+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 ₹264.071
↑ 0.41 ₹7,509 5.1 11.5 8.2 30.7 28 37.3 Franklin Build India Fund Growth ₹147.657
↑ 1.51 ₹2,884 4.5 11.1 5.1 27.9 33.7 27.8 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹83.0858
↑ 0.57 ₹4,282 6.9 27.2 16.6 24.8 13 27.1 Franklin India Technology Fund Growth ₹528.407
↓ -1.98 ₹1,882 3.7 12.7 -0.4 23.6 18.6 28.4 Franklin India Prima Fund Growth ₹2,821.12
↑ 18.70 ₹12,251 2.3 9 4 22.7 24.5 31.8 Franklin India Smaller Companies Fund Growth ₹172.846
↑ 0.89 ₹13,302 -0.2 8.1 -1.6 22.5 29.3 23.2 Franklin India Taxshield Growth ₹1,521.6
↑ 7.41 ₹6,537 3.1 6.5 3.8 18.9 24 22.4 Franklin India Equity Fund Growth ₹1,687.01
↑ 8.01 ₹18,727 3.1 6.6 4.5 18.8 24.5 21.8 Franklin Asian Equity Fund Growth ₹35.0681
↓ -0.25 ₹260 10.6 26.9 19.9 18.6 4.5 14.4 Templeton India Equity Income Fund Growth ₹139.813
↓ -0.55 ₹2,317 2.7 3.4 -1.1 18.4 24.2 20.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Oct 25 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 India Technology Fund Franklin India Prima Fund Franklin India Smaller Companies Fund Franklin India Taxshield Franklin India Equity Fund Franklin Asian Equity Fund Templeton India Equity Income Fund Point 1 Upper mid AUM (₹7,509 Cr). Lower mid AUM (₹2,884 Cr). Lower mid AUM (₹4,282 Cr). Bottom quartile AUM (₹1,882 Cr). Upper mid AUM (₹12,251 Cr). Top quartile AUM (₹13,302 Cr). Upper mid AUM (₹6,537 Cr). Highest AUM (₹18,727 Cr). Bottom quartile AUM (₹260 Cr). Bottom quartile AUM (₹2,317 Cr). Point 2 Established history (25+ yrs). Established history (16+ yrs). Established history (13+ yrs). Established history (27+ yrs). Oldest track record among peers (31 yrs). Established history (19+ yrs). Established history (26+ yrs). Established history (31+ yrs). Established history (17+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 5★ (top quartile). Rating: 3★ (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: High. Risk profile: Moderately High. Point 5 5Y return: 27.99% (upper mid). 5Y return: 33.74% (top quartile). 5Y return: 13.05% (bottom quartile). 5Y return: 18.65% (bottom quartile). 5Y return: 24.49% (upper mid). 5Y return: 29.34% (top quartile). 5Y return: 24.04% (lower mid). 5Y return: 24.51% (upper mid). 5Y return: 4.52% (bottom quartile). 5Y return: 24.24% (lower mid). Point 6 3Y return: 30.70% (top quartile). 3Y return: 27.94% (top quartile). 3Y return: 24.80% (upper mid). 3Y return: 23.64% (upper mid). 3Y return: 22.69% (upper mid). 3Y return: 22.51% (lower mid). 3Y return: 18.92% (lower mid). 3Y return: 18.80% (bottom quartile). 3Y return: 18.63% (bottom quartile). 3Y return: 18.43% (bottom quartile). Point 7 1Y return: 8.18% (upper mid). 1Y return: 5.08% (upper mid). 1Y return: 16.59% (top quartile). 1Y return: -0.37% (bottom quartile). 1Y return: 3.99% (lower mid). 1Y return: -1.63% (bottom quartile). 1Y return: 3.82% (lower mid). 1Y return: 4.46% (upper mid). 1Y return: 19.94% (top quartile). 1Y return: -1.11% (bottom quartile). Point 8 Alpha: 2.40 (top quartile). Alpha: 0.00 (upper mid). Alpha: -10.09 (bottom quartile). Alpha: 2.80 (top quartile). Alpha: 0.07 (upper mid). Alpha: -5.08 (bottom quartile). Alpha: -1.19 (lower mid). Alpha: -0.72 (lower mid). Alpha: 0.00 (upper mid). Alpha: -11.18 (bottom quartile). Point 9 Sharpe: -0.43 (upper mid). Sharpe: -0.64 (upper mid). Sharpe: 0.54 (top quartile). Sharpe: -0.87 (bottom quartile). Sharpe: -0.48 (upper mid). Sharpe: -0.76 (bottom quartile). Sharpe: -0.69 (lower mid). Sharpe: -0.66 (lower mid). Sharpe: 0.49 (top quartile). Sharpe: -1.65 (bottom quartile). Point 10 Information ratio: 1.75 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -1.87 (bottom quartile). Information ratio: 1.25 (top quartile). Information ratio: -0.01 (bottom quartile). Information ratio: 0.02 (lower mid). Information ratio: 1.11 (upper mid). Information ratio: 1.05 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.18 (upper mid). Franklin India Opportunities Fund
Franklin Build India Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Technology Fund
Franklin India Prima Fund
Franklin India Smaller Companies Fund
Franklin India Taxshield
Franklin India Equity Fund
Franklin Asian Equity Fund
