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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 January 15, 2020 , 5193 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 (%)2018 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹36.0605
↑ 0.43
₹1,088 1,000 12.110.929.319.114.534.2
Franklin India Technology Fund Growth ₹173.019
↑ 0.66
₹241 500 8.67.312.215.88.912.4
Franklin Asian Equity Fund Growth ₹25.6111
↑ 0.13
₹129 500 1314.725.914.110.428.2
Franklin India Focused Equity Fund Growth ₹42.7048
↓ -0.30
₹8,994 500 6.81.39.910.77.810.9
Franklin Build India Fund Growth ₹42.6847
↓ -0.37
₹1,263 500 6.50.77.49.88.36
Franklin India Prima Fund Growth ₹1,001.09
↑ 2.88
₹7,604 500 7.86.68.59.78.93.5
Franklin India Taxshield Growth ₹589.101
↑ 1.23
₹4,101 500 5.53.58.19.17.35.1
Templeton India Equity Income Fund Growth ₹47.9668
↑ 0.25
₹909 500 5.23.97.68.97.25.3
Franklin India Equity Fund Growth ₹605.651
↓ -0.45
₹11,459 500 6.33.85.48.67.13.3
Franklin India Equity Advantage Fund Growth ₹82.9008
↑ 0.28
₹2,608 500 7.94.378.66.42.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jan 20

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 17.5% 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 (16 Jan 20) ₹36.0605 ↑ 0.43   (1.22 %)
Net Assets (Cr) ₹1,088 on 30 Nov 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 0.93
Information Ratio -0.24
Alpha Ratio -0.73
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,876
31 Dec 16₹10,792
31 Dec 17₹12,747
31 Dec 18₹13,575
31 Dec 19₹18,219

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 ₹436,710.
Net Profit of ₹136,710
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 16 Jan 20

DurationReturns
1 Month 5.6%
3 Month 12.1%
6 Month 10.9%
1 Year 29.3%
3 Year 19.1%
5 Year 14.5%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 34.2%
2017 6.5%
2016 18.1%
2015 -0.8%
2014 8.8%
2013 8.4%
2012 55.2%
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Nov 19

Equity Sector Allocation
SectorValue
Technology24.11%
Financial Services17.78%
Health Care16.83%
Consumer Cyclical9.9%
Communication Services7.94%
Industrials7.93%
Real Estate6.28%
Consumer Defensive3.16%
Basic Materials0.98%
Energy0.61%
Asset Allocation
Asset ClassValue
Cash0.86%
Equity95.54%
Other3.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,085 Cr3,007,566
↑ 50,207
Call, Cash & Other Assets
Receivables | -
0%₹3 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% 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 (16 Jan 20) ₹173.019 ↑ 0.66   (0.38 %)
Net Assets (Cr) ₹241 on 30 Nov 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.67
Sharpe Ratio 0.35
Information Ratio 0.05
Alpha Ratio 1.22
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 Dec 14₹10,000
31 Dec 15₹10,375
31 Dec 16₹10,103
31 Dec 17₹12,030
31 Dec 18₹13,465
31 Dec 19₹15,134

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 ₹376,357.
Net Profit of ₹76,357
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 16 Jan 20

DurationReturns
1 Month 6.1%
3 Month 8.6%
6 Month 7.3%
1 Year 12.2%
3 Year 15.8%
5 Year 8.9%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2018 12.4%
2017 11.9%
2016 19.1%
2015 -2.6%
2014 3.8%
2013 16.8%
2012 53.3%
2011 0.3%
2010 -15.5%
2009 32.6%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0712.75 Yr.
Varun Sharma30 Nov 154 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Technology Fund as on 30 Nov 19

