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Top 4 Best Equity Funds by Franklin Templeton Mutual Fund 2024

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7 Best Equity Funds by Franklin Templeton Mutual Fund 2024

Updated on May 18, 2024 , 3907 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 (%)2023 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹26.8962
↓ 0.00
₹23189.17.6-4.44.90.7-0.12
Franklin Build India Fund Growth ₹135.319
↑ 2.03
₹2,40613.239.279.937.626.951.13.97
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹64.6208
↓ -0.07
₹3,3854.321.137.99.315.637.91.27
Franklin India Smaller Companies Fund Growth ₹164.393
↑ 2.57
₹12,5878.421.756.732.726.152.13.08
Franklin India Focused Equity Fund Growth ₹98.0177
↑ 0.43
₹11,5127.420.73821.419.623.52.93
Franklin India Taxshield Growth ₹1,317.92
↑ 9.58
₹6,383521.644.222.318.931.23.28
Franklin India Prima Fund Growth ₹2,378.4
↑ 31.02
₹10,7068.424.451.623.221.236.83.02
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 24
Note: Ratio's shown as on 30 Apr 24

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 2023 was 0.7% , 2022 was -14.5% and 2021 was -5.9% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (17 May 24) ₹26.8962 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹231 on 30 Apr 24
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.55
Sharpe Ratio -0.12
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 19₹10,000
30 Apr 20₹9,886
30 Apr 21₹14,384
30 Apr 22₹11,231
30 Apr 23₹11,028
30 Apr 24₹11,461

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 17 May 24

DurationReturns
1 Month 6.7%
3 Month 8%
6 Month 9.1%
1 Year 7.6%
3 Year -4.4%
5 Year 4.9%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 9.2%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Varun Sharma18 Oct 212.45 Yr.
Sandeep Manam18 Oct 212.45 Yr.

Data below for Franklin Asian Equity Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Technology26.56%
Financial Services20.13%
Consumer Cyclical19.85%
Consumer Defensive8.37%
Industrials7.14%
Communication Services4.28%
Energy3.62%
Health Care3.52%
Real Estate1.98%
Basic Materials1.81%
Asset Allocation
Asset ClassValue
Cash2.74%
Equity97.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
11%₹26 Cr127,000
↓ -32,000
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
8%₹18 Cr35,120
↓ -10,059
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | ICICIBANK
6%₹14 Cr129,196
↑ 129,196
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
4%₹10 Cr30,700
↓ -14,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK
4%₹9 Cr64,399
↑ 64,399
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT
4%₹9 Cr22,881
↑ 22,881
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
4%₹8 Cr28,303
↑ 28,303
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹7 Cr363,066
↑ 11,807
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
3%₹6 Cr111,800
↓ -55,400
SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 000660
3%₹6 Cr5,196
↓ -737

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 19.4% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (17 May 24) ₹135.319 ↑ 2.03   (1.52 %)
Net Assets (Cr) ₹2,406 on 30 Apr 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.97
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 19₹10,000
30 Apr 20₹7,225
30 Apr 21₹11,639
30 Apr 22₹14,835
30 Apr 23₹17,194
30 Apr 24₹30,640

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 ₹584,107.
Net Profit of ₹284,107
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 17 May 24

DurationReturns
1 Month 9.1%
3 Month 13.2%
6 Month 39.2%
1 Year 79.9%
3 Year 37.6%
5 Year 26.9%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 212.45 Yr.
Kiran Sebastian7 Feb 222.15 Yr.
Sandeep Manam18 Oct 212.45 Yr.

