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Top 4 Best Equity Funds by Franklin Templeton Mutual Fund 2021

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7 Best Equity Funds by Franklin Templeton Mutual Fund 2021

Updated on April 7, 2021 , 2324 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 (%)2020 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹32.5352
↓ -0.24
₹2710.718.652.113.716.125.81.53
Franklin Build India Fund Growth ₹50.078
↓ -0.13
₹9878.146.672.37.313.15.40.82
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹52.2005
↑ 0.68
₹2,8522.612.15327.221.845.21.64
Franklin India Smaller Companies Fund Growth ₹68.5419
↑ 0.09
₹6,36010.542.992.14.112.218.70.89
Franklin India Focused Equity Fund Growth ₹52.8594
↓ -0.07
₹8,0297.742.4691114.510.90.89
Franklin India Taxshield Growth ₹701.252
↓ -2.05
₹4,4075.434.867.28.711.59.80.8
Franklin India Prima Fund Growth ₹1,274.35
↓ -0.54
₹7,3966.937.576.68.914.417.80.84
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21
Note: Ratio's shown as on 28 Feb 21

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 9.3% since its launch.  Ranked 1 in Global category.  Return for 2020 was 25.8% , 2019 was 28.2% and 2018 was -13.6% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (09 Apr 21) ₹32.5352 ↓ -0.24   (-0.72 %)
Net Assets (Cr) ₹271 on 28 Feb 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.59
Sharpe Ratio 1.53
Information Ratio -0.15
Alpha Ratio -10.35
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,454
31 Mar 18₹14,150
31 Mar 19₹13,923
31 Mar 20₹13,098
31 Mar 21₹19,966

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 ₹458,689.
Net Profit of ₹158,689
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 9 Apr 21

DurationReturns
1 Month 1.9%
3 Month 0.7%
6 Month 18.6%
1 Year 52.1%
3 Year 13.7%
5 Year 16.1%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 25.8%
2019 28.2%
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
2012 19.3%
2011 -1.6%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0813.22 Yr.
Pyari Menon26 Sep 191.51 Yr.

Data below for Franklin Asian Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology22.42%
Consumer Cyclical20.16%
Financial Services14.9%
Communication Services14.26%
Consumer Defensive8.09%
Basic Materials6.71%
Real Estate4.6%
Industrials3.37%
Health Care1.96%
Asset Allocation
Asset ClassValue
Cash3.51%
Equity96.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
9%₹26 Cr159,714
↑ 4,000
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
9%₹24 Cr44,987
↑ 1,312
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
9%₹24 Cr38,500
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
8%₹21 Cr97,004
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
4%₹10 Cr113,324
Meituan (Consumer Cyclical)
Equity, Since 30 Jun 20 | 03690
3%₹8 Cr24,800
NAVER Corp (Communication Services)
Equity, Since 31 Jan 20 | 035420
3%₹8 Cr3,076
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
3%₹7 Cr82,810
JD.com Inc Ordinary Shares - Class A (Consumer Cyclical)
Equity, Since 30 Sep 20 | 09618
2%₹6 Cr16,700
↑ 1,900
China Merchants Bank Co Ltd Class H (Financial Services)
Equity, Since 31 Mar 19 | 03968
2%₹5 Cr86,000
↑ 9,000

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 14.9% since its launch.  Ranked 4 in Sectoral category.  Return for 2020 was 5.4% , 2019 was 6% and 2018 was -10.7% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (09 Apr 21) ₹50.078 ↓ -0.13   (-0.26 %)
Net Assets (Cr) ₹987 on 28 Feb 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio 0.82
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹13,029
31 Mar 18₹14,379
31 Mar 19₹15,585
31 Mar 20₹10,055
31 Mar 21₹18,142

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 9 Apr 21

DurationReturns
1 Month -3.6%
3 Month 8.1%
6 Month 46.6%
1 Year 72.3%
3 Year 7.3%
5 Year 13.1%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 0911.58 Yr.
Roshi Jain4 Sep 0911.58 Yr.
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin Build India Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services30.86%
Industrials24.59%
Energy11.28%
Utility9.85%
Basic Materials8.78%
Communication Services5.64%
Real Estate3.12%
Consumer Cyclical1.42%
Asset Allocation
Asset ClassValue
Cash4.46%
Equity95.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
11%₹112 Cr2,861,538
↓ -138,462
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
9%₹92 Cr1,275,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
9%₹91 Cr1,525,000
↓ -175,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹56 Cr1,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹50 Cr4,688,274
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹45 Cr1,000,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
4%₹44 Cr4,500,000
↓ -500,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 18 | 532155
4%₹38 Cr2,700,000
↓ -207,608
ACC Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500410
4%₹35 Cr200,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 20 | LT
3%₹34 Cr235,000
↓ -15,000