Equity Sector Allocation
SectorValue
Technology74.28%
Communication Services18.16%
Industrials3.62%
Consumer Cyclical1.09%
Financial Services0.89%
Real Estate0.33%
Health Care0.07%
Asset Allocation
Asset ClassValue
Cash0.32%
Equity98.45%
Other1.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
25%₹61 Cr869,807
↑ 50,870
Franklin Technology I Acc USD
Investment Fund | -
10%₹24 Cr102,868
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹22 Cr192,755
↓ -20,881
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
9%₹21 Cr271,024
↓ -22,773
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
8%₹18 Cr416,350
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
7%₹16 Cr35,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
6%₹15 Cr73,819
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
5%₹12 Cr46,300
↓ -8,700
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
4%₹8 Cr210,143
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
3%₹6 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 8.2% 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 (17 Jan 20) ₹25.6111 ↑ 0.13   (0.50 %)
Net Assets (Cr) ₹129 on 30 Nov 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.85
Sharpe Ratio 0.97
Information Ratio -0.04
Alpha Ratio 7.06
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 Dec 14₹10,000
31 Dec 15₹9,541
31 Dec 16₹10,227
31 Dec 17₹13,854
31 Dec 18₹11,966
31 Dec 19₹15,335

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 16 Jan 20

DurationReturns
1 Month 4.6%
3 Month 13%
6 Month 14.7%
1 Year 25.9%
3 Year 14.1%
5 Year 10.4%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 28.2%
2017 -13.6%
2016 35.5%
2015 7.2%
2014 -4.6%
2013 9.2%
2012 12.4%
2011 19.3%
2010 -1.6%
2009 8.1%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0811.88 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin Asian Equity Fund as on 30 Nov 19

Equity Sector Allocation
SectorValue
Financial Services28.65%
Consumer Cyclical21.95%
Technology18.91%
Communication Services7.86%
Consumer Defensive7.46%
Basic Materials4.61%
Industrials3.04%
Real Estate2.65%
Energy1.38%
Health Care0.86%
Asset Allocation
Asset ClassValue
Equity97.37%
Other2.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
10%₹13 Cr9,063
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
8%₹11 Cr146,714
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
8%₹10 Cr32,100
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
8%₹10 Cr31,700
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
7%₹10 Cr132,124
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
5%₹7 Cr80,310
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
5%₹6 Cr49,254
Call, Cash & Other Assets
Receivables | -
3%₹3 Cr
New Oriental Education & Technology Group Inc ADR (Consumer Defensive)
Equity, Since 31 Dec 16 | EDU
3%₹3 Cr3,660
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
2%₹3 Cr195,429

4. 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 12.3% 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 (17 Jan 20) ₹42.7048 ↓ -0.30   (-0.69 %)
Net Assets (Cr) ₹8,994 on 30 Nov 19
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.74
Information Ratio -0.33
Alpha Ratio 4.38
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 Dec 14₹10,000
31 Dec 15₹10,149
31 Dec 16₹10,652
31 Dec 17₹14,641
31 Dec 18₹13,359
31 Dec 19₹14,814

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 ₹367,070.
Net Profit of ₹67,070
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 16 Jan 20

DurationReturns
1 Month 1.5%
3 Month 6.8%
6 Month 1.3%
1 Year 9.9%
3 Year 10.7%
5 Year 7.8%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 10.9%
2017 -8.8%
2016 37.4%
2015 5%
2014 1.5%
2013 79.6%
2012 9.2%
2011 42.5%
2010 -25%
2009 14.8%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 163.58 Yr.
Roshi Jain9 Jul 127.4 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Nov 19

Equity Sector Allocation
SectorValue
Financial Services32.37%
Basic Materials11.65%
Energy11.36%
Health Care8.83%
Communication Services7.74%
Industrials7.11%
Utility5.43%
Technology2.69%
Consumer Cyclical2.3%
Real Estate2.04%
Asset Allocation
Asset ClassValue
Equity91.51%
Other8.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
11%₹957 Cr28,000,000
↓ -1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹846 Cr16,500,000
↓ -1,500,000
Call, Cash & Other Assets
Receivables | -
8%₹763 Cr
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
6%₹526 Cr40,000,000
↑ 5,000,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 19 | 500124
5%₹408 Cr1,400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
4%₹405 Cr950,000
↑ 25,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
4%₹398 Cr9,000,000
↓ -4,327,087
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
4%₹395 Cr3,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹368 Cr4,975,283
↓ -24,717
ACC Ltd (Basic Materials)
Equity, Since 30 Sep 19 | 500410
4%₹360 Cr2,367,522
↑ 567,522

5. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 4 in Sectoral category.  Return for 2019 was 6% , 2018 was -10.7% and 2017 was 43.3% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (17 Jan 20) ₹42.6847 ↓ -0.37   (-0.85 %)
Net Assets (Cr) ₹1,263 on 30 Nov 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.32
Sharpe Ratio 0.44
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,212
31 Dec 16₹11,071
31 Dec 17₹15,863
31 Dec 18₹14,173
31 Dec 19₹15,019

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jan 20

DurationReturns
1 Month 3%
3 Month 6.5%
6 Month 0.7%
1 Year 7.4%
3 Year 9.8%
5 Year 8.3%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6%
2017 -10.7%
2016 43.3%
2015 8.4%
2014 2.1%
2013 93.8%
2012 6.1%
2011 39.9%
2010 -24.6%
2009 11.9%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 0910.24 Yr.
Roshi Jain4 Sep 0910.24 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin Build India Fund as on 30 Nov 19

Equity Sector Allocation
SectorValue
Financial Services32.12%
Industrials15.71%
Energy14.82%
Basic Materials12.17%
Communication Services7.85%
Utility7.1%
Consumer Cyclical2.45%
Real Estate2.13%
Asset Allocation
Asset ClassValue
Equity94.35%
Other5.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹126 Cr3,700,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
9%₹113 Cr2,200,000
↓ -500,000
Call, Cash & Other Assets
Receivables | -
6%₹71 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
6%₹70 Cr550,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
5%₹66 Cr5,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹62 Cr1,400,000
↓ -696,026
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹59 Cr800,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹58 Cr5,000,000
ACC Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500410
4%₹53 Cr350,000
↑ 100,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹51 Cr1,000,000

6. 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 19.3% 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 (17 Jan 20) ₹1,001.09 ↑ 2.88   (0.29 %)
Net Assets (Cr) ₹7,604 on 30 Nov 19
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.29
Information Ratio 0
Alpha Ratio 3.22
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 Dec 14₹10,000
31 Dec 15₹10,681
31 Dec 16₹11,584
31 Dec 17₹16,183
31 Dec 18₹14,663
31 Dec 19₹15,181

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 ₹376,357.
Net Profit of ₹76,357
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 16 Jan 20

DurationReturns
1 Month 4.7%
3 Month 7.8%
6 Month 6.6%
1 Year 8.5%
3 Year 9.7%
5 Year 8.9%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.5%
2017 -9.4%
2016 39.7%
2015 8.5%
2014 6.8%
2013 78.1%
2012 7.4%
2011 44.4%
2010 -22.1%
2009 19.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0811.92 Yr.
Hari Shyamsunder2 May 163.58 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Prima Fund as on 30 Nov 19

Equity Sector Allocation
SectorValue
Financial Services21.06%
Consumer Cyclical18.88%
Basic Materials15.99%
Industrials14.11%
Utility5.46%
Energy4.29%
Health Care4.15%
Communication Services3.85%
Consumer Defensive3.22%
Real Estate2.59%
Technology0.56%
Asset Allocation
Asset ClassValue
Equity94.18%
Other5.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
6%₹443 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹268 Cr2,098,530
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹220 Cr2,744,401
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹218 Cr1,350,892
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹218 Cr9,688,196
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹212 Cr4,045,770
↓ -400,000
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 500770
3%₹200 Cr2,956,964
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹197 Cr2,814,830
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 14 | 500547
3%₹194 Cr3,800,170
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 500850
2%₹190 Cr12,720,763

