+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.
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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.
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 ₹259.451
↑ 1.87 ₹8,724 16.1 0.2 2.8 23.4 19.1 3.1 Franklin Build India Fund Growth ₹148.323
↑ 0.65 ₹3,160 9.7 2.9 3.4 22.5 21.1 3.7 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹93.3136
↑ 1.96 ₹5,939 21.1 15.8 22.7 22.4 10.3 11.4 Franklin Asian Equity Fund Growth ₹45.4254
↑ 0.09 ₹870 25.3 27.4 47.4 21.4 7.2 23.7 Franklin India Prima Fund Growth ₹2,761.51
↑ 16.36 ₹12,231 13.3 -1.8 -2 17.5 14.7 1.6 Franklin India Smaller Companies Fund Growth ₹176.599
↑ 1.19 ₹13,847 18.3 7.4 0.5 16.2 17.8 -8.4 Franklin India Equity Fund Growth ₹1,594.46
↑ 9.07 ₹18,797 8.5 -4.6 -4.6 13.9 13.6 3.3 Franklin India Taxshield Growth ₹1,421.12
↑ 7.77 ₹6,039 8.2 -5.3 -5.7 13.5 12.8 2.1 Templeton India Equity Income Fund Growth ₹135.264
↑ 0.29 ₹2,317 6.9 -3.5 -3 13.2 12.9 1.7 Franklin India Multi - Asset Solution Fund Growth ₹22.2007
↑ 0.01 ₹136 1.9 2.9 5.3 13 11.2 14.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jun 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Opportunities Fund Franklin Build India Fund Franklin India Feeder - Franklin U S Opportunities Fund Franklin Asian Equity Fund Franklin India Prima Fund Franklin India Smaller Companies Fund Franklin India Equity Fund Franklin India Taxshield Templeton India Equity Income Fund Franklin India Multi - Asset Solution Fund Point 1 Upper mid AUM (₹8,724 Cr). Lower mid AUM (₹3,160 Cr). Lower mid AUM (₹5,939 Cr). Bottom quartile AUM (₹870 Cr). Upper mid AUM (₹12,231 Cr). Top quartile AUM (₹13,847 Cr). Highest AUM (₹18,797 Cr). Upper mid AUM (₹6,039 Cr). Bottom quartile AUM (₹2,317 Cr). Bottom quartile AUM (₹136 Cr). Point 2 Established history (26+ yrs). Established history (16+ yrs). Established history (14+ yrs). Established history (18+ yrs). Oldest track record among peers (32 yrs). Established history (20+ yrs). Established history (31+ yrs). Established history (27+ yrs). Established history (20+ yrs). Established history (11+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 4★ (upper mid). Rating: 5★ (top quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Not Rated. 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: 19.09% (top quartile). 5Y return: 21.11% (top quartile). 5Y return: 10.28% (bottom quartile). 5Y return: 7.18% (bottom quartile). 5Y return: 14.68% (upper mid). 5Y return: 17.76% (upper mid). 5Y return: 13.57% (upper mid). 5Y return: 12.77% (lower mid). 5Y return: 12.94% (lower mid). 5Y return: 11.19% (bottom quartile). Point 6 3Y return: 23.36% (top quartile). 3Y return: 22.50% (top quartile). 3Y return: 22.42% (upper mid). 3Y return: 21.36% (upper mid). 3Y return: 17.47% (upper mid). 3Y return: 16.21% (lower mid). 3Y return: 13.91% (lower mid). 3Y return: 13.48% (bottom quartile). 3Y return: 13.21% (bottom quartile). 3Y return: 12.98% (bottom quartile). Point 7 1Y return: 2.81% (upper mid). 1Y return: 3.35% (upper mid). 1Y return: 22.73% (top quartile). 1Y return: 47.42% (top quartile). 1Y return: -2.02% (lower mid). 1Y return: 0.50% (lower mid). 1Y return: -4.57% (bottom quartile). 1Y return: -5.67% (bottom quartile). 1Y return: -3.04% (bottom quartile). 1Y return: 5.35% (upper mid). Point 8 Alpha: 0.74 (top quartile). Alpha: 0.00 (top quartile). Alpha: -9.25 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -7.49 (bottom quartile). Alpha: -2.10 (lower mid). Alpha: -5.60 (lower mid). Alpha: -7.07 (bottom quartile). Alpha: -1.55 (upper mid). 1M return: 1.16% (lower mid). Point 9 Sharpe: -0.15 (lower mid). Sharpe: 0.01 (upper mid). Sharpe: 1.36 (top quartile). Sharpe: 1.73 (top quartile). Sharpe: -0.22 (lower mid). Sharpe: -0.15 (upper mid). Sharpe: -0.55 (bottom quartile). Sharpe: -0.65 (bottom quartile). Sharpe: -0.30 (bottom quartile). Alpha: 0.00 (upper mid). Point 10 Information ratio: 1.43 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -1.73 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.90 (bottom quartile). Information ratio: -0.62 (bottom quartile). Information ratio: 0.18 (top quartile). Information ratio: 0.02 (upper mid). Information ratio: 0.12 (upper mid). Sharpe: 0.15 (upper mid). Franklin India Opportunities Fund
Franklin Build India Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin Asian Equity Fund
Franklin India Prima Fund
Franklin India Smaller Companies Fund
Franklin India Equity Fund
