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7 Best Equity Funds by Franklin Templeton Mutual Fund 2026

Updated on June 28, 2026 , 5067 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.

Fund Selection Methodology used to find 7 funds

  • Category: Equity
  • Asset Management Company : Franklin%20Templeton
  • AUM Range: 100%20TO%2050000 Cr
  • Sorted On : catr (low to high)
  • Tags: fcpro
  • No Of Funds: 7

Best Franklin Templeton Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹45.332
↑ 0.46
₹87028.827.547.621.37.123.71.73
Franklin Build India Fund Growth ₹147.677
↑ 0.21
₹3,16011.433.222.321.23.70.01
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹91.3568
↑ 1.27
₹5,93921.211.921.222.29.811.41.36
Franklin India Smaller Companies Fund Growth ₹175.412
↑ 0.80
₹13,84721.16.6-0.21617.8-8.4-0.15
Franklin India Focused Equity Fund Growth ₹100.389
↓ -0.15
₹11,2336.9-9.1-7.79.511.55.1-0.7
Franklin India Taxshield Growth ₹1,413.36
↓ -5.03
₹6,0399.5-5.5-6.213.312.62.1-0.65
Franklin India Prima Fund Growth ₹2,745.15
↑ 20.56
₹12,23114.8-2.2-2.517.214.61.6-0.22
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jun 26
Note: Ratio's shown as on 31 May 26

Research Highlights & Commentary of 7 Funds showcased

CommentaryFranklin Asian Equity FundFranklin Build India FundFranklin India Feeder - Franklin U S Opportunities FundFranklin India Smaller Companies FundFranklin India Focused Equity FundFranklin India TaxshieldFranklin India Prima Fund
Point 1Bottom quartile AUM (₹870 Cr).Bottom quartile AUM (₹3,160 Cr).Lower mid AUM (₹5,939 Cr).Highest AUM (₹13,847 Cr).Upper mid AUM (₹11,233 Cr).Lower mid AUM (₹6,039 Cr).Upper mid AUM (₹12,231 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Established history (14+ yrs).Established history (20+ yrs).Established history (18+ yrs).Established history (27+ yrs).Oldest track record among peers (32 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 7.13% (bottom quartile).5Y return: 21.15% (top quartile).5Y return: 9.79% (bottom quartile).5Y return: 17.78% (upper mid).5Y return: 11.47% (lower mid).5Y return: 12.63% (lower mid).5Y return: 14.62% (upper mid).
Point 63Y return: 21.27% (upper mid).3Y return: 22.32% (top quartile).3Y return: 22.18% (upper mid).3Y return: 15.95% (lower mid).3Y return: 9.52% (bottom quartile).3Y return: 13.27% (bottom quartile).3Y return: 17.23% (lower mid).
Point 71Y return: 47.61% (top quartile).1Y return: 3.18% (upper mid).1Y return: 21.23% (upper mid).1Y return: -0.18% (lower mid).1Y return: -7.74% (bottom quartile).1Y return: -6.16% (bottom quartile).1Y return: -2.50% (lower mid).
Point 8Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: -9.25 (bottom quartile).Alpha: -2.10 (upper mid).Alpha: -7.78 (bottom quartile).Alpha: -7.07 (lower mid).Alpha: -7.49 (lower mid).
Point 9Sharpe: 1.73 (top quartile).Sharpe: 0.01 (upper mid).Sharpe: 1.36 (upper mid).Sharpe: -0.15 (lower mid).Sharpe: -0.70 (bottom quartile).Sharpe: -0.65 (bottom quartile).Sharpe: -0.22 (lower mid).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: -1.73 (bottom quartile).Information ratio: -0.62 (lower mid).Information ratio: -0.66 (lower mid).Information ratio: 0.02 (top quartile).Information ratio: -0.90 (bottom quartile).

Franklin Asian Equity Fund

  • Bottom quartile AUM (₹870 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 7.13% (bottom quartile).
  • 3Y return: 21.27% (upper mid).
  • 1Y return: 47.61% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.73 (top quartile).
  • Information ratio: 0.00 (upper mid).