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 19.7% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

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 (08 Apr 21) ₹52.2005 ↑ 0.68   (1.32 %)
Net Assets (Cr) ₹2,852 on 28 Feb 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.64
Information Ratio -0.16
Alpha Ratio -0.38
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,162
31 Mar 18₹13,192
31 Mar 19₹15,635
31 Mar 20₹16,448
31 Mar 21₹25,298

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 ₹518,033.
Net Profit of ₹218,033
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 9 Apr 21

DurationReturns
1 Month 11.2%
3 Month 2.6%
6 Month 12.1%
1 Year 53%
3 Year 27.2%
5 Year 21.8%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology28.04%
Health Care16.59%
Financial Services13.59%
Consumer Cyclical12.97%
Communication Services7.86%
Real Estate4.74%
Industrials4.65%
Consumer Defensive3.12%
Basic Materials1.17%
Utility0.5%
Asset Allocation
Asset ClassValue
Cash2.71%
Equity93.88%
Other3.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,852 Cr5,348,649
↑ 148,968
Call, Cash & Other Assets
Net Current Assets | -
0%₹0 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 13.5% since its launch.  Ranked 11 in Small Cap category.  Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (09 Apr 21) ₹68.5419 ↑ 0.09   (0.13 %)
Net Assets (Cr) ₹6,360 on 28 Feb 21
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.89
Information Ratio 0.18
Alpha Ratio -3.19
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹13,530
31 Mar 18₹15,416
31 Mar 19₹14,412
31 Mar 20₹8,839
31 Mar 21₹17,678

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 9 Apr 21

DurationReturns
1 Month 0.2%
3 Month 10.5%
6 Month 42.9%
1 Year 92.1%
3 Year 4.1%
5 Year 12.2%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
2011 -25.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0714.01 Yr.
Hari Shyamsunder2 May 164.92 Yr.
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Smaller Companies Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials27.19%
Financial Services15.25%
Consumer Cyclical12.95%
Basic Materials12.12%
Health Care6.79%
Real Estate5.48%
Consumer Defensive5.34%
Communication Services5.31%
Energy2.4%
Technology2.15%
Asset Allocation
Asset ClassValue
Cash5.01%
Equity94.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
7%₹444 Cr3,242,967
↓ -65,372
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹224 Cr7,737,595
Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 20 | 539978
3%₹181 Cr2,410,139
↓ -50,000
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹177 Cr2,709,141
↓ -287,219
Finolex Cables Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
3%₹161 Cr4,112,021
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
2%₹157 Cr2,647,305
↓ -25,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹153 Cr10,263,765
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 18 | HINDPETRO
2%₹152 Cr6,289,744
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
2%₹151 Cr1,346,988
↓ -89,599
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
2%₹149 Cr1,708,713

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 12.9% since its launch.  Ranked 28 in Focused category.  Return for 2020 was 10.9% , 2019 was 10.9% and 2018 was -8.8% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (09 Apr 21) ₹52.8594 ↓ -0.07   (-0.14 %)
Net Assets (Cr) ₹8,029 on 28 Feb 21
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.89
Information Ratio -0.02
Alpha Ratio 1.3
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹12,557
31 Mar 18₹13,682
31 Mar 19₹15,047
31 Mar 20₹10,608
31 Mar 21₹19,016

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 ₹436,710.
Net Profit of ₹136,710
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 9 Apr 21

