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10 Best Franklin Templeton SIP Mutual Funds 2022

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10 Best Franklin Templeton SIP Mutual Funds 2022

Updated on August 15, 2022 , 12640 views

By choosing Franklin Templeton SIP Plans investors can invest a small amount of money on a pre-selected date every month into the scheme that you wish to invest in. A SIP is one of the best ways of entering in the equity Market, as it brings in an investment discipline & habit for the investor. Moreover, Franklin SIP helps to achieve Financial goals on time. Investors can invest small sums of money on a monthly Basis, which will eventually create a surplus corpus to fulfil your goals. You can start Investing with an amount as low as INR 500, which makes it affordable for most of the investors.

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Franklin

Why Invest in Franklin SIP Mutual Funds?

Some of the benefits of SIPs are:

Investors looking to invest can choose the funds from the below-listed best Franklin Templeton SIP Mutual Funds to invest in the equity category. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

Best Franklin SIP Mutual Funds For Investments

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Templeton India Equity Income Fund Growth ₹86.0657
↑ 0.47
₹1,216 500 55.114.125.314.443.1
Franklin India Technology Fund Growth ₹301.466
↑ 1.06
₹657 500 6.1-9.6-8.924.420.339
Franklin India Smaller Companies Fund Growth ₹90.1307
↑ 0.38
₹6,208 500 8.91.49.224.210.656.4
Templeton India Value Fund Growth ₹431.078
↑ 2.41
₹633 500 11.77.517.42411.144.5
Franklin India Equity Fund Growth ₹981.857
↑ 6.98
₹9,083 500 10.62.71121.812.140.3
Franklin India Focused Equity Fund Growth ₹68.6457
↑ 0.32
₹7,181 500 13.34.312.321.113.439.4
Franklin Build India Fund Growth ₹67.3467
↑ 0.26
₹1,028 500 125.913.820.211.945.9
Franklin India Opportunities Fund Growth ₹118.449
↑ 0.48
₹585 500 17.633.519.811.329.7
Franklin India Prima Fund Growth ₹1,515.86
↑ 4.85
₹6,523 500 14.46.2519.410.932.6
Franklin India Equity Advantage Fund Growth ₹124.836
↑ 0.48
₹2,495 500 10.93.7719.110.739.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22
*List of funds based on Assets > 100 Crore & Sorted based on 3 Year CAGR Return.

1. 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 14.2% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2021 was 43.1% , 2020 was 22.9% and 2019 was 5.3% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (17 Aug 22) ₹86.0657 ↑ 0.47   (0.55 %)
Net Assets (Cr) ₹1,216 on 30 Jun 22
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio 0.5
Information Ratio 1.06
Alpha Ratio 4.08
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.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,781
31 Jul 19₹10,067
31 Jul 20₹9,716
31 Jul 21₹16,745
31 Jul 22₹18,801

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 ₹436,710.
Net Profit of ₹136,710
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 17 Aug 22

DurationReturns
1 Month 6.1%
3 Month 5%
6 Month 5.1%
1 Year 14.1%
3 Year 25.3%
5 Year 14.4%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 36.1%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 193.58 Yr.
Lakshmikanth Reddy1 Jan 193.58 Yr.
Mayank Bukrediwala24 Aug 201.94 Yr.

Data below for Templeton India Equity Income Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Utility22.5%
Technology19.6%
Consumer Defensive11.75%
Energy10.79%
Consumer Cyclical10.38%
Real Estate8.04%
Industrials3.82%
Financial Services3.33%
Basic Materials2.95%
Health Care1.08%
Asset Allocation
Asset ClassValue
Cash5.75%
Equity94.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
7%₹85 Cr4,000,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
6%₹73 Cr500,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | HINDUNILVR
5%₹56 Cr250,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹54 Cr3,800,000
Brookfield India Real Estate Trust (Real Estate)
-, Since 28 Feb 21 | 543261
4%₹49 Cr1,500,000
↑ 1,500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
4%₹49 Cr500,000
Embassy Office Parks REIT (Real Estate)
-, Since 31 Oct 19 | EMBASSY
4%₹49 Cr1,300,000
↑ 1,300,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
4%₹46 Cr15,000,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | 532977
4%₹44 Cr120,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
3%₹41 Cr1,500,000

2. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 41 in Sectoral category.  Return for 2021 was 39% , 2020 was 56.8% and 2019 was 12.4% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (17 Aug 22) ₹301.466 ↑ 1.06   (0.35 %)
Net Assets (Cr) ₹657 on 30 Jun 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio -0.69
Information Ratio -0.18
Alpha Ratio -11.7
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹13,049
31 Jul 19₹13,114
31 Jul 20₹16,800
31 Jul 21₹26,256
31 Jul 22₹23,859

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 ₹505,644.
Net Profit of ₹205,644
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 17 Aug 22

DurationReturns
1 Month 11.7%
3 Month 6.1%
6 Month -9.6%
1 Year -8.9%
3 Year 24.4%
5 Year 20.3%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 0.3%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0715.42 Yr.
Varun Sharma30 Nov 156.67 Yr.
Sandeep Manam18 Oct 210.79 Yr.

Data below for Franklin India Technology Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology62.1%
Communication Services16.35%
Consumer Cyclical9.15%
Financial Services3.03%
Industrials2.88%
Basic Materials0.61%
Real Estate0.24%
Health Care0.08%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.53%
Other0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
17%₹111 Cr760,000
↑ 8,535
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
15%₹98 Cr300,000
↑ 2,593
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹61 Cr630,000
↑ 2,826
Franklin Technology I Acc USD
Investment Fund | -
8%₹54 Cr166,810
↑ 43,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹41 Cr600,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
4%₹28 Cr74,000
↑ 301
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹27 Cr269,174
↑ 60,594
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹19 Cr250,000
↑ 13,916
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹17 Cr82,135
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹14 Cr247,000
↑ 13,586

3. 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 14.2% since its launch.  Ranked 11 in Small Cap category.  Return for 2021 was 56.4% , 2020 was 18.7% and 2019 was -5% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (17 Aug 22) ₹90.1307 ↑ 0.38   (0.42 %)
Net Assets (Cr) ₹6,208 on 30 Jun 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.03
Information Ratio -0.45
Alpha Ratio 4.36
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,420
31 Jul 19₹8,734
31 Jul 20₹7,544
31 Jul 21₹15,210
31 Jul 22₹15,901

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 ₹395,578.
Net Profit of ₹95,578
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 17 Aug 22

DurationReturns
1 Month 8.5%
3 Month 8.9%
6 Month 1.4%
1 Year 9.2%
3 Year 24.2%
5 Year 10.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 51.7%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.35 Yr.
Sandeep Manam18 Oct 210.79 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Industrials25.5%
Consumer Cyclical15.6%
Financial Services15.47%
Basic Materials10.83%
Real Estate6.72%
Consumer Defensive6.32%
Health Care6.21%
Technology4.07%
Communication Services3.09%
Energy1.59%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
5%₹309 Cr6,950,570
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹241 Cr1,387,967
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
3%₹211 Cr4,077,593
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹194 Cr5,051,976
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | TIINDIA
3%₹184 Cr1,000,416
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹183 Cr1,161,988
GHCL Ltd (Basic Materials)
Equity, Since 30 Sep 16 | GHCL
3%₹168 Cr2,976,441
↓ -357,031
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹160 Cr2,259,945
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹154 Cr10,263,765
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
2%₹143 Cr3,812,021

4. 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 16.1% since its launch.  Ranked 35 in Value category.  Return for 2021 was 44.5% , 2020 was 11.5% and 2019 was -0.3% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (17 Aug 22) ₹431.078 ↑ 2.41   (0.56 %)
Net Assets (Cr) ₹633 on 30 Jun 22
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 0.17
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,253
31 Jul 19₹8,936
31 Jul 20₹7,908
31 Jul 21₹14,019
31 Jul 22₹15,871

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 ₹405,518.
Net Profit of ₹105,518
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 17 Aug 22

DurationReturns
1 Month 11.5%
3 Month 11.7%
6 Month 7.5%
1 Year 17.4%
3 Year 24%
5 Year 11.1%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 35.9%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 193.58 Yr.
Rajasa Kakulavarapu6 Sep 210.9 Yr.

