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Top 4 Best Equity Funds by Franklin Templeton Mutual Fund 2021

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7 Best Equity Funds by Franklin Templeton Mutual Fund 2021

Updated on September 20, 2021 , 2670 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 (%)2020 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹29.3467
↑ 0.05
₹309-6.7-8.3129.910.225.80.6
Franklin Build India Fund Growth ₹62.9589
↑ 0.23
₹1,07710.62591.916.613.75.42.29
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹59.2082
↑ 0.71
₹3,9195.121.732.522.423.245.21.2
Franklin India Smaller Companies Fund Growth ₹87.8931
↑ 0.50
₹7,0511532.387.217.61318.73.65
Franklin India Focused Equity Fund Growth ₹64.1843
↑ 0.22
₹7,7559.821.78218.614.610.92.27
Franklin India Taxshield Growth ₹841.659
↑ 3.91
₹4,8778.619.770.714.612.29.82.53
Franklin India Prima Fund Growth ₹1,533.08
↑ 12.56
₹7,95212.523.57118.114.217.82.85
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Sep 21
Note: Ratio's shown as on 31 Aug 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 8.2% since its launch.  Ranked 1 in Global category.  Return for 2020 was 25.8% , 2019 was 28.2% and 2018 was -13.6% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (22 Sep 21) ₹29.3467 ↑ 0.05   (0.16 %)
Net Assets (Cr) ₹309 on 31 Aug 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 0.6
Information Ratio -0.16
Alpha Ratio -3.93
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 Aug 16₹10,000
31 Aug 17₹11,531
31 Aug 18₹12,546
31 Aug 19₹12,259
31 Aug 20₹15,097
31 Aug 21₹16,936

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 ₹395,578.
Net Profit of ₹95,578
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 22 Sep 21

DurationReturns
1 Month 1.2%
3 Month -6.7%
6 Month -8.3%
1 Year 12%
3 Year 9.9%
5 Year 10.2%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -1.6%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0813.55 Yr.
Mayank Bukrediwala24 Aug 200.93 Yr.

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

Equity Sector Allocation
SectorValue
Technology23.64%
Financial Services18.71%
Consumer Cyclical17.15%
Communication Services12.05%
Basic Materials6.89%
Consumer Defensive5.75%
Industrials4.62%
Real Estate4.17%
Health Care1.66%
Asset Allocation
Asset ClassValue
Cash5.35%
Equity94.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
10%₹27 Cr177,714
↑ 8,000
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
9%₹27 Cr53,064
↑ 2,831
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
7%₹21 Cr44,900
↓ -700
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
6%₹17 Cr95,604
↓ -1,400
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
4%₹13 Cr144,124
↑ 6,600
NAVER Corp (Communication Services)
Equity, Since 31 Jan 20 | 035420
3%₹9 Cr3,076
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹8 Cr114,959
↑ 10,101
China Merchants Bank Co Ltd Class H (Financial Services)
Equity, Since 31 Mar 19 | 03968
2%₹6 Cr106,500
↑ 12,500
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
2%₹6 Cr39,897
↑ 4,803
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
2%₹5 Cr82,810

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 16.5% since its launch.  Ranked 4 in Sectoral category.  Return for 2020 was 5.4% , 2019 was 6% and 2018 was -10.7% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (22 Sep 21) ₹62.9589 ↑ 0.23   (0.36 %)
Net Assets (Cr) ₹1,077 on 31 Aug 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio 2.29
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 Aug 16₹10,000
31 Aug 17₹11,873
31 Aug 18₹12,791
31 Aug 19₹11,779
31 Aug 20₹10,832
31 Aug 21₹18,591

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 ₹426,080.
Net Profit of ₹126,080
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 22 Sep 21

DurationReturns
1 Month 9.1%
3 Month 10.6%
6 Month 25%
1 Year 91.9%
3 Year 16.6%
5 Year 13.7%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -24.6%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 0911.92 Yr.
Roshi Jain4 Sep 0911.92 Yr.
Mayank Bukrediwala24 Aug 200.94 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.12%
Industrials25.47%
Energy10.11%
Utility9.37%
Basic Materials8.36%
Communication Services5.3%
Real Estate3.94%
Consumer Cyclical1.58%
Asset Allocation
Asset ClassValue
Cash7.75%
Equity92.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹108 Cr2,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹102 Cr1,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹78 Cr1,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹56 Cr1,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹54 Cr4,600,000
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Mar 13 | JKLAKSHMI
4%₹47 Cr675,000
↓ -92,378
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
4%₹46 Cr4,500,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹45 Cr1,000,000
ACC Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500410
4%₹42 Cr175,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | 532784
4%₹42 Cr700,000

