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10 Best Franklin Templeton SIP Mutual Funds 2024

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10 Best Franklin Templeton SIP Mutual Funds 2024

Updated on June 13, 2024 , 16735 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 (%)2023 (%)
Franklin Build India Fund Growth ₹142.402
↑ 0.59
₹2,406 500 23.333.679.235.726.951.1
Franklin India Smaller Companies Fund Growth ₹176.9
↑ 1.30
₹12,587 500 24.423.16132.22752.1
Franklin India Opportunities Fund Growth ₹236.404
↑ 2.20
₹3,460 500 25.932.872.829.925.653.6
Templeton India Value Fund Growth ₹712.661
↑ 3.99
₹1,923 500 13.922.147.126.123.333.7
Templeton India Equity Income Fund Growth ₹135.97
↑ 0.45
₹2,158 500 10.924.647.823.52433.3
Franklin India Prima Fund Growth ₹2,580.54
↑ 33.63
₹10,706 500 21.925.154.623.522.236.8
Franklin India Equity Fund Growth ₹1,524.07
↑ 7.34
₹15,267 500 10.7184421.92130.8
Franklin India Taxshield Growth ₹1,380.02
↑ 6.78
₹6,383 500 10.718.344.621.219.331.2
Franklin India Focused Equity Fund Growth ₹103.342
↑ 0.45
₹11,512 500 12.819.739.720.719.523.5
Franklin India Technology Fund Growth ₹474.979
↑ 3.33
₹1,445 500 8.317.248.217.423.951.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jun 24
*List of funds based on Assets > 100 Crore & Sorted based on 3 Year CAGR Return.

1. 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 19.7% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (14 Jun 24) ₹142.402 ↑ 0.59   (0.41 %)
Net Assets (Cr) ₹2,406 on 30 Apr 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.97
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 May 19₹10,000
31 May 20₹6,827
31 May 21₹12,414
31 May 22₹13,787
31 May 23₹16,964
31 May 24₹30,217

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 ₹584,107.
Net Profit of ₹284,107
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 14 Jun 24

DurationReturns
1 Month 9.7%
3 Month 23.3%
6 Month 33.6%
1 Year 79.2%
3 Year 35.7%
5 Year 26.9%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 212.54 Yr.
Kiran Sebastian7 Feb 222.23 Yr.
Sandeep Manam18 Oct 212.54 Yr.

Data below for Franklin Build India Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials40.75%
Utility11.97%
Financial Services11.1%
Energy10.23%
Basic Materials6.31%
Communication Services5.64%
Real Estate4.08%
Consumer Cyclical3.73%
Technology0.33%
Asset Allocation
Asset ClassValue
Cash5.85%
Equity94.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹216 Cr600,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
6%₹154 Cr4,250,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
6%₹134 Cr4,750,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
5%₹114 Cr1,119,847
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹112 Cr3,725,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹112 Cr381,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹94 Cr710,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
4%₹92 Cr800,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹92 Cr229,407
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
4%₹87 Cr490,000

2. 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 16.9% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (14 Jun 24) ₹176.9 ↑ 1.30   (0.74 %)
Net Assets (Cr) ₹12,587 on 30 Apr 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.08
Information Ratio 0.33
Alpha Ratio 3.32
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 May 19₹10,000
31 May 20₹6,476
31 May 21₹13,553
31 May 22₹15,129
31 May 23₹19,432
31 May 24₹29,961

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 ₹584,107.
Net Profit of ₹284,107
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 14 Jun 24

DurationReturns
1 Month 11.9%
3 Month 24.4%
6 Month 23.1%
1 Year 61%
3 Year 32.2%
5 Year 27%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.25 Yr.
Sandeep Manam18 Oct 212.53 Yr.
Akhil Kalluri8 Sep 221.64 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials27.23%
Financial Services20.24%
Consumer Cyclical13.78%
Health Care6.63%
Basic Materials6.16%
Real Estate5.76%
Technology5.73%
Consumer Defensive4.91%
Utility1.63%
Energy1.01%
Communication Services0.55%
Asset Allocation
Asset ClassValue
Cash4.82%
Equity95.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹482 Cr4,668,691
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
4%₹466 Cr48,064,081
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹363 Cr8,763,469
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹341 Cr829,140
↓ -63,262
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹337 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹314 Cr15,398,917
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹276 Cr1,448,723
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹260 Cr2,259,945
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹258 Cr1,812,883
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA
2%₹243 Cr1,366,243

