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 July 17, 2025 , 4421 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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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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹31.009 ↑ 0.00	₹249	14.2	9.7	8.9	7.7	4.1	14.4	0.55
Franklin Build India Fund Growth	₹143.829 ↓ -0.56	₹2,857	9.5	8	-1.3	32.6	33.6	27.8	-0.14
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹76.2837 ↑ 0.56	₹3,834	23.4	2.3	11	21.1	11.8	27.1	0.38
Franklin India Smaller Companies Fund Growth	₹177.792 ↓ -1.53	₹13,545	13.3	5.6	-2.4	28.4	34.4	23.2	-0.02
Franklin India Focused Equity Fund Growth	₹107.312 ↓ -0.74	₹12,147	5.8	6.9	-0.9	19.3	24.3	19.9	0.09
Franklin India Taxshield Growth	₹1,478.56 ↓ -10.96	₹6,719	5.4	6	1.5	22.1	25	22.4	0.3
Franklin India Prima Fund Growth	₹2,806.54 ↓ -15.03	₹12,285	10.6	7.4	5.4	26.7	27	31.8	0.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 25
Note: Ratio's shown as on 31 May 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 6.7% 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 (17 Jul 25)	₹31.009 ↑ 0.00 (0.01 %)
Net Assets (Cr)	₹249 on 31 May 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.5
Sharpe Ratio	0.55
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.

Date	Value
30 Jun 20	₹10,000
30 Jun 21	₹13,356
30 Jun 22	₹10,522
30 Jun 23	₹10,567
30 Jun 24	₹11,501
30 Jun 25	₹12,768

Franklin Asian Equity Fund SIP 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 Jul 25

Duration	Returns
1 Month	2.5%
3 Month	14.2%
6 Month	9.7%
1 Year	8.9%
3 Year	7.7%
5 Year	4.1%
10 Year
15 Year
Since launch	6.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.62 Yr.
Shyam Sriram	26 Sep 24	0.68 Yr.

Data below for Franklin Asian Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	25%
Financial Services	23.22%
Technology	21%
Industrials	6.82%
Consumer Defensive	5.07%
Communication Services	4.71%
Health Care	4.33%
Real Estate	2.28%
Basic Materials	1.85%
Utility	1.38%

Asset Allocation

Asset Class	Value
Cash	4.35%
Equity	95.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	12%	₹31 Cr	111,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| ICICIBANK	5%	₹13 Cr	87,497
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| HDFCBANK	5%	₹12 Cr	64,250
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	5%	₹12 Cr	21,600
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	3%	₹8 Cr	65,204
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 543320	3%	₹7 Cr	287,506
AIA Group Ltd (Financial Services) Equity, Since 31 Mar 12 \| 01299	3%	₹7 Cr	95,600
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 24 \| LT	3%	₹7 Cr	18,306
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| INDHOTEL	3%	₹7 Cr	85,863
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jan 24 \| HDFCLIFE	3%	₹6 Cr	81,715

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 (18 Jul 25)	₹143.829 ↓ -0.56 (-0.39 %)
Net Assets (Cr)	₹2,857 on 31 May 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.13
Sharpe Ratio	-0.14
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.

Date	Value
30 Jun 20	₹10,000
30 Jun 21	₹17,043
30 Jun 22	₹17,797
30 Jun 23	₹24,303
30 Jun 24	₹43,144
30 Jun 25	₹43,110

Franklin Build India Fund SIP 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 17 Jul 25

Duration	Returns
1 Month	3.7%
3 Month	9.5%
6 Month	8%
1 Year	-1.3%
3 Year	32.6%
5 Year	33.6%
10 Year
15 Year
Since launch	18.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.62 Yr.
Kiran Sebastian	7 Feb 22	3.31 Yr.
Sandeep Manam	18 Oct 21	3.62 Yr.

Data below for Franklin Build India Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Industrials	35.72%
Energy	12.72%
Utility	12.48%
Financial Services	11.88%
Communication Services	8%
Basic Materials	7.23%
Real Estate	3.12%
Consumer Cyclical	2.68%
Technology	1.89%

Asset Allocation

Asset Class	Value
Cash	4.27%
Equity	95.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹244 Cr	665,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| ICICIBANK	6%	₹173 Cr	1,200,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹171 Cr	1,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹160 Cr	300,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| ONGC	5%	₹144 Cr	6,000,000 ↑ 500,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹138 Cr	4,125,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹132 Cr	710,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	4%	₹119 Cr	1,000,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| POWERGRID	4%	₹104 Cr	3,600,000 ↑ 235,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| TATAPOWER	3%	₹79 Cr	2,000,000

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 16.3% 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 (17 Jul 25)	₹76.2837 ↑ 0.56 (0.74 %)
Net Assets (Cr)	₹3,834 on 31 May 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.52
Sharpe Ratio	0.38
Information Ratio	-1.32
Alpha Ratio	-6.33
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.

