fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
10 Best Franklin Templeton SIP Mutual Funds 2021

Fincash » Franklin Mutual Fund » Best Franklin SIP Funds

10 Best Franklin Templeton SIP Mutual Funds 2021

Updated on December 2, 2021 , 11040 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 (%)2020 (%)
Franklin India Technology Fund Growth ₹355.425
↑ 4.87
₹721 500 3.625.246.732.926.856.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹59.6496
↑ 0.73
₹4,187 500 -0.615.122.628.324.245.2
Templeton India Equity Income Fund Growth ₹80.6221
↓ -0.44
₹1,203 500 516.351.122.117.622.9
Franklin India Smaller Companies Fund Growth ₹90.5807
↑ 0.13
₹7,229 500 5.42162.520.815.218.7
Franklin India Opportunities Fund Growth ₹121.036
↓ -0.94
₹702 500 2.514.439.220.416.127.3
Franklin India Focused Equity Fund Growth ₹64.9416
↓ -0.30
₹7,934 500 1.710.446.520.216.310.9
Franklin India Equity Fund Growth ₹953.339
↓ -5.02
₹10,408 500 4.11545.41915.816
Franklin Build India Fund Growth ₹64.683
↓ -0.23
₹1,132 500 4.314.755.218.815.85.4
Franklin India Prima Fund Growth ₹1,507.7
↓ -1.62
₹8,083 500 011.236.818.415.517.8
Templeton India Value Fund Growth ₹396.57
↓ -2.33
₹621 500 5.114.351.817.914.411.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 21
*List of funds based on Assets > 100 Crore & Sorted based on 3 Year CAGR Return.

1. 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 20.1% since its launch.  Ranked 41 in Sectoral category.  Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (02 Dec 21) ₹355.425 ↑ 4.87   (1.39 %)
Net Assets (Cr) ₹721 on 31 Oct 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 3.56
Information Ratio 0.11
Alpha Ratio 14.29
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
30 Nov 16₹10,000
30 Nov 17₹11,630
30 Nov 18₹13,764
30 Nov 19₹14,713
30 Nov 20₹21,595
30 Nov 21₹31,824

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 ₹584,107.
Net Profit of ₹284,107
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 2 Dec 21

DurationReturns
1 Month 2%
3 Month 3.6%
6 Month 25.2%
1 Year 46.7%
3 Year 32.9%
5 Year 26.8%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0714.68 Yr.
Varun Sharma30 Nov 155.93 Yr.
Mayank Bukrediwala24 Aug 201.19 Yr.

Data below for Franklin India Technology Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Technology61.75%
Communication Services17.22%
Consumer Cyclical9.22%
Industrials1.52%
Basic Materials0.57%
Financial Services0.54%
Real Estate0.18%
Health Care0.1%
Asset Allocation
Asset ClassValue
Cash8.52%
Equity91.18%
Other0.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
18%₹130 Cr778,984
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
10%₹71 Cr209,047
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹67 Cr589,055
↑ 9,055
Franklin Technology I Acc USD
Investment Fund | -
9%₹62 Cr116,868
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹51 Cr739,623
↑ 139,623
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
6%₹44 Cr73,229
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
5%₹35 Cr239,424
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹24 Cr1,811,572
↑ 488,954
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹19 Cr82,135
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
2%₹12 Cr78,000

2. Franklin India Feeder - Franklin U S Opportunities Fund

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

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 19.9% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

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 (02 Dec 21) ₹59.6496 ↑ 0.73   (1.24 %)
Net Assets (Cr) ₹4,187 on 31 Oct 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.59
Sharpe Ratio 1.61
Information Ratio -0.33
Alpha Ratio -6.79
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
30 Nov 16₹10,000
30 Nov 17₹11,946
30 Nov 18₹13,704
30 Nov 19₹16,701
30 Nov 20₹23,713
30 Nov 21₹29,496

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 ₹556,833.
Net Profit of ₹256,833
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 2 Dec 21

