fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
10 Best Franklin Templeton SIP Mutual Funds 2019

Fincash » Franklin Mutual Fund » Best Franklin SIP Funds

10 Best Franklin Templeton SIP Mutual Funds 2019

Updated on October 17, 2019 , 3983 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 (%)2018 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹31.8707
↓ -0.36
₹955 1,000 -2.62.72.716.113.46.5
Franklin India Technology Fund Growth ₹159.088
↑ 0.05
₹244 500 -1.1-3.21.512.28.611.9
Franklin Asian Equity Fund Growth ₹22.5853
↓ -0.07
₹120 500 1-0.810.88.48.5-13.6
Franklin India Focused Equity Fund Growth ₹40.1544
↑ 0.17
₹7,981 500 -3.5-4.113.27.610.7-8.8
Franklin Build India Fund Growth ₹40.3344
↑ 0.25
₹1,165 500 -3.6-6.210.86.611.4-10.7
Franklin India Taxshield Growth ₹562.299
↑ 3.99
₹3,773 500 -0.4-27.56.19.4-3
Templeton India Equity Income Fund Growth ₹45.9212
↑ 0.31
₹897 500 0.4-3.37.65.97.6-8.6
Franklin India Prima Fund Growth ₹942.227
↑ 13.52
₹6,694 500 1.6-2.87.45.411.9-9.4
Franklin India Equity Fund Growth ₹573.726
↑ 4.19
₹10,317 500 -0.4-5.34.65.29.1-4.4
Franklin India Bluechip Fund Growth ₹451.467
↑ 2.51
₹6,577 500 -0.8-4.94.55.27.6-3.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

1. 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 16.3% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

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 (18 Oct 19) ₹31.8707 ↓ -0.36   (-1.10 %)
Net Assets (Cr) ₹955 on 31 Aug 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.11
Information Ratio -0.08
Alpha Ratio 1.3
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,874
30 Sep 16₹11,450
30 Sep 17₹13,133
30 Sep 18₹17,984
30 Sep 19₹17,593

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 ₹426,080.
Net Profit of ₹126,080
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 18 Oct 19

DurationReturns
1 Month -2.6%
3 Month -2.6%
6 Month 2.7%
1 Year 2.7%
3 Year 16.1%
5 Year 13.4%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Technology32.14%
Financial Services17.56%
Health Care13.26%
Consumer Cyclical10.63%
Industrials9.65%
Real Estate7.05%
Consumer Defensive3.39%
Communication Services0.97%
Basic Materials0.9%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash0.48%
Equity96.27%
Other3.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹953 Cr2,769,331
↑ 39,182
Call, Cash & Other Assets
Receivables | -
0%₹2 Cr

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 17.8% since its launch.  Ranked 41 in Sectoral category.  Return for 2018 was 11.9% , 2017 was 19.1% and 2016 was -2.6% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (18 Oct 19) ₹159.088 ↑ 0.05   (0.03 %)
Net Assets (Cr) ₹244 on 31 Aug 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.87
Sharpe Ratio -0.56
Information Ratio -0.13
Alpha Ratio -6.3
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,841
30 Sep 16₹10,031
30 Sep 17₹10,891
30 Sep 18₹14,863
30 Sep 19₹14,456

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 ₹376,357.
Net Profit of ₹76,357
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 18 Oct 19

DurationReturns
1 Month -0.7%
3 Month -1.1%
6 Month -3.2%
1 Year 1.5%
3 Year 12.2%
5 Year 8.6%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
2010 32.6%
2009 136.7%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0712.25 Yr.
Varun Sharma30 Nov 153.5 Yr.
Srikesh Nair1 Dec 153.5 Yr.

