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10 Best Franklin Templeton SIP Mutual Funds 2020

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10 Best Franklin Templeton SIP Mutual Funds 2020

Updated on July 29, 2020 , 7166 views

By choosing Franklin Templeton SIP Plans investors can invest a small amount of money on a pre-selected date every month into the scheme that you wish to invest in. A SIP is one of the best ways of entering in the equity market, as it brings in an investment discipline & habit for the investor. Moreover, Franklin SIP helps to achieve Financial goals on time. Investors can invest small sums of money on a monthly basis, which will eventually create a surplus corpus to fulfil your goals. You can start Investing with an amount as low as INR 500, which makes it affordable for most of the investors.

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Franklin

Why Invest in Franklin SIP Mutual Funds?

Some of the benefits of SIPs are:

Investors looking to invest can choose the funds from the below-listed best Franklin Templeton SIP Mutual Funds to invest in the equity category. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

Best Franklin SIP Mutual Funds For Investments

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹44.6422
↑ 0.05
₹1,844 500 21.322.33724.615.834.2
Franklin India Technology Fund Growth ₹201.579
↑ 1.41
₹260 500 26.515.427.418.812.112.4
Franklin Asian Equity Fund Growth ₹26.0559
↓ -0.12
₹145 500 16.48.618.78.110.728.2
Templeton India Equity Income Fund Growth ₹43.1657
↑ 0.11
₹738 500 15.4-7.1-3.5-14.75.3
Franklin India Opportunities Fund Growth ₹68.2756
↑ 0.41
₹468 500 12.7-8-2.7-1.435.4
Franklin India Focused Equity Fund Growth ₹36.0486
↑ 0.14
₹7,097 500 8.7-14.7-8.8-1.43.210.9
Franklin India Equity Fund Growth ₹531.889
↑ 1.97
₹8,364 500 12.8-10.9-3.8-233.3
Franklin India Bluechip Fund Growth ₹417.985
↑ 2.07
₹5,112 500 9.1-10.9-4.3-2.12.65.3
Franklin India Prima Fund Growth ₹848.799
↑ 0.46
₹6,193 500 9.3-14.2-5.2-2.54.23.5
Franklin India Taxshield Growth ₹488.202
↑ 2.22
₹3,310 500 10.7-15.2-9.5-2.725.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jul 20
*List of funds based on Assets > 100 Crore & Sorted based on 3 Year CAGR Return.

1. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (30 Jul 20) ₹44.6422 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹1,844 on 30 Jun 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 1.28
Information Ratio 0.14
Alpha Ratio -2.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹9,530
31 Jul 17₹10,706
31 Jul 18₹13,605
31 Jul 19₹14,941

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 5.9%
3 Month 21.3%
6 Month 22.3%
1 Year 37%
3 Year 24.6%
5 Year 15.8%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology25.81%
Financial Services15.34%
Health Care15.34%
Consumer Cyclical11.6%
Communication Services8.56%
Real Estate6.06%
Industrials5.97%
Consumer Defensive2.28%
Basic Materials1.14%
Asset Allocation
Asset ClassValue
Cash2.9%
Equity92.1%
Other4.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,839 Cr4,121,697
↑ 150,519
Call, Cash & Other Assets
Receivables | -
0%₹5 Cr

2. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 41 in Sectoral category.  Return for 2019 was 12.4% , 2018 was 11.9% and 2017 was 19.1% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (30 Jul 20) ₹201.579 ↑ 1.41   (0.70 %)
Net Assets (Cr) ₹260 on 30 Jun 20
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.67
Sharpe Ratio 0.31
Information Ratio 0.1
Alpha Ratio 7.16
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,027
31 Jul 17₹10,477
31 Jul 18₹13,672
31 Jul 19₹13,740

