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Top 4 Best Equity Funds by Franklin Templeton Mutual Fund 2023

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7 Best Equity Funds by Franklin Templeton Mutual Fund 2023

Updated on May 26, 2023 , 3410 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 (%)2022 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹25.0709
↑ 0.16
₹293-0.94.13.84.81.8-14.5-0.2
Franklin Build India Fund Growth ₹75.4554
↑ 0.51
₹1,2427.63.925.837.713.811.20.69
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹47.553
↑ 0.91
₹3,03410.111.114.46.210.8-30.3-0.13
Franklin India Smaller Companies Fund Growth ₹105.301
↑ 0.50
₹7,5939.410.23245.6123.60.42
Franklin India Focused Equity Fund Growth ₹72.0865
↑ 0.62
₹8,2685.8-0.318.432.313.78.90.25
Franklin India Taxshield Growth ₹926.735
↑ 6.26
₹4,7406.3-0.417.131.210.85.40.14
Franklin India Prima Fund Growth ₹1,599.51
↑ 11.40
₹7,5317.53.523.730.210.52.20.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 May 23
Note: Ratio's shown as on 30 Apr 23

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 6.2% since its launch.  Ranked 1 in Global category.  Return for 2022 was -14.5% , 2021 was -5.9% and 2020 was 25.8% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (26 May 23) ₹25.0709 ↑ 0.16   (0.65 %)
Net Assets (Cr) ₹293 on 30 Apr 23
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.62
Sharpe Ratio -0.2
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
30 Apr 18₹10,000
30 Apr 19₹10,094
30 Apr 20₹9,979
30 Apr 21₹14,519
30 Apr 22₹11,337
30 Apr 23₹11,131

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 ₹315,615.
Net Profit of ₹15,615
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 26 May 23

DurationReturns
1 Month 1.3%
3 Month -0.9%
6 Month 4.1%
1 Year 3.8%
3 Year 4.8%
5 Year 1.8%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -14.5%
2021 -5.9%
2020 25.8%
2019 28.2%
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Varun Sharma18 Oct 211.53 Yr.
Sandeep Manam18 Oct 211.53 Yr.

Data below for Franklin Asian Equity Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services23.72%
Technology23.34%
Consumer Cyclical20.5%
Consumer Defensive7.56%
Industrials7.31%
Communication Services5.62%
Basic Materials4.93%
Energy2.13%
Health Care1.35%
Real Estate1.08%
Asset Allocation
Asset ClassValue
Cash2.46%
Equity97.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
9%₹26 Cr194,000
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
9%₹25 Cr62,858
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
6%₹17 Cr194,000
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | NNND
6%₹16 Cr45,900
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
4%₹11 Cr115,639
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 2RR
3%₹9 Cr101,604
DBS Group Holdings Ltd (Financial Services)
Equity, Since 30 Jun 21 | DEVL
3%₹8 Cr40,800
LG Chem Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 051910
3%₹8 Cr1,764
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
3%₹8 Cr46,047
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BZG2
2%₹7 Cr1,336,900

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 15.9% since its launch.  Ranked 4 in Sectoral category.  Return for 2022 was 11.2% , 2021 was 45.9% and 2020 was 5.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (26 May 23) ₹75.4554 ↑ 0.51   (0.68 %)
Net Assets (Cr) ₹1,242 on 30 Apr 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.69
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
30 Apr 18₹10,000
30 Apr 19₹10,670
30 Apr 20₹7,709
30 Apr 21₹12,418
30 Apr 22₹15,828
30 Apr 23₹18,346

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 26 May 23

DurationReturns
1 Month 3.9%
3 Month 7.6%
6 Month 3.9%
1 Year 25.8%
3 Year 37.7%
5 Year 13.8%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 211.53 Yr.
Kiran Sebastian7 Feb 221.23 Yr.
Sandeep Manam18 Oct 211.53 Yr.

