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10 Best Franklin Templeton SIP Mutual Funds 2025
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 (%) 2024 (%) Franklin India Opportunities Fund Growth ₹235.185
↓ -3.39 ₹6,047 500 0.5 -2.8 9.9 29.3 32.7 37.3 Franklin Build India Fund Growth ₹131.368
↓ -2.42 ₹2,642 500 1.7 -4.3 2 27.7 35.2 27.8 Franklin India Prima Fund Growth ₹2,553.95
↓ -51.70 ₹11,443 500 0.4 -4.7 12.9 21.8 28.4 31.8 Franklin India Smaller Companies Fund Growth ₹158.201
↓ -3.49 ₹11,970 500 -2.1 -8.6 -0.6 21.1 34.6 23.2 Templeton India Value Fund Growth ₹685.366
↓ -8.80 ₹2,079 500 2.6 -4 4 19.1 32 15.2 Franklin India Taxshield Growth ₹1,411.6
↓ -18.57 ₹6,359 500 2.7 -2.8 8 18.9 27.8 22.4 Franklin India Equity Fund Growth ₹1,561.99
↓ -22.17 ₹17,394 500 3.2 -2.3 8.2 18.6 28.7 21.8 Templeton India Equity Income Fund Growth ₹135.682
↓ -0.42 ₹2,286 500 0.8 -5 6.7 17.2 30.6 20.4 Franklin India Focused Equity Fund Growth ₹101.745
↓ -1.23 ₹11,396 500 3.3 -3.3 5.1 17 26.5 19.9 Franklin India Technology Fund Growth ₹471.115
↓ -0.38 ₹1,754 500 -12.2 -11.3 2.7 14.8 25.8 28.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25 Assets > 100 Crore & Sorted based on 3 Year CAGR Return.
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 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 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 Below is the key information for Franklin India Prima Fund Returns up to 1 year are on 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 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 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 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 (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 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 Opportunities Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 47 in Sectoral category. Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% . Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (25 Apr 25) ₹235.185 ↓ -3.39 (-1.42 %) Net Assets (Cr) ₹6,047 on 31 Mar 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 0.46 Information Ratio 1.68 Alpha Ratio 8.45 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.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹18,903 31 Mar 22 ₹21,132 31 Mar 23 ₹23,026 31 Mar 24 ₹37,539 31 Mar 25 ₹43,201 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month 3% 3 Month 0.5% 6 Month -2.8% 1 Year 9.9% 3 Year 29.3% 5 Year 32.7% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.3% 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% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 3.06 Yr. R. Janakiraman 1 Apr 13 11.92 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Data below for Franklin India Opportunities Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.47% Financial Services 13.37% Health Care 11.56% Communication Services 9.09% Basic Materials 8.49% Technology 7.97% Industrials 6.9% Energy 4.32% Consumer Defensive 3.74% Real Estate 2.22% Utility 1.37% Asset Allocation
Asset Class Value Cash 8.98% Equity 91.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK5% ₹301 Cr 1,735,296
↑ 676,365 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹238 Cr 1,987,098 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL4% ₹211 Cr 1,342,233 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹165 Cr 637,966 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 5262993% ₹160 Cr 710,533 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE3% ₹156 Cr 12,833,401 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 24 | NAUKRI3% ₹151 Cr 216,138 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹144 Cr 998,385 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹142 Cr 6,398,413 CE Info Systems Ltd (Technology)
Equity, Since 31 Mar 24 | 5434253% ₹139 Cr 835,883
↑ 76,164 2. Franklin Build India Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% . Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (25 Apr 25) ₹131.368 ↓ -2.42 (-1.81 %) Net Assets (Cr) ₹2,642 on 31 Mar 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.13 Sharpe Ratio 0.09 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 31 Mar 20 ₹10,000 31 Mar 21 ₹18,042 31 Mar 22 ₹22,684 31 Mar 23 ₹25,531 31 Mar 24 ₹43,699 31 Mar 25 ₹46,685 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month 1.5% 3 Month 1.7% 6 Month -4.3% 1 Year 2% 3 Year 27.7% 5 Year 35.2% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.8% 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% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.37 Yr. Kiran Sebastian 7 Feb 22 3.06 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Data below for Franklin Build India Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 35.61% Utility 12.65% Financial Services 11.45% Energy 11.44% Communication Services 8.02% Basic Materials 7.35% Real Estate 3.12% Consumer Cyclical 2.86% Technology 1.72% Asset Allocation
Asset Class Value Cash 5.78% Equity 94.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹228 Cr 720,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK6% ₹144 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹134 Cr 300,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹128 Cr 4,125,000
↑ 195,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE5% ₹126 Cr 1,050,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹113 Cr 5,000,000