Data below for Franklin India Technology Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Technology80.94%
Communication Services6.97%
Industrials3.74%
Consumer Cyclical2.57%
Financial Services0.81%
Real Estate0.28%
Health Care0.06%
Asset Allocation
Asset ClassValue
Cash0.43%
Equity95.57%
Other4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
25%₹62 Cr755,196
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
10%₹24 Cr213,636
Franklin Technology I Acc USD
Investment Fund | -
9%₹23 Cr102,868
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
8%₹20 Cr293,797
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
7%₹17 Cr73,819
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
6%₹15 Cr35,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹14 Cr416,350
Info Edge (India) Ltd (Technology)
Equity, Since 31 Jan 17 | NAUKRI
5%₹11 Cr55,000
Call, Cash & Other Assets
Receivables | -
4%₹10 Cr
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
4%₹9 Cr210,143
↑ 104,000

3. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 7.2% since its launch.  Ranked 1 in Global category.  Return for 2018 was -13.6% , 2017 was 35.5% and 2016 was 7.2% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (18 Oct 19) ₹22.5853 ↓ -0.07   (-0.31 %)
Net Assets (Cr) ₹120 on 31 Aug 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio -0.2
Information Ratio -0.4
Alpha Ratio 4.48
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 Sep 14₹10,000
30 Sep 15₹9,181
30 Sep 16₹11,473
30 Sep 17₹13,503
30 Sep 18₹14,146
30 Sep 19₹14,067

Franklin Asian 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Franklin Asian 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 18 Oct 19

DurationReturns
1 Month 1.1%
3 Month 1%
6 Month -0.8%
1 Year 10.8%
3 Year 8.4%
5 Year 8.5%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
2012 19.3%
2011 -1.6%
2010 8.1%
2009 51.4%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0811.38 Yr.
Srikesh Nair1 Dec 153.5 Yr.

Data below for Franklin Asian Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services28.87%
Technology25.69%
Consumer Cyclical21.38%
Consumer Defensive9.47%
Basic Materials5.27%
Real Estate2.77%
Industrials2.28%
Energy1.51%
Health Care0.73%
Communication Services0.3%
Asset Allocation
Asset ClassValue
Equity98.2%
Other1.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
9%₹11 Cr9,063
Tencent Holdings Ltd (Technology)
Equity, Since 31 Jul 14 | 00700
8%₹9 Cr31,700
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
8%₹9 Cr32,100
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
8%₹9 Cr146,714
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
7%₹9 Cr132,124
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
5%₹7 Cr80,310
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
5%₹6 Cr49,254
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
2%₹3 Cr195,429
New Oriental Education & Technology Group Inc ADR (Consumer Defensive)
Equity, Since 31 Dec 16 | EDU
2%₹3 Cr3,660
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 500251
2%₹3 Cr54,190

4. 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 12% since its launch.  Ranked 28 in Focused category.  Return for 2018 was -8.8% , 2017 was 37.4% and 2016 was 5% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (18 Oct 19) ₹40.1544 ↑ 0.17   (0.43 %)
Net Assets (Cr) ₹7,981 on 31 Aug 19
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.45
Information Ratio -0.25
Alpha Ratio 5.07
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 Sep 14₹10,000
30 Sep 15₹11,573
30 Sep 16₹12,807
30 Sep 17₹14,655
30 Sep 18₹15,061
30 Sep 19₹16,049

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 ₹395,578.
Net Profit of ₹95,578
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 18 Oct 19

DurationReturns
1 Month 5.5%
3 Month -3.5%
6 Month -4.1%
1 Year 13.2%
3 Year 7.6%
5 Year 10.7%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
2011 -25%
2010 14.8%
2009 98.7%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 163.41 Yr.
Roshi Jain9 Jul 127.23 Yr.
Srikesh Nair1 Dec 153.83 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services30.25%
Basic Materials11.78%
Energy11.02%
Communication Services9.43%
Health Care8.31%
Utility5.61%
Technology5.23%
Industrials4.34%
Real Estate2.32%
Consumer Cyclical1.84%
Asset Allocation
Asset ClassValue
Equity90.13%
Other9.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
10%₹825 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹781 Cr18,000,000
↓ -1,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
8%₹677 Cr25,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
7%₹551 Cr15,000,000
↑ 488,296
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
6%₹501 Cr34,000,000
↑ 1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
5%₹405 Cr3,300,000
↓ -200,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
5%₹402 Cr925,000
↑ 25,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹343 Cr5,000,000
↓ -247,999
NTPC Ltd (Utilities)
Equity, Since 31 Jan 17 | 532555
4%₹341 Cr29,000,000
↑ 2,000,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 19 | 500124
4%₹331 Cr1,225,000
↑ 25,000