Franklin India Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 16.9%
3 Month 26.5%
6 Month 15.4%
1 Year 27.4%
3 Year 18.8%
5 Year 12.1%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
2010 32.6%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0713.34 Yr.
Varun Sharma30 Nov 154.59 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Technology Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology71.89%
Communication Services16.48%
Industrials2.23%
Consumer Cyclical1.53%
Financial Services1.02%
Real Estate0.5%
Health Care0.15%
Asset Allocation
Asset ClassValue
Cash0.57%
Equity93.8%
Other5.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
27%₹70 Cr945,647
Franklin Technology I Acc USD
Investment Fund | -
11%₹29 Cr91,868
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
8%₹22 Cr105,766
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
8%₹21 Cr370,716
Call, Cash & Other Assets
Receivables | -
5%₹14 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹14 Cr248,973
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
5%₹13 Cr46,300
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹11 Cr193,656
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
4%₹10 Cr22,500
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
3%₹7 Cr88,000

3. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 7.9% since its launch.  Ranked 1 in Global category.  Return for 2019 was 28.2% , 2018 was -13.6% and 2017 was 35.5% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (31 Jul 20) ₹26.0559 ↓ -0.12   (-0.45 %)
Net Assets (Cr) ₹145 on 30 Jun 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.85
Sharpe Ratio 0.35
Information Ratio -0.45
Alpha Ratio -3.44
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,882
31 Jul 17₹13,139
31 Jul 18₹13,993
31 Jul 19₹13,986

Franklin Asian Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Franklin Asian Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 8.3%
3 Month 16.4%
6 Month 8.6%
1 Year 18.7%
3 Year 8.1%
5 Year 10.7%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 28.2%
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
2012 19.3%
2011 -1.6%
2010 8.1%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0812.46 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin Asian Equity Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services21.34%
Consumer Cyclical19.22%
Technology18.86%
Communication Services16.52%
Consumer Defensive7.81%
Basic Materials6.08%
Real Estate4.71%
Industrials1.91%
Energy0.98%
Health Care0.69%
Asset Allocation
Asset ClassValue
Equity98.13%
Other1.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
13%₹19 Cr40,000
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
10%₹15 Cr9,063
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
8%₹12 Cr146,714
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
7%₹11 Cr32,100
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
5%₹8 Cr112,524
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
4%₹6 Cr80,310
NAVER Corp (Communication Services)
Equity, Since 31 Jan 20 | 035420
3%₹5 Cr2,706
↓ -841
Siam Cement PCL (Basic Materials)
Equity, Since 31 Oct 13 | SCC-F
3%₹4 Cr45,612
New Oriental Education & Technology Group Inc ADR (Consumer Defensive)
Equity, Since 31 Dec 16 | EDU
2%₹4 Cr3,660
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
2%₹3 Cr30,714

4. Templeton India Equity Income Fund

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.

Templeton India Equity Income Fund is a Equity - Dividend Yield fund was launched on 18 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.8% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2019 was 5.3% , 2018 was -8.6% and 2017 was 34.1% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (31 Jul 20) ₹43.1657 ↑ 0.11   (0.25 %)
Net Assets (Cr) ₹738 on 30 Jun 20
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio -0.41
Information Ratio -0.27
Alpha Ratio 5.17
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.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,512
31 Jul 17₹12,933
31 Jul 18₹13,944
31 Jul 19₹13,020

