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Table of Contents
- Why Invest in Franklin SIP Mutual Funds?
- How Does SIP Investment Grow?
- Best Franklin SIP Mutual Funds For Investments
- How to Invest in Franklin Mutual Fund Online?
Top 10 Funds
- Franklin India Smaller Companies Fund
- Templeton India Value Fund
- Templeton India Equity Income Fund
- Franklin Build India Fund
- Franklin India Equity Fund
- Franklin India Focused Equity Fund
- Franklin India Opportunities Fund
- Franklin India Taxshield
- Franklin India Equity Advantage Fund
- Franklin India Technology Fund
10 Best Franklin Templeton SIP Mutual Funds 2023
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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Why Invest in Franklin SIP Mutual Funds?
Some of the benefits of SIPs are:
- Power of Compounding
- Rupee cost averaging
- No need to time the market
- Affordable
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
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Franklin India Smaller Companies Fund Growth ₹94.6298
↓ -0.89 ₹7,309 500 3.3 0.9 8.4 44 10.4 3.6 Templeton India Value Fund Growth ₹433.472
↓ -3.51 ₹845 500 -1.4 0.3 10.2 43 11.5 15.5 Templeton India Equity Income Fund Growth ₹87.108
↓ -0.29 ₹1,351 500 3.4 5.9 5.8 40.7 13.9 5.3 Franklin Build India Fund Growth ₹69.5267
↓ -0.76 ₹1,184 500 0.1 2.2 13 39.8 12.3 11.2 Franklin India Equity Fund Growth ₹950.395
↓ -6.57 ₹9,989 500 -4.2 -1.8 1.7 35 11.3 5.3 Franklin India Focused Equity Fund Growth ₹66.0857
↓ -0.42 ₹8,023 500 -4.8 -3.6 3.9 34.8 12.2 8.9 Franklin India Opportunities Fund Growth ₹118.061
↓ -0.83 ₹657 500 2.3 -1.3 7.2 34.6 10.7 -1.9 Franklin India Taxshield Growth ₹856.462
↓ -6.03 ₹4,584 500 -4.2 -1.6 2.5 33.5 10.5 5.4 Franklin India Equity Advantage Fund Growth ₹113.779
↓ -0.87 ₹2,557 500 -3.7 -5.1 -2.9 32.8 8.6 -2.8 Franklin India Technology Fund Growth ₹286.946
↑ 0.21 ₹712 500 3.4 6.7 -13.7 31.9 15.2 -22.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23 Assets > 100 Crore & Sorted based on 3 Year CAGR Return.
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 Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (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 Below is the key information for Templeton India Value Fund Returns up to 1 year are on An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield. 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 Below is the key information for Templeton India Equity Income Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. 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 Below is the key information for Franklin Build India Fund Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. 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 Below is the key information for Franklin India Equity Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate 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 Below is the key information for Franklin India Taxshield Returns up to 1 year are on (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 Below is the key information for Franklin India Equity Advantage Fund Returns up to 1 year are on To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. 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 Below is the key information for Franklin India Technology Fund Returns up to 1 year are on 1. Franklin India Smaller Companies Fund
CAGR/Annualized return of 14% since its launch. Ranked 11 in Small Cap category. Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (24 Mar 23) ₹94.6298 ↓ -0.89 (-0.93 %) Net Assets (Cr) ₹7,309 on 28 Feb 23 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.49 Information Ratio 0.24 Alpha Ratio 9.21 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,219 29 Feb 20 ₹7,968 28 Feb 21 ₹10,921 28 Feb 22 ₹14,089 28 Feb 23 ₹15,825 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -1.7% 3 Month 3.3% 6 Month 0.9% 1 Year 8.4% 3 Year 44% 5 Year 10.4% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 13.2% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 12.01 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Akhil Kalluri 8 Sep 22 0.4 Yr. Data below for Franklin India Smaller Companies Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 25.38% Financial Services 18.8% Consumer Cyclical 15.02% Basic Materials 9.34% Consumer Defensive 6.54% Health Care 6.11% Real Estate 5.92% Technology 3.7% Communication Services 2.33% Energy 1.4% Asset Allocation