Data below for Templeton India Value Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services29.51%
Basic Materials11.43%
Utility11.04%
Consumer Cyclical10.28%
Industrials8.49%
Technology7.4%
Energy7%
Consumer Defensive5.42%
Communication Services2.17%
Health Care0.97%
Asset Allocation
Asset ClassValue
Cash6.29%
Equity93.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹53 Cr750,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
7%₹42 Cr900,000
↓ -100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
6%₹38 Cr600,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 May 13 | TATAMTRDVR
4%₹28 Cr1,400,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹27 Cr1,900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
4%₹27 Cr200,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
4%₹25 Cr190,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
4%₹24 Cr250,000
↑ 25,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 19 | BEL
4%₹23 Cr1,000,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 19 | 532755
4%₹23 Cr225,000
↑ 25,000

5. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

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

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 50 in Multi Cap category.  Return for 2021 was 40.3% , 2020 was 16% and 2019 was 3.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (17 Aug 22) ₹981.857 ↑ 6.98   (0.72 %)
Net Assets (Cr) ₹9,083 on 30 Jun 22
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.08
Information Ratio 0.13
Alpha Ratio 1.25
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,510
31 Jul 19₹9,786
31 Jul 20₹9,414
31 Jul 21₹15,305
31 Jul 22₹16,544

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 ₹415,684.
Net Profit of ₹115,684
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 17 Aug 22

DurationReturns
1 Month 10.3%
3 Month 10.6%
6 Month 2.7%
1 Year 11%
3 Year 21.8%
5 Year 12.1%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 31%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan2 Apr 0715.34 Yr.
R. Janakiraman1 Feb 1111.5 Yr.
Mayank Bukrediwala24 Aug 201.94 Yr.

Data below for Franklin India Equity Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services31.59%
Consumer Cyclical11.63%
Technology10.98%
Consumer Defensive9.1%
Industrials8.42%
Basic Materials7.08%
Utility5.68%
Communication Services5.28%
Energy3.22%
Health Care3.01%
Asset Allocation
Asset ClassValue
Cash4.01%
Equity95.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹714 Cr5,300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹707 Cr10,000,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹585 Cr4,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹560 Cr8,800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹479 Cr7,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹452 Cr2,900,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹373 Cr8,000,000
↓ -200,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹273 Cr2,800,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
3%₹257 Cr18,000,000
↓ -1,000,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹251 Cr3,300,000

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 13.6% since its launch.  Ranked 28 in Focused category.  Return for 2021 was 39.4% , 2020 was 10.9% and 2019 was 10.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (17 Aug 22) ₹68.6457 ↑ 0.32   (0.47 %)
Net Assets (Cr) ₹7,181 on 30 Jun 22
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio -0.02
Information Ratio -0.09
Alpha Ratio 1.68
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,443
31 Jul 19₹10,498
31 Jul 20₹9,573
31 Jul 21₹16,005
31 Jul 22₹17,534

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 ₹426,080.
Net Profit of ₹126,080
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 17 Aug 22