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 20.1% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

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 (22 Sep 21) ₹59.2082 ↑ 0.71   (1.21 %)
Net Assets (Cr) ₹3,919 on 31 Aug 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.59
Sharpe Ratio 1.2
Information Ratio -0.08
Alpha Ratio -0.58
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 Aug 16₹10,000
31 Aug 17₹11,356
31 Aug 18₹15,520
31 Aug 19₹16,102
31 Aug 20₹22,984
31 Aug 21₹29,050

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 ₹543,623.
Net Profit of ₹243,623
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 22 Sep 21

DurationReturns
1 Month -0.1%
3 Month 5.1%
6 Month 21.7%
1 Year 32.5%
3 Year 22.4%
5 Year 23.2%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.94 Yr.

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

Equity Sector Allocation
SectorValue
Technology28.9%
Health Care15.52%
Financial Services14.74%
Consumer Cyclical14.6%
Communication Services8.8%
Real Estate4.17%
Industrials3.65%
Consumer Defensive2.85%
Basic Materials1.24%
Utility0.39%
Asset Allocation
Asset ClassValue
Cash1.34%
Equity95.79%
Other2.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹3,757 Cr5,984,634
↑ 118,175
Call, Cash & Other Assets
Net Current Assets | -
0%₹7 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 14.9% since its launch.  Ranked 11 in Small Cap category.  Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (22 Sep 21) ₹87.8931 ↑ 0.50   (0.57 %)
Net Assets (Cr) ₹7,051 on 31 Aug 21
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.65
Information Ratio -0.14
Alpha Ratio 6.39
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 Aug 16₹10,000
31 Aug 17₹11,667
31 Aug 18₹12,253
31 Aug 19₹9,883
31 Aug 20₹9,715
31 Aug 21₹17,675

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 ₹415,684.
Net Profit of ₹115,684
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 22 Sep 21

DurationReturns
1 Month 8.9%
3 Month 15%
6 Month 32.3%
1 Year 87.2%
3 Year 17.6%
5 Year 13%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -25.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0714.35 Yr.
Hari Shyamsunder2 May 165.25 Yr.
Mayank Bukrediwala24 Aug 200.94 Yr.

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

Equity Sector Allocation
SectorValue
Industrials27.34%
Financial Services15.83%
Basic Materials12.93%
Consumer Cyclical11.12%
Health Care8.18%
Consumer Defensive6.71%
Real Estate5.48%
Communication Services3.52%
Technology2.42%
Energy1.91%
Asset Allocation
Asset ClassValue
Cash4.56%
Equity95.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
7%₹486 Cr2,382,967
↓ -100,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹246 Cr7,537,595
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
3%₹238 Cr5,376,976
↓ -185,209
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹228 Cr2,312,170
↓ -46,971
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹221 Cr17,172,603
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹220 Cr1,211,988
Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 20 | 539978
3%₹207 Cr2,385,139
↓ -25,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532889
3%₹202 Cr1,070,866
↓ -230,020
Finolex Cables Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
3%₹199 Cr3,812,021
↓ -72,546
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹175 Cr10,263,765

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 14% since its launch.  Ranked 28 in Focused category.  Return for 2020 was 10.9% , 2019 was 10.9% and 2018 was -8.8% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (22 Sep 21) ₹64.1843 ↑ 0.22   (0.35 %)
Net Assets (Cr) ₹7,755 on 31 Aug 21
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.27
Information Ratio 0.12
Alpha Ratio -7.23
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹11,502
31 Aug 18₹12,651
31 Aug 19₹11,933
31 Aug 20₹11,814
31 Aug 21₹19,539

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 ₹436,710.
Net Profit of ₹136,710
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 22 Sep 21