Asset Class Value Cash 4.67% Equity 95.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329294% ₹312 Cr 6,800,570 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR4% ₹261 Cr 1,387,967 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM3% ₹227 Cr 1,111,988 Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 5398443% ₹209 Cr 17,172,603 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900033% ₹208 Cr 19,398,917 Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 5329263% ₹200 Cr 9,746,119
↓ -65,454 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL3% ₹190 Cr 3,506,545
↓ -163,774 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK3% ₹188 Cr 2,259,945 Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO3% ₹181 Cr 1,473,713 Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV2% ₹176 Cr 1,812,883 2. Templeton India Value Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 35 in Value category. Return for 2022 was 15.5% , 2021 was 44.5% and 2020 was 11.5% . Templeton India Value Fund
Growth Launch Date 10 Sep 96 NAV (24 Mar 23) ₹433.472 ↓ -3.51 (-0.80 %) Net Assets (Cr) ₹845 on 28 Feb 23 Category Equity - Value AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio 0.52 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,879 29 Feb 20 ₹8,182 28 Feb 21 ₹11,874 28 Feb 22 ₹14,443 28 Feb 23 ₹16,315 Returns for Templeton India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -1.8% 3 Month -1.4% 6 Month 0.3% 1 Year 10.2% 3 Year 43% 5 Year 11.5% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 -0.6% Fund Manager information for Templeton India Value Fund
Name Since Tenure Anand Radhakrishnan 1 Jan 19 4.09 Yr. Rajasa Kakulavarapu 6 Sep 21 1.41 Yr. Data below for Templeton India Value Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 31.21% Utility 12.37% Basic Materials 10.29% Energy 8.65% Industrials 8.25% Consumer Cyclical 7.65% Technology 6.85% Consumer Defensive 5% Health Care 2.87% Communication Services 2.05% Asset Allocation
Asset Class Value Cash 4.81% Equity 95.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹62 Cr 750,000
↑ 50,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK6% ₹48 Cr 300,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN5% ₹44 Cr 800,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322154% ₹35 Cr 400,000
↓ -50,000 HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH4% ₹34 Cr 300,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 5325554% ₹33 Cr 1,900,000 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM4% ₹30 Cr 190,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC3% ₹25 Cr 700,000 Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 May 13 | TATAMTRDVR3% ₹23 Cr 1,000,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 19 | 5327553% ₹23 Cr 225,000 3. Templeton India Equity Income Fund
CAGR/Annualized return of 13.7% since its launch. Ranked 46 in Dividend Yield category. Return for 2022 was 5.3% , 2021 was 43.1% and 2020 was 22.9% . Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (24 Mar 23) ₹87.108 ↓ -0.29 (-0.33 %) Net Assets (Cr) ₹1,351 on 28 Feb 23 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.32 Sharpe Ratio 0.22 Information Ratio 0.52 Alpha Ratio -1.63 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,383 29 Feb 20 ₹9,101 28 Feb 21 ₹13,007 28 Feb 22 ₹16,932 28 Feb 23 ₹18,213 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -0.6% 3 Month 3.4% 6 Month 5.9% 1 Year 5.8% 3 Year 40.7% 5 Year 13.9% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 3.7% Fund Manager information for Templeton India Equity Income Fund
Name Since Tenure Anand Radhakrishnan 1 Jan 19 4.09 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Rajasa Kakulavarapu 6 Sep 21 1.41 Yr. Data below for Templeton India Equity Income Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Technology 22.63% Utility 21.7% Energy 14.38% Consumer Defensive 11.12% Real Estate 6.43% Basic Materials 5.57% Consumer Cyclical 5.4% Financial Services 4.49% Industrials 2.46% Communication Services 0.99% Asset Allocation
Asset Class Value Cash 4.88% Equity 95.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY6% ₹77 Cr 500,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 5328986% ₹76 Cr 3,500,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 5325555% ₹65 Cr 3,800,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH4% ₹59 Cr 530,000 NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC4% ₹59 Cr 13,400,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC4% ₹53 Cr 1,500,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 5321554% ₹50 Cr 5,250,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 5003124% ₹48 Cr 3,300,000 Brookfield India Real Estate Trust (Real Estate)
-, Since 28 Feb 21 | BIRET3% ₹44 Cr 1,500,000 Embassy Office Parks REIT (Real Estate)