5. 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 14.8% since its launch.  Ranked 4 in Sectoral category.  Return for 2018 was -10.7% , 2017 was 43.3% and 2016 was 8.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (18 Oct 19) ₹40.3344 ↑ 0.25   (0.62 %)
Net Assets (Cr) ₹1,165 on 31 Aug 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio -0.5
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 Sep 14₹10,000
30 Sep 15₹11,799
30 Sep 16₹13,689
30 Sep 17₹15,976
30 Sep 18₹16,187
30 Sep 19₹16,943

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 18 Oct 19

DurationReturns
1 Month 5.5%
3 Month -3.6%
6 Month -6.2%
1 Year 10.8%
3 Year 6.6%
5 Year 11.4%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
2010 11.9%
2009
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 099.74 Yr.
Roshi Jain4 Sep 099.74 Yr.
Srikesh Nair1 Dec 153.5 Yr.

Data below for Franklin Build India Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services29.87%
Energy13.4%
Basic Materials11.95%
Industrials9.51%
Communication Services8.25%
Utility7.26%
Technology5.05%
Consumer Cyclical4.46%
Real Estate2.71%
Asset Allocation
Asset ClassValue
Equity92.47%
Other7.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹119 Cr2,900,000
Call, Cash & Other Assets
Receivables | -
8%₹88 Cr
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
7%₹82 Cr3,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹69 Cr2,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
5%₹61 Cr275,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹55 Cr4,500,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹53 Cr1,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹53 Cr800,000
KEI Industries Ltd (Technology)
Equity, Since 31 Dec 15 | 517569
3%₹40 Cr860,000
Petronet LNG Ltd (Energy)
Equity, Since 31 Mar 17 | 532522
3%₹40 Cr1,500,000

6. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.7% since its launch.  Ranked 28 in ELSS category.  Return for 2018 was -3% , 2017 was 29.1% and 2016 was 4.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (18 Oct 19) ₹562.299 ↑ 3.99   (0.71 %)
Net Assets (Cr) ₹3,773 on 31 Aug 19
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.91
Information Ratio -0.99
Alpha Ratio -2.05
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,617
30 Sep 16₹12,829
30 Sep 17₹14,369
30 Sep 18₹15,026
30 Sep 19₹15,398

Franklin India Taxshield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19

DurationReturns
1 Month 5.8%
3 Month -0.4%
6 Month -2%
1 Year 7.5%
3 Year 6.1%
5 Year 9.4%
10 Year
15 Year
Since launch 21.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
2012 29.4%
2011 -15.2%
2010 23.5%
2009 78.8%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 163.08 Yr.
Lakshmikanth Reddy2 May 163.08 Yr.

Data below for Franklin India Taxshield as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services30.9%
Consumer Cyclical11.21%
Utility11.12%
Basic Materials8.86%
Consumer Defensive7.6%
Energy7.39%
Technology6.69%
Communication Services2.94%
Health Care2.87%
Industrials2.34%
Asset Allocation
Asset ClassValue
Equity91.92%
Other8.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
8%₹309 Cr4,649,477
Call, Cash & Other Assets
Receivables | -
8%₹305 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹293 Cr1,315,052
↓ -100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
5%₹197 Cr1,374,652
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹189 Cr2,324,211
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹175 Cr4,263,153
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
4%₹163 Cr8,119,223
↑ 700,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
4%₹134 Cr1,881,440
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO
3%₹125 Cr6,799,242
↑ 250,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹115 Cr9,465,496
↑ 500,000

7. 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 12% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2018 was -8.6% , 2017 was 34.1% and 2016 was 9.4% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (18 Oct 19) ₹45.9212 ↑ 0.31   (0.68 %)
Net Assets (Cr) ₹897 on 31 Aug 19
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio -0.99
Information Ratio -0.46
Alpha Ratio -4.18
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 Sep 14₹10,000
30 Sep 15₹9,816
30 Sep 16₹11,558
30 Sep 17₹13,708
30 Sep 18₹13,832
30 Sep 19₹13,908

