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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 January 11, 2021 , 2100 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 ₹32.5993
↑ 0.04
₹21917.425.629.1121825.81.03
Franklin Build India Fund Growth ₹47.1931
↑ 0.45
₹91137.437.310.1211.65.4-0.05
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹50.1071
↓ -0.29
₹2,5453.913.941.725.520.845.21.46
Franklin India Smaller Companies Fund Growth ₹62.4054
↑ 0.09
₹6,15231.153.921.9-1.29.918.70.35
Franklin India Focused Equity Fund Growth ₹50.1676
↑ 0.53
₹7,20534.136.716.15.912.810.90.09
Franklin India Taxshield Growth ₹678.968
↑ 4.99
₹4,05329.840.716.35.8119.80.18
Franklin India Prima Fund Growth ₹1,192.22
↓ -2.98
₹7,02629.941.122.54.812.917.80.37
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Jan 21
Note: Ratio's shown as on 30 Nov 20

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 9.5% 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 (13 Jan 21) ₹32.5993 ↑ 0.04   (0.11 %)
Net Assets (Cr) ₹219 on 30 Nov 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.59
Sharpe Ratio 1.03
Information Ratio -0.1
Alpha Ratio -3.2
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 15₹10,000
31 Dec 16₹10,719
31 Dec 17₹14,521
31 Dec 18₹12,542
31 Dec 19₹16,073
31 Dec 20₹20,227

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 ₹470,047.
Net Profit of ₹170,047
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 13 Jan 21

DurationReturns
1 Month 6.6%
3 Month 17.4%
6 Month 25.6%
1 Year 29.1%
3 Year 12%
5 Year 18%
10 Year
15 Year
Since launch 9.5%
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 0812.97 Yr.
Pyari Menon26 Sep 191.27 Yr.

Data below for Franklin Asian Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Technology22.8%
Consumer Cyclical19.94%
Financial Services16.26%
Communication Services11.77%
Consumer Defensive8.71%
Basic Materials5.28%
Industrials4.06%
Real Estate4.06%
Health Care1.74%
Energy0.69%
Asset Allocation
Asset ClassValue
Cash4.69%
Equity95.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
10%₹24 Cr43,675
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
9%₹21 Cr150,714
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
9%₹20 Cr38,500
↑ 2,000
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
8%₹18 Cr80,104
↑ 80,104
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
4%₹10 Cr110,724
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
3%₹7 Cr78,810
Meituan (Consumer Cyclical)
Equity, Since 30 Jun 20 | 03690
3%₹7 Cr24,800
↓ -3,300
NAVER Corp (Communication Services)
Equity, Since 31 Jan 20 | 035420
2%₹6 Cr2,886
↑ 348
China Mengniu Dairy Co Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | 02319
2%₹5 Cr119,000
JD.com Inc Ordinary Shares - Class A (Consumer Cyclical)
Equity, Since 30 Sep 20 | 09618
2%₹5 Cr14,800
↑ 8,500

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 14.5% 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 (13 Jan 21) ₹47.1931 ↑ 0.45   (0.97 %)
Net Assets (Cr) ₹911 on 30 Nov 20
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio -0.05
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 15₹10,000
31 Dec 16₹10,841
31 Dec 17₹15,535
31 Dec 18₹13,879
31 Dec 19₹14,708
31 Dec 20₹15,495

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 ₹405,518.
Net Profit of ₹105,518
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 13 Jan 21

DurationReturns
1 Month 8.5%
3 Month 37.4%
6 Month 37.3%
1 Year 10.1%
3 Year 2%
5 Year 11.6%
10 Year
15 Year
Since launch 14.5%
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 0911.33 Yr.
Roshi Jain4 Sep 0911.33 Yr.
Mayank Bukrediwala24 Aug 200.35 Yr.