Franklin Build India Fund

  • Bottom quartile AUM (₹3,160 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.15% (top quartile).
  • 3Y return: 22.32% (top quartile).
  • 1Y return: 3.18% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹5,939 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 9.79% (bottom quartile).
  • 3Y return: 22.18% (upper mid).
  • 1Y return: 21.23% (upper mid).
  • Alpha: -9.25 (bottom quartile).
  • Sharpe: 1.36 (upper mid).
  • Information ratio: -1.73 (bottom quartile).

Franklin India Smaller Companies Fund

  • Highest AUM (₹13,847 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.78% (upper mid).
  • 3Y return: 15.95% (lower mid).
  • 1Y return: -0.18% (lower mid).
  • Alpha: -2.10 (upper mid).
  • Sharpe: -0.15 (lower mid).
  • Information ratio: -0.62 (lower mid).

Franklin India Focused Equity Fund

  • Upper mid AUM (₹11,233 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.47% (lower mid).
  • 3Y return: 9.52% (bottom quartile).
  • 1Y return: -7.74% (bottom quartile).
  • Alpha: -7.78 (bottom quartile).
  • Sharpe: -0.70 (bottom quartile).
  • Information ratio: -0.66 (lower mid).

Franklin India Taxshield

  • Lower mid AUM (₹6,039 Cr).
  • Established history (27+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.63% (lower mid).
  • 3Y return: 13.27% (bottom quartile).
  • 1Y return: -6.16% (bottom quartile).
  • Alpha: -7.07 (lower mid).
  • Sharpe: -0.65 (bottom quartile).
  • Information ratio: 0.02 (top quartile).

Franklin India Prima Fund

  • Upper mid AUM (₹12,231 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.62% (upper mid).
  • 3Y return: 17.23% (lower mid).
  • 1Y return: -2.50% (lower mid).
  • Alpha: -7.49 (lower mid).
  • Sharpe: -0.22 (lower mid).
  • Information ratio: -0.90 (bottom quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
10+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

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.

Research Highlights for Franklin Asian Equity Fund

  • Bottom quartile AUM (₹870 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 7.13% (bottom quartile).
  • 3Y return: 21.27% (upper mid).
  • 1Y return: 47.61% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.73 (top quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (30 Jun 26) ₹45.332 ↑ 0.46   (1.02 %)
Net Assets (Cr) ₹870 on 31 May 26
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.54
Sharpe Ratio 1.73
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

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 ₹367,070.
Net Profit of ₹67,070
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 30 Jun 26

DurationReturns
1 Month 0.8%
3 Month 28.8%
6 Month 27.5%
1 Year 47.6%
3 Year 21.3%
5 Year 7.1%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
2025 23.7%
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%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure

Data below for Franklin Asian Equity Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Research Highlights for Franklin Build India Fund

  • Bottom quartile AUM (₹3,160 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.15% (top quartile).
  • 3Y return: 22.32% (top quartile).
  • 1Y return: 3.18% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (30 Jun 26) ₹147.677 ↑ 0.21   (0.14 %)
Net Assets (Cr) ₹3,160 on 31 May 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.01
Sharpe Ratio 0.01
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

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 ₹518,033.
Net Profit of ₹218,033
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 30 Jun 26

DurationReturns
1 Month 2.5%
3 Month 11.4%
6 Month 3%
1 Year 3.2%
3 Year 22.3%
5 Year 21.2%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2025 3.7%
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%
Fund Manager information for Franklin Build India Fund
NameSinceTenure

Data below for Franklin Build India Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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.

Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹5,939 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 9.79% (bottom quartile).
  • 3Y return: 22.18% (upper mid).
  • 1Y return: 21.23% (upper mid).
  • Alpha: -9.25 (bottom quartile).
  • Sharpe: 1.36 (upper mid).
  • Information ratio: -1.73 (bottom quartile).

