+91-22-4891390910 Best Franklin Templeton Mutual Fund Schemes for 2025
With a world-wide presence, Franklin Templeton Mutual Fund has created a unique position in the Market and has gained immense trust amongst investors. With more than 600 investment professionals in 28 countries around the world, Franklin Templeton has an immense customer base across the globe. The fund house offers an array of schemes like— Equity Funds, Debt fund, Balanced Fund, Liquid Funds, international fund, ELSS, etc.
Investors can plan their short, mid and long term Financial goals by Investing in these schemes. The fund house also offers ELSS schemes for Tax Planning under sec 80C. Investors with a high-risk appetite can invest in equity funds, and one with an average risk appetite can ideally invest in debt funds. Investors can choose a fund from the below listed top 10 best Franklin Templeton Mutual Fund schemes.
These funds are shortlisted by undertaking certain important parameters like AUM, NAV, past performances, peer average returns and other information ratios.
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Why Invest in Franklin Templeton Mutual Fund?
1. Assurance
Franklin Templeton Mutual Fund has a glowing history of over two decades. Over the years, it has always looked after the best interests of the investors.
2. Tax Benefits
The company schemes offer the option to reduce taxable Income thus, saving tax. Franklin India Tax Shield is one such scheme.
3. Expert Market Eye
The company has a keen eye for spotting high potential shares which are hidden in the market. It is also an expert in finding funds with low Volatility.
4. Risk Management
Franklin Templeton Mutual Fund aims at cutting down the risk Factor by seeking discounted undervalued stocks.
Top 10 Franklin Mutual Fund Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Opportunities Fund Growth ₹254.422
↓ -2.60 ₹7,376 3.3 15.7 0.1 29.1 28.6 37.3 Franklin Build India Fund Growth ₹139.503
↓ -2.15 ₹2,950 0.6 15 -4.2 27.4 31.3 27.8 Franklin India Smaller Companies Fund Growth ₹167.221
↓ -2.39 ₹13,825 -1.9 13.1 -9.4 22.7 28.5 23.2 Franklin India Prima Fund Growth ₹2,719.35
↓ -35.69 ₹12,540 1 14.1 -1.3 21.9 23.7 31.8 Franklin India Technology Fund Growth ₹516.937
↓ -2.76 ₹1,888 3.6 3.9 -4.9 21.2 20.2 28.4 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹78.8367
↑ 0.77 ₹4,223 12.4 8.1 16.1 19.9 10.9 27.1 Franklin India Taxshield Growth ₹1,457.94
↓ -18.54 ₹6,706 -0.9 10 -2.4 18.5 22.7 22.4 Franklin India Equity Fund Growth ₹1,616.57
↓ -21.46 ₹18,988 -0.8 10.5 -1.8 18.4 23.4 21.8 Templeton India Value Fund Growth ₹704.108
↓ -7.28 ₹2,237 -0.9 9 -6.9 17.8 25.9 15.2 Franklin India Focused Equity Fund Growth ₹108.277
↓ -1.08 ₹12,421 2.9 11.7 -1.3 16.8 23.2 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Opportunities Fund Franklin Build India Fund Franklin India Smaller Companies Fund Franklin India Prima Fund Franklin India Technology Fund Franklin India Feeder - Franklin U S Opportunities Fund Franklin India Taxshield Franklin India Equity Fund Templeton India Value Fund Franklin India Focused Equity Fund Point 1 Upper mid AUM (₹7,376 Cr). Bottom quartile AUM (₹2,950 Cr). Top quartile AUM (₹13,825 Cr). Upper mid AUM (₹12,540 Cr). Bottom quartile AUM (₹1,888 Cr). Lower mid AUM (₹4,223 Cr). Lower mid AUM (₹6,706 Cr). Highest AUM (₹18,988 Cr). Bottom quartile AUM (₹2,237 Cr). Upper mid AUM (₹12,421 Cr). Point 2 Established history (25+ yrs). Established history (15+ yrs). Established history (19+ yrs). Oldest track record among peers (31 yrs). Established history (27+ yrs). Established history (13+ yrs). Established history (26+ yrs). Established history (30+ yrs). Established history (28+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 4★ (top quartile). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 28.62% (top quartile). 5Y return: 31.30% (top quartile). 5Y return: 28.45% (upper mid). 5Y return: 23.65% (upper mid). 5Y return: 20.18% (bottom quartile). 5Y return: 10.88% (bottom quartile). 5Y return: 22.71% (bottom quartile). 5Y return: 23.37% (lower mid). 5Y return: 25.93% (upper mid). 5Y return: 23.18% (lower mid). Point 6 3Y return: 29.08% (top quartile). 3Y return: 27.37% (top quartile). 3Y return: 22.69% (upper mid). 3Y return: 21.94% (upper mid). 3Y return: 21.21% (upper mid). 3Y return: 19.94% (lower mid). 3Y return: 18.52% (lower mid). 3Y return: 18.39% (bottom quartile). 3Y return: 17.85% (bottom quartile). 3Y return: 16.84% (bottom quartile). Point 7 1Y return: 0.12% (top quartile). 1Y return: -4.16% (lower mid). 1Y return: -9.43% (bottom quartile). 1Y return: -1.31% (upper mid). 1Y return: -4.88% (bottom quartile). 1Y return: 16.08% (top quartile). 1Y return: -2.44% (lower mid). 1Y return: -1.83% (upper mid). 1Y return: -6.88% (bottom quartile). 