Data below for Franklin Build India Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials40.44%
Utility12.04%
Energy10.98%
Financial Services10.9%
Basic Materials6.56%
Communication Services5.37%
Consumer Cyclical4.13%
Real Estate3.67%
Technology0.35%
Asset Allocation
Asset ClassValue
Cash5.56%
Equity94.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹226 Cr600,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
7%₹143 Cr4,250,000
↓ -350,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
6%₹127 Cr4,750,000
↓ -50,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹113 Cr381,000
↑ 56,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹103 Cr3,725,000
↓ -375,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
4%₹96 Cr1,119,847
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
4%₹87 Cr800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹87 Cr710,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | 517569
4%₹79 Cr229,407
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | 532784
3%₹71 Cr490,000

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 16.4% since its launch.  Ranked 6 in Global category.  Return for 2023 was 37.9% , 2022 was -30.3% and 2021 was 17.9% .

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 (17 May 24) ₹64.6208 ↓ -0.07   (-0.11 %)
Net Assets (Cr) ₹3,385 on 30 Apr 24
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 1.27
Information Ratio -1.58
Alpha Ratio -2.66
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
30 Apr 19₹10,000
30 Apr 20₹11,556
30 Apr 21₹16,750
30 Apr 22₹14,223
30 Apr 23₹14,364
30 Apr 24₹19,188

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 ₹447,579.
Net Profit of ₹147,579
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 17 May 24

DurationReturns
1 Month 3.3%
3 Month 4.3%
6 Month 21.1%
1 Year 37.9%
3 Year 9.3%
5 Year 15.6%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 8.4%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 212.45 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Technology42%
Health Care11.43%
Consumer Cyclical11%
Communication Services10.75%
Financial Services7.09%
Industrials5.6%
Consumer Defensive3.77%
Basic Materials2.22%
Real Estate0.8%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity96.67%
Other0.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹3,584 Cr4,951,736
↓ -37,557
Call, Cash & Other Assets
CBLO | -
1%₹32 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 16.5% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (17 May 24) ₹164.393 ↑ 2.57   (1.59 %)
Net Assets (Cr) ₹12,587 on 30 Apr 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.08
Information Ratio 0.33
Alpha Ratio 3.32
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 19₹10,000
30 Apr 20₹6,943
30 Apr 21₹12,752
30 Apr 22₹16,718
30 Apr 23₹18,671
30 Apr 24₹29,996

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 ₹584,107.
Net Profit of ₹284,107
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 17 May 24

DurationReturns
1 Month 6.3%
3 Month 8.4%
6 Month 21.7%
1 Year 56.7%
3 Year 32.7%
5 Year 26.1%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.17 Yr.
Sandeep Manam18 Oct 212.45 Yr.
Akhil Kalluri8 Sep 221.56 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials26.54%
Financial Services19.57%
Consumer Cyclical13.14%
Health Care7.5%
Technology6.65%
Basic Materials6.28%
Real Estate5.5%
Consumer Defensive4.15%
Utility1.08%
Energy1.05%
Communication Services0.82%
Asset Allocation
Asset ClassValue
Cash6%
Equity93.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | 543243
4%₹445 Cr48,064,081
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹437 Cr4,668,691
↑ 25,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 543278
3%₹375 Cr8,763,469
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹299 Cr892,402
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
3%₹295 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹281 Cr15,398,917
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 540975
2%₹266 Cr6,488,964
↑ 1,892,958
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | 542651
2%₹263 Cr1,772,610
↓ -100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹247 Cr2,259,945
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
2%₹239 Cr1,448,723
↓ -140,253

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 14.5% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (17 May 24) ₹98.0177 ↑ 0.43   (0.44 %)
Net Assets (Cr) ₹11,512 on 30 Apr 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.93
Information Ratio 0.45
Alpha Ratio 4.74
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
30 Apr 19₹10,000
30 Apr 20₹7,937
30 Apr 21₹12,610
30 Apr 22₹15,269
30 Apr 23₹16,619
30 Apr 24₹23,356

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 ₹493,520.
Net Profit of ₹193,520
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 17 May 24

