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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 June 16, 2019 , 340 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 ₹21.1873
↑ 0.10
₹126-2.19.6-8.110.27-13.6-0.07
Franklin Build India Fund Growth ₹42.7011
↑ 0.19
₹1,2562.18.37.31316.1-10.70.25
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹31.9476
↑ 0.29
₹8537.220.78.11812.96.50.77
Franklin India Smaller Companies Fund Growth ₹52.8652
↓ -0.18
₹7,403-2.22-10.37.414.1-17.4-0.96
Franklin India Focused Equity Fund Growth ₹41.9757
↑ 0.18
₹8,2643.410.59.712.714.8-8.80.41
Franklin India Taxshield Growth ₹564.777
↑ 1.56
₹4,026-0.43.319.212.1-3-0.02
Franklin India Prima Fund Growth ₹938.412
↑ 0.01
₹6,889-1.62-2.49.614.2-9.4-0.46
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 19
Note: Ratio's shown as on 30 Apr 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 6.8% since its launch.  Ranked 1 in Global category.  Return for 2018 was -13.6% , 2017 was 35.5% and 2016 was 7.2% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (18 Jun 19) ₹21.1873 ↑ 0.10   (0.47 %)
Net Assets (Cr) ₹126 on 30 Apr 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio -0.07
Information Ratio -0.46
Alpha Ratio 1.48
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 May 14₹10,000
31 May 15₹11,588
31 May 16₹10,758
31 May 17₹13,078
31 May 18₹15,422
31 May 19₹14,210

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 ₹357,992.
Net Profit of ₹57,992
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 18 Jun 19

DurationReturns
1 Month 0.2%
3 Month -2.1%
6 Month 9.6%
1 Year -8.1%
3 Year 10.2%
5 Year 7%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
2012 19.3%
2011 -1.6%
2010 8.1%
2009 51.4%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0811.13 Yr.
Srikesh Nair1 Dec 153.25 Yr.

Data below for Franklin Asian Equity Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services28.09%
Technology26.01%
Consumer Cyclical21.31%
Consumer Defensive7.87%
Basic Materials5.15%
Real Estate2.45%
Industrials2.38%
Energy1.7%
Health Care0.6%
Communication Services0.25%
Asset Allocation
Asset ClassValue
Cash3.62%
Equity96.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
9%₹12 Cr9,063
Tencent Holdings Ltd (Technology)
Equity, Since 31 Jul 14 | 00700
9%₹11 Cr31,700
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
8%₹10 Cr140,524
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
7%₹9 Cr32,100
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
7%₹9 Cr146,714
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 Cr24,627
Call, Cash & Other Assets
Net Current Assets | -
4%₹5 Cr
Ctrip.com International Ltd ADR (Consumer Cyclical)
Equity, Since 31 Aug 14 | CTRP
2%₹3 Cr10,238
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
2%₹3 Cr195,429

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 16% since its launch.  Ranked 4 in Sectoral category.  Return for 2018 was -10.7% , 2017 was 43.3% and 2016 was 8.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (18 Jun 19) ₹42.7011 ↑ 0.19   (0.44 %)
Net Assets (Cr) ₹1,256 on 30 Apr 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio 0.25
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 May 14₹10,000
31 May 15₹15,715
31 May 16₹15,546
31 May 17₹20,153
31 May 18₹21,395
31 May 19₹23,718

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 ₹458,689.
Net Profit of ₹158,689
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 18 Jun 19

DurationReturns
1 Month 3.8%
3 Month 2.1%
6 Month 8.3%
1 Year 7.3%
3 Year 13%
5 Year 16.1%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
2010 11.9%
2009
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 099.58 Yr.
Roshi Jain4 Sep 099.58 Yr.
Srikesh Nair1 Dec 153.33 Yr.