1Y return: -1.26% (upper mid). Point 8 Alpha: 1.79 (top quartile). Alpha: 0.00 (lower mid). Alpha: -5.51 (bottom quartile). Alpha: 1.58 (upper mid). Alpha: 2.39 (top quartile). Alpha: -7.41 (bottom quartile). Alpha: 0.15 (upper mid). Alpha: 0.62 (upper mid). Alpha: -6.86 (bottom quartile). Alpha: -0.18 (lower mid). Point 9 Sharpe: -0.30 (upper mid). Sharpe: -0.51 (lower mid). Sharpe: -0.59 (bottom quartile). Sharpe: -0.24 (top quartile). Sharpe: -0.56 (bottom quartile). Sharpe: 0.67 (top quartile). Sharpe: -0.42 (upper mid). Sharpe: -0.39 (upper mid). Sharpe: -0.95 (bottom quartile). Sharpe: -0.43 (lower mid). Point 10 Information ratio: 1.83 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.06 (bottom quartile). Information ratio: -0.17 (bottom quartile). Information ratio: 1.24 (top quartile). Information ratio: -1.67 (bottom quartile). Information ratio: 1.22 (upper mid). Information ratio: 1.16 (upper mid). Information ratio: 0.71 (upper mid). Information ratio: 0.15 (lower mid). Franklin India Opportunities Fund
Franklin Build India Fund
Franklin India Smaller Companies Fund
Franklin India Prima Fund
Franklin India Technology Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Taxshield
Franklin India Equity Fund
Templeton India Value Fund
Franklin India Focused Equity Fund
AUM >= 100 Crore & under management of atleast 3 yearsorted on 3 Year CAGR Return.
The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Franklin Build India Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Prima Fund Returns up to 1 year are on To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Research Highlights for Franklin India Technology Fund Below is the key information for Franklin India Technology Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Taxshield Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Research Highlights for Franklin India Equity Fund Below is the key information for Franklin India Equity Fund Returns up to 1 year are on (Erstwhile Templeton India Growth Fund) The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders. Research Highlights for Templeton India Value Fund Below is the key information for Templeton India Value Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on 1. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (26 Aug 25) ₹254.422 ↓ -2.60 (-1.01 %) Net Assets (Cr) ₹7,376 on 31 Jul 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.3 Information Ratio 1.83 Alpha Ratio 1.79 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,320 31 Jul 22 ₹16,368 31 Jul 23 ₹21,841 31 Jul 24 ₹36,906 31 Jul 25 ₹36,999 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month 1.1% 3 Month 3.3% 6 Month 15.7% 1 Year 0.1% 3 Year 29.1% 5 Year 28.6% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.3% 2023 53.6% 2022 -1.9% 2021 29.7% 2020 27.3% 2019 5.4% 2018 -10.1% 2017 35.6% 2016 4.2% 2015 2.3% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 3.48 Yr. R. Janakiraman 1 Apr 13 12.34 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Data below for Franklin India Opportunities Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.52% Financial Services 17.94% Health Care 12.34% Technology 9.85% Basic Materials 8.68% Communication Services 6.9% Energy 6.33% Consumer Defensive 4.94% Industrials 4.27% Utility 2.95% Real Estate 2.17% Asset Allocation
Asset Class Value Cash 5.1% Equity 94.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE6% ₹456 Cr 3,038,968 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK6% ₹409 Cr 2,043,971 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322155% ₹354 Cr 2,950,277
↑ 1,002,248 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL4% ₹270 Cr 1,342,233 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹268 Cr 10,130,262
↑ 3,731,849 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR4% ₹257 Cr 1,121,657 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹212 Cr 6,333,312
↑ 3,900,867 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTI3% ₹210 Cr 169,582
↑ 86,684 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCLIFE3% ₹208 Cr 2,560,258
↑ 447,066 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹203 Cr 637,966 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (26 Aug 25) ₹139.503 ↓ -2.15 (-1.52 %) Net Assets (Cr) ₹2,950 on 31 Jul 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.51 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹17,587 31 Jul 22 ₹19,236 31 Jul 23 ₹26,244 31 Jul 24 ₹44,020 31 Jul 25 ₹42,375 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1.1% 3 Month 0.6% 6 Month 15% 1 Year -4.2% 3 Year 27.4% 5 Year 31.3% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.79 Yr. Kiran Sebastian 7 Feb 22 3.48 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Data below for Franklin Build India Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 36.15% Energy 12.74% Utility 12.5% Financial Services 11.47% Communication Services 8.4% Basic Materials 6.9% Real Estate 3.07% Consumer Cyclical 2.66% Technology 1.91% Asset Allocation
