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Top 4 Best Equity Funds by Franklin Templeton Mutual Fund 2023

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7 Best Equity Funds by Franklin Templeton Mutual Fund 2023

Updated on January 27, 2023 , 3278 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 (%)2022 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹27.1738
↓ -0.12
₹27629.48.9-3.73.92.9-14.5-0.81
Franklin Build India Fund Growth ₹69.5986
↓ -0.25
₹1,214-1.38.26.818.39.611.20.44
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹43.6249
↑ 0.73
₹2,7613.6-3.2-10.56.811-30.3-1.46
Franklin India Smaller Companies Fund Growth ₹92.6519
↓ -0.12
₹7,288-1.45.73.121.38.33.6-0.01
Franklin India Focused Equity Fund Growth ₹69.5108
↓ -0.07
₹8,414-1.15.34.917.910.78.90.31
Franklin India Taxshield Growth ₹877.248
↑ 0.18
₹4,908-34.41.414.895.40.1
Franklin India Prima Fund Growth ₹1,475.51
↑ 3.99
₹7,602-3.42.51.4147.82.2-0.08
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 23
Note: Ratio's shown as on 31 Dec 22

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 6.9% since its launch.  Ranked 1 in Global category.  Return for 2022 was -14.5% , 2021 was -5.9% and 2020 was 25.8% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (30 Jan 23) ₹27.1738 ↓ -0.12   (-0.45 %)
Net Assets (Cr) ₹276 on 31 Dec 22
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.62
Sharpe Ratio -0.81
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
31 Dec 17₹10,000
31 Dec 18₹8,637
31 Dec 19₹11,069
31 Dec 20₹13,929
31 Dec 21₹13,114
31 Dec 22₹11,216

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 ₹323,701.
Net Profit of ₹23,701
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 Jan 23

DurationReturns
1 Month 8.9%
3 Month 29.4%
6 Month 8.9%
1 Year -3.7%
3 Year 3.9%
5 Year 2.9%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -14.5%
2021 -5.9%
2020 25.8%
2019 28.2%
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Varun Sharma18 Oct 211.2 Yr.
Sandeep Manam18 Oct 211.2 Yr.

Data below for Franklin Asian Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology24%
Financial Services23.84%
Consumer Cyclical18.86%
Consumer Defensive7.94%
Basic Materials7.26%
Industrials6.96%
Communication Services4.78%
Health Care2.2%
Energy1.26%
Real Estate0.92%
Asset Allocation
Asset ClassValue
Cash1.97%
Equity98.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
9%₹25 Cr194,714
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
9%₹24 Cr62,858
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
6%₹16 Cr194,000
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
5%₹13 Cr44,300
↓ -11,100
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
4%₹11 Cr115,639
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
3%₹10 Cr1,984,545
DBS Group Holdings Ltd (Financial Services)
Equity, Since 30 Jun 21 | D05
3%₹9 Cr42,800
LG Chem Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 051910
3%₹9 Cr1,869
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
3%₹8 Cr101,604
↓ -18,600
JD.com Inc Ordinary Shares - Class A (Consumer Cyclical)
Equity, Since 30 Sep 20 | 09618
3%₹8 Cr33,412

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 15.6% since its launch.  Ranked 4 in Sectoral category.  Return for 2022 was 11.2% , 2021 was 45.9% and 2020 was 5.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (30 Jan 23) ₹69.5986 ↓ -0.25   (-0.36 %)
Net Assets (Cr) ₹1,214 on 31 Dec 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.44
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 Dec 17₹10,000
31 Dec 18₹8,934
31 Dec 19₹9,468
31 Dec 20₹9,974
31 Dec 21₹14,553
31 Dec 22₹16,189

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 ₹385,859.
Net Profit of ₹85,859
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 Jan 23

DurationReturns
1 Month -2.8%
3 Month -1.3%
6 Month 8.2%
1 Year 6.8%
3 Year 18.3%
5 Year 9.6%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 211.21 Yr.
Kiran Sebastian7 Feb 220.9 Yr.
Sandeep Manam18 Oct 211.21 Yr.