Franklin India Taxshield
Templeton India Equity Income Fund
Franklin India Multi - Asset Solution Fund
*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 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 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 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 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 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 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 1. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (30 Jun 26) ₹259.451 ↑ 1.87 (0.73 %) Net Assets (Cr) ₹8,724 on 31 May 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.16 Information Ratio 1.43 Alpha Ratio 0.74 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,449 30 Jun 23 ₹12,760 30 Jun 24 ₹22,459 30 Jun 25 ₹23,297 30 Jun 26 ₹23,951 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month 4.1% 3 Month 16.1% 6 Month 0.2% 1 Year 2.8% 3 Year 23.4% 5 Year 19.1% 10 Year 15 Year Since launch 13.2% 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 Kiran Sebastian 7 Feb 22 4.31 Yr. R. Janakiraman 1 Apr 13 13.18 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Data below for Franklin India Opportunities Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 19.36% Industrials 13.72% Consumer Cyclical 13.09% Technology 11.99% Health Care 11.23% Basic Materials 7.54% Energy 5.15% Communication Services 3.76% Utility 3.5% Asset Allocation
Asset Class Value Cash 10.66% Equity 89.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹439 Cr 3,070,606
↑ 963,197 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL5% ₹421 Cr 971,140
↑ 439,621 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN4% ₹347 Cr 3,703,959
↑ 426,674 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322154% ₹331 Cr 2,610,658
↓ -1,338,049 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH4% ₹328 Cr 234,384 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN4% ₹317 Cr 2,969,724 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO4% ₹317 Cr 1,662,735
↑ 373,000 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹299 Cr 7,482,056
↓ -2,747,893 Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Jul 25 | MANKIND3% ₹277 Cr 1,231,676
↑ 647,701 AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 25 | AIAENG3% ₹224 Cr 567,437
↑ 29,343 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (01 Jul 26) ₹148.323 ↑ 0.65 (0.44 %) Net Assets (Cr) ₹3,160 on 31 May 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 0.01 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 30 Jun 21 ₹10,000 30 Jun 22 ₹10,442 30 Jun 23 ₹14,260 30 Jun 24 ₹25,315 30 Jun 25 ₹25,295 30 Jun 26 ₹26,100 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month 4% 3 Month 9.7% 6 Month 2.9% 1 Year 3.4% 3 Year 22.5% 5 Year 21.1% 10 Year 15 Year Since launch 17.4% 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 Ajay Argal 18 Oct 21 4.62 Yr. Kiran Sebastian 7 Feb 22 4.31 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Data below for Franklin Build India Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 32.74% Utility 16.49% Financial Services 13.77% Energy 13.11% Communication Services 6.69% Basic Materials 6.68% Real Estate 2.44% Consumer Cyclical 1.25% Technology 1.15% Asset Allocation
Asset Class Value Cash 5.69% Equity 94.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT7% ₹241 Cr 600,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003126% ₹204 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹186 Cr 1,300,000
↑ 40,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325556% ₹184 Cr 4,600,000
↑ 200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹180 Cr 420,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹138 Cr 4,350,000
↑ 250,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹134 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹127 Cr 1,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹125 Cr 1,625,000 REC Ltd (Financial Services)
Equity, Since 30 Sep 25 | 5329553% ₹100 Cr 2,808,721
↑ 108,721 3. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (30 Jun 26) ₹93.3136 ↑ 1.96 (2.14 %) Net Assets (Cr) ₹5,939 on 31 May 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 1.36 Information Ratio -1.73 Alpha Ratio -9.25 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 30 Jun 21 ₹10,000 30 Jun 22 ₹7,201 30 Jun 23 ₹8,893 30 Jun 24 ₹11,789 30 Jun 25 ₹13,292 30 Jun 26 ₹16,314 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 30 Jun 26 Duration Returns 1 Month 0.1% 3 Month 21.1% 6 Month 15.8% 1 Year 22.7% 3 Year 22.4% 5 Year 10.3% 10 Year 15 Year Since launch 16.8% 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 Sandeep Manam 18 Oct 21 4.62 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 May 26