Date	Value
30 Jun 20	₹10,000
30 Jun 21	₹13,565
30 Jun 22	₹9,768
30 Jun 23	₹12,063
30 Jun 24	₹15,991
30 Jun 25	₹18,031

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Franklin India 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 Jul 25

Duration	Returns
1 Month	3.6%
3 Month	23.4%
6 Month	2.3%
1 Year	11%
3 Year	21.1%
5 Year	11.8%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.62 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Technology	34.56%
Communication Services	17.6%
Consumer Cyclical	11.22%
Industrials	9.15%
Health Care	8.56%
Financial Services	7.5%
Consumer Defensive	2.48%
Basic Materials	2.31%
Real Estate	0.57%

Asset Allocation

Asset Class	Value
Cash	1.91%
Equity	96.6%
Other	0.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹3,798 Cr	4,626,057 ↓ -15,561
Call, Cash & Other Assets CBLO \| -	1%	₹36 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 (18 Jul 25)	₹177.792 ↓ -1.53 (-0.86 %)
Net Assets (Cr)	₹13,545 on 31 May 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	-0.02
Information Ratio	0.23
Alpha Ratio	-4.29
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.

Date	Value
30 Jun 20	₹10,000
30 Jun 21	₹19,651
30 Jun 22	₹20,254
30 Jun 23	₹28,568
30 Jun 24	₹45,688
30 Jun 25	₹44,619

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310 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 Jul 25

Duration	Returns
1 Month	3.1%
3 Month	13.3%
6 Month	5.6%
1 Year	-2.4%
3 Year	28.4%
5 Year	34.4%
10 Year
15 Year
Since launch	15.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.34 Yr.
Sandeep Manam	18 Oct 21	3.62 Yr.
Akhil Kalluri	8 Sep 22	2.73 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Industrials	18.72%
Financial Services	18.38%
Consumer Cyclical	16.33%
Health Care	11.28%
Basic Materials	9.4%
Technology	6.37%
Real Estate	4.56%
Consumer Defensive	4.01%
Utility	2.74%
Energy	0.8%

Asset Allocation

Asset Class	Value
Cash	7.26%
Equity	92.58%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹444 Cr	7,934,783 ↓ -83,847
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| BRIGADE	3%	₹423 Cr	3,868,691
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| KARURVYSYA	2%	₹310 Cr	13,998,917
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹306 Cr	48,064,081
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹295 Cr	1,866,828
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹288 Cr	3,260,279 ↑ 200,000
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹281 Cr	1,387,967
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹278 Cr	4,963,469
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹268 Cr	3,220,340
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| CROMPTON	2%	₹244 Cr	6,900,000

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 14.1% 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 (18 Jul 25)	₹107.312 ↓ -0.74 (-0.68 %)
Net Assets (Cr)	₹12,147 on 31 May 25
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	0.09
Information Ratio	0.16
Alpha Ratio	-1.57
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.

Date	Value
30 Jun 20	₹10,000
30 Jun 21	₹16,384
30 Jun 22	₹16,858
30 Jun 23	₹21,464
30 Jun 24	₹29,510
30 Jun 25	₹30,565

Franklin India Focused Equity Fund SIP 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 17 Jul 25

Duration	Returns
1 Month	1.3%
3 Month	5.8%
6 Month	6.9%
1 Year	-0.9%
3 Year	19.3%
5 Year	24.3%
10 Year
15 Year
Since launch	14.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.62 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.66 Yr.
Sandeep Manam	18 Oct 21	3.62 Yr.

