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10 Best Franklin Templeton SIP Mutual Funds 2024

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10 Best Franklin Templeton SIP Mutual Funds 2024

Updated on March 24, 2024 , 16493 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 (%)2023 (%)
Franklin Build India Fund Growth ₹119.353
↑ 0.18
₹2,149 500 11.430.771.734.223.251.1
Franklin India Smaller Companies Fund Growth ₹145.847
↑ 0.05
₹11,823 500 0.716.554.130.12252.1
Templeton India Value Fund Growth ₹630.429
↑ 0.28
₹1,800 500 6.218.345.426.419.933.7
Templeton India Equity Income Fund Growth ₹123.601
↓ -0.05
₹2,091 500 10.724.141.325.121.633.3
Franklin India Opportunities Fund Growth ₹195.678
↑ 0.49
₹2,764 500 8.227.863.624.921.453.6
Franklin India Equity Fund Growth ₹1,380.53
↑ 2.87
₹14,471 500 5.817.945.32218.430.8
Franklin India Taxshield Growth ₹1,250.38
↑ 2.77
₹6,144 500 6.118.54621.817.131.2
Franklin India Focused Equity Fund Growth ₹93.3184
↓ -0.10
₹10,946 500 7.61741.221.618.123.5
Franklin India Prima Fund Growth ₹2,143.6
↑ 15.74
₹10,181 500 3.91748.320.317.636.8
Franklin India Technology Fund Growth ₹454.347
↑ 0.24
₹1,366 500 724.258.417.622.851.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Mar 24
*List of funds based on Assets > 100 Crore & Sorted based on 3 Year CAGR Return.

1. 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 18.6% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (26 Mar 24) ₹119.353 ↑ 0.18   (0.15 %)
Net Assets (Cr) ₹2,149 on 29 Feb 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.83
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
28 Feb 19₹10,000
29 Feb 20₹9,954
28 Feb 21₹13,237
28 Feb 22₹16,015
28 Feb 23₹18,267
29 Feb 24₹31,368

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 ₹543,623.
Net Profit of ₹243,623
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 26 Mar 24

DurationReturns
1 Month -1.6%
3 Month 11.4%
6 Month 30.7%
1 Year 71.7%
3 Year 34.2%
5 Year 23.2%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 212.37 Yr.
Kiran Sebastian7 Feb 222.06 Yr.
Sandeep Manam18 Oct 212.37 Yr.

Data below for Franklin Build India Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials40.22%
Utility14.64%
Financial Services12.07%
Energy10.06%
Basic Materials5.65%
Consumer Cyclical4.75%
Communication Services4.09%
Real Estate3.49%
Asset Allocation
Asset ClassValue
Cash5.05%
Equity94.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹179 Cr513,211
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
7%₹146 Cr4,600,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
6%₹121 Cr4,800,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹106 Cr4,100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹84 Cr293,024
↑ 55,024
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹83 Cr710,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
4%₹82 Cr800,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
4%₹80 Cr1,119,847
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹73 Cr229,407
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
3%₹71 Cr490,000
↓ -20,000

2. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (26 Mar 24) ₹145.847 ↑ 0.05   (0.03 %)
Net Assets (Cr) ₹11,823 on 29 Feb 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.39
Information Ratio 0.1
Alpha Ratio 2.24
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
28 Feb 19₹10,000
29 Feb 20₹9,695
28 Feb 21₹13,288
28 Feb 22₹17,142
28 Feb 23₹19,256
29 Feb 24₹30,084

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month -4.1%
3 Month 0.7%
6 Month 16.5%
1 Year 54.1%
3 Year 30.1%
5 Year 22%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.09 Yr.
Sandeep Manam18 Oct 212.37 Yr.
Akhil Kalluri8 Sep 221.48 Yr.

Data below for Franklin India Smaller Companies Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials25.62%
Financial Services19.78%
Consumer Cyclical12.87%
Health Care7.07%
Technology6.82%
Real Estate6.49%
Basic Materials6.47%
Consumer Defensive4.87%
Utility1.09%
Communication Services0.93%
Energy0.58%
Asset Allocation
Asset ClassValue
Cash6.04%
Equity93.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹502 Cr4,893,625
↓ -475,066
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
4%₹499 Cr48,064,081
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹326 Cr954,140
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹320 Cr1,387,967
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹307 Cr8,763,469
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹305 Cr15,398,917
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
2%₹290 Cr1,872,610
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹268 Cr1,588,976
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA
2%₹266 Cr1,840,334
↓ -190,909
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹266 Cr5,163,765
↓ -550,000

3. Templeton India Value Fund

(Erstwhile Templeton India Growth Fund)

The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders.

