+91-22-4891390910 Best Franklin Templeton Mutual Fund Schemes for 2026
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 funds, 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.
Talk to our investment specialist
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.
Fund Selection Methodology used to find 10 funds
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 ₹259.44
↑ 1.44 ₹9,192 3.2 4.1 2 21.3 18.9 3.1 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹91.8442
↑ 1.37 ₹6,081 7.7 13.1 19.7 21 9.7 11.4 Franklin Build India Fund Growth ₹143.968
↓ -1.48 ₹3,256 -3.3 4.3 0.4 19.5 19.6 3.7 Franklin Asian Equity Fund Growth ₹43.9225
↓ -0.21 ₹979 9.1 16.8 39.7 19.4 6.9 23.7 Franklin India Prima Fund Growth ₹2,809.66
↓ -21.67 ₹12,490 3.7 5 -0.1 17.5 14.5 1.6 Franklin India Smaller Companies Fund Growth ₹176.91
↓ -2.10 ₹14,336 4 12.9 -0.3 14.9 16.4 -8.4 Franklin India Equity Fund Growth ₹1,589.48
↓ -15.38 ₹19,274 -0.3 -1.4 -3.7 12.6 13.2 3.3 Franklin India Multi - Asset Solution Fund Growth ₹22.2799
↑ 0.01 ₹137 1.6 3.1 5.7 12.5 10.8 14.1 Templeton India Equity Income Fund Growth ₹135.949
↑ 0.27 ₹2,285 -1.9 -1.7 -2.1 12.5 12.9 1.7 Franklin India Taxshield Growth ₹1,419.17
↓ -13.60 ₹6,166 -0.1 -1.9 -4.8 12.3 12.5 2.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jul 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Opportunities Fund Franklin India Feeder - Franklin U S Opportunities Fund Franklin Build India Fund Franklin Asian Equity Fund Franklin India Prima Fund Franklin India Smaller Companies Fund Franklin India Equity Fund Franklin India Multi - Asset Solution Fund Templeton India Equity Income Fund Franklin India Taxshield Point 1 Upper mid AUM (₹9,192 Cr). Lower mid AUM (₹6,081 Cr). Lower mid AUM (₹3,256 Cr). Bottom quartile AUM (₹979 Cr). Upper mid AUM (₹12,490 Cr). Top quartile AUM (₹14,336 Cr). Highest AUM (₹19,274 Cr). Bottom quartile AUM (₹137 Cr). Bottom quartile AUM (₹2,285 Cr). Upper mid AUM (₹6,166 Cr). Point 2 Established history (26+ yrs). Established history (14+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (32 yrs). Established history (20+ yrs). Established history (31+ yrs). Established history (11+ yrs). Established history (20+ yrs). Established history (27+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 4★ (upper mid). Top rated. Rating: 5★ (top quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Not Rated. Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.89% (top quartile). 5Y return: 9.68% (bottom quartile). 5Y return: 19.56% (top quartile). 5Y return: 6.92% (bottom quartile). 5Y return: 14.53% (upper mid). 5Y return: 16.43% (upper mid). 5Y return: 13.17% (upper mid). 5Y return: 10.77% (bottom quartile). 5Y return: 12.94% (lower mid). 5Y return: 12.49% (lower mid). Point 6 3Y return: 21.35% (top quartile). 3Y return: 21.02% (top quartile). 3Y return: 19.46% (upper mid). 3Y return: 19.37% (upper mid). 3Y return: 17.55% (upper mid). 3Y return: 14.92% (lower mid). 3Y return: 12.63% (lower mid). 3Y return: 12.54% (bottom quartile). 3Y return: 12.48% (bottom quartile). 3Y return: 12.26% (bottom quartile). Point 7 1Y return: 2.02% (upper mid). 1Y return: 19.74% (top quartile). 1Y return: 0.44% (upper mid). 1Y return: 39.68% (top quartile). 1Y return: -0.09% (lower mid). 1Y return: -0.27% (lower mid). 1Y return: -3.70% (bottom quartile). 1Y return: 5.66% (upper mid). 1Y return: -2.07% (bottom quartile). 1Y return: -4.77% (bottom quartile). Point 8 Alpha: 4.25 (top quartile). Alpha: -3.80 (lower mid). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -6.86 (bottom quartile). Alpha: -0.56 (upper mid). Alpha: -4.51 (bottom quartile). 