Data below for Franklin India Focused Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	36.4%
Consumer Cyclical	11.62%
Industrials	8.86%
Health Care	8.64%
Technology	5.99%
Communication Services	5.96%
Energy	5.38%
Basic Materials	4.6%
Consumer Defensive	4.07%
Real Estate	3.18%

Asset Allocation

Asset Class	Value
Cash	5.31%
Equity	94.69%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	11%	₹1,323 Cr	6,800,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	10%	₹1,200 Cr	8,300,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	6%	₹727 Cr	2,100,000 ↑ 700,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹724 Cr	3,900,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	6%	₹715 Cr	6,000,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	5%	₹654 Cr	4,600,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	5%	₹560 Cr	23,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	4%	₹537 Cr	3,200,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| CIPLA	4%	₹513 Cr	3,500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	4%	₹431 Cr	350,000

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 20.9% 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 (18 Jul 25)	₹1,478.56 ↓ -10.96 (-0.74 %)
Net Assets (Cr)	₹6,719 on 31 May 25
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	0.3
Information Ratio	1.1
Alpha Ratio	1.73
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Jun 20	₹10,000
30 Jun 21	₹16,749
30 Jun 22	₹16,588
30 Jun 23	₹20,886
30 Jun 24	₹30,428
30 Jun 25	₹32,346

Franklin India Taxshield SIP 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 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 Jul 25

Duration	Returns
1 Month	0.5%
3 Month	5.4%
6 Month	6%
1 Year	1.5%
3 Year	22.1%
5 Year	25%
10 Year
15 Year
Since launch	20.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	2 May 16	9.09 Yr.
Rajasa Kakulavarapu	1 Dec 23	1.5 Yr.

Data below for Franklin India Taxshield as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	30.35%
Industrials	11.97%
Consumer Cyclical	11.02%
Technology	9.19%
Health Care	6.51%
Consumer Defensive	5.51%
Basic Materials	5.19%
Utility	5.02%
Communication Services	4.77%
Energy	3.12%
Real Estate	1.78%

Asset Allocation

Asset Class	Value
Cash	5.55%
Equity	94.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	10%	₹657 Cr	4,546,914
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹634 Cr	3,260,417
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹325 Cr	883,853
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹300 Cr	1,922,741
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	4%	₹282 Cr	1,517,753 ↓ -268,992
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	4%	₹269 Cr	2,252,948
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	4%	₹239 Cr	1,462,587
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹209 Cr	1,472,922 ↑ 23,116
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Oct 18 \| UNITDSPR	3%	₹194 Cr	1,276,457
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹190 Cr	917,310

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 (18 Jul 25)	₹2,806.54 ↓ -15.03 (-0.53 %)
Net Assets (Cr)	₹12,285 on 31 May 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.8
Sharpe Ratio	0.4
Information Ratio	-0.17
Alpha Ratio	3.22
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.

Date	Value
30 Jun 20	₹10,000
30 Jun 21	₹16,775
30 Jun 22	₹15,547
30 Jun 23	₹20,596
30 Jun 24	₹31,502
30 Jun 25	₹34,034

Franklin India Prima Fund SIP 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 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 Jul 25

Duration	Returns
1 Month	3.2%
3 Month	10.6%
6 Month	7.4%
1 Year	5.4%
3 Year	26.7%
5 Year	27%
10 Year
15 Year
Since launch	19.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.34 Yr.
Sandeep Manam	18 Oct 21	3.62 Yr.
Akhil Kalluri	7 Feb 22	3.31 Yr.

Data below for Franklin India Prima Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	19.41%
Consumer Cyclical	17.88%
Basic Materials	13.98%
Industrials	12.23%
Health Care	10.28%
Technology	6.27%
Real Estate	5.62%
Consumer Defensive	3.96%
Communication Services	3.59%
Utility	1.15%
Energy	1.09%

Asset Allocation

Asset Class	Value
Cash	4.51%
Equity	95.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	4%	₹443 Cr	21,939,752
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹272 Cr	1,499,891
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	2%	₹262 Cr	1,428,689
Max Financial Services Ltd (Financial Services) Equity, Since 31 Dec 21 \| MFSL	2%	₹254 Cr	1,692,030
JK Cement Ltd (Basic Materials) Equity, Since 31 Jul 12 \| JKCEMENT	2%	₹243 Cr	442,739
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 28 Feb 22 \| MAXHEALTH	2%	₹242 Cr	2,153,205
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹239 Cr	1,631,918
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 14 \| HDFCBANK	2%	₹238 Cr	1,223,175
Cummins India Ltd (Industrials) Equity, Since 30 Apr 22 \| CUMMINSIND	2%	₹234 Cr	717,366 ↑ 100,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| IPCALAB	2%	₹234 Cr	1,641,580

How to Invest in Franklin Mutual Fund Online?

Open Free Investment Account for Lifetime at Fincash.com.

Complete your Registration and KYC Process

Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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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.