DurationReturns
1 Month -3%
3 Month 7.7%
6 Month 42.4%
1 Year 69%
3 Year 11%
5 Year 14.5%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
2011 -25%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 164.92 Yr.
Roshi Jain9 Jul 128.73 Yr.
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Focused Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services36.82%
Industrials13.34%
Basic Materials9.28%
Energy8.66%
Utility7.99%
Health Care7.49%
Communication Services6.24%
Real Estate2.63%
Consumer Defensive0.67%
Technology0.31%
Asset Allocation
Asset ClassValue
Cash6.57%
Equity93.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
11%₹849 Cr21,769,231
↓ -5,230,769
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹741 Cr12,400,000
↓ -1,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
9%₹725 Cr10,000,000
↓ -500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
6%₹501 Cr9,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹391 Cr8,700,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 17 | 532555
4%₹343 Cr32,000,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 20 | FEDERALBNK
4%₹334 Cr40,000,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 20 | LT
4%₹332 Cr2,300,000
↓ -200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
4%₹307 Cr2,000,000
↓ -200,000
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
4%₹304 Cr31,000,000

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 21.3% since its launch.  Ranked 28 in ELSS category.  Return for 2020 was 9.8% , 2019 was 5.1% and 2018 was -3% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (09 Apr 21) ₹701.252 ↓ -2.05   (-0.29 %)
Net Assets (Cr) ₹4,407 on 28 Feb 21
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.8
Information Ratio -0.42
Alpha Ratio -3.22
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,883
31 Mar 18₹12,858
31 Mar 19₹13,937
31 Mar 20₹9,529
31 Mar 21₹16,956

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 ₹405,518.
Net Profit of ₹105,518
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 9 Apr 21

DurationReturns
1 Month -2.8%
3 Month 5.4%
6 Month 34.8%
1 Year 67.2%
3 Year 8.7%
5 Year 11.5%
10 Year
15 Year
Since launch 21.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
2012 29.4%
2011 -15.2%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 164.92 Yr.
Lakshmikanth Reddy2 May 164.92 Yr.

Data below for Franklin India Taxshield as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services35.98%
Utility12.42%
Technology9.98%
Consumer Cyclical9.7%
Basic Materials7.86%
Industrials5.85%
Energy4.49%
Consumer Defensive4.38%
Communication Services3.31%
Health Care3.15%
Real Estate0.52%
Asset Allocation
Asset ClassValue
Cash2.35%
Equity97.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
10%₹423 Cr5,829,842
↓ -500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹350 Cr2,280,104
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
8%₹348 Cr2,778,479
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹256 Cr4,283,052
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 18 | 500400
4%₹196 Cr20,624,428
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
4%₹174 Cr8,119,223
Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 May 17 | HINDALCO
3%₹138 Cr4,049,242
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
3%₹128 Cr2,294,619
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
3%₹125 Cr699,652
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 19 | LT
2%₹109 Cr757,133

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 19.4% since its launch.  Ranked 29 in Mid Cap category.  Return for 2020 was 17.8% , 2019 was 3.5% and 2018 was -9.4% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (09 Apr 21) ₹1,274.35 ↓ -0.54   (-0.04 %)
Net Assets (Cr) ₹7,396 on 28 Feb 21
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.84
Information Ratio -0.3
Alpha Ratio -5.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹13,210
31 Mar 18₹14,734
31 Mar 19₹14,969
31 Mar 20₹10,623
31 Mar 21₹19,262

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 ₹436,710.
Net Profit of ₹136,710
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 9 Apr 21

DurationReturns
1 Month -1.1%
3 Month 6.9%
6 Month 37.5%
1 Year 76.6%
3 Year 8.9%
5 Year 14.4%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
2011 -22.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0813.25 Yr.
Hari Shyamsunder2 May 164.92 Yr.
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Prima Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services24.61%
Consumer Cyclical22.42%
Basic Materials16.68%
Industrials13.49%
Health Care4.86%
Consumer Defensive3.96%
Communication Services3.04%
Real Estate2.83%
Energy2.35%
Technology1.91%
Utility1.84%
Asset Allocation
Asset ClassValue
Cash2.02%
Equity97.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹285 Cr1,858,877
↓ -30,023
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
4%₹283 Cr7,341,052
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
4%₹283 Cr2,918,543
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
4%₹275 Cr4,592,911
↓ -114,919
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
4%₹267 Cr2,622,087
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Oct 16 | NAUKRI
3%₹225 Cr458,016
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹225 Cr4,023,612
↓ -100,000
Ashok Leyland Ltd (Consumer Cyclical)
Equity, Since 31 Aug 18 | 500477
3%₹216 Cr16,789,858
↓ -1,444,444
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹216 Cr13,060,416
↑ 672,220
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹199 Cr23,869,927

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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