DurationReturns
1 Month 10.1%
3 Month 13.3%
6 Month 4.3%
1 Year 12.3%
3 Year 21.1%
5 Year 13.4%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 42.5%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 210.79 Yr.
Anand Radhakrishnan2 May 166.25 Yr.
Sandeep Manam18 Oct 210.79 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services34.8%
Industrials18.89%
Consumer Cyclical5.76%
Basic Materials5.41%
Consumer Defensive5.35%
Health Care5.19%
Communication Services5.15%
Technology5.09%
Energy3.78%
Utility2.98%
Real Estate2.54%
Asset Allocation
Asset ClassValue
Cash5.08%
Equity94.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹634 Cr4,700,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹612 Cr8,650,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹413 Cr2,650,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
5%₹382 Cr8,200,000
↓ -125,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹370 Cr5,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹366 Cr5,750,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹365 Cr2,500,000
↑ 150,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹294 Cr3,200,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹254 Cr300,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | HINDUNILVR
3%₹245 Cr1,100,000

7. Franklin Build India Fund

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

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 4 in Sectoral category.  Return for 2021 was 45.9% , 2020 was 5.4% and 2019 was 6% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (17 Aug 22) ₹67.3467 ↑ 0.26   (0.39 %)
Net Assets (Cr) ₹1,028 on 30 Jun 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio 0.11
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,302
31 Jul 19₹10,120
31 Jul 20₹8,530
31 Jul 21₹15,001
31 Jul 22₹16,407

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 ₹405,518.
Net Profit of ₹105,518
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 17 Aug 22

DurationReturns
1 Month 10.6%
3 Month 12%
6 Month 5.9%
1 Year 13.8%
3 Year 20.2%
5 Year 11.9%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 39.9%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 210.79 Yr.
Kiran Sebastian7 Feb 220.48 Yr.
Sandeep Manam18 Oct 210.79 Yr.

Data below for Franklin Build India Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Industrials36.87%
Financial Services16.98%
Utility11.85%
Energy9.07%
Consumer Cyclical5.54%
Communication Services5.5%
Basic Materials4.86%
Real Estate4.32%
Asset Allocation
Asset ClassValue
Cash5.01%
Equity94.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
8%₹86 Cr550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
7%₹69 Cr975,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
6%₹60 Cr230,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹57 Cr825,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
4%₹45 Cr965,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹45 Cr390,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹41 Cr650,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹39 Cr1,850,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
4%₹37 Cr2,600,000
ACC Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500410
4%₹37 Cr175,000

8. 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 11.6% since its launch.  Ranked 47 in Sectoral category.  Return for 2021 was 29.7% , 2020 was 27.3% and 2019 was 5.4% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (17 Aug 22) ₹118.449 ↑ 0.48   (0.41 %)
Net Assets (Cr) ₹585 on 30 Jun 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio -0.78
Information Ratio -0.37
Alpha Ratio -6.96
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,448
31 Jul 19₹9,863
31 Jul 20₹9,595
31 Jul 21₹15,659
31 Jul 22₹15,706

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 ₹405,518.
Net Profit of ₹105,518
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 17 Aug 22

DurationReturns
1 Month 11.3%
3 Month 17.6%
6 Month 3%
1 Year 3.5%
3 Year 19.8%
5 Year 11.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 27.5%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 220.48 Yr.
R. Janakiraman29 Mar 139.35 Yr.
Sandeep Manam18 Oct 210.79 Yr.

Data below for Franklin India Opportunities Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Industrials31.65%
Consumer Cyclical23.84%
Financial Services12.58%
Energy9.31%
Communication Services8.09%
Technology1.87%
Asset Allocation
Asset ClassValue
Cash12.66%
Equity87.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
7%₹42 Cr163,708
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
7%₹41 Cr583,651
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
7%₹38 Cr246,059
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
6%₹34 Cr1,458,529
↑ 127,079
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | JUBLFOOD
5%₹30 Cr592,755
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Apr 16 | NAUKRI
5%₹27 Cr71,910
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
5%₹26 Cr149,703
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 22 | 500093
4%₹26 Cr1,346,022
↑ 724,033
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | CROMPTON
4%₹21 Cr612,257
AIA Engineering Ltd (Industrials)
Equity, Since 31 May 22 | AIAENG
3%₹20 Cr90,206