Data below for Franklin Build India Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials42.69%
Financial Services14.76%
Utility12.39%
Energy6.91%
Consumer Cyclical6.14%
Communication Services4.83%
Basic Materials4.4%
Real Estate2.2%
Technology0.69%
Asset Allocation
Asset ClassValue
Cash5%
Equity95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹130 Cr550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
7%₹83 Cr900,000
↓ -25,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Nov 16 | NTPC
6%₹69 Cr4,000,000
↑ 400,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID
5%₹65 Cr2,750,000
↑ 125,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹60 Cr750,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
5%₹59 Cr311,000
↓ -29,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹59 Cr243,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
4%₹45 Cr1,150,000
↓ -62,983
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK
3%₹41 Cr475,000
↓ -25,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
3%₹37 Cr185,000

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 14.8% since its launch.  Ranked 6 in Global category.  Return for 2022 was -30.3% , 2021 was 17.9% and 2020 was 45.2% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (25 May 23) ₹47.553 ↑ 0.91   (1.94 %)
Net Assets (Cr) ₹3,034 on 30 Apr 23
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.58
Sharpe Ratio -0.13
Information Ratio -1.7
Alpha Ratio -7.95
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
30 Apr 18₹10,000
30 Apr 19₹11,974
30 Apr 20₹13,837
30 Apr 21₹20,055
30 Apr 22₹17,030
30 Apr 23₹17,199

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 26 May 23

DurationReturns
1 Month 7.5%
3 Month 10.1%
6 Month 11.1%
1 Year 14.4%
3 Year 6.2%
5 Year 10.8%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 211.53 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Technology32.04%
Health Care14.4%
Financial Services13.15%
Consumer Cyclical11.58%
Communication Services6.68%
Industrials4.48%
Real Estate3.85%
Consumer Defensive3.84%
Basic Materials1.85%
Utility1.13%
Asset Allocation
Asset ClassValue
Cash2.56%
Equity95.64%
Other0.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹3,001 Cr5,937,271
Call, Cash & Other Assets
Net Current Assets | -
1%₹33 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 14.5% since its launch.  Ranked 11 in Small Cap category.  Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (26 May 23) ₹105.301 ↑ 0.50   (0.48 %)
Net Assets (Cr) ₹7,593 on 30 Apr 23
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.42
Information Ratio 0.06
Alpha Ratio 9.62
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
30 Apr 18₹10,000
30 Apr 19₹8,653
30 Apr 20₹6,007
30 Apr 21₹11,034
30 Apr 22₹14,466
30 Apr 23₹16,155

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 26 May 23

DurationReturns
1 Month 6%
3 Month 9.4%
6 Month 10.2%
1 Year 32%
3 Year 45.6%
5 Year 12%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1112.25 Yr.
Sandeep Manam18 Oct 211.53 Yr.
Akhil Kalluri8 Sep 220.64 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials25.67%
Financial Services18%
Consumer Cyclical13.59%
Basic Materials9.48%
Consumer Defensive6.13%
Health Care5.48%
Real Estate5.33%
Technology4.6%
Communication Services1.99%
Energy1.77%
Asset Allocation
Asset ClassValue
Cash7.05%
Equity92.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
4%₹337 Cr48,909,764
↓ -3,720,884
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
4%₹307 Cr6,112,881
↓ -246,509
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹262 Cr1,387,967
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹207 Cr2,259,945
J.B. Chemicals & Pharmaceuticals Ltd Shs Dematerialised (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹207 Cr971,988
↓ -140,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
3%₹195 Cr1,812,883
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | JYOTHYLAB
2%₹189 Cr9,706,465
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA
2%₹185 Cr18,898,917
↓ -500,000
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
2%₹180 Cr2,016,355
↓ -242,733
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
2%₹178 Cr2,960,279
↓ -300,000

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 13.3% since its launch.  Ranked 28 in Focused category.  Return for 2022 was 8.9% , 2021 was 39.4% and 2020 was 10.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (26 May 23) ₹72.0865 ↑ 0.62   (0.86 %)
Net Assets (Cr) ₹8,268 on 30 Apr 23
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.25
Information Ratio 0.34
Alpha Ratio 4.16
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
30 Apr 18₹10,000
30 Apr 19₹10,927
30 Apr 20₹8,672
30 Apr 21₹13,778
30 Apr 22₹16,684
30 Apr 23₹18,159

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 ₹426,080.
Net Profit of ₹126,080
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 26 May 23