DurationReturns
1 Month -2.8%
3 Month -0.6%
6 Month 15.1%
1 Year 22.6%
3 Year 28.3%
5 Year 24.2%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 210.04 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Technology34.79%
Consumer Cyclical15.06%
Health Care14.62%
Financial Services12.26%
Communication Services7.25%
Real Estate3.89%
Industrials3.39%
Consumer Defensive2.14%
Basic Materials1.27%
Utility0.43%
Asset Allocation
Asset ClassValue
Cash1.59%
Equity96.19%
Other2.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹4,186 Cr6,308,784
↑ 75,017
Call, Cash & Other Assets
Net Current Assets | -
0%₹1 Cr

3. 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 14.4% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2020 was 22.9% , 2019 was 5.3% and 2018 was -8.6% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (03 Dec 21) ₹80.6221 ↓ -0.44   (-0.54 %)
Net Assets (Cr) ₹1,203 on 31 Oct 21
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio 3.95
Information Ratio 0.93
Alpha Ratio 19.12
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
30 Nov 16₹10,000
30 Nov 17₹12,843
30 Nov 18₹12,040
30 Nov 19₹12,600
30 Nov 20₹14,230
30 Nov 21₹21,865

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 ₹470,047.
Net Profit of ₹170,047
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 2 Dec 21

DurationReturns
1 Month -0.3%
3 Month 5%
6 Month 16.3%
1 Year 51.1%
3 Year 22.1%
5 Year 17.6%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.9%
2019 5.3%
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
2014 38.5%
2013 3.7%
2012 36.1%
2011 -23.7%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 192.84 Yr.
Lakshmikanth Reddy1 Jan 192.84 Yr.
Mayank Bukrediwala24 Aug 201.19 Yr.

Data below for Templeton India Equity Income Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Utility22.7%
Technology18.67%
Consumer Defensive11.21%
Consumer Cyclical10.38%
Energy8.8%
Industrials5.07%
Basic Materials3.38%
Financial Services1.22%
Health Care1.16%
Asset Allocation
Asset ClassValue
Cash9%
Equity91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
9%₹108 Cr650,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
8%₹93 Cr5,000,000
Embassy Office Parks Reit
-, Since 31 Oct 19 | -
4%₹52 Cr1,500,000
↑ 16,600
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 19 | 500400
4%₹49 Cr2,300,000
Brookfield India Real Estate Trust
-, Since 28 Feb 21 | -
4%₹49 Cr1,700,000
↑ 28,400
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹46 Cr3,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹45 Cr2,000,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Jan 19 | FINPIPE
4%₹44 Cr2,000,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 533098
4%₹43 Cr14,000,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | 532977
3%₹37 Cr100,000
↑ 30,000

4. 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 14.9% since its launch.  Ranked 11 in Small Cap category.  Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (03 Dec 21) ₹90.5807 ↑ 0.13   (0.14 %)
Net Assets (Cr) ₹7,229 on 31 Oct 21
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.85
Information Ratio -0.54
Alpha Ratio 5.71
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
30 Nov 16₹10,000
30 Nov 17₹13,577
30 Nov 18₹11,282
30 Nov 19₹10,937
30 Nov 20₹12,068
30 Nov 21₹19,891

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 ₹447,579.
Net Profit of ₹147,579
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 2 Dec 21

DurationReturns
1 Month -1.9%
3 Month 5.4%
6 Month 21%
1 Year 62.5%
3 Year 20.8%
5 Year 15.2%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
2011 -25.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0714.6 Yr.
Krishna Natarajan30 Aug 210.17 Yr.
Mayank Bukrediwala24 Aug 201.19 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Industrials28.28%
Financial Services16.64%
Consumer Cyclical12.24%
Basic Materials10.94%
Health Care7.64%
Real Estate7.51%
Consumer Defensive5.98%
Communication Services3.37%
Technology2.52%
Energy2.27%
Asset Allocation
Asset ClassValue
Cash2.61%
Equity97.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
5%₹350 Cr7,537,595
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
5%₹336 Cr1,507,967
↓ -225,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532889
3%₹228 Cr5,075,360
↓ -50,000
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹223 Cr17,172,603
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
3%₹205 Cr5,376,976
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹203 Cr1,211,988
Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 20 | 539978
3%₹201 Cr2,315,139
↓ -50,000
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | 532784
3%₹193 Cr2,507,431
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹182 Cr1,706,033
↓ -349,070
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹181 Cr2,259,945