7. 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 21.7% 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 (17 Jan 20) ₹589.101 ↑ 1.23   (0.21 %)
Net Assets (Cr) ₹4,101 on 30 Nov 19
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.26
Information Ratio -1.13
Alpha Ratio -2.66
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,405
31 Dec 16₹10,896
31 Dec 17₹14,068
31 Dec 18₹13,642
31 Dec 19₹14,342

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 ₹367,070.
Net Profit of ₹67,070
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 16 Jan 20

DurationReturns
1 Month 2.8%
3 Month 5.5%
6 Month 3.5%
1 Year 8.1%
3 Year 9.1%
5 Year 7.3%
10 Year
15 Year
Since launch 21.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5.1%
2017 -3%
2016 29.1%
2015 4.7%
2014 4%
2013 56.9%
2012 6.1%
2011 29.4%
2010 -15.2%
2009 23.5%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 163.08 Yr.
Lakshmikanth Reddy2 May 163.08 Yr.

Data below for Franklin India Taxshield as on 30 Nov 19

Equity Sector Allocation
SectorValue
Financial Services31.59%
Consumer Cyclical11.72%
Utility10.72%
Basic Materials8.87%
Consumer Defensive7.82%
Energy7.11%
Technology4.94%
Communication Services3.77%
Health Care3.36%
Industrials1.83%
Asset Allocation
Asset ClassValue
Equity91.72%
Other8.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
9%₹377 Cr5,099,477
Call, Cash & Other Assets
Receivables | -
8%₹339 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹297 Cr2,330,104
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹212 Cr4,133,052
↓ -570,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
5%₹190 Cr1,174,652
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
4%₹164 Cr2,081,440
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
4%₹157 Cr8,119,223
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
3%₹135 Cr3,044,619
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹134 Cr1,920,979
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹117 Cr10,065,496

8. 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 12.2% 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 (17 Jan 20) ₹47.9668 ↑ 0.25   (0.52 %)
Net Assets (Cr) ₹909 on 30 Nov 19
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.18
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,840
31 Dec 16₹10,764
31 Dec 17₹14,436
31 Dec 18₹13,193
31 Dec 19₹13,890

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 ₹367,070.
Net Profit of ₹67,070
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 16 Jan 20

DurationReturns
1 Month 4.8%
3 Month 5.2%
6 Month 3.9%
1 Year 7.6%
3 Year 8.9%
5 Year 7.2%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5.3%
2017 -8.6%
2016 34.1%
2015 9.4%
2014 -1.6%
2013 38.5%
2012 3.7%
2011 36.1%
2010 -23.7%
2009 24.1%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 190.91 Yr.
Lakshmikanth Reddy1 Jan 190.91 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Templeton India Equity Income Fund as on 30 Nov 19

Equity Sector Allocation
SectorValue
Technology15.52%
Utility15%
Consumer Cyclical14.64%
Basic Materials11.53%
Energy10.02%
Financial Services9.12%
Industrials8.16%
Health Care7.32%
Consumer Defensive5.08%
Real Estate2.15%
Asset Allocation
Asset ClassValue
Equity98.54%
Other1.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
5%₹43 Cr615,444
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
4%₹39 Cr2,009,054
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹37 Cr3,150,145
Xinyi Solar Holdings Ltd (Technology)
Equity, Since 31 Oct 16 | 00968
4%₹36 Cr8,075,983
Tata Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 07 | 500770
4%₹33 Cr484,134
Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 19 | 532522
3%₹29 Cr1,053,388
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 19 | 500400
3%₹28 Cr4,797,866
Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA
3%₹26 Cr1,247,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Jan 19 | FINPIPE
3%₹24 Cr419,757
Tata Investment Corp Ltd (Financial Services)
Equity, Since 28 Feb 07 | 501301
3%₹24 Cr284,585

9. 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 17.6% 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 (17 Jan 20) ₹605.651 ↓ -0.45   (-0.07 %)
Net Assets (Cr) ₹11,459 on 30 Nov 19
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 0.16
Information Ratio -1.64
Alpha Ratio -3.81
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 Dec 14₹10,000
31 Dec 15₹10,438
31 Dec 16₹10,958
31 Dec 17₹14,315
31 Dec 18₹13,688
31 Dec 19₹14,146

