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Top 4 Best Equity Funds by Franklin Templeton Mutual Fund 2025

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7 Best Equity Funds by Franklin Templeton Mutual Fund 2025

Updated on June 5, 2025 , 4376 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 (%)2024 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹29.9161
↑ 0.05
₹2374.63.212.85.54.514.40.05
Franklin Build India Fund Growth ₹140.934
↑ 1.34
₹2,72614.8-2.85.83233.427.8-0.22
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹73.3899
↓ -0.14
₹3,5112.7-2.612.118.712.427.10.12
Franklin India Smaller Companies Fund Growth ₹173.823
↑ 0.80
₹12,53017.5-5.54.328.235.123.2-0.31
Franklin India Focused Equity Fund Growth ₹107.477
↑ 1.10
₹11,96811.5-1.4820.224.519.90.03
Franklin India Taxshield Growth ₹1,484.53
↑ 11.18
₹6,59212.3-1.61122.426.322.40.2
Franklin India Prima Fund Growth ₹2,754.29
↑ 27.60
₹11,76214.7-1.912.927.627.931.80.34
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Note: Ratio's shown as on 30 Apr 25

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 6.5% since its launch.  Ranked 1 in Global category.  Return for 2024 was 14.4% , 2023 was 0.7% and 2022 was -14.5% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (06 Jun 25) ₹29.9161 ↑ 0.05   (0.17 %)
Net Assets (Cr) ₹237 on 30 Apr 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.5
Sharpe Ratio 0.05
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹14,620
31 May 22₹11,743
31 May 23₹11,298
31 May 24₹11,789
31 May 25₹13,350

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 ₹340,450.
Net Profit of ₹40,450
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 6 Jun 25

DurationReturns
1 Month 5.1%
3 Month 4.6%
6 Month 3.2%
1 Year 12.8%
3 Year 5.5%
5 Year 4.5%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 14.4%
2023 0.7%
2022 -14.5%
2021 -5.9%
2020 25.8%
2019 28.2%
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Sandeep Manam18 Oct 213.62 Yr.
Shyam Sriram26 Sep 240.68 Yr.

Data below for Franklin Asian Equity Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical25.46%
Financial Services23.03%
Technology20.02%
Consumer Defensive7.06%
Industrials6.28%
Communication Services4.74%
Health Care4.65%
Real Estate2.25%
Basic Materials1.89%
Utility1.2%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
11%₹27 Cr111,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | ICICIBANK
5%₹12 Cr87,497
↓ -16,371
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK
5%₹12 Cr64,250
↑ 12,037
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
5%₹11 Cr21,600
↓ -4,200
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
4%₹8 Cr65,204
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 500850
3%₹7 Cr85,863
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹7 Cr287,506
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT
3%₹6 Cr18,306
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 24 | HDFCLIFE
3%₹6 Cr81,715
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
3%₹6 Cr95,600

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 18.3% since its launch.  Ranked 4 in Sectoral category.  Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (06 Jun 25) ₹140.934 ↑ 1.34   (0.96 %)
Net Assets (Cr) ₹2,726 on 30 Apr 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio -0.22
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 May 20₹10,000
31 May 21₹18,183
31 May 22₹20,194
31 May 23₹24,847
31 May 24₹44,259
31 May 25₹45,380

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 ₹689,048.
Net Profit of ₹389,048
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 6 Jun 25

DurationReturns
1 Month 7.4%
3 Month 14.8%
6 Month -2.8%
1 Year 5.8%
3 Year 32%
5 Year 33.4%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.8%
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.62 Yr.
Kiran Sebastian7 Feb 223.31 Yr.
Sandeep Manam18 Oct 213.62 Yr.

