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Top 4 Best Equity Funds by Franklin Templeton Mutual Fund 2019

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7 Best Equity Funds by Franklin Templeton Mutual Fund 2019

Updated on December 9, 2019 , 756 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 (%)2018 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹23.3331
↑ 0.09
₹1264.48.71811.58.3 0.86
Franklin Build India Fund Growth ₹40.6153
↑ 0.13
₹1,2604.2-7.58.78.58.3 0.51
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹33.323
↓ -0.19
₹1,0051.85.32017.612.6 0.37
Franklin India Smaller Companies Fund Growth ₹48.1468
↓ -0.03
₹7,0310.7-11.5-4.32.16.2 -0.22
Franklin India Focused Equity Fund Growth ₹41.2617
↑ 0.12
₹8,7146.5-4.1149.88.2 0.71
Franklin India Taxshield Growth ₹562.376
↑ 1.85
₹4,0964.5-2.86.97.97.5 0.47
Franklin India Prima Fund Growth ₹941.659
↑ 0.81
₹7,5104.9-2.55.589 0.45
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Dec 19
Note: Ratio's shown as on 31 Oct 19

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 7.4% since its launch.  Ranked 1 in Global category. .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (11 Dec 19) ₹23.3331 ↑ 0.09   (0.40 %)
Net Assets (Cr) ₹126 on 31 Oct 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.85
Sharpe Ratio 0.86
Information Ratio -0.38
Alpha Ratio 7.46
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 Nov 14₹10,000
30 Nov 15₹9,658
30 Nov 16₹10,580
30 Nov 17₹13,592
30 Nov 18₹12,241
30 Nov 19₹14,548

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 ₹376,357.
Net Profit of ₹76,357
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 11 Dec 19

DurationReturns
1 Month -0.1%
3 Month 4.4%
6 Month 8.7%
1 Year 18%
3 Year 11.5%
5 Year 8.3%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0811.8 Yr.
Pyari Menon26 Sep 190.1 Yr.

Data below for Franklin Asian Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services28.86%
Consumer Cyclical21.34%
Technology18.92%
Consumer Defensive9.07%
Communication Services7.53%
Basic Materials4.71%
Industrials3.15%
Real Estate2.67%
Energy1.44%
Health Care0.79%
Asset Allocation
Asset ClassValue
Equity98.48%
Other1.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
9%₹11 Cr9,063
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
8%₹10 Cr146,714
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
8%₹10 Cr32,100
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
7%₹9 Cr132,124
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
7%₹9 Cr31,700
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
5%₹7 Cr80,310
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
5%₹6 Cr49,254
New Oriental Education & Technology Group Inc ADR (Consumer Defensive)
Equity, Since 31 Dec 16 | EDU
3%₹3 Cr3,660
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
2%₹3 Cr195,429
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 500251
2%₹3 Cr54,190

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 14.6% since its launch.  Ranked 4 in Sectoral category. .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (11 Dec 19) ₹40.6153 ↑ 0.13   (0.32 %)
Net Assets (Cr) ₹1,260 on 31 Oct 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.32
Sharpe Ratio 0.51
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 Nov 14₹10,000
30 Nov 15₹10,721
30 Nov 16₹11,790
30 Nov 17₹15,826
30 Nov 18₹14,183
30 Nov 19₹15,648

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 ₹376,357.
Net Profit of ₹76,357
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 11 Dec 19

DurationReturns
1 Month -1.6%
3 Month 4.2%
6 Month -7.5%
1 Year 8.7%
3 Year 8.5%
5 Year 8.3%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 0910.16 Yr.
Roshi Jain4 Sep 0910.16 Yr.
Pyari Menon26 Sep 190.1 Yr.

Data below for Franklin Build India Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services32.2%
Energy15.94%
Industrials14.88%
Basic Materials10.93%
Communication Services8.01%
Utility7.37%
Consumer Cyclical2.81%
Real Estate2.06%
Asset Allocation
Asset ClassValue
Equity94.2%
Other5.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹125 Cr2,700,000
↓ -200,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹116 Cr3,700,000
↑ 500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹78 Cr2,096,026
↑ 96,026
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
6%₹73 Cr5,000,000
↑ 500,000
Call, Cash & Other Assets
Receivables | -
6%₹73 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
5%₹68 Cr550,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹61 Cr5,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹59 Cr800,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹53 Cr1,000,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | 517569
4%₹50 Cr844,665
↓ -15,335

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 16.6% since its launch.  Ranked 6 in Global category. .