Equity Sector Allocation
Sector Value Technology 41.64% Communication Services 12.73% Consumer Cyclical 11.09% Industrials 10.32% Health Care 9.36% Financial Services 2.79% Basic Materials 1.74% Consumer Defensive 0.63% Asset Allocation
Asset Class Value Cash 2.71% Equity 95.12% Other 0.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -98% ₹5,081 Cr 4,998,250
↑ 112,012 Call, Cash & Other Assets
CBLO | -2% ₹109 Cr 4. Franklin Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (01 Jul 26) ₹45.4254 ↑ 0.09 (0.21 %) Net Assets (Cr) ₹870 on 31 May 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 1.73 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 30 Jun 21 ₹10,000 30 Jun 22 ₹7,878 30 Jun 23 ₹7,912 30 Jun 24 ₹8,612 30 Jun 25 ₹9,560 30 Jun 26 ₹14,112 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month 0.4% 3 Month 25.3% 6 Month 27.4% 1 Year 47.4% 3 Year 21.4% 5 Year 7.2% 10 Year 15 Year Since launch 8.5% 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 Sandeep Manam 18 Oct 21 4.62 Yr. Shyam Sriram 26 Sep 24 1.68 Yr. Data below for Franklin Asian Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Technology 28.46% Consumer Cyclical 19% Financial Services 13.99% Industrials 8.6% Health Care 6.3% Real Estate 4.99% Basic Materials 4.32% Communication Services 4.11% Energy 3.05% Utility 2.51% Consumer Defensive 0.99% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 23309% ₹47 Cr 73,000 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059306% ₹31 Cr 21,933
↑ 3,678 SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 0006604% ₹21 Cr 2,567 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIBANK4% ₹19 Cr 147,235 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007003% ₹17 Cr 29,200 MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 24543% ₹15 Cr 19,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT3% ₹14 Cr 34,337
↑ 2,782 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | HDFCBANK2% ₹12 Cr 152,653
↓ -59,971 Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 099882% ₹11 Cr 74,304
↑ 22,200 Hyundai Motor Co (Consumer Cyclical)
Equity, Since 31 Aug 22 | 0053802% ₹11 Cr 3,275 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (01 Jul 26) ₹2,761.51 ↑ 16.36 (0.60 %) Net Assets (Cr) ₹12,231 on 31 May 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.22 Information Ratio -0.9 Alpha Ratio -7.49 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,268 30 Jun 23 ₹12,278 30 Jun 24 ₹18,779 30 Jun 25 ₹20,289 30 Jun 26 ₹19,782 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month 4.3% 3 Month 13.3% 6 Month -1.8% 1 Year -2% 3 Year 17.5% 5 Year 14.7% 10 Year 15 Year Since launch 18.8% 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 R. Janakiraman 1 Feb 11 15.34 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Akhil Kalluri 7 Feb 22 4.31 Yr. Data below for Franklin India Prima Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 23.16% Industrials 15.79% Consumer Cyclical 14.7% Basic Materials 11.05% Health Care 9.2% Technology 7.68% Real Estate 6% Communication Services 3.03% Utility 2.36% Consumer Defensive 2.11% Energy 0.96% Asset Allocation
Asset Class Value Cash 3.97% Equity 96.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK2% ₹296 Cr 10,324,683
↓ -750,000 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹262 Cr 1,152,885 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹260 Cr 7,219,684 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹257 Cr 36,893,177
↑ 2,500,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | BALKRISIND2% ₹254 Cr 1,175,000
↑ 375,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 22 | TIINDIA2% ₹246 Cr 836,172 Mankind Pharma Ltd (Healthcare)