3. 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 13.9% since its launch.  Ranked 47 in Sectoral category.  Return for 2023 was 53.6% , 2022 was -1.9% and 2021 was 29.7% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (13 Jun 24) ₹236.404 ↑ 2.20   (0.94 %)
Net Assets (Cr) ₹3,460 on 30 Apr 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 3.51
Information Ratio 1.12
Alpha Ratio 19.52
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 May 19₹10,000
31 May 20₹7,822
31 May 21₹13,820
31 May 22₹13,852
31 May 23₹17,229
31 May 24₹29,740

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 ₹570,326.
Net Profit of ₹270,326
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 14 Jun 24

DurationReturns
1 Month 9.9%
3 Month 25.9%
6 Month 32.8%
1 Year 72.8%
3 Year 29.9%
5 Year 25.6%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 58.6%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 222.23 Yr.
R. Janakiraman1 Apr 1311.09 Yr.
Sandeep Manam18 Oct 212.54 Yr.

Data below for Franklin India Opportunities Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials28.04%
Consumer Cyclical19.15%
Financial Services9.95%
Health Care8.43%
Communication Services8.29%
Technology7.99%
Basic Materials5.7%
Energy4.74%
Utility2.21%
Asset Allocation
Asset ClassValue
Cash5.5%
Equity94.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
6%₹195 Cr1,694,988
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹179 Cr9,244,922
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
5%₹166 Cr1,258,338
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹164 Cr558,976
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | CROMPTON
4%₹144 Cr4,521,133
↑ 1,110,022
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
4%₹141 Cr358,616
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Jul 22 | KIRLOSENG
4%₹127 Cr1,240,202
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
3%₹119 Cr1,135,971
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
3%₹100 Cr4,297,181
Metropolis Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 24 | METROPOLIS
3%₹95 Cr525,044

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 17.1% since its launch.  Ranked 35 in Value category.  Return for 2023 was 33.7% , 2022 was 15.5% and 2021 was 44.5% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (14 Jun 24) ₹712.661 ↑ 3.99   (0.56 %)
Net Assets (Cr) ₹1,923 on 30 Apr 24
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.95
Information Ratio 1.45
Alpha Ratio 4.96
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 May 19₹10,000
31 May 20₹7,068
31 May 21₹13,359
31 May 22₹15,345
31 May 23₹18,516
31 May 24₹26,498

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 ₹543,623.
Net Profit of ₹243,623
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 14 Jun 24

DurationReturns
1 Month 8%
3 Month 13.9%
6 Month 22.1%
1 Year 47.1%
3 Year 26.1%
5 Year 23.3%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 49.2%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Ajay Argal1 Dec 230.41 Yr.
Rajasa Kakulavarapu6 Sep 212.65 Yr.

Data below for Templeton India Value Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services27.41%
Energy12.22%
Basic Materials12.01%
Consumer Cyclical11.19%
Utility8.44%
Industrials7.18%
Technology4.96%
Consumer Defensive4.74%
Health Care4.64%
Real Estate0.65%
Communication Services0.38%
Asset Allocation
Asset ClassValue
Cash3.96%
Equity93.81%
Debt2.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
7%₹134 Cr881,000
↑ 31,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE
6%₹110 Cr375,000
↑ 48,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
5%₹92 Cr800,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
4%₹78 Cr950,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 May 13 | TATAMTRDVR
4%₹75 Cr1,100,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | 500312
3%₹66 Cr2,325,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
3%₹61 Cr600,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC
3%₹57 Cr1,300,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 19 | 532155
3%₹55 Cr2,650,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
3%₹55 Cr400,000