Templeton India Equity Income 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 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 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 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 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 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 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 1. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (28 Oct 25) ₹264.071 ↑ 0.41 (0.15 %) Net Assets (Cr) ₹7,509 on 31 Aug 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.43 Information Ratio 1.75 Alpha Ratio 2.4 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 Sep 20 ₹10,000 30 Sep 21 ₹16,667 30 Sep 22 ₹16,312 30 Sep 23 ₹21,669 30 Sep 24 ₹35,745 30 Sep 25 ₹35,091 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 4% 3 Month 5.1% 6 Month 11.5% 1 Year 8.2% 3 Year 30.7% 5 Year 28% 10 Year 15 Year Since launch 13.6% 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 3.65 Yr. R. Janakiraman 1 Apr 13 12.51 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Data below for Franklin India Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.07% Financial Services 18.85% Health Care 12.76% Technology 11.87% Basic Materials 9.66% Communication Services 5.71% Industrials 4.42% Energy 4.34% Utility 2.78% Consumer Defensive 1.74% Real Estate 0.5% Asset Allocation
Asset Class Value Cash 7.28% Equity 92.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK5% ₹389 Cr 4,087,942 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹337 Cr 2,472,229 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322154% ₹334 Cr 2,950,277 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹311 Cr 9,548,090 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTI4% ₹272 Cr 169,582 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹219 Cr 637,966 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹218 Cr 1,158,502 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 5262993% ₹216 Cr 814,231 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹216 Cr 6,333,312 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE3% ₹213 Cr 12,833,401 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (29 Oct 25) ₹147.657 ↑ 1.51 (1.03 %) Net Assets (Cr) ₹2,884 on 31 Aug 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.64 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 Sep 20 ₹10,000 30 Sep 21 ₹19,616 30 Sep 22 ₹20,506 30 Sep 23 ₹28,515 30 Sep 24 ₹45,123 30 Sep 25 ₹42,883 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 5% 3 Month 4.5% 6 Month 11.1% 1 Year 5.1% 3 Year 27.9% 5 Year 33.7% 10 Year 15 Year Since launch 18.1% 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 3.96 Yr. Kiran Sebastian 7 Feb 22 3.65 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Data below for Franklin Build India Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 35.44% Utility 14.2% Financial Services 13.18% Energy 12.89% Communication Services 7.62% Basic Materials 5.03% Real Estate 3.16% Consumer Cyclical 2.74% Technology 2.21% Asset Allocation
Asset Class Value Cash 3.52% Equity 96.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT8% ₹243 Cr 665,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹176 Cr 315,000
↑ 15,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹164 Cr 1,200,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003126% ₹163 Cr 6,825,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK5% ₹162 Cr 1,200,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹148 Cr 4,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹133 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹113 Cr 1,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328983% ₹101 Cr 3,600,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | 5321553% ₹92 Cr 5,200,000
↑ 400,000 3. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (28 Oct 25) ₹83.0858 ↑ 0.57 (0.69 %) Net Assets (Cr) ₹4,282 on 31 Aug 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.54 Information Ratio -1.87 Alpha Ratio -10.09 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 Sep 20 ₹10,000 30 Sep 21 ₹12,467 30 Sep 22 ₹8,849 30 Sep 23 ₹10,811 30 Sep 24 ₹15,269 30 Sep 25 ₹17,785 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 28 Oct 25 Duration Returns 1 Month 2.9% 3 Month 6.9% 6 Month 27.2% 1 Year 16.6% 3 Year 24.8% 5 Year 13% 10 Year 15 Year Since launch 16.7% 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 3.96 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 38.99% Communication Services 18.52% Consumer Cyclical 9.26% Industrials 8.3% Financial Services 7.33% Health Care 7.29% Basic Materials 2.27% Consumer Defensive 1.88% Real Estate 0.67% Asset Allocation