Data below for Franklin Build India Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services28.4%
Industrials25.43%
Energy10.92%
Basic Materials10.69%
Utility8.93%
Communication Services6.58%
Real Estate3.1%
Consumer Cyclical1.51%
Asset Allocation
Asset ClassValue
Cash4.44%
Equity95.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹91 Cr1,700,000
↓ -200,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹88 Cr3,200,000
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
8%₹79 Cr1,275,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹60 Cr1,175,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹47 Cr4,688,274
↓ -311,726
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
5%₹45 Cr5,000,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO
4%₹40 Cr75,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹38 Cr1,000,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 18 | 532155
4%₹37 Cr3,000,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | 517569
4%₹37 Cr775,000

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 19.8% 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 (12 Jan 21) ₹50.1071 ↓ -0.29   (-0.58 %)
Net Assets (Cr) ₹2,545 on 30 Nov 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.46
Information Ratio 0.12
Alpha Ratio 3.66
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 15₹10,000
31 Dec 16₹9,923
31 Dec 17₹11,721
31 Dec 18₹12,482
31 Dec 19₹16,751
31 Dec 20₹24,326

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 ₹505,644.
Net Profit of ₹205,644
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 13 Jan 21

DurationReturns
1 Month 3.1%
3 Month 3.9%
6 Month 13.9%
1 Year 41.7%
3 Year 25.5%
5 Year 20.8%
10 Year
15 Year
Since launch 19.8%
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 200.35 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Technology28.21%
Health Care15.48%
Financial Services13.29%
Consumer Cyclical12.31%
Communication Services8.06%
Industrials5.96%
Real Estate4.94%
Consumer Defensive2.75%
Basic Materials1.3%
Utility0.35%
Asset Allocation
Asset ClassValue
Cash3.36%
Equity93.33%
Other3.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,718 Cr5,070,258
↑ 188,608
Call, Cash & Other Assets
Net Current Assets | -
0%₹5 Cr

4. Franklin India Smaller Companies Fund

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

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% 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 (13 Jan 21) ₹62.4054 ↑ 0.09   (0.14 %)
Net Assets (Cr) ₹6,152 on 30 Nov 20
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.35
Information Ratio 0.26
Alpha Ratio -6.03
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 15₹10,000
31 Dec 16₹11,019
31 Dec 17₹15,809
31 Dec 18₹13,055
31 Dec 19₹12,399
31 Dec 20₹14,716

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 ₹385,859.
Net Profit of ₹85,859
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 13 Jan 21

DurationReturns
1 Month 9.7%
3 Month 31.1%
6 Month 53.9%
1 Year 21.9%
3 Year -1.2%
5 Year 9.9%
10 Year
15 Year
Since launch 13%
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 0713.76 Yr.
Hari Shyamsunder2 May 164.67 Yr.
Mayank Bukrediwala24 Aug 200.35 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Industrials24.77%
Financial Services18.41%
Consumer Cyclical12.77%
Basic Materials12.4%
Health Care6.36%
Communication Services5.6%
Consumer Defensive5.18%
Technology5.14%
Real Estate4.99%
Energy2.2%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity97.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
7%₹409 Cr4,342,967
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
4%₹249 Cr1,982,437
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹237 Cr1,649,964
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹193 Cr7,737,595
↓ -208,000
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 502986
3%₹158 Cr1,459,507
↓ -196,168
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹157 Cr3,066,552
↓ -237,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹150 Cr10,263,765
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
2%₹147 Cr2,672,305
↓ -100,000
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
2%₹146 Cr5,467,185
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
2%₹146 Cr1,436,587
↓ -190,000

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% 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 (13 Jan 21) ₹50.1676 ↑ 0.53   (1.06 %)
Net Assets (Cr) ₹7,205 on 30 Nov 20
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.09
Information Ratio -0.6
Alpha Ratio -8.72
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 15₹10,000
31 Dec 16₹10,495
31 Dec 17₹14,425
31 Dec 18₹13,162
31 Dec 19₹14,596
31 Dec 20₹16,182

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 ₹415,684.
Net Profit of ₹115,684
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 13 Jan 21