Data below for Franklin Build India Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials33.55%
Utility13.3%
Energy12.88%
Financial Services12.29%
Communication Services8.52%
Basic Materials6.87%
Real Estate3.02%
Consumer Cyclical2.71%
Technology1.71%
Asset Allocation
Asset ClassValue
Cash5.15%
Equity94.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
8%₹222 Cr665,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹171 Cr1,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
6%₹169 Cr1,200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
6%₹157 Cr300,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹146 Cr4,125,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹134 Cr5,500,000
↑ 500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹132 Cr710,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹119 Cr1,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹103 Cr3,365,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 500400
3%₹77 Cr2,000,000

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 16.1% since its launch.  Ranked 6 in Global category.  Return for 2024 was 27.1% , 2023 was 37.9% and 2022 was -30.3% .

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 (05 Jun 25) ₹73.3899 ↓ -0.14   (-0.18 %)
Net Assets (Cr) ₹3,511 on 30 Apr 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.52
Sharpe Ratio 0.12
Information Ratio -1.39
Alpha Ratio -7.16
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 May 20₹10,000
31 May 21₹12,742
31 May 22₹10,865
31 May 23₹11,996
31 May 24₹15,822
31 May 25₹17,850

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 ₹415,684.
Net Profit of ₹115,684
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 6 Jun 25

DurationReturns
1 Month 9.4%
3 Month 2.7%
6 Month -2.6%
1 Year 12.1%
3 Year 18.7%
5 Year 12.4%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.1%
2023 37.9%
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 213.62 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Technology35.89%
Communication Services15.3%
Health Care11.31%
Consumer Cyclical10.68%
Industrials8.87%
Financial Services7.65%
Basic Materials2.39%
Consumer Defensive1.78%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash1.69%
Equity97.22%
Other0.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹3,480 Cr4,641,619
↑ 36,779
Call, Cash & Other Assets
CBLO | -
1%₹31 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 15.9% since its launch.  Ranked 11 in Small Cap category.  Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (06 Jun 25) ₹173.823 ↑ 0.80   (0.46 %)
Net Assets (Cr) ₹12,530 on 30 Apr 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.31
Information Ratio 0.37
Alpha Ratio -0.69
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 May 20₹10,000
31 May 21₹20,929
31 May 22₹23,362
31 May 23₹30,009
31 May 24₹46,268
31 May 25₹48,054

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 ₹721,906.
Net Profit of ₹421,906
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 6 Jun 25

DurationReturns
1 Month 10.9%
3 Month 17.5%
6 Month -5.5%
1 Year 4.3%
3 Year 28.2%
5 Year 35.1%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.2%
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.34 Yr.
Sandeep Manam18 Oct 213.62 Yr.
Akhil Kalluri8 Sep 222.73 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services19.29%
Industrials18.43%
Consumer Cyclical15.94%
Health Care11.17%
Basic Materials9.67%
Technology5.83%
Real Estate4.61%
Consumer Defensive3.63%
Utility2.72%
Energy0.88%
Asset Allocation
Asset ClassValue
Cash7.67%
Equity92.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹405 Cr8,018,630
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹398 Cr3,868,691
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
3%₹322 Cr48,064,081
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹305 Cr13,998,917
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹269 Cr1,387,967
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹267 Cr1,866,828
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹256 Cr4,963,469
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹234 Cr1,448,723
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹233 Cr6,900,000
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹232 Cr3,220,340
↑ 157,640

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 14.2% since its launch.  Ranked 28 in Focused category.  Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (06 Jun 25) ₹107.477 ↑ 1.10   (1.04 %)
Net Assets (Cr) ₹11,968 on 30 Apr 25
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.03
Information Ratio 0.53
Alpha Ratio 0.13
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 May 20₹10,000
31 May 21₹17,722
31 May 22₹19,007
31 May 23₹22,059
31 May 24₹29,994
31 May 25₹32,116

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 ₹556,833.
Net Profit of ₹256,833
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 6 Jun 25