Asset Class Value Cash 1.03% Equity 97.26% Other 0.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹4,388 Cr 4,685,691
↑ 13,104 Call, Cash & Other Assets
CBLO | -1% ₹49 Cr 4. Franklin India Technology Fund
Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (28 Oct 25) ₹528.407 ↓ -1.98 (-0.37 %) Net Assets (Cr) ₹1,882 on 31 Aug 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.08 Sharpe Ratio -0.88 Information Ratio 1.25 Alpha Ratio 2.8 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 Sep 20 ₹10,000 30 Sep 21 ₹16,015 30 Sep 22 ₹12,565 30 Sep 23 ₹17,029 30 Sep 24 ₹25,253 30 Sep 25 ₹23,360 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 4.7% 3 Month 3.7% 6 Month 12.7% 1 Year -0.4% 3 Year 23.6% 5 Year 18.6% 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 0.99 Yr. R. Janakiraman 1 Dec 23 1.84 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Data below for Franklin India Technology Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 55.04% Communication Services 21.07% Consumer Cyclical 13.66% Financial Services 4.9% Industrials 1.04% Health Care 0.06% Asset Allocation
Asset Class Value Cash 3.89% Equity 95.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY18% ₹331 Cr 2,298,906 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL15% ₹281 Cr 1,493,480 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS12% ₹221 Cr 764,559 Franklin Technology I Acc USD
Investment Fund | -8% ₹141 Cr 174,810
↓ -41,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹137 Cr 4,196,521
↓ -1,170,621 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433905% ₹88 Cr 517,479 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH4% ₹69 Cr 500,267 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹57 Cr 1,346,780 Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH3% ₹49 Cr 642,259 Intellect Design Arena Ltd (Technology)
Equity, Since 31 Dec 22 | INTELLECT2% ₹45 Cr 460,931 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (29 Oct 25) ₹2,821.12 ↑ 18.70 (0.67 %) Net Assets (Cr) ₹12,251 on 31 Aug 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.48 Information Ratio -0.01 Alpha Ratio 0.07 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 Sep 20 ₹10,000 30 Sep 21 ₹16,836 30 Sep 22 ₹16,516 30 Sep 23 ₹20,084 30 Sep 24 ₹30,954 30 Sep 25 ₹29,160 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 5.6% 3 Month 2.3% 6 Month 9% 1 Year 4% 3 Year 22.7% 5 Year 24.5% 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 14.67 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Akhil Kalluri 7 Feb 22 3.65 Yr. Data below for Franklin India Prima Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 20.02% Consumer Cyclical 17.05% Industrials 12.93% Basic Materials 12.78% Health Care 10.78% Technology 6.75% Real Estate 5.49% Consumer Defensive 4.74% Communication Services 3.4% Utility 1.33% Energy 1.3% Asset Allocation
Asset Class Value Cash 3.42% Equity 96.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹369 Cr 19,143,234 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹282 Cr 717,366 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹280 Cr 1,052,885 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹253 Cr 1,499,891 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹246 Cr 1,631,918 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹221 Cr 1,300,578 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹220 Cr 1,641,580 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5002712% ₹220 Cr 1,393,160
↓ -298,870 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹217 Cr 7,894,616