1M return: 0.73% (upper mid). Alpha: -3.17 (lower mid). Alpha: -5.69 (bottom quartile). Point 9 Sharpe: -0.07 (upper mid). Sharpe: 1.03 (top quartile). Sharpe: -0.04 (upper mid). Sharpe: 1.54 (top quartile). Sharpe: -0.35 (lower mid). Sharpe: -0.15 (upper mid). Sharpe: -0.61 (bottom quartile). Alpha: 0.00 (upper mid). Sharpe: -0.52 (bottom quartile). Sharpe: -0.69 (bottom quartile). Point 10 Information ratio: 1.49 (top quartile). Information ratio: -1.20 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.66 (bottom quartile). Information ratio: -0.65 (bottom quartile). Information ratio: 0.25 (top quartile). Sharpe: -0.21 (lower mid). Information ratio: 0.04 (upper mid). Information ratio: 0.11 (upper mid). Franklin India Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin Build India Fund
Franklin Asian Equity Fund
Franklin India Prima Fund
Franklin India Smaller Companies Fund
Franklin India Equity Fund
Franklin India Multi - Asset Solution Fund
Templeton India Equity Income Fund
Franklin India Taxshield
*List of Funds is based on 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 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 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 An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation. Research Highlights for Franklin Asian Equity Fund Below is the key information for Franklin Asian Equity 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 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 (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 The Fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes. However, there is no assurance or guarantee that the objective of the scheme will be achieved. Research Highlights for Franklin India Multi - Asset Solution Fund Below is the key information for Franklin India Multi - Asset Solution Fund Returns up to 1 year are on An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield. Research Highlights for Templeton India Equity Income Fund Below is the key information for Templeton India Equity Income 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 1. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (21 Jul 26) ₹259.44 ↑ 1.44 (0.56 %) Net Assets (Cr) ₹9,192 on 30 Jun 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.07 Information Ratio 1.49 Alpha Ratio 4.25 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 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month 1.1% 3 Month 3.2% 6 Month 4.1% 1 Year 2% 3 Year 21.3% 5 Year 18.9% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.1% 2023 37.3% 2022 53.6% 2021 -1.9% 2020 29.7% 2019 27.3% 2018 5.4% 2017 -10.1% 2016 35.6% 2015 4.2% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Data below for Franklin India Opportunities Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (21 Jul 26) ₹91.8442 ↑ 1.37 (1.52 %) Net Assets (Cr) ₹6,081 on 30 Jun 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 1.03 Information Ratio -1.2 Alpha Ratio -3.8 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 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 21 Jul 26 Duration Returns 1 Month -1.2% 3 Month 7.7% 6 Month 13.1% 1 Year 19.7% 3 Year 21% 5 Year 9.7% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 2023 27.1% 2022 37.9% 2021 -30.3% 2020 17.9% 2019 45.2% 2018 34.2% 2017 6.5% 2016 18.1% 2015 -0.8% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (22 Jul 26) ₹143.968 ↓ -1.48 (-1.02 %) Net Assets (Cr) ₹3,256 on 30 Jun 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.04 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 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month -4.1% 3 Month -3.3% 6 Month 4.3% 1 Year 0.4% 3 Year 19.5% 5 Year 19.6% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Data below for Franklin Build India Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Franklin Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (22 Jul 26) ₹43.9225 ↓ -0.21 (-0.47 %) Net Assets (Cr) ₹979 on 30 Jun 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 1.54 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.