Data below for Franklin Build India Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services29.99%
Basic Materials12.65%
Energy12.51%
Industrials9.93%
Communication Services9.01%
Utility7.25%
Technology4.91%
Consumer Cyclical3.77%
Real Estate2.44%
Asset Allocation
Asset ClassValue
Cash5.91%
Equity94.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹122 Cr3,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹118 Cr3,800,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹84 Cr1,100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
6%₹75 Cr325,000
↓ -75,000
Call, Cash & Other Assets
Net Current Assets | -
6%₹74 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹64 Cr2,000,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
5%₹63 Cr4,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹57 Cr1,500,000
↑ 100,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO
3%₹44 Cr95,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
3%₹40 Cr3,000,000

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 17.1% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

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 (18 Jun 19) ₹31.9476 ↑ 0.29   (0.92 %)
Net Assets (Cr) ₹853 on 30 Apr 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.77
Information Ratio -0.15
Alpha Ratio -0.76
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
31 May 14₹10,000
31 May 15₹12,534
31 May 16₹12,054
31 May 17₹13,583
31 May 18₹17,046
31 May 19₹18,211

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 18 Jun 19

DurationReturns
1 Month 2%
3 Month 7.2%
6 Month 20.7%
1 Year 8.1%
3 Year 18%
5 Year 12.9%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Srikesh Nair2 May 162.83 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Technology34.86%
Financial Services17.24%
Health Care11.83%
Consumer Cyclical10.62%
Industrials9.39%
Communication Services4.68%
Consumer Defensive3.27%
Real Estate2.02%
Basic Materials1.13%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash1.56%
Equity95.79%
Other2.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹851 Cr2,569,336
↑ 33,191
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 13.2% since its launch.  Ranked 11 in Small Cap category.  Return for 2018 was -17.4% , 2017 was 43.5% and 2016 was 10.2% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (18 Jun 19) ₹52.8652 ↓ -0.18   (-0.34 %)
Net Assets (Cr) ₹7,403 on 30 Apr 19
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -0.96
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 May 14₹10,000
31 May 15₹15,021
31 May 16₹16,201
31 May 17₹20,813
31 May 18₹23,210
31 May 19₹21,300

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 ₹436,710.
Net Profit of ₹136,710
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 18 Jun 19

DurationReturns
1 Month 2.4%
3 Month -2.2%
6 Month 2%
1 Year -10.3%
3 Year 7.4%
5 Year 14.1%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
2011 -25.9%
2010 18.6%
2009 104.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0711.92 Yr.
Srikesh Nair1 Dec 153.25 Yr.
Hari Shyamsunder2 May 162.83 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services20.71%
Industrials18.42%
Basic Materials18.07%
Consumer Cyclical13.97%
Technology7.23%
Health Care5.69%
Energy3.91%
Real Estate3.4%
Consumer Defensive2.63%
Utility0.55%
Communication Services0.25%
Asset Allocation
Asset ClassValue
Equity95.52%
Other4.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
4%₹331 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹321 Cr1,383,653
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 502986
3%₹187 Cr1,655,675
Cyient Ltd (Technology)
Equity, Since 30 Jun 14 | CYIENT
3%₹186 Cr3,153,552
↑ 300,000
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 12 | FINCABLES
2%₹174 Cr3,953,709
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 18 | HINDPETRO
2%₹161 Cr5,516,937
eClerx Services Ltd (Industrials)
Equity, Since 28 Feb 13 | 532927
2%₹161 Cr1,401,949
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
2%₹153 Cr5,778,251
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
2%₹152 Cr2,521,141
Repco Home Finance Ltd (Financial Services)
Equity, Since 30 Apr 13 | 535322
2%₹151 Cr3,615,705

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 12.8% since its launch.  Ranked 28 in Focused category.  Return for 2018 was -8.8% , 2017 was 37.4% and 2016 was 5% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (18 Jun 19) ₹41.9757 ↑ 0.18   (0.42 %)
Net Assets (Cr) ₹8,264 on 30 Apr 19
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.41
Information Ratio -0.21
Alpha Ratio 6.03
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 May 14₹10,000
31 May 15₹15,338
31 May 16₹14,887
31 May 17₹18,666
31 May 18₹19,724
31 May 19₹22,208

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 18 Jun 19

DurationReturns
1 Month 4.9%
3 Month 3.4%
6 Month 10.5%
1 Year 9.7%
3 Year 12.7%
5 Year 14.8%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
2011 -25%
2010 14.8%
2009 98.7%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 162.75 Yr.
Roshi Jain9 Jul 126.57 Yr.
Srikesh Nair1 Dec 153.17 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services32.52%
Basic Materials12.91%
Energy11.35%
Technology6.14%
Communication Services5.51%
Health Care5.11%
Utility4.06%
Industrials4%
Consumer Cyclical3.59%
Real Estate2.42%
Asset Allocation
Asset ClassValue
Equity91.63%
Other8.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹806 Cr26,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹795 Cr19,500,000
Call, Cash & Other Assets
Receivables | -
8%₹692 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹537 Cr7,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
6%₹487 Cr2,100,000
↓ -300,000
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
6%₹474 Cr30,000,000
↑ 1,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹404 Cr12,600,000
↓ -1,000,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
5%₹381 Cr825,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 17 | 532555
4%₹335 Cr25,000,000
↑ 1,000,000
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Jun 18 | CTSH
4%₹328 Cr650,000

