653
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 502986
3%₹178 Cr1,655,675
Cyient Ltd (Technology)
Equity, Since 30 Jun 14 | CYIENT
3%₹173 Cr2,844,726
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 12 | FINCABLES
2%₹160 Cr3,843,709
Dr. Lal PathLabs Ltd (Healthcare)
Equity, Since 31 Oct 17 | LALPATHLAB
2%₹156 Cr1,450,571
eClerx Services Ltd (Industrials)
Equity, Since 28 Feb 13 | 532927
2%₹151 Cr1,401,949
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 14 | 532215
2%₹142 Cr1,959,054
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹140 Cr15,898,917
↑ 453,545
Repco Home Finance Ltd (Financial Services)
Equity, Since 30 Apr 13 | 535322
2%₹139 Cr3,465,705

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 11.8% since its launch.  Ranked 28 in Focused category.  Return for 2018 was -8.8% , 2017 was 37.4% and 2016 was 5% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (19 Feb 19) ₹36.3263 ↑ 0.13   (0.35 %)
Net Assets (Cr) ₹7,527 on 31 Jan 19
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.82
Information Ratio -0.18
Alpha Ratio -5.21
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 Jan 14₹10,000
31 Jan 15₹19,821
31 Jan 16₹17,516
31 Jan 17₹21,481
31 Jan 18₹27,691
31 Jan 19₹25,174

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 ₹481,656.
Net Profit of ₹181,656
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 19 Feb 19

DurationReturns
1 Month -5.8%
3 Month -3.9%
6 Month -8.3%
1 Year -7.3%
3 Year 12.9%
5 Year 18.5%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
2011 -25%
2010 14.8%
2009 98.7%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 162.75 Yr.
Roshi Jain9 Jul 126.57 Yr.
Srikesh Nair1 Dec 153.17 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services36.08%
Energy12.97%
Basic Materials11.78%
Health Care7.08%
Communication Services6.52%
Technology6.44%
Consumer Cyclical3.3%
Industrials3.28%
Utility2.9%
Real Estate2.61%
Asset Allocation
Asset ClassValue
Equity94.22%
Other5.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹734 Cr25,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹711 Cr19,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹707 Cr3,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹506 Cr7,000,000
↓ -500,000
Call, Cash & Other Assets
Receivables | -
6%₹435 Cr
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
5%₹397 Cr29,000,000
↑ 1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹392 Cr12,800,000
↓ -190,349
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹374 Cr10,836,914
↓ -663,086
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Jun 18 | CTSH
4%₹323 Cr650,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
4%₹306 Cr869,531
↑ 39,531

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 22% since its launch.  Ranked 28 in ELSS category.  Return for 2018 was -3% , 2017 was 29.1% and 2016 was 4.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (19 Feb 19) ₹520.441 ↑ 0.39   (0.08 %)
Net Assets (Cr) ₹3,666 on 31 Jan 19
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.58
Information Ratio -0.84
Alpha Ratio -1.2
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 14₹10,000
31 Jan 15₹17,160
31 Jan 16₹16,014
31 Jan 17₹18,447
31 Jan 18₹22,884
31 Jan 19₹21,653

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 ₹447,579.
Net Profit of ₹147,579
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 19 Feb 19

DurationReturns
1 Month -4.1%
3 Month -3.5%
6 Month -9.5%
1 Year -3.6%
3 Year 10.6%
5 Year 15.6%
10 Year
15 Year
Since launch 22%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
2012 29.4%
2011 -15.2%
2010 23.5%
2009 78.8%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 162.75 Yr.
Lakshmikanth Reddy2 May 162.75 Yr.

Data below for Franklin India Taxshield as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services32.51%
Consumer Cyclical15.63%
Basic Materials10.68%
Utility9.27%
Consumer Defensive7.33%
Energy7.24%
Technology7.23%
Industrials3.15%
Health Care2.6%
Communication Services1.98%
Asset Allocation
Asset ClassValue
Equity97.62%
Other2.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
10%₹358 Cr4,949,477
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹301 Cr1,445,052
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
6%₹204 Cr1,624,652
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹174 Cr2,324,211
↑ 602,327
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹146 Cr4,013,153
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
4%₹140 Cr7,419,223
↑ 995,917
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO
4%₹137 Cr6,549,242
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
4%₹133 Cr1,959,699
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹118 Cr1,631,440
↑ 200,000
Call, Cash & Other Assets
Receivables | -
2%₹87 Cr

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 19.4% since its launch.  Ranked 29 in Mid Cap category.  Return for 2018 was -9.4% , 2017 was 39.7% and 2016 was 8.5% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (19 Feb 19) ₹872.889 ↑ 2.47   (0.28 %)
Net Assets (Cr) ₹6,458 on 31 Jan 19
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio -0.86
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 Jan 14₹10,000
31 Jan 15₹19,498
31 Jan 16₹18,688
31 Jan 17₹22,884
31 Jan 18₹29,609
31 Jan 19₹26,549

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 ₹505,644.
Net Profit of ₹205,644
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 19 Feb 19

DurationReturns
1 Month -5.4%
3 Month -3.1%
6 Month -11.2%
1 Year -10.1%
3 Year 13.1%
5 Year 20.4%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
2011 -22.1%
2010 19.1%
2009 107.5%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0811.01 Yr.
Srikesh Nair1 Dec 153.09 Yr.
Hari Shyamsunder2 May 162.67 Yr.

Data below for Franklin India Prima Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services19.24%
Basic Materials16.42%
Consumer Cyclical15.33%
Industrials13.62%
Technology8.71%
Health Care5.85%
Utility5.66%
Consumer Defensive3.62%
Energy3.25%
Real Estate1.86%
Communication Services0.39%
Asset Allocation
Asset ClassValue
Equity94.51%
Other5.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
5%₹354 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹218 Cr1,049,265
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹187 Cr4,188,311
↑ 100,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹185 Cr9,688,196
Finolex Cables Ltd (Technology)
Equity, Since 30 Apr 09 | FINCABLES
3%₹172 Cr4,145,052
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹170 Cr1,350,892
SKF India Ltd (Industrials)
Equity, Since 30 Sep 14 | SKFINDIA
3%₹165 Cr861,207
Info Edge (India) Ltd (Technology)
Equity, Since 31 Oct 16 | NAUKRI
3%₹165 Cr943,016
↓ -25,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹164 Cr2,733,669
↑ 50,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
2%₹161 Cr2,979,100

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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