Date Value Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month -5.7% 3 Month 9.1% 6 Month 16.8% 1 Year 39.7% 3 Year 19.4% 5 Year 6.9% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.7% 2023 14.4% 2022 0.7% 2021 -14.5% 2020 -5.9% 2019 25.8% 2018 28.2% 2017 -13.6% 2016 35.5% 2015 7.2% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Data below for Franklin Asian Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (22 Jul 26) ₹2,809.66 ↓ -21.67 (-0.77 %) Net Assets (Cr) ₹12,490 on 30 Jun 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.35 Information Ratio -0.66 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 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month 1.5% 3 Month 3.7% 6 Month 5% 1 Year -0.1% 3 Year 17.5% 5 Year 14.5% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.6% 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% 2015 8.5% Fund Manager information for Franklin India Prima Fund
Name Since Tenure Data below for Franklin India Prima Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (22 Jul 26) ₹176.91 ↓ -2.10 (-1.18 %) Net Assets (Cr) ₹14,336 on 30 Jun 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.15 Information Ratio -0.65 Alpha Ratio -0.56 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 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month -0.5% 3 Month 4% 6 Month 12.9% 1 Year -0.3% 3 Year 14.9% 5 Year 16.4% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.4% 2023 23.2% 2022 52.1% 2021 3.6% 2020 56.4% 2019 18.7% 2018 -5% 2017 -17.4% 2016 43.5% 2015 10.2% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure Data below for Franklin India Smaller Companies Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (22 Jul 26) ₹1,589.48 ↓ -15.38 (-0.96 %) Net Assets (Cr) ₹19,274 on 30 Jun 26 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.61 Information Ratio 0.25 Alpha Ratio -4.51 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 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month -0.8% 3 Month -0.3% 6 Month -1.4% 1 Year -3.7% 3 Year 12.6% 5 Year 13.2% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.3% 2023 21.8% 2022 30.8% 2021 5.3% 2020 40.3% 2019 16% 2018 3.3% 2017 -4.4% 2016 30.6% 2015 5% Fund Manager information for Franklin India Equity Fund
Name Since Tenure Data below for Franklin India Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (21 Jul 26) ₹22.2799 ↑ 0.01 (0.06 %) Net Assets (Cr) ₹137 on 30 Jun 26 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio -0.21 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.
Date Value Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month 0.7% 3 Month 1.6% 6 Month 3.1% 1 Year 5.7% 3 Year 12.5% 5 Year 10.8% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.1% 2023 11.7% 2022 14.9% 2021 3.9% 2020 25.5% 2019 -14% 2018 8.2% 2017 0.4% 2016 11.1% 2015 7.8% Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Data below for Franklin India Multi - Asset Solution Fund as on 30 Jun 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Templeton India Equity Income Fund
Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (21 Jul 26) ₹135.949 ↑ 0.27 (0.20 %) Net Assets (Cr) ₹2,285 on 30 Jun 26 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.52 Information Ratio 0.04 Alpha Ratio -3.17 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 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month -0.6% 3 Month -1.9% 6 Month -1.7% 1 Year -2.1% 3 Year 12.5% 5 Year 12.9% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.7% 2023 20.4% 2022 33.3% 2021 5.3% 2020 43.1% 2019 22.9% 2018 5.3% 2017 -8.6% 2016 34.1% 2015 9.4% Fund Manager information for Templeton India Equity Income Fund
Name Since Tenure Data below for Templeton India Equity Income Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (22 Jul 26) ₹1,419.17 ↓ -13.60 (-0.95 %) Net Assets (Cr) ₹6,166 on 30 Jun 26 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.69 Information Ratio 0.11 Alpha Ratio -5.69 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month -0.5% 3 Month -0.1% 6 Month -1.9% 1 Year -4.8% 3 Year 12.3% 5 Year 12.5% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.1% 2023 22.4% 2022 31.2% 2021 5.4% 2020 36.7% 2019 9.8% 2018 5.1% 2017 -3% 2016 29.1% 2015 4.7% Fund Manager information for Franklin India Taxshield
Name Since Tenure Data below for Franklin India Taxshield as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
How to Invest in Franklin Templeton Mutual Fund Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Franklin India Opportunities Fund