5. 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 15.5% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2023 was 33.3% , 2022 was 5.3% and 2021 was 43.1% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (13 Jun 24) ₹135.97 ↑ 0.45   (0.34 %)
Net Assets (Cr) ₹2,158 on 30 Apr 24
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 2.51
Information Ratio 0.64
Alpha Ratio 3.42
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 May 19₹10,000
31 May 20₹8,078
31 May 21₹14,712
31 May 22₹17,775
31 May 23₹19,377
31 May 24₹28,013

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 ₹543,623.
Net Profit of ₹243,623
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 14 Jun 24

DurationReturns
1 Month 7%
3 Month 10.9%
6 Month 24.6%
1 Year 47.8%
3 Year 23.5%
5 Year 24%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 38.5%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Ajay Argal1 Dec 230.42 Yr.
Sandeep Manam18 Oct 212.54 Yr.
Rajasa Kakulavarapu6 Sep 212.65 Yr.

Data below for Templeton India Equity Income Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Utility27.22%
Energy18.43%
Technology17.54%
Consumer Defensive9.65%
Financial Services4.34%
Basic Materials4.3%
Industrials2.55%
Consumer Cyclical2.28%
Communication Services0.62%
Real Estate0.03%
Asset Allocation
Asset ClassValue
Cash7.11%
Equity86.95%
Debt5.92%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
6%₹138 Cr3,800,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
6%₹135 Cr14,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
5%₹115 Cr3,800,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
5%₹110 Cr5,250,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
5%₹99 Cr3,500,000
Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA
4%₹78 Cr1,713,809
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 19 | HINDPETRO
3%₹74 Cr1,500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
3%₹72 Cr530,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
3%₹71 Cr500,000
Embassy Office Parks Reit
Unlisted bonds | -
3%₹68 Cr1,900,000

6. 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 19.9% since its launch.  Ranked 29 in Mid Cap category.  Return for 2023 was 36.8% , 2022 was 2.2% and 2021 was 32.6% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (14 Jun 24) ₹2,580.54 ↑ 33.63   (1.32 %)
Net Assets (Cr) ₹10,706 on 30 Apr 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.02
Information Ratio -1.5
Alpha Ratio 0.09
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 May 19₹10,000
31 May 20₹7,780
31 May 21₹13,772
31 May 22₹13,936
31 May 23₹16,718
31 May 24₹24,535

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 ₹530,691.
Net Profit of ₹230,691
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 14 Jun 24

DurationReturns
1 Month 12.1%
3 Month 21.9%
6 Month 25.1%
1 Year 54.6%
3 Year 23.5%
5 Year 22.2%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 78.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.25 Yr.
Sandeep Manam18 Oct 212.54 Yr.
Akhil Kalluri7 Feb 222.23 Yr.

Data below for Franklin India Prima Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services21.45%
Industrials17.48%
Consumer Cyclical17.11%
Basic Materials12.68%
Health Care8.31%
Technology6.27%
Real Estate5.68%
Consumer Defensive4.44%
Utility3.2%
Communication Services1.02%
Energy0.69%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹381 Cr23,439,752
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
3%₹318 Cr13,617,750
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹267 Cr1,100,123
↑ 50,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹267 Cr1,931,918
↑ 209,918
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹266 Cr603,937
↓ -86,909
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 23 | HAL
2%₹260 Cr660,000
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 500480
2%₹260 Cr792,366
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
2%₹246 Cr2,135,566
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹231 Cr1,911,228
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
2%₹229 Cr23,580,355

7. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

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

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 50 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (14 Jun 24) ₹1,524.07 ↑ 7.34   (0.48 %)
Net Assets (Cr) ₹15,267 on 30 Apr 24
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 3.32
Information Ratio 0.9
Alpha Ratio 7.28
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 May 19₹10,000
31 May 20₹7,905
31 May 21₹13,759
31 May 22₹15,213
31 May 23₹17,309
31 May 24₹24,464

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 ₹518,033.
Net Profit of ₹218,033
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 14 Jun 24

DurationReturns
1 Month 6.8%
3 Month 10.7%
6 Month 18%
1 Year 44%
3 Year 21.9%
5 Year 21%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 56.8%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.25 Yr.
Sandeep Manam18 Oct 212.54 Yr.
Rajasa Kakulavarapu1 Dec 230.42 Yr.