↑ 415,420 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹212 Cr 337,051 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (29 Oct 25) ₹172.846 ↑ 0.89 (0.52 %) Net Assets (Cr) ₹13,302 on 31 Aug 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.76 Information Ratio 0.02 Alpha Ratio -5.08 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 Sep 20 ₹10,000 30 Sep 21 ₹18,672 30 Sep 22 ₹19,497 30 Sep 23 ₹26,577 30 Sep 24 ₹39,144 30 Sep 25 ₹34,632 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 5% 3 Month -0.2% 6 Month 8.1% 1 Year -1.6% 3 Year 22.5% 5 Year 29.3% 10 Year 15 Year Since launch 15.5% 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 14.67 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Akhil Kalluri 8 Sep 22 3.07 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.1% Industrials 16.67% Financial Services 16.38% Health Care 11.71% Basic Materials 10.39% Technology 7.13% Real Estate 4.37% Consumer Defensive 3.84% Utility 3.14% Energy 0.99% Asset Allocation
Asset Class Value Cash 5.5% Equity 94.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹422 Cr 6,729,408 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹347 Cr 3,868,691 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹309 Cr 4,023,411 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹296 Cr 1,866,828 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹276 Cr 3,260,279 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹275 Cr 48,064,081 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹255 Cr 1,387,967 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹248 Cr 1,448,723 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹246 Cr 3,220,340 Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA2% ₹233 Cr 1,513,099 7. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (29 Oct 25) ₹1,521.6 ↑ 7.41 (0.49 %) Net Assets (Cr) ₹6,537 on 31 Aug 25 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 1.11 Alpha Ratio -1.19 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,151 30 Sep 22 ₹17,405 30 Sep 23 ₹21,285 30 Sep 24 ₹30,870 30 Sep 25 ₹29,009 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 5.5% 3 Month 3.1% 6 Month 6.5% 1 Year 3.8% 3 Year 18.9% 5 Year 24% 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 9.42 Yr. Rajasa Kakulavarapu 1 Dec 23 1.84 Yr. Data below for Franklin India Taxshield as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 30.44% Industrials 12.56% Consumer Cyclical 11.04% Technology 8.34% Health Care 6.76% Basic Materials 5.79% Consumer Defensive 5.22% Communication Services 5.21% Utility 5.07% Energy 3.08% Real Estate 1.75% Asset Allocation
Asset Class Value Cash 4.75% Equity 95.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹620 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹613 Cr 4,546,914 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹323 Cr 883,853 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL4% ₹285 Cr 1,517,753 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹277 Cr 1,922,741 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹255 Cr 2,252,948 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433204% ₹244 Cr 7,500,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH3% ₹203 Cr 1,462,587 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹201 Cr 1,472,922 Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM3% ₹189 Cr 685,013 8. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (29 Oct 25) ₹1,687.01 ↑ 8.01 (0.48 %) Net Assets (Cr) ₹18,727 on 31 Aug 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.66 Information Ratio 1.05 Alpha Ratio -0.72 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 Sep 20 ₹10,000 30 Sep 21 ₹17,613 30 Sep 22 ₹17,883 30 Sep 23 ₹21,810 30 Sep 24 ₹31,383 30 Sep 25 ₹29,704 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 5.4% 3 Month 3.1% 6 Month 6.6% 1 Year 4.5% 3 Year 18.8% 5 Year 24.5% 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 14.67 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Rajasa Kakulavarapu 1 Dec 23 1.84 Yr. Data below for Franklin India Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 28.41% Industrials 12.87% Consumer Cyclical 12.05% Health Care 8.04% Technology 7.24% Utility 5.74% Communication Services 5.61% Basic Materials 5.4% Consumer Defensive 5.16% Energy 4.52% Real Estate 1.8% Asset Allocation
Asset Class Value Cash 3.16% Equity 96.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,604 Cr 16,869,284 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,470 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL4% ₹851 Cr 4,528,105 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹780 Cr 2,131,779 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹765 Cr 6,761,448 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹667 Cr 4,627,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹613 Cr 4,493,052