Templeton India Equity Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Templeton India Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 5.7%
3 Month 15.4%
6 Month -7.1%
1 Year -3.5%
3 Year -1%
5 Year 4.7%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.3%
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
2014 38.5%
2013 3.7%
2012 36.1%
2011 -23.7%
2010 24.1%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 191.5 Yr.
Lakshmikanth Reddy1 Jan 191.5 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Templeton India Equity Income Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology22.39%
Utility22.23%
Basic Materials10.08%
Consumer Cyclical9.39%
Consumer Defensive9.2%
Energy8.89%
Industrials6.73%
Financial Services5.54%
Health Care1.73%
Real Estate1.34%
Asset Allocation
Asset ClassValue
Equity97.53%
Other2.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
8%₹60 Cr815,444
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
6%₹44 Cr2,509,054
Xinyi Solar Holdings Ltd (Technology)
Equity, Since 31 Oct 16 | 00968
6%₹43 Cr6,075,983
Unilever PLC ADR (Consumer Defensive)
Equity, Since 31 Dec 19 | UL
5%₹36 Cr86,900
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 19 | 500400
4%₹33 Cr7,297,866
↑ 1,000,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹32 Cr3,350,145
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 533098
4%₹29 Cr14,497,327
Tata Investment Corp Ltd (Financial Services)
Equity, Since 28 Feb 07 | 501301
3%₹22 Cr284,585
Finolex Industries Ltd (Industrials)
Equity, Since 31 Jan 19 | FINPIPE
3%₹21 Cr419,757
Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 19 | 532522
3%₹21 Cr803,388
↓ -250,000

5. Franklin India Opportunities Fund

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.

Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.9% since its launch.  Ranked 47 in Sectoral category.  Return for 2019 was 5.4% , 2018 was -10.1% and 2017 was 35.6% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (31 Jul 20) ₹68.2756 ↑ 0.41   (0.60 %)
Net Assets (Cr) ₹468 on 30 Jun 20
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.4
Information Ratio -0.86
Alpha Ratio -3.95
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,292
31 Jul 17₹12,066
31 Jul 18₹12,606
31 Jul 19₹11,900
31 Jul 20₹11,577

Franklin India Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Franklin India Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 6.5%
3 Month 12.7%
6 Month -8%
1 Year -2.7%
3 Year -1.4%
5 Year 3%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.4%
2018 -10.1%
2017 35.6%
2016 4.2%
2015 2.3%
2014 58.6%
2013 2.1%
2012 27.5%
2011 -23.3%
2010 14.5%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
R. Janakiraman29 Mar 137.26 Yr.
Hari Shyamsunder2 May 164.17 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Opportunities Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services28.39%
Basic Materials17.07%
Consumer Cyclical10.37%
Technology10.25%
Communication Services7.82%
Energy7.1%
Utility4.33%
Industrials4.01%
Health Care3.91%
Asset Allocation
Asset ClassValue
Equity93.27%
Other6.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹42 Cr395,485
Call, Cash & Other Assets
Receivables | -
7%₹32 Cr
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹30 Cr405,492
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK
6%₹27 Cr197,693
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Apr 16 | NAUKRI
6%₹26 Cr95,845
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jul 16 | GRASIM
5%₹26 Cr411,721
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 532215
5%₹24 Cr578,281
WABCO India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 19 | WABCOINDIA
5%₹23 Cr34,090
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹21 Cr583,651
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | M&M
4%₹18 Cr343,240

6. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.4% since its launch.  Ranked 28 in Focused category.  Return for 2019 was 10.9% , 2018 was -8.8% and 2017 was 37.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (31 Jul 20) ₹36.0486 ↑ 0.14   (0.39 %)
Net Assets (Cr) ₹7,097 on 30 Jun 20
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio -0.44
Information Ratio -0.36
Alpha Ratio -5.28
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,078
31 Jul 17₹12,202
31 Jul 18₹12,743
31 Jul 19₹12,809

Franklin India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 1.3%
3 Month 8.7%
6 Month -14.7%
1 Year -8.8%
3 Year -1.4%
5 Year 3.2%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
2011 -25%
2010 14.8%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 164.17 Yr.
Roshi Jain9 Jul 127.98 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services35.36%
Basic Materials13.95%
Industrials11.26%
Energy9.82%
Communication Services9.71%
Utility6.39%
Health Care4.87%
Consumer Cyclical1.68%
Real Estate1.53%
Asset Allocation
Asset ClassValue
Equity94.58%
Other5.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹685 Cr19,500,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹678 Cr38,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
7%₹504 Cr9,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹488 Cr12,000,000
↑ 500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
7%₹480 Cr4,500,000
ACC Ltd (Basic Materials)
Equity, Since 30 Sep 19 | 500410
6%₹413 Cr3,100,000
Call, Cash & Other Assets
Receivables | -
5%₹385 Cr
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
5%₹376 Cr44,000,000
↓ -3,494,502
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
5%₹340 Cr873,643
↓ -76,357
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹322 Cr8,600,000

7. Franklin India Equity Fund

(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.