-, Since 31 Oct 19 | EMBASSY3% ₹43 Cr 1,300,000 4. Franklin Build India Fund
CAGR/Annualized return of 15.4% since its launch. Ranked 4 in Sectoral category. Return for 2022 was 11.2% , 2021 was 45.9% and 2020 was 5.4% . Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (24 Mar 23) ₹69.5267 ↓ -0.76 (-1.08 %) Net Assets (Cr) ₹1,184 on 28 Feb 23 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio 0.62 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,285 29 Feb 20 ₹9,243 28 Feb 21 ₹12,291 28 Feb 22 ₹14,870 28 Feb 23 ₹16,961 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -0.8% 3 Month 0.1% 6 Month 2.2% 1 Year 13% 3 Year 39.8% 5 Year 12.3% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 6.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 1.29 Yr. Kiran Sebastian 7 Feb 22 0.98 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Data below for Franklin Build India Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 39.72% Financial Services 15.68% Utility 12.01% Consumer Cyclical 7.07% Energy 6.46% Basic Materials 5.81% Communication Services 4.82% Real Estate 3.24% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT10% ₹117 Cr 550,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK6% ₹77 Cr 925,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹62 Cr 3,600,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹58 Cr 750,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE5% ₹57 Cr 243,000
↑ 13,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328985% ₹57 Cr 2,625,000
↑ 525,000 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI5% ₹55 Cr 340,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹44 Cr 500,000
↓ -65,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO3% ₹39 Cr 185,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN3% ₹39 Cr 700,000
↓ -110,000 5. Franklin India Equity Fund
CAGR/Annualized return of 17.3% since its launch. Ranked 50 in Multi Cap category. Return for 2022 was 5.3% , 2021 was 40.3% and 2020 was 16% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (24 Mar 23) ₹950.395 ↓ -6.57 (-0.69 %) Net Assets (Cr) ₹9,989 on 28 Feb 23 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.04 Information Ratio 0.45 Alpha Ratio 0.79 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,647 29 Feb 20 ₹9,523 28 Feb 21 ₹13,190 28 Feb 22 ₹15,902 28 Feb 23 ₹16,501 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -1.7% 3 Month -4.2% 6 Month -1.8% 1 Year 1.7% 3 Year 35% 5 Year 11.3% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 5.5% Fund Manager information for Franklin India Equity Fund
Name Since Tenure Anand Radhakrishnan 1 Feb 11 12.01 Yr. R. Janakiraman 1 Feb 11 12.01 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Data below for Franklin India Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 31.57% Technology 10.99% Industrials 10.93% Consumer Cyclical 9.39% Consumer Defensive 8.68% Basic Materials 7.35% Utility 5.18% Communication Services 5.09% Energy 3.32% Health Care 2.72% Asset Allocation
Asset Class Value Cash 4.78% Equity 95.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹882 Cr 5,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹832 Cr 10,000,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY6% ₹614 Cr 4,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322156% ₹601 Cr 6,900,000
↓ -900,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT5% ₹531 Cr 2,500,000
↓ -130,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹516 Cr 6,700,000
↑ 200,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN3% ₹351 Cr 6,350,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹314 Cr 2,800,000 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM3% ₹270 Cr 1,700,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N3% ₹269 Cr 3,500,000
↑ 150,000 6. Franklin India Focused Equity Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 28 in Focused category. Return for 2022 was 8.9% , 2021 was 39.4% and 2020 was 10.9% . Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (24 Mar 23) ₹66.0857 ↓ -0.42 (-0.63 %) Net Assets (Cr) ₹8,023 on 28 Feb 23 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.15 Information Ratio 0.27 Alpha Ratio 3.5 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,551 29 Feb 20 ₹10,000 28 Feb 21 ₹13,561 28 Feb 22 ₹16,125 28 Feb 23 ₹17,211 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -3% 3 Month -4.8% 6 Month -3.6% 1 Year 3.9% 3 Year 34.8% 5 Year 12.2% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 9.2% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 1.29 Yr. Anand Radhakrishnan 2 May 16 6.76 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Data below for Franklin India Focused Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 34.65% Industrials 20.26% Health Care 7.64% Consumer Cyclical 7.1% Technology 5.33% Basic Materials 5.28% Consumer Defensive 5.19% Communication Services 4.75% Energy 2.56% Real Estate 2.29% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK10% ₹818 Cr 5,100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹720 Cr 8,650,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT6% ₹520 Cr 2,450,000