Asset Class Value Cash 4.19% Equity 95.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT8% ₹244 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹180 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹179 Cr 300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5321746% ₹173 Cr 1,200,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹147 Cr 6,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹143 Cr 710,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹138 Cr 4,125,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹120 Cr 1,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹108 Cr 3,600,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004003% ₹81 Cr 2,000,000 3. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (26 Aug 25) ₹167.221 ↓ -2.39 (-1.41 %) Net Assets (Cr) ₹13,825 on 31 Jul 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.59 Information Ratio -0.06 Alpha Ratio -5.51 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹20,162 31 Jul 22 ₹21,078 31 Jul 23 ₹28,666 31 Jul 24 ₹44,791 31 Jul 25 ₹41,561 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -3.7% 3 Month -1.9% 6 Month 13.1% 1 Year -9.4% 3 Year 22.7% 5 Year 28.5% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.51 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Akhil Kalluri 8 Sep 22 2.9 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.22% Consumer Cyclical 17.77% Industrials 17.76% Health Care 11.03% Basic Materials 9.91% Technology 6.38% Real Estate 4.65% Consumer Defensive 3.77% Utility 2.87% Energy 0.96% Asset Allocation
Asset Class Value Cash 5.52% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 5409753% ₹437 Cr 7,329,408
↓ -605,375 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹429 Cr 3,868,691 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900033% ₹371 Cr 13,859,043
↓ -139,874 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹323 Cr 48,064,081 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹314 Cr 1,866,828 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹277 Cr 3,260,279 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹276 Cr 4,963,469 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹276 Cr 1,387,967 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹271 Cr 3,220,340 PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING2% ₹250 Cr 2,256,472 4. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (26 Aug 25) ₹2,719.35 ↓ -35.69 (-1.30 %) Net Assets (Cr) ₹12,540 on 31 Jul 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.24 Information Ratio -0.17 Alpha Ratio 1.58 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,949 31 Jul 22 ₹16,966 31 Jul 23 ₹20,920 31 Jul 24 ₹32,183 31 Jul 25 ₹32,418 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1.5% 3 Month 1% 6 Month 14.1% 1 Year -1.3% 3 Year 21.9% 5 Year 23.7% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.51 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Akhil Kalluri 7 Feb 22 3.48 Yr. Data below for Franklin India Prima Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.93% Consumer Cyclical 18.08% Basic Materials 13.33% Industrials 11.99% Health Care 11.8% Technology 6.48% Real Estate 5.82% Consumer Defensive 3.77% Communication Services 3.74% Utility 1.36% Energy 1.11% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹436 Cr 20,481,070
↓ -1,458,682 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5002712% ₹279 Cr 1,692,030 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹270 Cr 1,631,918 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹261 Cr 1,499,891 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹256 Cr 901,105 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK2% ₹245 Cr 1,223,175 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹244 Cr 717,366 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹242 Cr 392,739
↓ -50,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹237 Cr 1,300,578 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹234 Cr 1,214,825 5. Franklin India Technology Fund
Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (26 Aug 25) ₹516.937 ↓ -2.76 (-0.53 %) Net Assets (Cr) ₹1,888 on 31 Jul 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.08 Sharpe Ratio -0.56 Information Ratio 1.24 Alpha Ratio 2.39 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,629 31 Jul 22 ₹14,202 31 Jul 23 ₹17,212 31 Jul 24 ₹26,174 31 Jul 25 ₹25,147 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month 0.8% 3 Month 3.6% 6 Month 3.9% 1 Year -4.9% 3 Year 21.2% 5 Year 20.2% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.4% 2023 51.1% 2022 -22.3% 2021 39% 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 0.82 Yr. R. Janakiraman 1 Dec 23 1.67 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Data below for Franklin India Technology Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 56.73% Communication Services 20.07% Consumer Cyclical 13.17% Financial Services 5.03% Industrials 1.14% Health Care 0.06% Asset Allocation