↑ 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹111 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹91 Cr 900,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹84 Cr 3,365,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004003% ₹68 Cr 2,000,000
↑ 545,843 3. Franklin India Prima Fund
CAGR/Annualized return of 19.3% since its launch. Ranked 29 in Mid Cap category. Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% . Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (25 Apr 25) ₹2,553.95 ↓ -51.70 (-1.98 %) Net Assets (Cr) ₹11,443 on 31 Mar 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.5 Information Ratio 0.05 Alpha Ratio 7.13 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 31 Mar 20 ₹10,000 31 Mar 21 ₹18,132 31 Mar 22 ₹20,621 31 Mar 23 ₹21,353 31 Mar 24 ₹31,269 31 Mar 25 ₹36,290 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month 1.5% 3 Month 0.4% 6 Month -4.7% 1 Year 12.9% 3 Year 21.8% 5 Year 28.4% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 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% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.09 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Akhil Kalluri 7 Feb 22 3.06 Yr. Data below for Franklin India Prima Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 20.42% Consumer Cyclical 18.35% Basic Materials 14.61% Industrials 10.62% Health Care 10.4% Technology 7.65% Real Estate 5.62% Consumer Defensive 4.21% Communication Services 2.68% Utility 1.18% Energy 0.62% Asset Allocation
Asset Class Value Cash 3.07% Equity 96.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹390 Cr 21,939,752 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT2% ₹227 Cr 427,652
↓ -12,338 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹222 Cr 1,641,580 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹216 Cr 1,499,891
↑ 100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK2% ₹212 Cr 1,223,175 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH2% ₹211 Cr 2,153,205 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON2% ₹205 Cr 6,391,052 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 5063952% ₹205 Cr 1,229,856
↓ -81,372 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR2% ₹204 Cr 1,100,123 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹203 Cr 901,105 4. Franklin India Smaller Companies Fund
CAGR/Annualized return of 15.4% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (25 Apr 25) ₹158.201 ↓ -3.49 (-2.16 %) Net Assets (Cr) ₹11,970 on 31 Mar 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.06 Information Ratio 0.27 Alpha Ratio -3.3 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 31 Mar 20 ₹10,000 31 Mar 21 ₹19,999 31 Mar 22 ₹26,272 31 Mar 23 ₹28,549 31 Mar 24 ₹43,647 31 Mar 25 ₹44,921 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month 3.3% 3 Month -2.1% 6 Month -8.6% 1 Year -0.6% 3 Year 21.1% 5 Year 34.6% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.2% 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% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.09 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Akhil Kalluri 8 Sep 22 2.48 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 19.73% Industrials 19.62% Consumer Cyclical 14.7% Health Care 10.79% Basic Materials 10.23% Technology 4.9% Real Estate 4.7% Consumer Defensive 3.61% Utility 2.57% Energy 0.9% Communication Services 0.05% Asset Allocation
Asset Class Value Cash 6.86% Equity 92.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹366 Cr 3,868,691 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹323 Cr 8,018,630 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900033% ₹282 Cr 13,998,917
↓ -156,763 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹273 Cr 48,064,081 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹257 Cr 1,387,967 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹238 Cr 1,448,723 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹229 Cr 4,963,469 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹226 Cr 3,062,700
↓ -200,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹222 Cr 6,900,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹221 Cr 1,866,828 5. Templeton India Value Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 35 in Value category. Return for 2024 was 15.2% , 2023 was 33.7% and 2022 was 15.5% . Templeton India Value Fund
Growth Launch Date 10 Sep 96 NAV (25 Apr 25) ₹685.366 ↓ -8.80 (-1.27 %) Net Assets (Cr) ₹2,079 on 31 Mar 25 Category Equity - Value AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio -0.15 Information Ratio 1.15 Alpha Ratio -2.79 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 31 Mar 20 ₹10,000 31 Mar 21 ₹19,620 31 Mar 22 ₹24,794 31 Mar 23 ₹27,426 31 Mar 24 ₹39,608 31 Mar 25 ₹41,042 Returns for Templeton India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month 2.8% 3 Month 2.6% 6 Month -4% 1 Year 4% 3 Year 19.1% 5 Year 32% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.2% 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% Fund Manager information for Templeton India Value Fund
Name Since Tenure Ajay Argal 1 Dec 23 1.25 Yr. Rajasa Kakulavarapu 6 Sep 21 3.49 Yr. Data below for Templeton India Value Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 32.93% Consumer Cyclical 11.48% Energy 9.48% Basic Materials 8.34% Health Care 7.2% Technology 6.51% Utility 5.3% Consumer Defensive 4.67% Industrials 3.16% Communication Services 2.83% Asset Allocation