↓ -200,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY5% ₹441 Cr 2,875,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322155% ₹433 Cr 4,970,000
↓ -480,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL5% ₹393 Cr 5,100,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000874% ₹353 Cr 3,466,950 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN4% ₹343 Cr 6,200,000
↓ -1,000,000 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI4% ₹323 Cr 2,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI3% ₹289 Cr 325,000
↑ 21,247 7. Franklin India Opportunities Fund
CAGR/Annualized return of 11.3% since its launch. Ranked 47 in Sectoral category. Return for 2022 was -1.9% , 2021 was 29.7% and 2020 was 27.3% . Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (24 Mar 23) ₹118.061 ↓ -0.83 (-0.70 %) Net Assets (Cr) ₹657 on 28 Feb 23 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 0.17 Information Ratio 0.36 Alpha Ratio 3.65 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,216 29 Feb 20 ₹9,221 28 Feb 21 ₹13,416 28 Feb 22 ₹14,791 28 Feb 23 ₹15,829 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -0.1% 3 Month 2.3% 6 Month -1.3% 1 Year 7.2% 3 Year 34.6% 5 Year 10.7% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 2.1% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 0.98 Yr. R. Janakiraman 1 Apr 13 9.84 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Data below for Franklin India Opportunities Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 39.31% Consumer Cyclical 20.39% Financial Services 17% Energy 7.97% Communication Services 5.14% Utility 2.14% Technology 1.66% Asset Allocation
Asset Class Value Cash 6.38% Equity 93.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK7% ₹49 Cr 583,651 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL6% ₹42 Cr 164,458 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Jul 22 | KIRLOSENG6% ₹39 Cr 1,257,831 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE6% ₹39 Cr 163,708 Escorts Kubota Ltd (Industrials)
Equity, Since 31 Jul 22 | 5004955% ₹29 Cr 140,388
↓ -31,861 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | JUBLFOOD4% ₹29 Cr 592,755 State Bank of India (Financial Services)
Equity, Since 30 Sep 22 | SBIN4% ₹27 Cr 481,570 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT4% ₹23 Cr 108,417 Ion Exchange (India) Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 22 | IONEXCHANG3% ₹22 Cr 84,623 Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | 5005303% ₹21 Cr 12,452 8. Franklin India Taxshield
CAGR/Annualized return of 20.4% since its launch. Ranked 28 in ELSS category. Return for 2022 was 5.4% , 2021 was 36.7% and 2020 was 9.8% . Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (24 Mar 23) ₹856.462 ↓ -6.03 (-0.70 %) Net Assets (Cr) ₹4,584 on 28 Feb 23 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.01 Information Ratio -0.04 Alpha Ratio 1.6 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,778 29 Feb 20 ₹9,832 28 Feb 21 ₹12,788 28 Feb 22 ₹15,191 28 Feb 23 ₹15,884 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -1.7% 3 Month -4.2% 6 Month -1.6% 1 Year 2.5% 3 Year 33.5% 5 Year 10.5% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 6.1% Fund Manager information for Franklin India Taxshield
Name Since Tenure Anand Radhakrishnan 18 Oct 21 1.29 Yr. R. Janakiraman 2 May 16 6.76 Yr. Data below for Franklin India Taxshield as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 32.17% Technology 11.56% Industrials 11.08% Consumer Cyclical 8.88% Consumer Defensive 8.38% Basic Materials 7.12% Utility 5.47% Communication Services 5.26% Energy 3.7% Health Care 2.79% Asset Allocation
Asset Class Value Cash 3.61% Equity 96.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹417 Cr 2,600,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK8% ₹391 Cr 4,700,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY7% ₹307 Cr 2,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322156% ₹279 Cr 3,200,000
↓ -450,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹249 Cr 1,170,000
↓ -80,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL5% ₹246 Cr 3,200,000