DurationReturns
1 Month 3.8%
3 Month 11.5%
6 Month -1.4%
1 Year 8%
3 Year 20.2%
5 Year 24.5%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.9%
2023 23.5%
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 213.62 Yr.
Venkatesh Sanjeevi4 Oct 240.66 Yr.
Sandeep Manam18 Oct 213.62 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services36.18%
Consumer Cyclical12.02%
Health Care9.43%
Industrials7.47%
Technology6.3%
Communication Services6.08%
Energy5.4%
Basic Materials4.17%
Consumer Defensive4.13%
Real Estate2.97%
Asset Allocation
Asset ClassValue
Cash5.86%
Equity94.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
11%₹1,309 Cr6,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹1,184 Cr8,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
6%₹727 Cr3,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹711 Cr6,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹646 Cr4,600,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹586 Cr3,200,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹546 Cr23,500,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹543 Cr3,500,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS
4%₹484 Cr1,400,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹429 Cr350,000

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 21.1% since its launch.  Ranked 28 in ELSS category.  Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (06 Jun 25) ₹1,484.53 ↑ 11.18   (0.76 %)
Net Assets (Cr) ₹6,592 on 30 Apr 25
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 0.2
Information Ratio 1.48
Alpha Ratio 2.9
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,366
31 May 22₹18,820
31 May 23₹21,509
31 May 24₹30,479
31 May 25₹33,770

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 ₹584,107.
Net Profit of ₹284,107
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 6 Jun 25

DurationReturns
1 Month 4.1%
3 Month 12.3%
6 Month -1.6%
1 Year 11%
3 Year 22.4%
5 Year 26.3%
10 Year
15 Year
Since launch 21.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.4%
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 169.09 Yr.
Rajasa Kakulavarapu1 Dec 231.5 Yr.

Data below for Franklin India Taxshield as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services31.24%
Consumer Cyclical11.65%
Industrials10.51%
Technology8.65%
Health Care6.78%
Consumer Defensive5.77%
Communication Services5.55%
Utility4.8%
Basic Materials4.77%
Energy3.27%
Real Estate1.73%
Asset Allocation
Asset ClassValue
Cash5.28%
Equity94.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
10%₹649 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
10%₹628 Cr3,260,417
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹333 Cr1,786,745
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹295 Cr883,853
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹288 Cr1,922,741
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹267 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹229 Cr1,462,587
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹204 Cr1,449,806
↑ 125,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
3%₹203 Cr917,310
↑ 73,780
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
3%₹200 Cr1,276,457

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 19.5% since its launch.  Ranked 29 in Mid Cap category.  Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (06 Jun 25) ₹2,754.29 ↑ 27.60   (1.01 %)
Net Assets (Cr) ₹11,762 on 30 Apr 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.34
Information Ratio -0.06
Alpha Ratio 5.86
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 May 20₹10,000
31 May 21₹17,703
31 May 22₹17,914
31 May 23₹21,489
31 May 24₹31,538
31 May 25₹35,771

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 ₹598,181.
Net Profit of ₹298,181
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 6 Jun 25

DurationReturns
1 Month 7.8%
3 Month 14.7%
6 Month -1.9%
1 Year 12.9%
3 Year 27.6%
5 Year 27.9%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 31.8%
2023 36.8%
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.34 Yr.
Sandeep Manam18 Oct 213.62 Yr.
Akhil Kalluri7 Feb 223.31 Yr.

Data below for Franklin India Prima Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services20.28%
Consumer Cyclical17.18%
Basic Materials14.84%
Industrials10.75%
Health Care10.64%
Technology6.34%
Real Estate5.74%
Consumer Defensive4.38%
Communication Services3.07%
Utility1.15%
Energy1.05%
Asset Allocation
Asset ClassValue
Cash4.57%
Equity95.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹432 Cr21,939,752
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹268 Cr1,211,228
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO
2%₹243 Cr1,499,891
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹241 Cr1,428,689
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH
2%₹236 Cr2,153,205
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
2%₹235 Cr1,223,175
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 524494
2%₹230 Cr1,641,580
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT
2%₹226 Cr442,739
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹224 Cr1,631,918
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹222 Cr901,105

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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