Templeton India Value Fund is a Equity - Value fund was launched on 10 Sep 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 35 in Value category.  Return for 2023 was 33.7% , 2022 was 15.5% and 2021 was 44.5% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (26 Mar 24) ₹630.429 ↑ 0.28   (0.04 %)
Net Assets (Cr) ₹1,800 on 29 Feb 24
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.95
Information Ratio 1.1
Alpha Ratio 5.15
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
28 Feb 19₹10,000
29 Feb 20₹9,215
28 Feb 21₹13,374
28 Feb 22₹16,267
28 Feb 23₹18,374
29 Feb 24₹26,656

Templeton India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Templeton India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month -1.8%
3 Month 6.2%
6 Month 18.3%
1 Year 45.4%
3 Year 26.4%
5 Year 19.9%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.7%
2022 15.5%
2021 44.5%
2020 11.5%
2019 -0.3%
2018 -12.8%
2017 37.6%
2016 9.5%
2015 0.1%
2014 49.2%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Ajay Argal1 Dec 230.25 Yr.
Rajasa Kakulavarapu6 Sep 212.48 Yr.

Data below for Templeton India Value Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services24.74%
Energy17.1%
Basic Materials11.15%
Consumer Cyclical10.15%
Utility10.13%
Technology7.67%
Industrials5.48%
Consumer Defensive5.12%
Health Care1.99%
Asset Allocation
Asset ClassValue
Cash3.94%
Equity93.56%
Debt2.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
6%₹108 Cr740,000
↑ 40,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
5%₹82 Cr800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE
4%₹72 Cr251,862
↑ 51,862
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 May 13 | TATAMTRDVR
4%₹64 Cr1,100,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | 500312
4%₹63 Cr2,500,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
4%₹63 Cr400,000
Coal India Ltd (Energy)
Equity, Since 30 Jun 16 | COALINDIA
4%₹61 Cr1,500,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
4%₹61 Cr950,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
3%₹60 Cr1,900,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 19 | 532155
3%₹55 Cr3,200,000
↓ -200,000

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 15.1% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2023 was 33.3% , 2022 was 5.3% and 2021 was 43.1% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (26 Mar 24) ₹123.601 ↓ -0.05   (-0.04 %)
Net Assets (Cr) ₹2,091 on 29 Feb 24
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 2.67
Information Ratio 0.91
Alpha Ratio 7.05
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
28 Feb 19₹10,000
29 Feb 20₹9,700
28 Feb 21₹13,862
28 Feb 22₹18,046
28 Feb 23₹19,411
29 Feb 24₹28,162

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 ₹518,033.
Net Profit of ₹218,033
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 26 Mar 24

DurationReturns
1 Month -2.9%
3 Month 10.7%
6 Month 24.1%
1 Year 41.3%
3 Year 25.1%
5 Year 21.6%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 38.5%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Ajay Argal1 Dec 230.25 Yr.
Sandeep Manam18 Oct 212.37 Yr.
Rajasa Kakulavarapu6 Sep 212.48 Yr.

Data below for Templeton India Equity Income Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Utility24.56%
Energy20.18%
Technology19.51%
Consumer Defensive9.27%
Basic Materials4.5%
Financial Services4.29%
Industrials2.24%
Consumer Cyclical2.15%
Communication Services0.68%
Real Estate0.03%
Asset Allocation
Asset ClassValue
Cash6.14%
Equity87.42%
Debt6.41%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
6%₹127 Cr14,000,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
6%₹121 Cr3,800,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
5%₹99 Cr3,800,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
5%₹91 Cr5,250,000
Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA
4%₹89 Cr2,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
4%₹88 Cr3,500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
4%₹84 Cr530,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
4%₹83 Cr500,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 19 | HINDPETRO
3%₹69 Cr1,500,000
Embassy Office Parks Reit
Unlisted bonds | -
3%₹68 Cr1,900,000

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 13.1% since its launch.  Ranked 47 in Sectoral category.  Return for 2023 was 53.6% , 2022 was -1.9% and 2021 was 29.7% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (26 Mar 24) ₹195.678 ↑ 0.49   (0.25 %)
Net Assets (Cr) ₹2,764 on 29 Feb 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 3.49
Information Ratio 0.82
Alpha Ratio 18.61
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
28 Feb 19₹10,000
29 Feb 20₹10,006
28 Feb 21₹14,557
28 Feb 22₹16,049
28 Feb 23₹17,176
29 Feb 24₹28,778

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 ₹518,033.
Net Profit of ₹218,033
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 26 Mar 24

DurationReturns
1 Month -1.9%
3 Month 8.2%
6 Month 27.8%
1 Year 63.6%
3 Year 24.9%
5 Year 21.4%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 58.6%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 222.06 Yr.
R. Janakiraman1 Apr 1310.92 Yr.
Sandeep Manam18 Oct 212.37 Yr.