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 12.1% since its launch.  Ranked 47 in Sectoral category.  Return for 2020 was 27.3% , 2019 was 5.4% and 2018 was -10.1% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (03 Dec 21) ₹121.036 ↓ -0.94   (-0.77 %)
Net Assets (Cr) ₹702 on 31 Oct 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 3.32
Information Ratio 0.22
Alpha Ratio 4.81
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
30 Nov 16₹10,000
30 Nov 17₹12,908
30 Nov 18₹11,892
30 Nov 19₹12,554
30 Nov 20₹14,728
30 Nov 21₹20,549

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 ₹458,689.
Net Profit of ₹158,689
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 2 Dec 21

DurationReturns
1 Month -2.3%
3 Month 2.5%
6 Month 14.4%
1 Year 39.2%
3 Year 20.4%
5 Year 16.1%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 27.3%
2019 5.4%
2018 -10.1%
2017 35.6%
2016 4.2%
2015 2.3%
2014 58.6%
2013 2.1%
2012 27.5%
2011 -23.3%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
R. Janakiraman29 Mar 138.6 Yr.
Krishna Natarajan30 Aug 210.17 Yr.
Mayank Bukrediwala24 Aug 201.19 Yr.

Data below for Franklin India Opportunities Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Financial Services30.94%
Consumer Cyclical14.64%
Communication Services12.79%
Technology12.07%
Basic Materials8.03%
Industrials6.17%
Energy5.55%
Health Care4.1%
Real Estate0.21%
Asset Allocation
Asset ClassValue
Cash5.51%
Equity94.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹63 Cr395,485
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
8%₹58 Cr347,520
↓ -57,972
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
7%₹47 Cr583,651
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Apr 16 | NAUKRI
6%₹44 Cr71,910
↓ -6,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | 500530
5%₹36 Cr21,180
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK
5%₹34 Cr169,031
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 532215
5%₹34 Cr458,037
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
4%₹30 Cr170,417
↑ 21,532
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 13 | HCLTECH
4%₹27 Cr234,183
↓ -35,509
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 15 | TATAMOTORS
3%₹23 Cr484,457

6. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 28 in Focused category.  Return for 2020 was 10.9% , 2019 was 10.9% and 2018 was -8.8% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (03 Dec 21) ₹64.9416 ↓ -0.30   (-0.47 %)
Net Assets (Cr) ₹7,934 on 31 Oct 21
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 3.12
Information Ratio 0.17
Alpha Ratio 5.38
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
30 Nov 16₹10,000
30 Nov 17₹12,977
30 Nov 18₹11,885
30 Nov 19₹13,651
30 Nov 20₹13,734
30 Nov 21₹20,608

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 ₹458,689.
Net Profit of ₹158,689
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 2 Dec 21

DurationReturns
1 Month -5.1%
3 Month 1.7%
6 Month 10.4%
1 Year 46.5%
3 Year 20.2%
5 Year 16.3%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
2011 -25%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 210.04 Yr.
Anand Radhakrishnan2 May 165.5 Yr.
Sandeep Manam18 Oct 210.04 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Financial Services35.73%
Industrials13.92%
Basic Materials7.32%
Health Care6.6%
Energy6.59%
Utility6.43%
Communication Services4.98%
Real Estate4.2%
Consumer Defensive3.93%
Technology3.63%
Consumer Cyclical1.99%
Asset Allocation
Asset ClassValue
Cash4.68%
Equity95.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹758 Cr9,450,000
↓ -1,550,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹738 Cr14,700,000
↓ -2,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹468 Cr2,650,000
↑ 350,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹445 Cr6,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
5%₹402 Cr2,540,000
↑ 640,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹384 Cr5,600,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | 532784
4%₹333 Cr4,324,366
↓ -175,634
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 20 | FEDERALBNK
4%₹331 Cr34,000,000
↓ -4,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹292 Cr7,000,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
4%₹288 Cr1,725,000
↑ 1,725,000

7. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 50 in Multi Cap category.  Return for 2020 was 16% , 2019 was 3.3% and 2018 was -4.4% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (03 Dec 21) ₹953.339 ↓ -5.02   (-0.52 %)
Net Assets (Cr) ₹10,408 on 31 Oct 21
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 3.79
Information Ratio -0.03
Alpha Ratio 14.45
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
30 Nov 16₹10,000
30 Nov 17₹12,416
30 Nov 18₹12,105
30 Nov 19₹12,677
30 Nov 20₹13,754
30 Nov 21₹20,176

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 ₹447,579.
Net Profit of ₹147,579
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 2 Dec 21

DurationReturns
1 Month -4%
3 Month 4.1%
6 Month 15%
1 Year 45.4%
3 Year 19%
5 Year 15.8%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16%
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
2014 56.8%
2013 5.5%
2012 31%
2011 -16.4%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan2 Apr 0714.59 Yr.
R. Janakiraman1 Feb 1110.75 Yr.
Mayank Bukrediwala24 Aug 201.19 Yr.

Data below for Franklin India Equity Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Financial Services31.08%
Consumer Cyclical14.23%
Technology11.01%
Consumer Defensive9.5%
Industrials8.81%
Communication Services5.83%
Basic Materials4.85%
Utility3.96%
Health Care3.75%
Energy3.07%
Asset Allocation
Asset ClassValue
Cash3.91%
Equity96.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹866 Cr10,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹791 Cr5,000,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
7%₹700 Cr4,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹638 Cr8,600,000
↑ 100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
6%₹589 Cr8,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹512 Cr2,900,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹467 Cr9,300,000
↓ -200,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | TATAMOTORS
4%₹387 Cr8,000,000
↓ -800,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 532432
3%₹322 Cr3,400,000
↓ -200,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹297 Cr2,600,000

8. 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 16.5% since its launch.  Ranked 4 in Sectoral category.  Return for 2020 was 5.4% , 2019 was 6% and 2018 was -10.7% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (03 Dec 21) ₹64.683 ↓ -0.23   (-0.35 %)
Net Assets (Cr) ₹1,132 on 31 Oct 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio 3.18
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
30 Nov 16₹10,000
30 Nov 17₹13,423
30 Nov 18₹12,030
30 Nov 19₹13,273
30 Nov 20₹12,570
30 Nov 21₹20,058

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 ₹447,579.
Net Profit of ₹147,579
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 2 Dec 21

DurationReturns
1 Month -4%
3 Month 4.3%
6 Month 14.7%
1 Year 55.2%
3 Year 18.8%
5 Year 15.8%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 210.04 Yr.
Anand Radhakrishnan4 Sep 0912.17 Yr.
Sandeep Manam18 Oct 210.04 Yr.

Data below for Franklin Build India Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Industrials25.69%
Financial Services24.82%
Energy13.42%
Utility9.64%
Real Estate6.99%
Basic Materials6.87%
Communication Services6.23%
Consumer Cyclical1.36%
Asset Allocation
Asset ClassValue
Cash4.98%
Equity95.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
9%₹103 Cr1,280,000
↓ -220,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹100 Cr2,000,000
↓ -500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹78 Cr1,050,000
↓ -50,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
7%₹74 Cr420,000
↑ 185,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹69 Cr1,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹61 Cr4,600,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
5%₹58 Cr4,500,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | 532784
5%₹54 Cr700,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹42 Cr1,000,000
ACC Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500410
4%₹41 Cr175,000