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 (29 Jun 26) ₹91.3568 ↑ 1.27   (1.42 %)
Net Assets (Cr) ₹5,939 on 31 May 26
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 1.36
Information Ratio -1.73
Alpha Ratio -9.25
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

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 ₹385,859.
Net Profit of ₹85,859
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 30 Jun 26

DurationReturns
1 Month -2%
3 Month 21.2%
6 Month 11.9%
1 Year 21.2%
3 Year 22.2%
5 Year 9.8%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 11.4%
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%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Research Highlights for Franklin India Smaller Companies Fund

  • Highest AUM (₹13,847 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.78% (upper mid).
  • 3Y return: 15.95% (lower mid).
  • 1Y return: -0.18% (lower mid).
  • Alpha: -2.10 (upper mid).
  • Sharpe: -0.15 (lower mid).
  • Information ratio: -0.62 (lower mid).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (30 Jun 26) ₹175.412 ↑ 0.80   (0.46 %)
Net Assets (Cr) ₹13,847 on 31 May 26
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.15
Information Ratio -0.62
Alpha Ratio -2.1
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

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 ₹470,047.
Net Profit of ₹170,047
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 30 Jun 26

DurationReturns
1 Month 3.2%
3 Month 21.1%
6 Month 6.6%
1 Year -0.2%
3 Year 16%
5 Year 17.8%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -8.4%
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%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure

Data below for Franklin India Smaller Companies Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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).

Research Highlights for Franklin India Focused Equity Fund

  • Upper mid AUM (₹11,233 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.47% (lower mid).
  • 3Y return: 9.52% (bottom quartile).
  • 1Y return: -7.74% (bottom quartile).
  • Alpha: -7.78 (bottom quartile).
  • Sharpe: -0.70 (bottom quartile).
  • Information ratio: -0.66 (lower mid).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (30 Jun 26) ₹100.389 ↓ -0.15   (-0.15 %)
Net Assets (Cr) ₹11,233 on 31 May 26
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio -0.7
Information Ratio -0.66
Alpha Ratio -7.78
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

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 ₹405,518.
Net Profit of ₹105,518
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 30 Jun 26

DurationReturns
1 Month 1.8%
3 Month 6.9%
6 Month -9.1%
1 Year -7.7%
3 Year 9.5%
5 Year 11.5%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2025 5.1%
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%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure

Data below for Franklin India Focused Equity Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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

Research Highlights for Franklin India Taxshield

  • Lower mid AUM (₹6,039 Cr).
  • Established history (27+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.63% (lower mid).
  • 3Y return: 13.27% (bottom quartile).
  • 1Y return: -6.16% (bottom quartile).
  • Alpha: -7.07 (lower mid).
  • Sharpe: -0.65 (bottom quartile).
  • Information ratio: 0.02 (top quartile).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (30 Jun 26) ₹1,413.36 ↓ -5.03   (-0.35 %)
Net Assets (Cr) ₹6,039 on 31 May 26
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio -0.65
Information Ratio 0.02
Alpha Ratio -7.07
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹415,684.
Net Profit of ₹115,684
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 30 Jun 26

DurationReturns
1 Month 2.4%
3 Month 9.5%
6 Month -5.5%
1 Year -6.2%
3 Year 13.3%
5 Year 12.6%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2025 2.1%
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%
Fund Manager information for Franklin India Taxshield
NameSinceTenure

Data below for Franklin India Taxshield as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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.

Research Highlights for Franklin India Prima Fund

  • Upper mid AUM (₹12,231 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.62% (upper mid).
  • 3Y return: 17.23% (lower mid).
  • 1Y return: -2.50% (lower mid).
  • Alpha: -7.49 (lower mid).
  • Sharpe: -0.22 (lower mid).
  • Information ratio: -0.90 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (30 Jun 26) ₹2,745.15 ↑ 20.56   (0.75 %)
Net Assets (Cr) ₹12,231 on 31 May 26
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.22
Information Ratio -0.9
Alpha Ratio -7.49
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

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 30 Jun 26

DurationReturns
1 Month 2.4%
3 Month 14.8%
6 Month -2.2%
1 Year -2.5%
3 Year 17.2%
5 Year 14.6%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2025 1.6%
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%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure

Data below for Franklin India Prima Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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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