Data below for Franklin India Opportunities Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials25.94%
Consumer Cyclical16.46%
Financial Services12.61%
Health Care8.87%
Communication Services6.68%
Energy6.4%
Technology6.26%
Utility5.87%
Basic Materials3%
Asset Allocation
Asset ClassValue
Cash7.91%
Equity92.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
6%₹159 Cr558,976
↑ 70,674
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
5%₹123 Cr1,231,306
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹99 Cr965,650
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
4%₹95 Cr811,369
↑ 811,369
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Oct 23 | AMBER
3%₹85 Cr191,762
NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 532555
3%₹83 Cr2,602,948
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
3%₹80 Cr4,297,181
↓ -1,867,274
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
3%₹79 Cr264,328
↓ -84,721
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
3%₹77 Cr1,135,971
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Jul 22 | KIRLOSENG
3%₹73 Cr1,031,786

6. 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 18.2% since its launch.  Ranked 50 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (26 Mar 24) ₹1,380.53 ↑ 2.87   (0.21 %)
Net Assets (Cr) ₹14,471 on 29 Feb 24
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 3.25
Information Ratio 0.6
Alpha Ratio 6.98
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
28 Feb 19₹10,000
29 Feb 20₹9,871
28 Feb 21₹13,672
28 Feb 22₹16,483
28 Feb 23₹17,104
29 Feb 24₹24,639

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 ₹481,656.
Net Profit of ₹181,656
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 26 Mar 24

DurationReturns
1 Month -0.7%
3 Month 5.8%
6 Month 17.9%
1 Year 45.3%
3 Year 22%
5 Year 18.4%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 56.8%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.09 Yr.
Sandeep Manam18 Oct 212.37 Yr.
Rajasa Kakulavarapu1 Dec 230.25 Yr.

Data below for Franklin India Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services25.6%
Industrials13.83%
Consumer Cyclical12.53%
Technology10.56%
Consumer Defensive7.63%
Basic Materials5.79%
Utility5.35%
Energy4.96%
Communication Services4.96%
Health Care1.85%
Asset Allocation
Asset ClassValue
Cash6.91%
Equity93.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,080 Cr10,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
6%₹878 Cr6,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
6%₹800 Cr2,300,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹768 Cr4,627,000
↑ 427,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹702 Cr6,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹619 Cr5,800,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
4%₹511 Cr3,243,000
↑ 443,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
3%₹416 Cr13,118,000
↑ 1,118,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹416 Cr6,500,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹392 Cr3,600,000

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 21.3% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (26 Mar 24) ₹1,250.38 ↑ 2.77   (0.22 %)
Net Assets (Cr) ₹6,144 on 29 Feb 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.23
Information Ratio 0.6
Alpha Ratio 6.93
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,055
28 Feb 21₹13,078
28 Feb 22₹15,536
28 Feb 23₹16,245
29 Feb 24₹23,520

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 ₹470,047.
Net Profit of ₹170,047
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 26 Mar 24

DurationReturns
1 Month -0.8%
3 Month 6.1%
6 Month 18.5%
1 Year 46%
3 Year 21.8%
5 Year 17.1%
10 Year
15 Year
Since launch 21.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 167.84 Yr.
Rajasa Kakulavarapu1 Dec 230.25 Yr.

Data below for Franklin India Taxshield as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services26.6%
Industrials14.29%
Consumer Cyclical13.05%
Technology11.27%
Consumer Defensive7.97%
Basic Materials6.25%
Utility5.49%
Energy5.42%
Communication Services5.24%
Health Care2.13%
Asset Allocation
Asset ClassValue
Cash2.25%
Equity97.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹473 Cr4,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
6%₹380 Cr2,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
6%₹348 Cr1,000,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹346 Cr2,084,000
↑ 184,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹316 Cr2,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹278 Cr2,600,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹235 Cr1,491,000
↑ 191,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹192 Cr3,000,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹184 Cr5,782,000
↑ 482,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹180 Cr1,650,000

8. 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 14.3% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (26 Mar 24) ₹93.3184 ↓ -0.10   (-0.10 %)
Net Assets (Cr) ₹10,946 on 29 Feb 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.5
Information Ratio 0.14
Alpha Ratio 0.92
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
28 Feb 19₹10,000
29 Feb 20₹10,470
28 Feb 21₹14,198
28 Feb 22₹16,883
28 Feb 23₹18,020
29 Feb 24₹24,628

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 ₹481,656.
Net Profit of ₹181,656
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 26 Mar 24

DurationReturns
1 Month 0.8%
3 Month 7.6%
6 Month 17%
1 Year 41.2%
3 Year 21.6%
5 Year 18.1%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.5%
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 212.37 Yr.
Varun Sharma1 Apr 230.92 Yr.
Sandeep Manam18 Oct 212.37 Yr.