Equity, Since 28 Feb 26 | MANKIND2% ₹231 Cr 1,029,108 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹231 Cr 1,631,918 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹230 Cr 7,413,356 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹229 Cr 1,199,891 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (01 Jul 26) ₹176.599 ↑ 1.19 (0.68 %) Net Assets (Cr) ₹13,847 on 31 May 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 -0.62 Alpha Ratio -2.1 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 30 Jun 21 ₹10,000 30 Jun 22 ₹10,307 30 Jun 23 ₹14,537 30 Jun 24 ₹23,249 30 Jun 25 ₹22,705 30 Jun 26 ₹22,664 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month 5.1% 3 Month 18.3% 6 Month 7.4% 1 Year 0.5% 3 Year 16.2% 5 Year 17.8% 10 Year 15 Year Since launch 15.1% 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 R. Janakiraman 1 Feb 11 15.34 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Akhil Kalluri 8 Sep 22 3.73 Yr. Data below for Franklin India Smaller Companies Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 19.73% Consumer Cyclical 18.73% Financial Services 16.72% Basic Materials 10.59% Health Care 9.35% Technology 8.56% Real Estate 3.77% Utility 3.6% Consumer Defensive 3.55% Asset Allocation
Asset Class Value Cash 5.39% Equity 94.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹339 Cr 3,540,297
↓ -355,567 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Oct 25 | MTARTECH2% ₹334 Cr 516,982
↓ -21,886 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹321 Cr 48,064,081 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 5002332% ₹315 Cr 2,649,656 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329292% ₹306 Cr 3,868,691 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹296 Cr 2,233,791 PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING2% ₹285 Cr 2,721,134
↑ 88,178 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG2% ₹278 Cr 1,638,600
↓ -150,000 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹275 Cr 3,925,704 CESC Ltd (Utilities)
Equity, Since 30 Apr 24 | CESC2% ₹251 Cr 13,401,420 7. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (01 Jul 26) ₹1,594.46 ↑ 9.07 (0.57 %) Net Assets (Cr) ₹18,797 on 31 May 26 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.55 Information Ratio 0.18 Alpha Ratio -5.6 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 30 Jun 21 ₹10,000 30 Jun 22 ₹10,203 30 Jun 23 ₹12,784 30 Jun 24 ₹18,525 30 Jun 25 ₹19,803 30 Jun 26 ₹18,785 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month 3.8% 3 Month 8.5% 6 Month -4.6% 1 Year -4.6% 3 Year 13.9% 5 Year 13.6% 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 R. Janakiraman 1 Feb 11 15.34 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Rajasa Kakulavarapu 1 Dec 23 2.5 Yr. Data below for Franklin India Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 30.46% Industrials 14.18% Consumer Cyclical 8.55% Basic Materials 8.25% Technology 7.08% Health Care 5.53% Consumer Defensive 5.47% Utility 5.03% Energy 4.89% Communication Services 3.6% Real Estate 1.52% Asset Allocation
Asset Class Value Cash 5.45% Equity 94.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,441 Cr 18,669,284 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK6% ₹1,123 Cr 8,891,035 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322155% ₹1,011 Cr 7,968,423 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹742 Cr 1,849,010
↓ -282,769 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹695 Cr 6,506,362 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL4% ₹685 Cr 3,630,906 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹643 Cr 4,493,052 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹570 Cr 14,862,470 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹549 Cr 4,646,580 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹529 Cr 1,707,271 8. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (01 Jul 26) ₹1,421.12 ↑ 7.77 (0.55 %) Net Assets (Cr) ₹6,039 on 31 May 26 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.65 Information Ratio 0.02 Alpha Ratio -7.07 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,904 30 Jun 23 ₹12,470 30 Jun 24 ₹18,167 30 Jun 25 ₹19,312 30 Jun 26 ₹18,123 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month 3.8% 3 Month 8.2% 6 Month -5.3% 1 Year -5.7% 3 Year 13.5% 5 Year 12.8% 10 Year 15 Year Since launch 20% 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 R. Janakiraman 2 May 16 10.09 Yr. Rajasa Kakulavarapu 1 Dec 23 2.5 Yr. Data below for Franklin India Taxshield as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 32.49% Industrials 13.6% Consumer Cyclical 8.49% Basic Materials 8.28% Technology 8.02% Consumer Defensive 6.03% Health Care 4.54% Utility 4.46% Energy 4.04% Communication Services 3.52% Real Estate 1.44% Asset Allocation