Asset Class Value Cash 5.1% Equity 91.9% Debt 3% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK8% ₹165 Cr 950,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE6% ₹114 Cr 950,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322155% ₹107 Cr 1,050,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK5% ₹96 Cr 800,000 Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | 5000874% ₹70 Cr 500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI3% ₹68 Cr 57,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC3% ₹63 Cr 1,600,000 Brookfield India Real Estate Trust
Unlisted bonds | -3% ₹59 Cr 1,982,958
↑ 232,958 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK3% ₹57 Cr 300,000 HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH3% ₹55 Cr 350,000 6. Franklin India Taxshield
CAGR/Annualized return of 20.9% since its launch. Ranked 28 in ELSS category. Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% . Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (25 Apr 25) ₹1,411.6 ↓ -18.57 (-1.30 %) Net Assets (Cr) ₹6,359 on 31 Mar 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.19 Information Ratio 1.32 Alpha Ratio 2.32 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,793 31 Mar 22 ₹21,613 31 Mar 23 ₹22,171 31 Mar 24 ₹32,145 31 Mar 25 ₹35,012 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month 1.9% 3 Month 2.7% 6 Month -2.8% 1 Year 8% 3 Year 18.9% 5 Year 27.8% 10 Year 15 Year Since launch 20.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.4% 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% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 8.84 Yr. Rajasa Kakulavarapu 1 Dec 23 1.25 Yr. Data below for Franklin India Taxshield as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 30.86% Consumer Cyclical 13.13% Technology 10.95% Industrials 9.83% Health Care 6.41% Communication Services 5.59% Consumer Defensive 5.31% Basic Materials 4.65% Utility 4.03% Energy 3.03% Real Estate 1.63% Asset Allocation
Asset Class Value Cash 3.86% Equity 96.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹565 Cr 3,260,417 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹547 Cr 4,546,914 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹325 Cr 1,922,741 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL5% ₹308 Cr 1,963,637
↓ -250,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹280 Cr 883,853 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹230 Cr 1,462,587 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹229 Cr 2,252,948 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433203% ₹167 Cr 7,500,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR3% ₹164 Cr 1,276,457
↓ -298,543 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹161 Cr 843,530 7. Franklin India Equity Fund
CAGR/Annualized return of 18% since its launch. Ranked 50 in Multi Cap category. Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (25 Apr 25) ₹1,561.99 ↓ -22.17 (-1.40 %) Net Assets (Cr) ₹17,394 on 31 Mar 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.2 Information Ratio 1.11 Alpha Ratio 2.43 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 31 Mar 20 ₹10,000 31 Mar 21 ₹18,490 31 Mar 22 ₹22,848 31 Mar 23 ₹23,246 31 Mar 24 ₹33,541 31 Mar 25 ₹36,582 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month 2.1% 3 Month 3.2% 6 Month -2.3% 1 Year 8.2% 3 Year 18.6% 5 Year 28.7% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.8% 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% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.09 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Rajasa Kakulavarapu 1 Dec 23 1.25 Yr. Data below for Franklin India Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 29.87% Consumer Cyclical 13.13% Technology 9.85% Industrials 9.51% Health Care 7.44% Communication Services 6.1% Consumer Defensive 5.09% Utility 4.94% Basic Materials 4.23% Energy 2.6% Real Estate 2% Asset Allocation
Asset Class Value Cash 4.44% Equity 95.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹1,461 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,313 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹826 Cr 5,258,607
↓ -300,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹781 Cr 4,627,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹674 Cr 2,131,779 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹575 Cr 5,661,448
↑ 350,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹560 Cr 3,555,589 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹443 Cr 3,452,563
↓ -147,437 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹428 Cr 19,250,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹406 Cr 3,384,026 8. Templeton India Equity Income Fund
CAGR/Annualized return of 14.8% since its launch. Ranked 46 in Dividend Yield category. Return for 2024 was 20.4% , 2023 was 33.3% and 2022 was 5.3% . Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (24 Apr 25) ₹135.682 ↓ -0.42 (-0.31 %) Net Assets (Cr) ₹2,286 on 31 Mar 25 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 0.01 Information Ratio 0.42 Alpha Ratio -0.38 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.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹18,768 31 Mar 22 ₹24,332 31 Mar 23 ₹26,112 31 Mar 24 ₹36,858 31 Mar 25 ₹39,119 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month 1.4% 3 Month 0.8% 6 Month -5% 1 Year 6.7% 3 Year 17.2% 5 Year 30.6% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 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% Fund Manager information for Templeton India Equity Income Fund