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 50 in Multi Cap category.  Return for 2019 was 3.3% , 2018 was -4.4% and 2017 was 30.6% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (31 Jul 20) ₹531.889 ↑ 1.97   (0.37 %)
Net Assets (Cr) ₹8,364 on 30 Jun 20
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.35
Information Ratio -0.97
Alpha Ratio -2.22
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,465
31 Jul 17₹12,296
31 Jul 18₹12,924
31 Jul 19₹12,034
31 Jul 20₹11,576

Franklin India Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Franklin India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 4.4%
3 Month 12.8%
6 Month -10.9%
1 Year -3.8%
3 Year -2%
5 Year 3%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
2014 56.8%
2013 5.5%
2012 31%
2011 -16.4%
2010 19.5%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan2 Apr 0713.26 Yr.
R. Janakiraman1 Feb 119.42 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Equity Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services26.97%
Consumer Cyclical12.02%
Technology10.77%
Industrials9.46%
Consumer Defensive9.22%
Basic Materials9.02%
Communication Services8.94%
Utility3.78%
Health Care3.41%
Energy3.02%
Asset Allocation
Asset ClassValue
Equity96.71%
Other3.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
9%₹725 Cr6,800,000
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
7%₹582 Cr10,400,000
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
7%₹581 Cr7,900,000
↓ -100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
5%₹439 Cr12,500,000
↑ 500,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
4%₹357 Cr7,000,000
↓ -200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹338 Cr8,300,000
↑ 500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹302 Cr3,200,000
↓ -300,000
Call, Cash & Other Assets
Receivables | -
3%₹275 Cr
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹232 Cr13,000,000
↑ 500,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Dec 14 | 532478
3%₹211 Cr2,030,000

8. Franklin India Bluechip Fund

The investment objective of Bluechip Fund is primarily to provide medium to long term capital appreciation.

Franklin India Bluechip Fund is a Equity - Large Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 41 in Large Cap category.  Return for 2019 was 5.3% , 2018 was -3.6% and 2017 was 26.3% .

Below is the key information for Franklin India Bluechip Fund

Franklin India Bluechip Fund
Growth
Launch Date 1 Dec 93
NAV (31 Jul 20) ₹417.985 ↑ 2.07   (0.50 %)
Net Assets (Cr) ₹5,112 on 30 Jun 20
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.36
Information Ratio -1.28
Alpha Ratio -2.22
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,485
31 Jul 17₹12,099
31 Jul 18₹12,601
31 Jul 19₹11,876
31 Jul 20₹11,362

Franklin India Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Franklin India Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 2.6%
3 Month 9.1%
6 Month -10.9%
1 Year -4.3%
3 Year -2.1%
5 Year 2.6%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.3%
2018 -3.6%
2017 26.3%
2016 6.4%
2015 2%
2014 37.2%
2013 4.1%
2012 26.8%
2011 -18.2%
2010 23%
Fund Manager information for Franklin India Bluechip Fund
NameSinceTenure
Anand Radhakrishnan4 Apr 0713.25 Yr.
Roshi Jain2 May 164.17 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Bluechip Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services33.77%
Basic Materials15.72%
Communication Services9.19%
Energy8.59%
Utility6.91%
Health Care6.39%
Industrials5.71%
Consumer Cyclical2.4%
Technology2.16%
Asset Allocation
Asset ClassValue
Equity90.83%
Other9.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹485 Cr13,800,000
Call, Cash & Other Assets
Receivables | -
9%₹469 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹426 Cr4,000,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
7%₹375 Cr21,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
7%₹370 Cr6,600,000
↓ -100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
7%₹338 Cr8,300,000
↑ 900,000
ACC Ltd (Basic Materials)
Equity, Since 31 Aug 13 | 500410
5%₹266 Cr2,000,000
Lupin Ltd (Healthcare)
Equity, Since 31 Mar 16 | 500257
4%₹228 Cr2,500,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ULTRACEMCO
4%₹224 Cr575,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 13 | 500547
4%₹206 Cr5,500,000

9. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.1% since its launch.  Ranked 29 in Mid Cap category.  Return for 2019 was 3.5% , 2018 was -9.4% and 2017 was 39.7% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (31 Jul 20) ₹848.799 ↑ 0.46   (0.05 %)
Net Assets (Cr) ₹6,193 on 30 Jun 20
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.32
Information Ratio -0.21
Alpha Ratio -5.58
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹11,041
31 Jul 17₹13,263
31 Jul 18₹14,037
31 Jul 19₹12,959

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 2.6%
3 Month 9.3%
6 Month -14.2%
1 Year -5.2%
3 Year -2.5%
5 Year 4.2%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
2011 -22.1%
2010 19.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0812.51 Yr.
Hari Shyamsunder2 May 164.17 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Prima Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Consumer Cyclical21.3%
Financial Services18.56%
Basic Materials15.86%
Industrials12.51%
Utility6.08%
Consumer Defensive5.29%
Energy4.5%
Communication Services3.49%
Real Estate2.5%
Health Care2.45%
Technology1.43%
Asset Allocation
Asset ClassValue
Equity93.99%
Other6.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
6%₹372 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹212 Cr1,988,423
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹201 Cr3,169,401
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹198 Cr4,435,936
↑ 100,000
WABCO India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | WABCOINDIA
3%₹194 Cr281,404
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
3%₹190 Cr7,941,052
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹184 Cr1,350,892
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹181 Cr5,159,409
↑ 591,521
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
3%₹177 Cr2,881,049
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹171 Cr3,121,691
↓ -49,199

10. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20% since its launch.  Ranked 28 in ELSS category.  Return for 2019 was 5.1% , 2018 was -3% and 2017 was 29.1% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (31 Jul 20) ₹488.202 ↑ 2.22   (0.46 %)
Net Assets (Cr) ₹3,310 on 30 Jun 20
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.54
Information Ratio -1.13
Alpha Ratio -8.6
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,346
31 Jul 17₹12,003
31 Jul 18₹12,749
31 Jul 19₹12,217

Franklin India Taxshield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 4.9%
3 Month 10.7%
6 Month -15.2%
1 Year -9.5%
3 Year -2.7%
5 Year 2%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
2012 29.4%
2011 -15.2%
2010 23.5%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 164.17 Yr.
Lakshmikanth Reddy2 May 164.17 Yr.

Data below for Franklin India Taxshield as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services25.8%
Utility11.92%
Technology11.14%
Consumer Cyclical10.97%
Energy6.37%
Basic Materials5.76%
Communication Services5.57%
Industrials5.15%
Consumer Defensive4.34%
Health Care3.57%
Asset Allocation
Asset ClassValue
Equity90.59%
Other9.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
9%₹311 Cr
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
9%₹292 Cr3,970,979
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹280 Cr2,630,104
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
8%₹248 Cr6,104,842
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹170 Cr3,044,619
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹154 Cr4,383,052
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
4%₹124 Cr7,119,223
Petronet LNG Ltd (Energy)
Equity, Since 30 Nov 16 | 532522
3%₹105 Cr4,078,627
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹96 Cr10,065,496
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
3%₹95 Cr1,859,699
↓ -200,000

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in Franklin Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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