Data below for Franklin Build India Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials39.89%
Financial Services17.62%
Utility10.85%
Consumer Cyclical6.92%
Energy6.61%
Communication Services5.6%
Basic Materials5.05%
Real Estate3.38%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity95.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹114 Cr550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
7%₹88 Cr925,000
↓ -15,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹70 Cr825,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹63 Cr230,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹62 Cr3,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹54 Cr595,000
↓ -15,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹52 Cr340,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
4%₹49 Cr810,000
↓ -20,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹47 Cr2,100,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
3%₹40 Cr1,212,983

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 14.4% since its launch.  Ranked 6 in Global category.  Return for 2022 was -30.3% , 2021 was 17.9% and 2020 was 45.2% .

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 (27 Jan 23) ₹43.6249 ↑ 0.73   (1.69 %)
Net Assets (Cr) ₹2,761 on 31 Dec 22
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.58
Sharpe Ratio -1.46
Information Ratio -1.17
Alpha Ratio -11.73
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 Dec 17₹10,000
31 Dec 18₹10,649
31 Dec 19₹14,292
31 Dec 20₹20,755
31 Dec 21₹24,468
31 Dec 22₹17,043

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 ₹395,578.
Net Profit of ₹95,578
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 Jan 23

DurationReturns
1 Month 6.3%
3 Month 3.6%
6 Month -3.2%
1 Year -10.5%
3 Year 6.8%
5 Year 11%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 211.2 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology30.95%
Health Care18.27%
Financial Services12.49%
Consumer Cyclical12.26%
Real Estate5.11%
Industrials4.74%
Communication Services4.4%
Consumer Defensive3.49%
Basic Materials1.57%
Utility1.21%
Asset Allocation
Asset ClassValue
Cash1%
Equity99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹2,954 Cr6,183,013
↓ -51,266
Call, Cash & Other Assets
Net Current Assets | -
1%₹21 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 14% since its launch.  Ranked 11 in Small Cap category.  Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (30 Jan 23) ₹92.6519 ↓ -0.12   (-0.13 %)
Net Assets (Cr) ₹7,288 on 31 Dec 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.01
Information Ratio -0.28
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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,258
31 Dec 19₹7,843
31 Dec 20₹9,309
31 Dec 21₹14,556
31 Dec 22₹15,077

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 ₹376,357.
Net Profit of ₹76,357
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 Jan 23

DurationReturns
1 Month -3.3%
3 Month -1.4%
6 Month 5.7%
1 Year 3.1%
3 Year 21.3%
5 Year 8.3%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.76 Yr.
Sandeep Manam18 Oct 211.21 Yr.
Akhil Kalluri8 Sep 220.32 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials23.82%
Financial Services18.2%
Consumer Cyclical16.14%
Basic Materials10.12%
Health Care6.44%
Consumer Defensive6.41%
Real Estate6.04%
Technology3.54%
Communication Services2.54%
Energy1.38%
Asset Allocation
Asset ClassValue
Cash5.38%
Equity94.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹331 Cr6,800,570
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹302 Cr1,387,967
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹235 Cr1,161,988
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹215 Cr2,259,945
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹205 Cr17,172,603
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹204 Cr3,740,319
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹199 Cr9,813,765
↓ -450,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹194 Cr19,398,917
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | TIINDIA
2%₹184 Cr665,416
↓ -284,898
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
2%₹181 Cr1,473,713

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 13.3% since its launch.  Ranked 28 in Focused category.  Return for 2022 was 8.9% , 2021 was 39.4% and 2020 was 10.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (30 Jan 23) ₹69.5108 ↓ -0.07   (-0.11 %)
Net Assets (Cr) ₹8,414 on 31 Dec 22
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.31
Information Ratio 0.19
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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,124
31 Dec 19₹10,118
31 Dec 20₹11,218
31 Dec 21₹15,638
31 Dec 22₹17,026

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 ₹395,578.
Net Profit of ₹95,578
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 Jan 23