9. Franklin India Prima Fund

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

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Ranked 29 in Mid Cap category.  Return for 2020 was 17.8% , 2019 was 3.5% and 2018 was -9.4% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (03 Dec 21) ₹1,507.7 ↓ -1.62   (-0.11 %)
Net Assets (Cr) ₹8,083 on 31 Oct 21
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.01
Information Ratio -0.86
Alpha Ratio -7.99
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
30 Nov 16₹10,000
30 Nov 17₹13,090
30 Nov 18₹12,132
30 Nov 19₹12,930
30 Nov 20₹14,477
30 Nov 21₹19,926

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 ₹447,579.
Net Profit of ₹147,579
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 2 Dec 21

DurationReturns
1 Month -4.1%
3 Month 0%
6 Month 11.2%
1 Year 36.8%
3 Year 18.4%
5 Year 15.5%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
2011 -22.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0813.84 Yr.
Krishna Natarajan30 Aug 210.17 Yr.
Mayank Bukrediwala24 Aug 201.19 Yr.

Data below for Franklin India Prima Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Financial Services23.86%
Consumer Cyclical18.68%
Basic Materials17.5%
Industrials14.2%
Health Care4.55%
Consumer Defensive4.08%
Technology4.01%
Real Estate3.66%
Communication Services3.04%
Energy2%
Utility1.41%
Asset Allocation
Asset ClassValue
Cash3.01%
Equity96.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
4%₹358 Cr4,463,996
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
4%₹344 Cr7,391,052
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
4%₹304 Cr2,522,087
↓ -100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹274 Cr1,730,636
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹244 Cr754,815
↓ -177,699
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹240 Cr2,252,334
↓ -17,700
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
3%₹238 Cr11,487,252
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹237 Cr24,369,927
↑ 500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 506401
3%₹234 Cr1,050,123
↓ -25,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Oct 16 | NAUKRI
3%₹233 Cr383,016
↓ -35,000

10. 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 16.2% since its launch.  Ranked 35 in Value category.  Return for 2020 was 11.5% , 2019 was -0.3% and 2018 was -12.8% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (03 Dec 21) ₹396.57 ↓ -2.33   (-0.59 %)
Net Assets (Cr) ₹621 on 31 Oct 21
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 3.31
Information Ratio -0.13
Alpha Ratio 12.86
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
30 Nov 16₹10,000
30 Nov 17₹13,226
30 Nov 18₹11,750
30 Nov 19₹11,836
30 Nov 20₹12,323
30 Nov 21₹19,013

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 ₹436,710.
Net Profit of ₹136,710
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 2 Dec 21

DurationReturns
1 Month -3.9%
3 Month 5.1%
6 Month 14.3%
1 Year 51.8%
3 Year 17.9%
5 Year 14.4%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.5%
2019 -0.3%
2018 -12.8%
2017 37.6%
2016 9.5%
2015 0.1%
2014 49.2%
2013 -0.6%
2012 35.9%
2011 -29.6%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 192.83 Yr.
Rajasa Kakulavarapu6 Sep 210.15 Yr.

Data below for Templeton India Value Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Financial Services29.68%
Consumer Cyclical12.27%
Basic Materials9.99%
Utility9.77%
Technology8.2%
Industrials7.08%
Energy6.47%
Communication Services3.41%
Consumer Defensive3.24%
Health Care0.89%
Real Estate0.31%
Asset Allocation
Asset ClassValue
Cash4.89%
Equity95.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹60 Cr750,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
8%₹50 Cr1,000,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 May 13 | TATAMTRDVR
6%₹37 Cr1,500,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
5%₹33 Cr190,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
5%₹29 Cr385,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
4%₹26 Cr225,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹25 Cr1,900,000
Embassy Office Parks Reit
-, Since 31 May 21 | -
4%₹24 Cr675,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 19 | BEL
4%₹23 Cr1,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
3%₹21 Cr300,000

SIP Calculator or SIP Return Calculator

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

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

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

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

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

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

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

How to Invest in Franklin Mutual Fund Online?

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

  2. Complete your Registration and KYC Process

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

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
How helpful was this page ?
Rated 4, based on 5 reviews.
POST A COMMENT