↑ 308,622 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹611 Cr 18,783,160 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹553 Cr 1,612,271 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹492 Cr 3,555,589 9. Franklin Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (28 Oct 25) ₹35.0681 ↓ -0.25 (-0.70 %) Net Assets (Cr) ₹260 on 31 Aug 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 0.49 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 Sep 20 ₹10,000 30 Sep 21 ₹11,378 30 Sep 22 ₹8,513 30 Sep 23 ₹9,152 30 Sep 24 ₹11,434 30 Sep 25 ₹12,785 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 6.1% 3 Month 10.6% 6 Month 26.9% 1 Year 19.9% 3 Year 18.6% 5 Year 4.5% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.4% 2023 0.7% 2022 -14.5% 2021 -5.9% 2020 25.8% 2019 28.2% 2018 -13.6% 2017 35.5% 2016 7.2% 2015 -4.6% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Sandeep Manam 18 Oct 21 3.96 Yr. Shyam Sriram 26 Sep 24 1.01 Yr. Data below for Franklin Asian Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 25.99% Consumer Cyclical 22.86% Financial Services 21.73% Industrials 6.81% Communication Services 6.37% Consumer Defensive 3.59% Health Care 3.39% Basic Materials 2.97% Real Estate 2.18% Utility 1.16% Asset Allocation
Asset Class Value Cash 2.95% Equity 97.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 233010% ₹27 Cr 71,000 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007006% ₹18 Cr 23,500 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK5% ₹14 Cr 143,242 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | ICICIBANK4% ₹12 Cr 92,546 Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 099884% ₹11 Cr 56,904 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059304% ₹10 Cr 18,979 Contemporary Amperex Technology Co Ltd Class A (Industrials)
Equity, Since 30 Apr 24 | 3007503% ₹9 Cr 18,100 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹9 Cr 274,237 MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 24543% ₹8 Cr 21,000 SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 0006603% ₹8 Cr 3,567 10. Templeton India Equity Income Fund
Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (28 Oct 25) ₹139.813 ↓ -0.55 (-0.39 %) Net Assets (Cr) ₹2,317 on 31 Aug 25 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -1.65 Information Ratio 0.18 Alpha Ratio -11.18 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 30 Sep 20 ₹10,000 30 Sep 21 ₹17,224 30 Sep 22 ₹17,627 30 Sep 23 ₹21,588 30 Sep 24 ₹32,787 30 Sep 25 ₹29,600 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 3.3% 3 Month 2.7% 6 Month 3.4% 1 Year -1.1% 3 Year 18.4% 5 Year 24.2% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 33.3% 2022 5.3% 2021 43.1% 2020 22.9% 2019 5.3% 2018 -8.6% 2017 34.1% 2016 9.4% 2015 -1.6% Fund Manager information for Templeton India Equity Income Fund
Name Since Tenure Ajay Argal 1 Dec 23 1.84 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Rajasa Kakulavarapu 6 Sep 21 4.07 Yr. Data below for Templeton India Equity Income Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Utility 18.98% Technology 13.46% Energy 11.86% Real Estate 10.57% Consumer Defensive 9.86% Financial Services 9.44% Consumer Cyclical 6.23% Industrials 5.88% Basic Materials 5.13% Communication Services 2.16% Asset Allocation
Asset Class Value Cash 6.43% Equity 93.56% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 5325555% ₹123 Cr 3,600,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹108 Cr 1,140,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 5321554% ₹102 Cr 5,800,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY4% ₹99 Cr 686,814 Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY4% ₹99 Cr 2,335,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH4% ₹89 Cr 640,932 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 5003124% ₹84 Cr 3,500,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC4% ₹82 Cr 2,050,000 NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC3% ₹69 Cr 8,000,000
↓ -5,500,000 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 19 | BEL3% ₹69 Cr 1,700,000
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Research Highlights for Franklin India Opportunities Fund