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 (10 Dec 19) ₹33.323 ↓ -0.19   (-0.58 %)
Net Assets (Cr) ₹1,005 on 31 Oct 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 0.37
Information Ratio -0.55
Alpha Ratio -0.73
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹11,226
30 Nov 16₹10,856
30 Nov 17₹12,968
30 Nov 18₹14,877
30 Nov 19₹18,131

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 11 Dec 19

DurationReturns
1 Month 2%
3 Month 1.8%
6 Month 5.3%
1 Year 20%
3 Year 17.6%
5 Year 12.6%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Technology24.93%
Financial Services16.91%
Health Care15.33%
Industrials9.75%
Consumer Cyclical9.34%
Communication Services8.06%
Real Estate6.72%
Consumer Defensive3.32%
Basic Materials1%
Energy0.67%
Asset Allocation
Asset ClassValue
Cash0.41%
Equity96.03%
Other3.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,003 Cr2,957,359
↑ 54,834
Call, Cash & Other Assets
Receivables | -
0%₹2 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 12% since its launch.  Ranked 11 in Small Cap category. .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (11 Dec 19) ₹48.1468 ↓ -0.03   (-0.06 %)
Net Assets (Cr) ₹7,031 on 31 Oct 19
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio -0.22
Information Ratio 0
Alpha Ratio 1.42
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 Nov 14₹10,000
30 Nov 15₹11,261
30 Nov 16₹12,859
30 Nov 17₹17,458
30 Nov 18₹14,507
30 Nov 19₹14,063

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 ₹357,992.
Net Profit of ₹57,992
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 11 Dec 19

DurationReturns
1 Month -2.5%
3 Month 0.7%
6 Month -11.5%
1 Year -4.3%
3 Year 2.1%
5 Year 6.2%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0712.59 Yr.
Hari Shyamsunder2 May 163.5 Yr.
Pyari Menon26 Sep 190.1 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Industrials26.44%
Financial Services18.14%
Basic Materials13.41%
Consumer Cyclical10.06%
Health Care5.79%
Real Estate4.52%
Communication Services4.47%
Energy3.72%
Consumer Defensive3.65%
Technology2.76%
Asset Allocation
Asset ClassValue
Cash0.27%
Equity92.97%
Other6.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
7%₹475 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
5%₹340 Cr2,767,306
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 18 | HINDPETRO
3%₹205 Cr6,289,744
↑ 522,807
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹198 Cr9,601,987
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
3%₹194 Cr5,685,489
↑ 7,238
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹179 Cr2,521,141
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹173 Cr9,863,765
↑ 250,000
Atul Ltd (Basic Materials)
Equity, Since 31 May 14 | ATUL
2%₹166 Cr385,642
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
2%₹158 Cr4,112,021
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
2%₹157 Cr2,824,663

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 12.1% since its launch.  Ranked 28 in Focused category. .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (11 Dec 19) ₹41.2617 ↑ 0.12   (0.29 %)
Net Assets (Cr) ₹8,714 on 31 Oct 19
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.71
Information Ratio -0.35
Alpha Ratio 0.89
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 Nov 14₹10,000
30 Nov 15₹10,730
30 Nov 16₹11,281
30 Nov 17₹14,639
30 Nov 18₹13,407
30 Nov 19₹15,399

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 ₹376,357.
Net Profit of ₹76,357
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 11 Dec 19