DurationReturns
1 Month 7.3%
3 Month 9.8%
6 Month 21.7%
1 Year 82%
3 Year 18.6%
5 Year 14.6%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -25%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 165.25 Yr.
Roshi Jain9 Jul 129.07 Yr.
Mayank Bukrediwala24 Aug 200.93 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.25%
Industrials14%
Basic Materials8.23%
Health Care7.79%
Energy7.72%
Utility7.16%
Communication Services5.21%
Real Estate3.57%
Consumer Defensive1.19%
Consumer Cyclical1.01%
Asset Allocation
Asset ClassValue
Cash8.85%
Equity91.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
11%₹819 Cr12,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹743 Cr17,200,000
↓ -800,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹483 Cr6,812,500
↓ -487,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹393 Cr7,000,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 20 | LT
5%₹368 Cr2,300,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 17 | 532555
5%₹366 Cr31,000,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 20 | FEDERALBNK
4%₹332 Cr38,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹325 Cr7,300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
4%₹271 Cr1,900,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | 532784
4%₹269 Cr4,517,863
↓ -219,658

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 21.8% since its launch.  Ranked 28 in ELSS category.  Return for 2020 was 9.8% , 2019 was 5.1% and 2018 was -3% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (22 Sep 21) ₹841.659 ↑ 3.91   (0.47 %)
Net Assets (Cr) ₹4,877 on 31 Aug 21
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 2.53
Information Ratio -0.56
Alpha Ratio -4.07
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹11,162
31 Aug 18₹12,468
31 Aug 19₹11,252
31 Aug 20₹10,956
31 Aug 21₹17,385

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 ₹415,684.
Net Profit of ₹115,684
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 22 Sep 21

DurationReturns
1 Month 5.9%
3 Month 8.6%
6 Month 19.7%
1 Year 70.7%
3 Year 14.6%
5 Year 12.2%
10 Year
15 Year
Since launch 21.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -15.2%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 165.25 Yr.
Lakshmikanth Reddy2 May 165.25 Yr.

Data below for Franklin India Taxshield as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services33.78%
Technology11.81%
Utility10.79%
Consumer Cyclical10.21%
Consumer Defensive7.64%
Basic Materials7.17%
Industrials6.38%
Energy4.11%
Health Care3.34%
Communication Services2.72%
Real Estate0.56%
Asset Allocation
Asset ClassValue
Cash1.43%
Equity98.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
9%₹447 Cr2,778,479
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
8%₹364 Cr5,129,842
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹340 Cr2,380,104
↓ -100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹292 Cr4,283,052
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
4%₹185 Cr10,825,630
↑ 26
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 18 | 500400
4%₹168 Cr13,474,428
↓ -922,366
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹129 Cr831,440
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
3%₹129 Cr2,294,619
United Breweries Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Dec 14 | 532478
3%₹125 Cr871,834
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 19 | LT
3%₹121 Cr757,133

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 19.8% since its launch.  Ranked 29 in Mid Cap category.  Return for 2020 was 17.8% , 2019 was 3.5% and 2018 was -9.4% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (22 Sep 21) ₹1,533.08 ↑ 12.56   (0.83 %)
Net Assets (Cr) ₹7,952 on 31 Aug 21
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.85
Information Ratio -0.47
Alpha Ratio -4.18
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 Aug 16₹10,000
31 Aug 17₹11,474
31 Aug 18₹12,643
31 Aug 19₹11,186
31 Aug 20₹11,612
31 Aug 21₹18,656

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 ₹436,710.
Net Profit of ₹136,710
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 22 Sep 21

DurationReturns
1 Month 7.9%
3 Month 12.5%
6 Month 23.5%
1 Year 71%
3 Year 18.1%
5 Year 14.2%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -22.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0813.59 Yr.
Hari Shyamsunder2 May 165.25 Yr.
Mayank Bukrediwala24 Aug 200.93 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.42%
Consumer Cyclical21.4%
Basic Materials16.19%
Industrials11.51%
Health Care5.85%
Consumer Defensive4.54%
Technology4.08%
Real Estate3.13%
Communication Services3.04%
Energy2.19%
Utility1.65%
Asset Allocation
Asset ClassValue
Cash3.91%
Equity96.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
5%₹360 Cr7,391,052
↓ -250,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
4%₹305 Cr4,463,996
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
4%₹278 Cr2,622,087
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹251 Cr2,293,543
↓ -448,837
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹249 Cr957,514
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹247 Cr1,730,636
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Oct 16 | NAUKRI
3%₹239 Cr458,016
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 506401
3%₹229 Cr1,125,123
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | BALKRISIND
3%₹222 Cr936,879
↓ -72,105
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹222 Cr3,548,612

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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