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 22.1% since its launch.  Ranked 28 in ELSS category.  Return for 2018 was -3% , 2017 was 29.1% and 2016 was 4.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (18 Jun 19) ₹564.777 ↑ 1.56   (0.28 %)
Net Assets (Cr) ₹4,026 on 30 Apr 19
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.02
Information Ratio -1.15
Alpha Ratio -0.8
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 14₹10,000
31 May 15₹14,050
31 May 16₹14,259
31 May 17₹16,695
31 May 18₹18,556
31 May 19₹19,013

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 18 Jun 19

DurationReturns
1 Month 2%
3 Month -0.4%
6 Month 3.3%
1 Year 1%
3 Year 9.2%
5 Year 12.1%
10 Year
15 Year
Since launch 22.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
2012 29.4%
2011 -15.2%
2010 23.5%
2009 78.8%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 162.83 Yr.
Lakshmikanth Reddy2 May 162.83 Yr.

Data below for Franklin India Taxshield as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services31.2%
Consumer Cyclical13.92%
Basic Materials9.99%
Utility8.95%
Energy7.49%
Technology6.78%
Consumer Defensive6.54%
Health Care2.51%
Industrials2.45%
Communication Services2.11%
Asset Allocation
Asset ClassValue
Cash7.91%
Equity92.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
9%₹364 Cr4,749,477
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹328 Cr1,415,052
Call, Cash & Other Assets
Net Current Assets | -
8%₹318 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
5%₹191 Cr1,374,652
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹175 Cr2,324,211
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹164 Cr4,013,153
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
4%₹147 Cr1,631,440
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
3%₹138 Cr7,419,223
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO
3%₹135 Cr6,549,242
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
3%₹133 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 19.5% since its launch.  Ranked 29 in Mid Cap category.  Return for 2018 was -9.4% , 2017 was 39.7% and 2016 was 8.5% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (18 Jun 19) ₹938.412 ↑ 0.01   (0.00 %)
Net Assets (Cr) ₹6,889 on 30 Apr 19
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio -0.46
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 May 14₹10,000
31 May 15₹14,711
31 May 16₹15,421
31 May 17₹19,569
31 May 18₹21,585
31 May 19₹21,288

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 18 Jun 19

DurationReturns
1 Month 3.3%
3 Month -1.6%
6 Month 2%
1 Year -2.4%
3 Year 9.6%
5 Year 14.2%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
2011 -22.1%
2010 19.1%
2009 107.5%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0811.17 Yr.
Srikesh Nair1 Dec 153.25 Yr.
Hari Shyamsunder2 May 162.83 Yr.

Data below for Franklin India Prima Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services20.93%
Basic Materials18.55%
Consumer Cyclical14.8%
Industrials12.8%
Technology7.56%
Utility5.87%
Health Care4.42%
Consumer Defensive3.54%
Energy3.36%
Real Estate2.13%
Communication Services1.04%
Asset Allocation
Asset ClassValue
Equity94.99%
Other5.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
5%₹358 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹254 Cr1,049,265
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹224 Cr2,744,401
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹206 Cr1,350,892
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹205 Cr9,688,196
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹198 Cr4,288,311
↑ 100,000
Finolex Cables Ltd (Technology)
Equity, Since 30 Apr 09 | FINCABLES
3%₹189 Cr4,145,052
Info Edge (India) Ltd (Technology)
Equity, Since 31 Oct 16 | NAUKRI
2%₹172 Cr838,016
↓ -100,000
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | LICHSGFIN
2%₹171 Cr3,068,923
↓ -15,502
MindTree Ltd (Technology)
Equity, Since 30 Nov 18 | 532819
2%₹165 Cr1,682,430

How to Invest in Franklin Mutual Fund Online?

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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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