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 ₹367,070.
Net Profit of ₹67,070
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 16 Jan 20

DurationReturns
1 Month 2.9%
3 Month 6.3%
6 Month 3.8%
1 Year 5.4%
3 Year 8.6%
5 Year 7.1%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.3%
2017 -4.4%
2016 30.6%
2015 5%
2014 4.4%
2013 56.8%
2012 5.5%
2011 31%
2010 -16.4%
2009 19.5%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan2 Apr 0712.67 Yr.
R. Janakiraman1 Feb 118.83 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Equity Fund as on 30 Nov 19

Equity Sector Allocation
SectorValue
Financial Services27.92%
Consumer Cyclical13.22%
Technology10.48%
Industrials8.37%
Consumer Defensive8%
Communication Services7.53%
Basic Materials7.51%
Health Care6.25%
Utility2.62%
Energy1.85%
Asset Allocation
Asset ClassValue
Equity93.74%
Other6.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹941 Cr7,400,000
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹658 Cr9,000,000
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹606 Cr13,300,000
↓ -2,200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
5%₹593 Cr11,000,000
↓ -1,800,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹513 Cr6,800,000
Call, Cash & Other Assets
Receivables | -
4%₹441 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹402 Cr3,100,000
↑ 500,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
3%₹340 Cr6,400,000
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 03 | KOTAKBANK
3%₹320 Cr1,900,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹307 Cr5,400,000
↓ -200,000

10. Franklin India Equity Advantage Fund

(Erstwhile Franklin India Flexi Cap Fund)

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range.

Franklin India Equity Advantage Fund is a Equity - Large & Mid Cap fund was launched on 2 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 60 in Large & Mid Cap category.  Return for 2019 was 2.1% , 2018 was -5% and 2017 was 31.1% .

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund
Growth
Launch Date 2 Mar 05
NAV (17 Jan 20) ₹82.9008 ↑ 0.28   (0.34 %)
Net Assets (Cr) ₹2,608 on 30 Nov 19
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.04
Information Ratio -1.32
Alpha Ratio -3.49
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,196
31 Dec 16₹10,603
31 Dec 17₹13,904
31 Dec 18₹13,210
31 Dec 19₹13,489

Franklin India Equity Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Franklin India Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jan 20

DurationReturns
1 Month 4.6%
3 Month 7.9%
6 Month 4.3%
1 Year 7%
3 Year 8.6%
5 Year 6.4%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 2.1%
2017 -5%
2016 31.1%
2015 4%
2014 2%
2013 55.9%
2012 7.1%
2011 31.4%
2010 -22.3%
2009 21%
Fund Manager information for Franklin India Equity Advantage Fund
NameSinceTenure
R. Janakiraman1 Mar 145.75 Yr.
Lakshmikanth Reddy2 May 163.58 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Equity Advantage Fund as on 30 Nov 19

Equity Sector Allocation
SectorValue
Financial Services28.24%
Consumer Cyclical15.71%
Basic Materials14.94%
Utility10.63%
Energy5.64%
Consumer Defensive4.46%
Health Care4.42%
Communication Services4.27%
Technology3.44%
Industrials3.09%
Asset Allocation
Asset ClassValue
Equity94.84%
Other5.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 532215
8%₹213 Cr2,883,870
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹135 Cr2,635,871
↓ -430,000
Call, Cash & Other Assets
Receivables | -
5%₹135 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
5%₹132 Cr1,038,046
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 06 | BHARTIARTL
4%₹92 Cr2,083,873
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 18 | 504973
3%₹80 Cr1,611,999
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹77 Cr980,035
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 13 | M&M
3%₹74 Cr1,396,570
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
3%₹72 Cr3,713,612
Tata Power Co Ltd (Utilities)
Equity, Since 31 May 18 | 500400
3%₹71 Cr12,427,483

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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