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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 December 4, 2023 , 3743 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 ₹23.7792
↓ -0.38
₹250-5.2-6.6-7.3-7.93.4-14.50.2
Franklin Build India Fund Growth ₹104.134
↑ 0.36
₹1,55815.534.440.834.922.611.21.47
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹54.5801
↑ 0.04
₹2,8963.510.727.73.614.3-30.30.46
Franklin India Smaller Companies Fund Growth ₹141.009
↑ 0.37
₹9,6841130.343.136.122.73.62.13
Franklin India Focused Equity Fund Growth ₹85.2279
↑ 0.09
₹9,2376.416.21723.618.58.90.25
Franklin India Taxshield Growth ₹1,149.42
↑ 4.99
₹5,2249.222.322.323.116.95.40.61
Franklin India Prima Fund Growth ₹2,016.14
↑ 3.81
₹8,4998.523.427.52217.72.20.82
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Dec 23
Note: Ratio's shown as on 31 Oct 23

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 5.6% 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 (05 Dec 23) ₹23.7792 ↓ -0.38   (-1.59 %)
Net Assets (Cr) ₹250 on 31 Oct 23
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.55
Sharpe Ratio 0.2
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
30 Nov 18₹10,000
30 Nov 19₹11,884
30 Nov 20₹15,297
30 Nov 21₹14,911
30 Nov 22₹12,646
30 Nov 23₹12,429

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 ₹331,978.
Net Profit of ₹31,978
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 5 Dec 23

DurationReturns
1 Month -0.9%
3 Month -5.2%
6 Month -6.6%
1 Year -7.3%
3 Year -7.9%
5 Year 3.4%
10 Year
15 Year
Since launch 5.6%
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 212.04 Yr.
Sandeep Manam18 Oct 212.04 Yr.

Data below for Franklin Asian Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Technology25.29%
Financial Services21.73%
Consumer Cyclical20.02%
Consumer Defensive8.77%
Industrials8.37%
Communication Services5.66%
Basic Materials3.19%
Real Estate2.68%
Health Care2.55%
Energy1.33%
Asset Allocation
Asset ClassValue
Cash0.4%
Equity99.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
10%₹24 Cr179,000
↓ -9,000
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
10%₹24 Cr58,442
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
6%₹14 Cr45,900
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
6%₹14 Cr194,000
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
4%₹9 Cr104,904
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
2%₹6 Cr1,336,900
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
2%₹6 Cr66,151
↓ -11,038
Budweiser Brewing Co APAC Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 01876
2%₹6 Cr360,500
DBS Group Holdings Ltd (Financial Services)
Equity, Since 30 Jun 21 | D05
2%₹5 Cr26,900
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
2%₹5 Cr34,973

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 17.9% 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 (06 Dec 23) ₹104.134 ↑ 0.36   (0.35 %)
Net Assets (Cr) ₹1,558 on 31 Oct 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 1.47
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
30 Nov 18₹10,000
30 Nov 19₹11,033
30 Nov 20₹10,449
30 Nov 21₹16,674
30 Nov 22₹19,122
30 Nov 23₹26,047

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 ₹530,691.
Net Profit of ₹230,691
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 5 Dec 23

DurationReturns
1 Month 11.2%
3 Month 15.5%
6 Month 34.4%
1 Year 40.8%
3 Year 34.9%
5 Year 22.6%
10 Year
15 Year
Since launch 17.9%
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 212.04 Yr.
Kiran Sebastian7 Feb 221.73 Yr.
Sandeep Manam18 Oct 212.04 Yr.