DurationReturns
1 Month 4.9%
3 Month 5.8%
6 Month -0.3%
1 Year 18.4%
3 Year 32.3%
5 Year 13.7%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 211.53 Yr.
Varun Sharma1 Apr 230.08 Yr.
Sandeep Manam18 Oct 211.53 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services35.05%
Industrials20.33%
Consumer Cyclical8.65%
Health Care7.93%
Communication Services4.93%
Consumer Defensive4.77%
Basic Materials4.67%
Technology4.55%
Energy2.63%
Real Estate1.75%
Asset Allocation
Asset ClassValue
Cash4.74%
Equity95.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
10%₹861 Cr5,100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹794 Cr8,650,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹520 Cr2,200,000
↓ -195,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK
5%₹427 Cr4,970,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹408 Cr5,100,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹376 Cr3,000,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹351 Cr1,854,000
↓ -146,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
4%₹341 Cr3,450,000
↑ 136,893
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
4%₹324 Cr5,600,000
↓ -200,000
Cipla Ltd Shs Dematerialised (Healthcare)
Equity, Since 31 Jan 21 | CIPLA
4%₹315 Cr3,466,950

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 20.7% since its launch.  Ranked 28 in ELSS category.  Return for 2022 was 5.4% , 2021 was 36.7% and 2020 was 9.8% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (26 May 23) ₹926.735 ↑ 6.26   (0.68 %)
Net Assets (Cr) ₹4,740 on 30 Apr 23
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.14
Information Ratio 0.34
Alpha Ratio 2.76
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 18₹10,000
30 Apr 19₹10,232
30 Apr 20₹7,865
30 Apr 21₹12,479
30 Apr 22₹14,995
30 Apr 23₹16,070

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 ₹395,578.
Net Profit of ₹95,578
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 26 May 23

DurationReturns
1 Month 4%
3 Month 6.3%
6 Month -0.4%
1 Year 17.1%
3 Year 31.2%
5 Year 10.8%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
Anand Radhakrishnan18 Oct 211.53 Yr.
R. Janakiraman2 May 167 Yr.

Data below for Franklin India Taxshield as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services32.32%
Industrials12.64%
Consumer Cyclical10.19%
Technology9.8%
Consumer Defensive8.3%
Basic Materials5.8%
Utility5.26%
Communication Services5.23%
Energy4.37%
Health Care1.33%
Asset Allocation
Asset ClassValue
Cash4.75%
Equity95.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹422 Cr4,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
9%₹422 Cr2,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
6%₹270 Cr1,140,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹251 Cr2,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹248 Cr3,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK
5%₹237 Cr2,750,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹173 Cr3,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹138 Cr1,300,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹138 Cr800,000
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Oct 18 | 532432
3%₹128 Cr1,650,000

7. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 29 in Mid Cap category.  Return for 2022 was 2.2% , 2021 was 32.6% and 2020 was 17.8% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (26 May 23) ₹1,599.51 ↑ 11.40   (0.72 %)
Net Assets (Cr) ₹7,531 on 30 Apr 23
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.1
Information Ratio -1.94
Alpha Ratio -0.86
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
30 Apr 18₹10,000
30 Apr 19₹9,461
30 Apr 20₹7,752
30 Apr 21₹12,520
30 Apr 22₹14,302
30 Apr 23₹15,225

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 ₹395,578.
Net Profit of ₹95,578
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 26 May 23

DurationReturns
1 Month 6.7%
3 Month 7.5%
6 Month 3.5%
1 Year 23.7%
3 Year 30.2%
5 Year 10.5%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1112.25 Yr.
Sandeep Manam18 Oct 211.53 Yr.
Akhil Kalluri7 Feb 221.23 Yr.

Data below for Franklin India Prima Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services21.53%
Consumer Cyclical20.03%
Basic Materials15.65%
Industrials13.88%
Health Care6.66%
Technology6.17%
Real Estate4.24%
Consumer Defensive3.92%
Utility2.29%
Energy1.03%
Communication Services0.5%
Asset Allocation
Asset ClassValue
Cash4.1%
Equity95.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 500469
4%₹284 Cr21,069,927
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹256 Cr2,785,566
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 31 Dec 13 | APOLLOTYRE
3%₹222 Cr6,394,174
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹206 Cr1,223,175
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
3%₹198 Cr1,050,123
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH
3%₹196 Cr4,268,939
↓ -140,930
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | SUNDRMFAST
2%₹188 Cr1,798,493
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | COROMANDEL
2%₹187 Cr1,986,228
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
2%₹166 Cr24,027,634
↓ -1,967,967
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
2%₹163 Cr6,391,052
↓ -750,000

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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