Asset Class Value Cash 3.47% Equity 96.32% Other 0.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY19% ₹368 Cr 2,298,906
↑ 56,427 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL15% ₹300 Cr 1,493,480
↑ 37,653 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS14% ₹265 Cr 764,559 Franklin Technology I Acc USD
Investment Fund | -8% ₹152 Cr 215,810 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹142 Cr 5,367,142 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433905% ₹94 Cr 517,479 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH3% ₹67 Cr 387,170 Intellect Design Arena Ltd (Technology)
Equity, Since 31 Dec 22 | INTELLECT3% ₹56 Cr 483,133
↓ -60,000 Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH3% ₹54 Cr 642,259 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹54 Cr 1,346,780 6. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (26 Aug 25) ₹78.8367 ↑ 0.77 (0.99 %) Net Assets (Cr) ₹4,223 on 31 Jul 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.67 Information Ratio -1.67 Alpha Ratio -7.41 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹13,004 31 Jul 22 ₹10,342 31 Jul 23 ₹11,735 31 Jul 24 ₹14,717 31 Jul 25 ₹17,499 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month 1.8% 3 Month 12.4% 6 Month 8.1% 1 Year 16.1% 3 Year 19.9% 5 Year 10.9% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 8.8% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Sandeep Manam 18 Oct 21 3.79 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 36.12% Communication Services 18.66% Consumer Cyclical 11.27% Industrials 8.95% Health Care 7.77% Financial Services 6.96% Basic Materials 2.2% Consumer Defensive 2.19% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 1.42% Equity 97.25% Other 0.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹4,019 Cr 4,616,968
↓ -9,090 Call, Cash & Other Assets
CBLO | -1% ₹53 Cr 7. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (26 Aug 25) ₹1,457.94 ↓ -18.54 (-1.26 %) Net Assets (Cr) ₹6,706 on 31 Jul 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.43 Information Ratio 1.22 Alpha Ratio 0.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,092 31 Jul 22 ₹17,213 31 Jul 23 ₹20,993 31 Jul 24 ₹30,355 31 Jul 25 ₹30,172 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1.4% 3 Month -0.9% 6 Month 10% 1 Year -2.4% 3 Year 18.5% 5 Year 22.7% 10 Year 15 Year Since launch 20.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 9.25 Yr. Rajasa Kakulavarapu 1 Dec 23 1.67 Yr. Data below for Franklin India Taxshield as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 30.38% Industrials 11.93% Consumer Cyclical 11.21% Technology 9.25% Health Care 6.53% Basic Materials 5.48% Consumer Defensive 5.23% Communication Services 5.05% Utility 4.97% Energy 3.21% Real Estate 1.9% Asset Allocation
Asset Class Value Cash 4.86% Equity 95.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 53217410% ₹657 Cr 4,546,914 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹653 Cr 3,260,417 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹324 Cr 883,853 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹308 Cr 1,922,741 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL4% ₹305 Cr 1,517,753 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹270 Cr 2,252,948 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹253 Cr 1,462,587 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹221 Cr 1,472,922 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹198 Cr 917,310 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433203% ₹198 Cr 7,500,000 8. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (26 Aug 25) ₹1,616.57 ↓ -21.46 (-1.31 %) Net Assets (Cr) ₹18,988 on 31 Jul 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.39 Information Ratio 1.16 Alpha Ratio 0.62 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,256 31 Jul 22 ₹17,573 31 Jul 23 ₹21,380 31 Jul 24 ₹30,710 31 Jul 25 ₹30,677 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1.3% 3 Month -0.8% 6 Month 10.5% 1 Year -1.8% 3 Year 18.4% 5 Year 23.4% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.8% 2023 30.8% 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% 2015 4.4% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.51 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Rajasa Kakulavarapu 1 Dec 23 1.67 Yr. Data below for Franklin India Equity Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 29.04% Consumer Cyclical 11.5% Industrials 11.19% Technology 8.05% Health Care 7.23% Communication Services 5.62% Basic Materials 5.48% Utility 5.06% Consumer Defensive 4.81% Energy 4.24% Real Estate 2.12% Asset Allocation