Data below for Franklin Build India Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials40.82%
Utility13.59%
Financial Services13.28%
Energy8.94%
Consumer Cyclical5.23%
Basic Materials5.2%
Communication Services4.17%
Real Estate2.33%
Technology0.03%
Asset Allocation
Asset ClassValue
Cash6.41%
Equity93.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹150 Cr513,211
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
7%₹108 Cr4,600,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
6%₹89 Cr4,800,000
↑ 1,100,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹78 Cr3,866,666
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹73 Cr800,000
↓ -45,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹65 Cr710,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
4%₹61 Cr1,119,847
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹55 Cr229,407
Ion Exchange (India) Ltd (Industrials)
Equity, Since 30 Nov 21 | IONEXCHANG
3%₹51 Cr950,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹50 Cr218,000

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 15.4% 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 (05 Dec 23) ₹54.5801 ↑ 0.04   (0.08 %)
Net Assets (Cr) ₹2,896 on 31 Oct 23
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.46
Information Ratio -2.19
Alpha Ratio -3.75
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
30 Nov 18₹10,000
30 Nov 19₹12,187
30 Nov 20₹17,303
30 Nov 21₹21,523
30 Nov 22₹15,408
30 Nov 23₹19,298

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 ₹436,710.
Net Profit of ₹136,710
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 5 Dec 23

DurationReturns
1 Month 8.1%
3 Month 3.5%
6 Month 10.7%
1 Year 27.7%
3 Year 3.6%
5 Year 14.3%
10 Year
15 Year
Since launch 15.4%
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 212.04 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Technology40.25%
Health Care12.4%
Consumer Cyclical9.71%
Communication Services9.35%
Financial Services8.58%
Industrials3.68%
Consumer Defensive3.23%
Real Estate1.87%
Basic Materials1.87%
Utility0.77%
Asset Allocation
Asset ClassValue
Cash3.61%
Equity96.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,884 Cr5,371,173
↓ -93,547
Call, Cash & Other Assets
CBLO | -
0%₹13 Cr

4. Franklin India Smaller Companies Fund

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

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 11 in Small Cap category.  Return for 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 (06 Dec 23) ₹141.009 ↑ 0.37   (0.27 %)
Net Assets (Cr) ₹9,684 on 31 Oct 23
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.13
Information Ratio 0.35
Alpha Ratio 9.29
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
30 Nov 18₹10,000
30 Nov 19₹9,694
30 Nov 20₹10,697
30 Nov 21₹17,631
30 Nov 22₹19,020
30 Nov 23₹27,092

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 ₹530,691.
Net Profit of ₹230,691
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 5 Dec 23

DurationReturns
1 Month 8.9%
3 Month 11%
6 Month 30.3%
1 Year 43.1%
3 Year 36.1%
5 Year 22.7%
10 Year
15 Year
Since launch 15.9%
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 Feb 1112.76 Yr.
Sandeep Manam18 Oct 212.04 Yr.
Akhil Kalluri8 Sep 221.15 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials26.43%
Financial Services19.57%
Consumer Cyclical12.92%
Basic Materials7.3%
Health Care6.64%
Technology6.64%
Consumer Defensive5.29%
Real Estate5.24%
Communication Services0.99%
Utility0.97%
Energy0.38%
Asset Allocation
Asset ClassValue
Cash6.31%
Equity93.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
5%₹446 Cr48,064,081
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹363 Cr5,893,691
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹318 Cr11,013,469
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹276 Cr1,387,967
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹233 Cr6,413,765
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
2%₹228 Cr1,872,610
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹228 Cr15,898,917
↓ -1,250,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
2%₹222 Cr954,140
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹222 Cr1,588,976
↓ -75,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹207 Cr2,259,945

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% 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 (06 Dec 23) ₹85.2279 ↑ 0.09   (0.11 %)
Net Assets (Cr) ₹9,237 on 31 Oct 23
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 0.25
Information Ratio 0.95
Alpha Ratio -0.42
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
30 Nov 18₹10,000
30 Nov 19₹11,486
30 Nov 20₹11,556
30 Nov 21₹17,340
30 Nov 22₹19,648
30 Nov 23₹22,340

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 ₹481,656.
Net Profit of ₹181,656
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 5 Dec 23