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 ₹367,070.
Net Profit of ₹67,070
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 18 Oct 19

DurationReturns
1 Month 2.8%
3 Month 0.4%
6 Month -3.3%
1 Year 7.6%
3 Year 5.9%
5 Year 7.6%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
2014 38.5%
2013 3.7%
2012 36.1%
2011 -23.7%
2010 24.1%
2009 104.2%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 190.75 Yr.
Srikesh Nair30 Sep 163 Yr.
Lakshmikanth Reddy1 Jan 190.75 Yr.

Data below for Templeton India Equity Income Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Consumer Cyclical15.75%
Technology15.66%
Utility14.07%
Financial Services11.59%
Basic Materials11.25%
Energy7.09%
Health Care7.02%
Consumer Defensive5.27%
Industrials4.76%
Real Estate1.96%
Asset Allocation
Asset ClassValue
Equity94.44%
Other5.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
7%₹60 Cr1,454,200
↓ -150,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
6%₹50 Cr615,444
Call, Cash & Other Assets
Receivables | -
5%₹43 Cr
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹38 Cr3,150,145
Xinyi Solar Holdings Ltd (Technology)
Equity, Since 31 Oct 16 | 00968
4%₹36 Cr8,075,983
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
3%₹30 Cr1,509,054
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 14 | HDFCBANK
3%₹30 Cr133,200
↓ -150,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 19 | 532702
3%₹27 Cr1,224,255
Tata Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 07 | 500770
3%₹25 Cr434,134
Tata Investment Corp Ltd (Financial Services)
Equity, Since 28 Feb 07 | 501301
2%₹22 Cr284,585

8. 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 19.2% since its launch.  Ranked 29 in Mid Cap category.  Return for 2018 was -9.4% , 2017 was 39.7% and 2016 was 8.5% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (18 Oct 19) ₹942.227 ↑ 13.52   (1.46 %)
Net Assets (Cr) ₹6,694 on 31 Aug 19
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio -0.89
Information Ratio 0
Alpha Ratio 3.21
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,916
30 Sep 16₹14,289
30 Sep 17₹16,559
30 Sep 18₹16,301
30 Sep 19₹16,918

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 ₹405,518.
Net Profit of ₹105,518
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 18 Oct 19

DurationReturns
1 Month 6.1%
3 Month 1.6%
6 Month -2.8%
1 Year 7.4%
3 Year 5.4%
5 Year 11.9%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
2011 -22.1%
2010 19.1%
2009 107.5%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0811.42 Yr.
Srikesh Nair1 Dec 153.5 Yr.
Hari Shyamsunder2 May 163.08 Yr.

Data below for Franklin India Prima Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services20.59%
Basic Materials18.45%
Consumer Cyclical16.7%
Industrials11.65%
Utility5.75%
Technology5.2%
Health Care4.42%
Energy3.42%
Consumer Defensive3.4%
Real Estate2.3%
Communication Services0.43%
Asset Allocation
Asset ClassValue
Equity92.33%
Other7.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
8%₹513 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹234 Cr1,049,265
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹205 Cr4,445,770
↓ -100,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹200 Cr2,744,401
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹197 Cr9,688,196
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹193 Cr1,350,892
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹180 Cr2,814,830
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 500770
3%₹173 Cr2,956,964
↑ 300,000
Info Edge (India) Ltd (Technology)
Equity, Since 31 Oct 16 | NAUKRI
3%₹170 Cr838,016
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 500850
2%₹166 Cr11,970,763
↑ 701,830

9. 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 17.5% since its launch.  Ranked 50 in Multi Cap category.  Return for 2018 was -4.4% , 2017 was 30.6% and 2016 was 5% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (18 Oct 19) ₹573.726 ↑ 4.19   (0.73 %)
Net Assets (Cr) ₹10,317 on 31 Aug 19
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -1.19
Information Ratio -1.62
Alpha Ratio -5.94
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 Sep 14₹10,000
30 Sep 15₹11,665
30 Sep 16₹12,946
30 Sep 17₹14,581
30 Sep 18₹15,177
30 Sep 19₹15,085