Name Since Tenure Ajay Argal 1 Dec 23 1.25 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Rajasa Kakulavarapu 6 Sep 21 3.48 Yr. Data below for Templeton India Equity Income Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 22.1% Utility 19.36% Energy 13.11% Consumer Defensive 9.69% Financial Services 6.37% Basic Materials 4.2% Consumer Cyclical 3.7% Industrials 3.09% Communication Services 1.89% Real Estate 0.81% Asset Allocation
Asset Class Value Cash 8.81% Equity 84.32% Debt 6.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 5325555% ₹118 Cr 3,800,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY5% ₹116 Cr 686,814 NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC5% ₹102 Cr 14,000,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH5% ₹101 Cr 640,932 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹99 Cr 570,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC4% ₹81 Cr 2,050,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 5003124% ₹79 Cr 3,500,000 Embassy Office Parks Reit
Unlisted bonds | -4% ₹77 Cr 2,124,224 Brookfield India Real Estate Trust
Unlisted bonds | -3% ₹74 Cr 2,480,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 5328983% ₹72 Cr 2,879,000 9. Franklin India Focused Equity Fund
CAGR/Annualized return of 14% since its launch. Ranked 28 in Focused category. Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% . Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (25 Apr 25) ₹101.745 ↓ -1.23 (-1.19 %) Net Assets (Cr) ₹11,396 on 31 Mar 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.06 Information Ratio 0.28 Alpha Ratio -1.53 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,926 31 Mar 22 ₹22,227 31 Mar 23 ₹23,021 31 Mar 24 ₹32,243 31 Mar 25 ₹33,828 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month 2.1% 3 Month 3.3% 6 Month -3.3% 1 Year 5.1% 3 Year 17% 5 Year 26.5% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.9% 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% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.37 Yr. Venkatesh Sanjeevi 4 Oct 24 0.41 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Data below for Franklin India Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35.09% Consumer Cyclical 12.84% Health Care 9.19% Industrials 7.37% Technology 7.26% Basic Materials 6.06% Communication Services 5.61% Energy 5.06% Consumer Defensive 4.2% Real Estate 2.96% Asset Allocation
Asset Class Value Cash 4.35% Equity 95.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK11% ₹1,178 Cr 6,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹999 Cr 8,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹612 Cr 3,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322156% ₹609 Cr 6,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE5% ₹552 Cr 4,600,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433205% ₹522 Cr 23,500,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA5% ₹510 Cr 3,200,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000875% ₹493 Cr 3,500,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS4% ₹488 Cr 1,400,000
↑ 400,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹382 Cr 320,000 10. Franklin India Technology Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 41 in Sectoral category. Return for 2024 was 28.4% , 2023 was 51.1% and 2022 was -22.3% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (24 Apr 25) ₹471.115 ↓ -0.38 (-0.08 %) Net Assets (Cr) ₹1,754 on 31 Mar 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.2 Sharpe Ratio -0.07 Information Ratio 0.98 Alpha Ratio -5.08 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 31 Mar 20 ₹10,000 31 Mar 21 ₹19,721 31 Mar 22 ₹23,805 31 Mar 23 ₹20,974 31 Mar 24 ₹32,252 31 Mar 25 ₹33,477 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25 Duration Returns 1 Month -2.1% 3 Month -12.2% 6 Month -11.3% 1 Year 2.7% 3 Year 14.8% 5 Year 25.8% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.4% 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% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 0.49 Yr. R. Janakiraman 1 Dec 23 1.33 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Data below for Franklin India Technology Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 62.86% Communication Services 16.03% Consumer Cyclical 10.02% Financial Services 3.03% Industrials 1.19% Health Care 0.07% Asset Allocation
Asset Class Value Cash 2.67% Equity 97.25% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY21% ₹378 Cr 2,242,479 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS15% ₹266 Cr 764,559 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL12% ₹209 Cr 1,331,730 Franklin Technology I Acc USD
Investment Fund | -8% ₹137 Cr 215,810 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433206% ₹113 Cr 5,067,142 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH3% ₹61 Cr 387,170 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327553% ₹60 Cr 402,443 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433903% ₹51 Cr 346,403
↓ -96,012 Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH3% ₹47 Cr 642,259
↓ -30,000 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹45 Cr 1,346,780
↑ 880,966
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!
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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!
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