DurationReturns
1 Month 7%
3 Month 6.4%
6 Month 16.2%
1 Year 17%
3 Year 23.6%
5 Year 18.5%
10 Year
15 Year
Since launch 14%
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 212.04 Yr.
Varun Sharma1 Apr 230.59 Yr.
Sandeep Manam18 Oct 212.04 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services32.86%
Industrials15.85%
Consumer Cyclical11.79%
Health Care9.02%
Technology6.8%
Basic Materials4.54%
Communication Services4.45%
Consumer Defensive4.11%
Energy2.3%
Real Estate2.28%
Asset Allocation
Asset ClassValue
Cash5.99%
Equity94.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹827 Cr5,600,000
↑ 175,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹769 Cr8,400,000
↓ -250,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹551 Cr1,880,000
↓ -73,285
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹489 Cr3,575,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹471 Cr4,800,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹444 Cr3,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
4%₹411 Cr4,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
4%₹389 Cr3,575,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹369 Cr355,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹336 Cr1,400,000
↓ -28,624

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 21.2% 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 (06 Dec 23) ₹1,149.42 ↑ 4.99   (0.44 %)
Net Assets (Cr) ₹5,224 on 31 Oct 23
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.61
Information Ratio 0.93
Alpha Ratio 3.3
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,615
30 Nov 20₹11,061
30 Nov 21₹15,699
30 Nov 22₹17,429
30 Nov 23₹20,546

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 ₹458,689.
Net Profit of ₹158,689
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 5 Dec 23

DurationReturns
1 Month 8.1%
3 Month 9.2%
6 Month 22.3%
1 Year 22.3%
3 Year 23.1%
5 Year 16.9%
10 Year
15 Year
Since launch 21.2%
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 212.04 Yr.
R. Janakiraman2 May 167.5 Yr.

Data below for Franklin India Taxshield as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services28.46%
Industrials13.45%
Consumer Cyclical11.55%
Technology9.78%
Consumer Defensive8.98%
Basic Materials6.36%
Communication Services4.67%
Utility4.61%
Energy3.78%
Health Care1.14%
Asset Allocation
Asset ClassValue
Cash7.23%
Equity92.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹421 Cr4,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹377 Cr2,550,000
↑ 50,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
6%₹293 Cr1,000,000
↓ -78,917
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹260 Cr1,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹255 Cr2,600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹247 Cr2,700,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹170 Cr1,650,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹170 Cr3,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹166 Cr1,300,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹151 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 19.3% 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 (06 Dec 23) ₹2,016.14 ↑ 3.81   (0.19 %)
Net Assets (Cr) ₹8,499 on 31 Oct 23
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.82
Information Ratio -2.08
Alpha Ratio -3.73
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
30 Nov 18₹10,000
30 Nov 19₹10,658
30 Nov 20₹11,933
30 Nov 21₹16,425
30 Nov 22₹17,294
30 Nov 23₹21,626

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 ₹470,047.
Net Profit of ₹170,047
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 5 Dec 23

DurationReturns
1 Month 9.3%
3 Month 8.5%
6 Month 23.4%
1 Year 27.5%
3 Year 22%
5 Year 17.7%
10 Year
15 Year
Since launch 19.3%
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 Feb 1112.76 Yr.
Sandeep Manam18 Oct 212.04 Yr.
Akhil Kalluri7 Feb 221.73 Yr.

Data below for Franklin India Prima Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services21.6%
Consumer Cyclical17.12%
Basic Materials15.32%
Industrials13.15%
Technology7.72%
Health Care7.53%
Consumer Defensive4.61%
Real Estate4.27%
Utility3.44%
Energy0.44%
Asset Allocation
Asset ClassValue
Cash4.82%
Equity95.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹330 Cr23,439,752
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
3%₹219 Cr23,580,355
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹209 Cr1,050,123
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
2%₹195 Cr2,135,566
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
2%₹195 Cr14,617,750
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | SUNDRMFAST
2%₹194 Cr1,543,493
↓ -175,000
Emami Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 531162
2%₹187 Cr3,676,225
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹185 Cr858,937
↓ -125,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹182 Cr294,995
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹181 Cr1,736,228
↓ -250,000

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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