DurationReturns
1 Month 8.6%
3 Month 34.1%
6 Month 36.7%
1 Year 16.1%
3 Year 5.9%
5 Year 12.8%
10 Year
15 Year
Since launch 12.6%
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 164.67 Yr.
Roshi Jain9 Jul 128.49 Yr.
Mayank Bukrediwala24 Aug 200.35 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services38.04%
Industrials13.74%
Basic Materials10.82%
Energy8.22%
Utility7.49%
Communication Services6.83%
Health Care6.15%
Real Estate2.67%
Consumer Defensive0.77%
Technology0.34%
Asset Allocation
Asset ClassValue
Cash4.95%
Equity95.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹776 Cr14,500,000
↓ -500,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹770 Cr28,000,000
↓ -3,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
9%₹682 Cr11,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
7%₹510 Cr10,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
5%₹345 Cr2,400,000
↓ -200,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹332 Cr8,700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
4%₹322 Cr2,500,000
↓ -175,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 17 | 532555
4%₹313 Cr31,504,954
↓ -495,046
Lupin Ltd (Healthcare)
Equity, Since 29 Feb 20 | 500257
4%₹293 Cr3,000,000
↑ 100,000
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
4%₹282 Cr31,000,000
↓ -6,000,000

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 21.3% 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 (13 Jan 21) ₹678.968 ↑ 4.99   (0.74 %)
Net Assets (Cr) ₹4,053 on 30 Nov 20
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.18
Information Ratio -0.71
Alpha Ratio -5.37
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,472
31 Dec 17₹13,520
31 Dec 18₹13,111
31 Dec 19₹13,784
31 Dec 20₹15,136

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 ₹405,518.
Net Profit of ₹105,518
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 13 Jan 21

DurationReturns
1 Month 8.5%
3 Month 29.8%
6 Month 40.7%
1 Year 16.3%
3 Year 5.8%
5 Year 11%
10 Year
15 Year
Since launch 21.3%
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 164.67 Yr.
Lakshmikanth Reddy2 May 164.67 Yr.

Data below for Franklin India Taxshield as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services33.3%
Consumer Cyclical12.27%
Technology11.71%
Utility11.14%
Basic Materials6.61%
Industrials5.58%
Energy5%
Health Care4.41%
Communication Services4%
Consumer Defensive3.69%
Real Estate0.49%
Asset Allocation
Asset ClassValue
Cash1.79%
Equity98.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
10%₹424 Cr6,829,842
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
10%₹423 Cr3,370,979
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
9%₹378 Cr2,630,104
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹235 Cr4,383,052
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 18 | 500400
4%₹156 Cr20,624,428
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
4%₹155 Cr3,044,619
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
4%₹154 Cr8,119,223
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
3%₹121 Cr1,679,699
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Dec 14 | 532478
2%₹103 Cr871,834
Petronet LNG Ltd (Energy)
Equity, Since 30 Nov 16 | 532522
2%₹101 Cr4,078,627

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 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 (13 Jan 21) ₹1,192.22 ↓ -2.98   (-0.25 %)
Net Assets (Cr) ₹7,026 on 30 Nov 20
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.37
Information Ratio -0.02
Alpha Ratio -5.74
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 15₹10,000
31 Dec 16₹10,845
31 Dec 17₹15,151
31 Dec 18₹13,728
31 Dec 19₹14,213
31 Dec 20₹16,740

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 13 Jan 21

DurationReturns
1 Month 7.2%
3 Month 29.9%
6 Month 41.1%
1 Year 22.5%
3 Year 4.8%
5 Year 12.9%
10 Year
15 Year
Since launch 19.3%
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 0813.01 Yr.
Hari Shyamsunder2 May 164.67 Yr.
Mayank Bukrediwala24 Aug 200.35 Yr.

Data below for Franklin India Prima Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services24.34%
Consumer Cyclical21.46%
Basic Materials15.39%
Industrials12.78%
Consumer Defensive4.52%
Health Care3.74%
Energy3.7%
Communication Services3.22%
Real Estate3.05%
Utility2.75%
Technology1.56%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹286 Cr1,988,423
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
4%₹279 Cr7,341,052
↓ -600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
4%₹276 Cr5,159,409
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
4%₹258 Cr4,252,164
↓ -183,772
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹250 Cr1,254,035
↓ -96,857
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹229 Cr2,877,389
↓ -50,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Oct 16 | NAUKRI
3%₹227 Cr478,016
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹216 Cr2,622,087
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹212 Cr11,788,196
Aarti Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | 524208
3%₹181 Cr1,464,796
↓ -25,000

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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