DurationReturns
1 Month 0.2%
3 Month 6.5%
6 Month -4.1%
1 Year 14%
3 Year 9.8%
5 Year 8.2%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 163.5 Yr.
Roshi Jain9 Jul 127.32 Yr.
Pyari Menon26 Sep 190.1 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services32.89%
Energy11.69%
Basic Materials10.91%
Health Care8.46%
Communication Services7.8%
Industrials7.52%
Utility5.65%
Consumer Cyclical2.72%
Technology2.56%
Real Estate2.01%
Asset Allocation
Asset ClassValue
Equity92.2%
Other7.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹906 Cr29,000,000
↑ 4,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹833 Cr18,000,000
Call, Cash & Other Assets
Receivables | -
8%₹679 Cr
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
6%₹514 Cr35,000,000
↑ 1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
6%₹499 Cr13,327,087
↓ -1,672,913
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 19 | 500124
4%₹390 Cr1,400,000
↑ 175,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
4%₹383 Cr925,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
4%₹381 Cr3,100,000
↓ -200,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 19 | 540719
4%₹377 Cr3,800,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹368 Cr5,000,000

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 21.5% since its launch.  Ranked 28 in ELSS category. .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (11 Dec 19) ₹562.376 ↑ 1.85   (0.33 %)
Net Assets (Cr) ₹4,096 on 31 Oct 19
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.47
Information Ratio -0.94
Alpha Ratio -2.58
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,545
30 Nov 16₹11,167
30 Nov 17₹13,684
30 Nov 18₹13,506
30 Nov 19₹14,336

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 ₹367,070.
Net Profit of ₹67,070
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 11 Dec 19

DurationReturns
1 Month -1.2%
3 Month 4.5%
6 Month -2.8%
1 Year 6.9%
3 Year 7.9%
5 Year 7.5%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 163.08 Yr.
Lakshmikanth Reddy2 May 163.08 Yr.

Data below for Franklin India Taxshield as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services31.08%
Consumer Cyclical12.98%
Utility11.07%
Basic Materials9.15%
Energy8.79%
Consumer Defensive8.14%
Technology4.85%
Communication Services3.28%
Health Care3.23%
Industrials1.79%
Asset Allocation
Asset ClassValue
Equity94.35%
Other5.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
9%₹375 Cr5,099,477
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹287 Cr2,330,104
Call, Cash & Other Assets
Receivables | -
6%₹231 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹218 Cr4,703,052
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
5%₹185 Cr1,174,652
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
4%₹161 Cr8,119,223
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
4%₹160 Cr2,081,440
↑ 200,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹132 Cr1,920,979
↑ 100,000
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO
3%₹128 Cr6,799,242
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
3%₹125 Cr2,059,699

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 19.1% since its launch.  Ranked 29 in Mid Cap category. .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (11 Dec 19) ₹941.659 ↑ 0.81   (0.09 %)
Net Assets (Cr) ₹7,510 on 31 Oct 19
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.45
Information Ratio 0
Alpha Ratio 5.08
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 Nov 14₹10,000
30 Nov 15₹11,103
30 Nov 16₹12,354
30 Nov 17₹16,171
30 Nov 18₹14,987
30 Nov 19₹15,974

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 ₹385,859.
Net Profit of ₹85,859
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 11 Dec 19

DurationReturns
1 Month -1.3%
3 Month 4.9%
6 Month -2.5%
1 Year 5.5%
3 Year 8%
5 Year 9%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0811.84 Yr.
Hari Shyamsunder2 May 163.5 Yr.
Pyari Menon26 Sep 190.1 Yr.

Data below for Franklin India Prima Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services19.87%
Consumer Cyclical18.3%
Basic Materials16.95%
Industrials14.87%
Utility5.57%
Energy4.52%
Health Care4.13%
Communication Services3.87%
Consumer Defensive3.39%
Real Estate2.39%
Technology0.15%
Asset Allocation
Asset ClassValue
Cash0.27%
Equity94.02%
Other5.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
6%₹428 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹258 Cr2,098,530
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹247 Cr4,445,770
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹215 Cr2,744,401
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Oct 16 | NAUKRI
3%₹215 Cr838,016
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹213 Cr1,350,892
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹205 Cr9,688,196
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 14 | 500547
3%₹200 Cr3,800,170
↑ 306,426
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹199 Cr2,814,830
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 500850
3%₹193 Cr12,720,763
↑ 750,000

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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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