↑ 100,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹166 Cr 3,000,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH3% ₹146 Cr 1,300,000 Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM3% ₹127 Cr 800,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N3% ₹127 Cr 1,650,000
↑ 50,000 9. Franklin India Equity Advantage Fund
CAGR/Annualized return of 14.4% since its launch. Ranked 60 in Large & Mid Cap category. Return for 2022 was -2.8% , 2021 was 39.1% and 2020 was 12% . Franklin India Equity Advantage Fund
Growth Launch Date 2 Mar 05 NAV (24 Mar 23) ₹113.779 ↓ -0.87 (-0.76 %) Net Assets (Cr) ₹2,557 on 28 Feb 23 Category Equity - Large & Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio -0.3 Information Ratio -0.68 Alpha Ratio -4.65 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,482 29 Feb 20 ₹9,455 28 Feb 21 ₹12,530 28 Feb 22 ₹14,652 28 Feb 23 ₹14,710 Returns for Franklin India Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -3.1% 3 Month -3.7% 6 Month -5.1% 1 Year -2.9% 3 Year 32.8% 5 Year 8.6% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 -2.8% 2021 39.1% 2020 12% 2019 2.1% 2018 -5% 2017 31.1% 2016 4% 2015 2% 2014 55.9% 2013 7.1% Fund Manager information for Franklin India Equity Advantage Fund
Name Since Tenure Venkatesh Sanjeevi 18 Oct 21 1.37 Yr. R. Janakiraman 28 Feb 14 9.01 Yr. Sandeep Manam 18 Oct 21 1.37 Yr. Data below for Franklin India Equity Advantage Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 30.69% Consumer Cyclical 11.87% Technology 9.48% Health Care 9.46% Industrials 8.4% Consumer Defensive 8.18% Basic Materials 6.36% Energy 3.82% Communication Services 2.84% Utility 1.56% Asset Allocation
Asset Class Value Cash 7.36% Equity 92.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK6% ₹148 Cr 925,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹145 Cr 1,700,000
↑ 50,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 22 | RELIANCE4% ₹98 Cr 420,000
↑ 50,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY3% ₹82 Cr 550,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | KOTAKBANK2% ₹61 Cr 350,000
↑ 175,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH2% ₹59 Cr 550,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | UBL2% ₹56 Cr 389,414 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 22 | LT2% ₹55 Cr 260,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 22 | MAXHEALTH2% ₹51 Cr 1,200,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK2% ₹50 Cr 3,900,000 10. Franklin India Technology Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 41 in Sectoral category. Return for 2022 was -22.3% , 2021 was 39% and 2020 was 56.8% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (23 Mar 23) ₹286.946 ↑ 0.21 (0.07 %) Net Assets (Cr) ₹712 on 28 Feb 23 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio -0.75 Information Ratio -0.31 Alpha Ratio -3.35 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹11,210 29 Feb 20 ₹11,517 28 Feb 21 ₹18,801 28 Feb 22 ₹22,261 28 Feb 23 ₹20,272 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -3.7% 3 Month 3.4% 6 Month 6.7% 1 Year -13.7% 3 Year 31.9% 5 Year 15.2% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 53.3% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 15.93 Yr. Varun Sharma 30 Nov 15 7.18 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Data below for Franklin India Technology Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Technology 63.28% Communication Services 13.23% Consumer Cyclical 8.76% Industrials 4.29% Financial Services 3.35% Basic Materials 0.82% Real Estate 0.3% Health Care 0.15% Energy 0.03% Consumer Defensive 0% Asset Allocation
Asset Class Value Cash 4.72% Equity 95% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY14% ₹101 Cr 657,408
↓ -65,386 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS12% ₹89 Cr 264,394
↓ -15,606 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH10% ₹71 Cr 628,738 Franklin Technology I Acc USD
Investment Fund | -9% ₹62 Cr 175,810 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹39 Cr 509,988 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327554% ₹29 Cr 284,336 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI3% ₹21 Cr 56,186
↓ -4,079 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹20 Cr 228,123
↓ -27,599 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433202% ₹18 Cr 3,560,723
↑ 217,325 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433902% ₹17 Cr 386,738
↑ 17,871
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?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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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