Asset Class Value Cash 5.08% Equity 94.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK8% ₹503 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK7% ₹417 Cr 3,297,903 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322155% ₹314 Cr 2,477,634 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN5% ₹303 Cr 2,833,344 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹288 Cr 717,322
↓ -143,326 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹226 Cr 1,911,441
↑ 35,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL4% ₹215 Cr 1,139,052 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹211 Cr 1,472,922 Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM3% ₹191 Cr 685,013 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹191 Cr 4,981,055 9. Templeton India Equity Income Fund
Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (30 Jun 26) ₹135.264 ↑ 0.29 (0.21 %) Net Assets (Cr) ₹2,317 on 31 May 26 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.3 Information Ratio 0.12 Alpha Ratio -1.55 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 30 Jun 21 ₹10,000 30 Jun 22 ₹10,768 30 Jun 23 ₹12,666 30 Jun 24 ₹18,636 30 Jun 25 ₹18,953 30 Jun 26 ₹18,377 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month -1.2% 3 Month 6.9% 6 Month -3.5% 1 Year -3% 3 Year 13.2% 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 Ajay Argal 1 Dec 23 2.5 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Rajasa Kakulavarapu 6 Sep 21 4.74 Yr. Data below for Templeton India Equity Income Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 18.77% Technology 14.89% Utility 13.94% Consumer Defensive 9.47% Energy 9.31% Real Estate 9.11% Basic Materials 6.71% Industrials 5.04% Consumer Cyclical 4.37% Health Care 2.61% Communication Services 1.78% Asset Allocation
Asset Class Value Cash 4.04% Equity 95.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 30 Jun 25 | SBIN5% ₹123 Cr 1,150,000
↑ 150,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 5325555% ₹106 Cr 2,650,000
↓ -800,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹100 Cr 1,300,000 Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY4% ₹92 Cr 2,166,455 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 26 | ICICIBANK4% ₹88 Cr 700,000
↑ 260,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY4% ₹85 Cr 720,276 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 5003123% ₹74 Cr 2,464,000
↓ -493,800 Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA3% ₹72 Cr 1,496,000
↓ -217,809 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH3% ₹71 Cr 590,000 MediaTek Inc (Technology)
Equity, Since 30 Sep 21 | 24543% ₹63 Cr 80,000 10. Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (30 Jun 26) ₹22.2007 ↑ 0.01 (0.04 %) Net Assets (Cr) ₹136 on 31 May 26 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio 0.15 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 30 Jun 21 ₹10,000 30 Jun 22 ₹10,704 30 Jun 23 ₹11,788 30 Jun 24 ₹14,135 30 Jun 25 ₹16,136 30 Jun 26 ₹16,999 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month 1.2% 3 Month 1.9% 6 Month 2.9% 1 Year 5.3% 3 Year 13% 5 Year 11.2% 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 Rahul Goswami 4 Jul 25 0.91 Yr. Pallab Roy 4 Jul 25 0.91 Yr. Rohan Maru 4 Jul 25 0.91 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 May 26
Asset Allocation
Asset Class Value Cash 65.12% Debt 34.89% Other 0.14% Equity Sector Allocation
Sector Value Financial Services 10.82% Basic Materials 2.98% Industrials 2.46% Energy 2.33% Consumer Cyclical 2.24% Communication Services 1.85% Health Care 1.5% Consumer Defensive 1.3% Utility 1.1% Real Estate 0.48% Technology 0.46% Debt Sector Allocation
Sector Value Cash Equivalent 47.71% Corporate 33.84% Government 18.45% Credit Quality
Rating Value AA 4.96% AAA 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Money Mkt Dir Gr
Investment Fund | -19% ₹26 Cr 4,823,211
↑ 366,224 Franklin India Arbitrage Dir Gr
Investment Fund | -19% ₹26 Cr 23,755,968
↑ 2,269,252 Franklin India Corp Dbt Dir Gr
Investment Fund | -17% ₹23 Cr 2,020,077
↑ 132,564 Franklin India Gov Sec Dir Gr
Investment Fund | -11% ₹14 Cr 2,173,334 Aditya BSL Arbitrage Dir Gr
Investment Fund | -7% ₹10 Cr 3,347,424
↑ 331,620 Kotak Arbitrage Dir Gr
Investment Fund | -7% ₹10 Cr 2,329,214 Tata Arbitrage Dir Gr
Investment Fund | -6% ₹9 Cr 5,399,085 Axis Corporate Bond Dir Gr
Investment Fund | -4% ₹6 Cr 2,994,043 Kotak Corporate Bond Dir Gr
Investment Fund | -4% ₹6 Cr 13,741 Franklin India Mdm to Lg Dur Dir Gr
Investment Fund | -1% ₹1 Cr 918,076
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Research Highlights for Franklin India Opportunities Fund