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 ₹385,859.
Net Profit of ₹85,859
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 18 Oct 19

DurationReturns
1 Month 6.2%
3 Month -0.4%
6 Month -5.3%
1 Year 4.6%
3 Year 5.2%
5 Year 9.1%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
2014 56.8%
2013 5.5%
2012 31%
2011 -16.4%
2010 19.5%
2009 73.1%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan2 Apr 0712.17 Yr.
R. Janakiraman1 Feb 118.33 Yr.
Srikesh Nair1 Dec 153.5 Yr.

Data below for Franklin India Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services26.22%
Consumer Cyclical14.26%
Technology12.62%
Industrials8.01%
Consumer Defensive7.95%
Basic Materials7.6%
Communication Services7.45%
Health Care6.04%
Utility2.43%
Energy1.82%
Asset Allocation
Asset ClassValue
Equity94.4%
Other5.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
9%₹891 Cr4,000,000
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
7%₹733 Cr9,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
6%₹642 Cr18,500,000
↓ -500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
5%₹533 Cr13,000,000
↑ 1,000,000
Call, Cash & Other Assets
Receivables | -
4%₹444 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹385 Cr2,900,000
↑ 100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹352 Cr5,300,000
↑ 500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹330 Cr3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
3%₹312 Cr5,900,000
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 03 | KOTAKBANK
3%₹286 Cr2,000,000
↓ -500,000

10. Franklin India Bluechip Fund

The investment objective of Bluechip Fund is primarily to provide medium to long term capital appreciation.

Franklin India Bluechip Fund is a Equity - Large Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 41 in Large Cap category.  Return for 2018 was -3.6% , 2017 was 26.3% and 2016 was 6.4% .

Below is the key information for Franklin India Bluechip Fund

Franklin India Bluechip Fund
Growth
Launch Date 1 Dec 93
NAV (18 Oct 19) ₹451.467 ↑ 2.51   (0.56 %)
Net Assets (Cr) ₹6,577 on 31 Aug 19
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio -1.17
Information Ratio -2.2
Alpha Ratio -7.92
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,032
30 Sep 16₹12,259
30 Sep 17₹13,721
30 Sep 18₹14,317
30 Sep 19₹14,136

Franklin India Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Franklin India Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19

DurationReturns
1 Month 6.4%
3 Month -0.8%
6 Month -4.9%
1 Year 4.5%
3 Year 5.2%
5 Year 7.6%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -3.6%
2017 26.3%
2016 6.4%
2015 2%
2014 37.2%
2013 4.1%
2012 26.8%
2011 -18.2%
2010 23%
2009 84.5%
Fund Manager information for Franklin India Bluechip Fund
NameSinceTenure
Anand Radhakrishnan4 Apr 0712.16 Yr.
Roshi Jain2 May 163.08 Yr.
Srikesh Nair1 Dec 153.5 Yr.

Data below for Franklin India Bluechip Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services31.26%
Basic Materials11.58%
Communication Services9.11%
Energy8.74%
Technology8.57%
Health Care7.15%
Utility5.96%
Industrials5.37%
Consumer Cyclical3.09%
Consumer Defensive1.23%
Asset Allocation
Asset ClassValue
Equity91.25%
Other8.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹629 Cr14,500,000
↑ 500,000
Call, Cash & Other Assets
Receivables | -
8%₹544 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹503 Cr4,100,000
↓ -900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
7%₹495 Cr13,489,840
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
6%₹379 Cr14,000,000
↑ 1,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹308 Cr4,500,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 500124
4%₹270 Cr1,000,000
↑ 200,000
Indian Oil Corp Ltd (Energy)
Equity, Since 31 Dec 16 | IOC
4%₹265 Cr18,000,000
↑ 2,000,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | 540719
4%₹254 Cr3,000,000
↑ 2,400,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
4%₹247 Cr21,000,000
↑ 3,500,000

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