DurationReturns
1 Month -2.1%
3 Month -1.1%
6 Month 5.3%
1 Year 4.9%
3 Year 17.9%
5 Year 10.7%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 211.2 Yr.
Anand Radhakrishnan2 May 166.67 Yr.
Sandeep Manam18 Oct 211.2 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services36.88%
Industrials19.4%
Health Care7.83%
Consumer Cyclical6.72%
Technology5.43%
Communication Services5.29%
Consumer Defensive5.24%
Basic Materials4.52%
Energy2.45%
Real Estate2.28%
Asset Allocation
Asset ClassValue
Cash3.97%
Equity96.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹824 Cr8,650,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹820 Cr5,100,000
↑ 49,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹550 Cr2,650,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹518 Cr5,750,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹470 Cr2,875,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹458 Cr5,400,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
5%₹434 Cr7,200,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹395 Cr3,466,950
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹305 Cr2,000,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | HINDUNILVR
3%₹295 Cr1,100,000

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 20.7% since its launch.  Ranked 28 in ELSS category.  Return for 2022 was 5.4% , 2021 was 36.7% and 2020 was 9.8% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (30 Jan 23) ₹877.248 ↑ 0.18   (0.02 %)
Net Assets (Cr) ₹4,908 on 31 Dec 22
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.1
Information Ratio -0.15
Alpha Ratio 1.08
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,697
31 Dec 19₹10,195
31 Dec 20₹11,195
31 Dec 21₹15,303
31 Dec 22₹16,130

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 ₹385,859.
Net Profit of ₹85,859
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 Jan 23

DurationReturns
1 Month -3.8%
3 Month -3%
6 Month 4.4%
1 Year 1.4%
3 Year 14.8%
5 Year 9%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
Anand Radhakrishnan18 Oct 211.2 Yr.
R. Janakiraman2 May 166.67 Yr.

Data below for Franklin India Taxshield as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services32.9%
Technology11.01%
Industrials10.62%
Consumer Cyclical9.8%
Consumer Defensive8.15%
Basic Materials7%
Utility5.37%
Communication Services5.33%
Energy3.26%
Health Care2.88%
Asset Allocation
Asset ClassValue
Cash3.67%
Equity96.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹448 Cr4,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹418 Cr2,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
7%₹345 Cr3,825,000
↓ -175,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹327 Cr2,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹272 Cr3,200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹259 Cr1,250,000
↓ -30,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹181 Cr3,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹157 Cr1,400,000
↓ -100,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹149 Cr1,600,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹141 Cr800,000

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 18.7% since its launch.  Ranked 29 in Mid Cap category.  Return for 2022 was 2.2% , 2021 was 32.6% and 2020 was 17.8% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (30 Jan 23) ₹1,475.51 ↑ 3.99   (0.27 %)
Net Assets (Cr) ₹7,602 on 31 Dec 22
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.08
Information Ratio -1.69
Alpha Ratio -1.84
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 Dec 17₹10,000
31 Dec 18₹9,061
31 Dec 19₹9,381
31 Dec 20₹11,049
31 Dec 21₹14,652
31 Dec 22₹14,971

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 ₹367,070.
Net Profit of ₹67,070
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 Jan 23

DurationReturns
1 Month -3.7%
3 Month -3.4%
6 Month 2.5%
1 Year 1.4%
3 Year 14%
5 Year 7.8%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0815.01 Yr.
Sandeep Manam18 Oct 211.21 Yr.
Akhil Kalluri7 Feb 220.9 Yr.

Data below for Franklin India Prima Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical22.45%
Financial Services21.9%
Basic Materials14.95%
Industrials13.41%
Health Care7.9%
Technology4.8%
Real Estate4.08%
Consumer Defensive3.24%
Utility2.84%
Communication Services1.72%
Asset Allocation
Asset ClassValue
Cash2.65%
Equity97.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹281 Cr21,369,927
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
4%₹275 Cr2,885,566
↓ -150,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
3%₹259 Cr7,141,052
↓ -100,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
3%₹228 Cr1,050,123
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 31 Dec 13 | 500877
3%₹215 Cr6,794,174
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH
3%₹198 Cr4,409,869
↓ -100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹197 Cr1,223,175
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
2%₹190 Cr18,117,750
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹187 Cr1,273,937
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹185 Cr1,986,228

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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