Data below for Franklin India Focused Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services31.13%
Industrials15.46%
Consumer Cyclical11.85%
Health Care9.46%
Technology8.18%
Basic Materials5.19%
Communication Services4.95%
Energy4.28%
Real Estate3.86%
Consumer Defensive1.98%
Asset Allocation
Asset ClassValue
Cash3.67%
Equity96.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹864 Cr8,400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
8%₹859 Cr5,875,000
↑ 275,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
7%₹714 Cr4,300,000
↑ 300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹600 Cr1,725,000
↓ -50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹527 Cr4,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹513 Cr4,800,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹507 Cr3,575,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹500 Cr3,700,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
4%₹455 Cr1,595,935
↑ 195,935
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹439 Cr1,375,268

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 19.4% since its launch.  Ranked 29 in Mid Cap category.  Return for 2023 was 36.8% , 2022 was 2.2% and 2021 was 32.6% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (26 Mar 24) ₹2,143.6 ↑ 15.74   (0.74 %)
Net Assets (Cr) ₹10,181 on 29 Feb 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.81
Information Ratio -1.76
Alpha Ratio -1.32
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
28 Feb 19₹10,000
29 Feb 20₹10,438
28 Feb 21₹13,836
28 Feb 22₹15,435
28 Feb 23₹16,450
29 Feb 24₹24,020

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 ₹470,047.
Net Profit of ₹170,047
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 26 Mar 24

DurationReturns
1 Month -1.9%
3 Month 3.9%
6 Month 17%
1 Year 48.3%
3 Year 20.3%
5 Year 17.6%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 78.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.09 Yr.
Sandeep Manam18 Oct 212.37 Yr.
Akhil Kalluri7 Feb 222.06 Yr.

Data below for Franklin India Prima Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services21.76%
Consumer Cyclical17.22%
Industrials14.84%
Basic Materials13.24%
Health Care8.33%
Technology7.29%
Real Estate4.82%
Utility4.3%
Consumer Defensive4.19%
Energy0.69%
Asset Allocation
Asset ClassValue
Cash3.32%
Equity96.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹345 Cr23,439,752
REC Ltd (Financial Services)
Equity, Since 30 Jun 23 | 532955
3%₹287 Cr5,750,000
NHPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NHPC
3%₹255 Cr28,000,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
3%₹253 Cr13,617,750
↓ -1,000,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹250 Cr808,937
↓ -50,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹246 Cr294,995
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
2%₹245 Cr23,580,355
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹242 Cr1,050,123
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
2%₹220 Cr2,135,566
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹214 Cr822,190

10. 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 19.3% since its launch.  Ranked 41 in Sectoral category.  Return for 2023 was 51.1% , 2022 was -22.3% and 2021 was 39% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (26 Mar 24) ₹454.347 ↑ 0.24   (0.05 %)
Net Assets (Cr) ₹1,366 on 29 Feb 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio 2.84
Information Ratio 0.31
Alpha Ratio 22.47
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
28 Feb 19₹10,000
29 Feb 20₹10,274
28 Feb 21₹16,771
28 Feb 22₹19,857
28 Feb 23₹18,083
29 Feb 24₹28,609

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 ₹530,691.
Net Profit of ₹230,691
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 26 Mar 24

DurationReturns
1 Month -0.1%
3 Month 7%
6 Month 24.2%
1 Year 58.4%
3 Year 17.6%
5 Year 22.8%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 16.8%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
R. Janakiraman1 Dec 230.25 Yr.
Varun Sharma30 Nov 158.26 Yr.
Sandeep Manam18 Oct 212.37 Yr.

Data below for Franklin India Technology Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Technology53.39%
Consumer Cyclical13.16%
Communication Services12.54%
Financial Services9.97%
Industrials3.65%
Health Care0.08%
Asset Allocation
Asset ClassValue
Cash4.59%
Equity95.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
10%₹123 Cr1,228,812
↑ 63,508
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
9%₹115 Cr8,244,316
Franklin Technology I Acc USD
Investment Fund | -
7%₹90 Cr175,810
Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH
4%₹55 Cr963,216
↑ 37,546
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
4%₹54 Cr340,735
Birlasoft Ltd (Technology)
Equity, Since 31 May 23 | BSOFT
4%₹48 Cr570,942
↓ -30,238
TeamLease Services Ltd (Industrials)
Equity, Since 31 Dec 22 | TEAMLEASE
4%₹47 Cr163,203
↑ 15,116
Mphasis Ltd (Technology)
Equity, Since 30 Jun 22 | 526299
4%₹45 Cr174,745
↑ 9,552
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 31 Aug 20 | INDIAMART
3%₹43 Cr170,415
↑ 21,875
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
3%₹41 Cr108,105

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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