Asset Class Value Cash 5.67% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹1,688 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 5321748% ₹1,577 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL4% ₹861 Cr 4,286,537 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹811 Cr 6,761,448
↑ 700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹782 Cr 2,131,779 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹741 Cr 4,627,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹628 Cr 4,184,430 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹615 Cr 3,555,589 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹526 Cr 2,429,027 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹496 Cr 18,783,160
↓ -1,466,840 9. Templeton India Value Fund
Templeton India Value Fund
Growth Launch Date 10 Sep 96 NAV (26 Aug 25) ₹704.108 ↓ -7.28 (-1.02 %) Net Assets (Cr) ₹2,237 on 31 Jul 25 Category Equity - Value AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio -0.96 Information Ratio 0.71 Alpha Ratio -6.86 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹17,729 31 Jul 22 ₹20,070 31 Jul 23 ₹25,399 31 Jul 24 ₹37,091 31 Jul 25 ₹34,661 Returns for Templeton India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1% 3 Month -0.9% 6 Month 9% 1 Year -6.9% 3 Year 17.8% 5 Year 25.9% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.2% 2023 33.7% 2022 15.5% 2021 44.5% 2020 11.5% 2019 -0.3% 2018 -12.8% 2017 37.6% 2016 9.5% 2015 0.1% Fund Manager information for Templeton India Value Fund
Name Since Tenure Ajay Argal 1 Dec 23 1.67 Yr. Rajasa Kakulavarapu 6 Sep 21 3.9 Yr. Data below for Templeton India Value Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 34.63% Consumer Cyclical 11.36% Energy 10.59% Health Care 7.22% Basic Materials 7.12% Technology 5.7% Utility 5.01% Consumer Defensive 4.89% Industrials 4.58% Communication Services 3.2% Real Estate 2.74% Asset Allocation
Asset Class Value Cash 2.96% Equity 97.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK8% ₹190 Cr 950,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE6% ₹143 Cr 950,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322156% ₹132 Cr 1,100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 5321745% ₹116 Cr 800,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI3% ₹78 Cr 63,000 Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | 5000873% ₹75 Cr 500,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC3% ₹67 Cr 1,600,000 Brookfield India Real Estate Trust (Real Estate)
-, Since 30 Apr 25 | BIRET3% ₹63 Cr 2,000,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | 5003123% ₹61 Cr 2,500,000 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI3% ₹61 Cr 275,000 10. Franklin India Focused Equity Fund
Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (26 Aug 25) ₹108.277 ↓ -1.08 (-0.99 %) Net Assets (Cr) ₹12,421 on 31 Jul 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.43 Information Ratio 0.15 Alpha Ratio -0.18 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,719 31 Jul 22 ₹18,315 31 Jul 23 ₹21,979 31 Jul 24 ₹30,065 31 Jul 25 ₹29,943 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month 0.2% 3 Month 2.9% 6 Month 11.7% 1 Year -1.3% 3 Year 16.8% 5 Year 23.2% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 1.5% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.79 Yr. Venkatesh Sanjeevi 4 Oct 24 0.82 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Data below for Franklin India Focused Equity Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 35.89% Consumer Cyclical 12.23% Industrials 9.54% Health Care 8.48% Communication Services 6.25% Technology 5.8% Energy 5.51% Basic Materials 4.4% Consumer Defensive 3.89% Real Estate 3.15% Asset Allocation
Asset Class Value Cash 4.86% Equity 95.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK11% ₹1,321 Cr 6,600,000
↓ -200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 53217410% ₹1,200 Cr 8,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹784 Cr 3,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322156% ₹750 Cr 6,250,000
↑ 250,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS6% ₹727 Cr 2,100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE6% ₹690 Cr 4,600,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433205% ₹621 Cr 23,500,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA4% ₹536 Cr 3,200,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000874% ₹527 Cr 3,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹459 Cr 370,000
↑ 20,000
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Research Highlights for Franklin India Opportunities Fund