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 19.1% since its launch.  Ranked 29 in Mid Cap category.  Return for 2021 was 32.6% , 2020 was 17.8% and 2019 was 3.5% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (17 Aug 22) ₹1,515.86 ↑ 4.85   (0.32 %)
Net Assets (Cr) ₹6,523 on 30 Jun 22
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio -0.84
Information Ratio -1.55
Alpha Ratio -7.93
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,583
31 Jul 19₹9,771
31 Jul 20₹9,260
31 Jul 21₹15,694
31 Jul 22₹15,710

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 ₹395,578.
Net Profit of ₹95,578
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 17 Aug 22

DurationReturns
1 Month 11.1%
3 Month 14.4%
6 Month 6.2%
1 Year 5%
3 Year 19.4%
5 Year 10.9%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.6%
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%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0814.59 Yr.
Sandeep Manam18 Oct 210.79 Yr.
Akhil Kalluri7 Feb 220.48 Yr.

Data below for Franklin India Prima Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Consumer Cyclical22.43%
Financial Services19.02%
Basic Materials15.67%
Industrials14.15%
Health Care7.81%
Technology4.67%
Real Estate4.31%
Consumer Defensive3.38%
Utility2.64%
Communication Services2.44%
Asset Allocation
Asset ClassValue
Cash3.48%
Equity96.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
4%₹258 Cr7,591,052
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹220 Cr3,110,566
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹220 Cr24,369,927
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Aug 18 | 500477
3%₹219 Cr14,789,858
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
3%₹189 Cr1,986,228
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
3%₹182 Cr1,050,123
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹175 Cr13,160,416
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹165 Cr1,223,175
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹164 Cr1,690,057
↓ -404,141
Emami Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 531162
2%₹153 Cr3,651,225

10. Franklin India Equity Advantage Fund

(Erstwhile Franklin India Flexi Cap Fund)

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

Franklin India Equity Advantage Fund is a Equity - Large & Mid Cap fund was launched on 2 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 60 in Large & Mid Cap category.  Return for 2021 was 39.1% , 2020 was 12% and 2019 was 2.1% .

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund
Growth
Launch Date 2 Mar 05
NAV (17 Aug 22) ₹124.836 ↑ 0.48   (0.39 %)
Net Assets (Cr) ₹2,495 on 30 Jun 22
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.48
Information Ratio -0.7
Alpha Ratio -3.44
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,554
31 Jul 19₹9,822
31 Jul 20₹8,786
31 Jul 21₹14,937
31 Jul 22₹15,727

Franklin India Equity Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Franklin India Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 8.9%
3 Month 10.9%
6 Month 3.7%
1 Year 7%
3 Year 19.1%
5 Year 10.7%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39.1%
2020 12%
2019 2.1%
2018 -5%
2017 31.1%
2016 4%
2015 2%
2014 55.9%
2013 7.1%
2012 31.4%
Fund Manager information for Franklin India Equity Advantage Fund
NameSinceTenure
Venkatesh Sanjeevi18 Oct 210.78 Yr.
R. Janakiraman1 Mar 148.42 Yr.
Sandeep Manam18 Oct 210.78 Yr.

Data below for Franklin India Equity Advantage Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services31.89%
Health Care14.91%
Technology14.5%
Consumer Cyclical12.58%
Consumer Defensive10.23%
Industrials7.96%
Basic Materials4.34%
Communication Services1.38%
Asset Allocation
Asset ClassValue
Cash2.21%
Equity97.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
6%₹145 Cr1,075,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹127 Cr1,800,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
4%₹99 Cr675,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH
4%₹97 Cr1,000,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | UBL
3%₹87 Cr600,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Aug 19 | 500477
3%₹82 Cr5,562,748
↓ -511,214
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500271
3%₹70 Cr900,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | KOTAKBANK
2%₹60 Cr360,000
↑ 50,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | DALBHARAT
2%₹58 Cr450,000
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | MMYT
2%₹55 Cr275,000

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.
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