DurationReturns
1 Month 4%
3 Month 7.4%
6 Month 20.7%
1 Year 38%
3 Year 21.4%
5 Year 19.6%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 79.6%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 212.45 Yr.
Varun Sharma1 Apr 231 Yr.
Sandeep Manam18 Oct 212.45 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services31.65%
Industrials14.11%
Consumer Cyclical11.81%
Health Care10.15%
Technology7.06%
Basic Materials6.07%
Energy5.33%
Communication Services4.95%
Real Estate3.64%
Consumer Defensive1.72%
Asset Allocation
Asset ClassValue
Cash3.51%
Equity96.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹918 Cr8,400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
8%₹901 Cr6,225,000
↑ 125,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
6%₹644 Cr4,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
5%₹602 Cr1,600,000
↓ -125,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹594 Cr2,000,000
↑ 300,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹579 Cr3,575,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹554 Cr3,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹553 Cr4,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹503 Cr4,800,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | 517569
4%₹476 Cr1,375,268

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 21.5% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (17 May 24) ₹1,317.92 ↑ 9.58   (0.73 %)
Net Assets (Cr) ₹6,383 on 30 Apr 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.28
Information Ratio 0.76
Alpha Ratio 7.05
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,687
30 Apr 21₹12,196
30 Apr 22₹14,656
30 Apr 23₹15,706
30 Apr 24₹22,853

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 ₹481,656.
Net Profit of ₹181,656
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 17 May 24

DurationReturns
1 Month 3.7%
3 Month 5%
6 Month 21.6%
1 Year 44.2%
3 Year 22.3%
5 Year 18.9%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 167.92 Yr.
Rajasa Kakulavarapu1 Dec 230.33 Yr.

Data below for Franklin India Taxshield as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services26.5%
Industrials15.45%
Consumer Cyclical13.12%
Technology10.27%
Consumer Defensive7.37%
Basic Materials5.97%
Communication Services5.37%
Utility5.32%
Energy4.52%
Health Care4.36%
Asset Allocation
Asset ClassValue
Cash1.75%
Equity98.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹503 Cr4,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
6%₹391 Cr2,700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
6%₹363 Cr964,705
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹332 Cr2,700,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹312 Cr2,084,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹245 Cr3,251,300
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹236 Cr2,252,948
↓ -171,414
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹230 Cr1,491,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹197 Cr5,867,776
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | 532432
3%₹187 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 19.7% since its launch.  Ranked 29 in Mid Cap category.  Return for 2023 was 36.8% , 2022 was 2.2% and 2021 was 32.6% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (17 May 24) ₹2,378.4 ↑ 31.02   (1.32 %)
Net Assets (Cr) ₹10,706 on 30 Apr 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.02
Information Ratio -1.5
Alpha Ratio 0.09
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 19₹10,000
30 Apr 20₹8,194
30 Apr 21₹13,233
30 Apr 22₹15,117
30 Apr 23₹16,094
30 Apr 24₹24,254

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 ₹518,033.
Net Profit of ₹218,033
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 17 May 24

DurationReturns
1 Month 6.6%
3 Month 8.4%
6 Month 24.4%
1 Year 51.6%
3 Year 23.2%
5 Year 21.2%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 78.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.17 Yr.
Sandeep Manam18 Oct 212.45 Yr.
Akhil Kalluri7 Feb 222.15 Yr.

Data below for Franklin India Prima Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services21.43%
Consumer Cyclical17.73%
Industrials16.28%
Basic Materials13.15%
Health Care8.55%
Technology6.98%
Real Estate5.15%
Consumer Defensive3.94%
Utility3.42%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹352 Cr23,439,752
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
3%₹274 Cr13,617,750
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
3%₹273 Cr690,846
↓ -13,091
REC Ltd (Financial Services)
Equity, Since 30 Jun 23 | 532955
3%₹259 Cr5,750,000
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 500480
2%₹238 Cr792,366
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
2%₹233 Cr2,135,566
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 506401
2%₹223 Cr1,050,123
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 23 | 541154
2%₹220 Cr660,000
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | 543243
2%₹218 Cr23,580,355
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹215 Cr539,990

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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