Data below for Franklin India Equity Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services26.89%
Industrials15.51%
Consumer Cyclical11.7%
Technology8.55%
Consumer Defensive7.08%
Basic Materials5.73%
Utility5.24%
Communication Services5.2%
Energy4.6%
Health Care4.37%
Real Estate1.04%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity95.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,208 Cr10,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹1,078 Cr7,093,618
↑ 293,618
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹793 Cr6,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹793 Cr2,206,575
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹657 Cr4,627,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹633 Cr7,663,341
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹619 Cr5,311,448
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
3%₹501 Cr13,791,570
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹499 Cr1,702,201
↑ 189,213
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹443 Cr3,243,000

8. 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 21.6% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (14 Jun 24) ₹1,380.02 ↑ 6.78   (0.49 %)
Net Assets (Cr) ₹6,383 on 30 Apr 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.28
Information Ratio 0.76
Alpha Ratio 7.05
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹7,494
31 May 21₹13,015
31 May 22₹14,105
31 May 23₹16,120
31 May 24₹22,842

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 ₹493,520.
Net Profit of ₹193,520
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 14 Jun 24

DurationReturns
1 Month 6.9%
3 Month 10.7%
6 Month 18.3%
1 Year 44.6%
3 Year 21.2%
5 Year 19.3%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 168 Yr.
Rajasa Kakulavarapu1 Dec 230.42 Yr.

Data below for Franklin India Taxshield as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services26.95%
Industrials15.79%
Consumer Cyclical12.3%
Technology9.29%
Consumer Defensive6.95%
Basic Materials5.62%
Utility5.29%
Communication Services5.22%
Health Care4.42%
Energy4.35%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹507 Cr4,405,000
↓ -195,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹433 Cr2,848,937
↑ 148,937
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹333 Cr2,520,000
↓ -180,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹332 Cr925,000
↓ -39,705
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹296 Cr2,084,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹269 Cr3,251,300
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹263 Cr2,252,948
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹213 Cr5,867,776
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹204 Cr1,491,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹194 Cr1,650,000

9. 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 14.8% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (14 Jun 24) ₹103.342 ↑ 0.45   (0.44 %)
Net Assets (Cr) ₹11,512 on 30 Apr 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.93
Information Ratio 0.45
Alpha Ratio 4.74
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 May 19₹10,000
31 May 20₹7,563
31 May 21₹13,403
31 May 22₹14,375
31 May 23₹16,683
31 May 24₹22,684

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 ₹493,520.
Net Profit of ₹193,520
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 14 Jun 24

DurationReturns
1 Month 7.6%
3 Month 12.8%
6 Month 19.7%
1 Year 39.7%
3 Year 20.7%
5 Year 19.5%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 79.6%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 212.54 Yr.
Varun Sharma1 Apr 231.08 Yr.
Sandeep Manam18 Oct 212.54 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services32.89%
Industrials14.25%
Consumer Cyclical12.08%
Health Care9.16%
Technology6.51%
Basic Materials6.17%
Communication Services5.17%
Energy5.1%
Real Estate4.33%
Consumer Defensive1.65%
Asset Allocation
Asset ClassValue
Cash2.68%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹1,003 Cr6,600,000
↑ 375,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹966 Cr8,400,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹611 Cr4,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹595 Cr4,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹587 Cr2,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
5%₹575 Cr1,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹560 Cr4,800,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹537 Cr3,575,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹518 Cr3,700,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹516 Cr1,292,150
↓ -83,118

10. 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 19.3% since its launch.  Ranked 41 in Sectoral category.  Return for 2023 was 51.1% , 2022 was -22.3% and 2021 was 39% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (13 Jun 24) ₹474.979 ↑ 3.33   (0.71 %)
Net Assets (Cr) ₹1,445 on 30 Apr 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio 2.92
Information Ratio 0.67
Alpha Ratio 25.43
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.

DateValue
31 May 19₹10,000
31 May 20₹10,026
31 May 21₹17,656
31 May 22₹18,224
31 May 23₹19,360
31 May 24₹27,833

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 ₹543,623.
Net Profit of ₹243,623
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 14 Jun 24

DurationReturns
1 Month 4.7%
3 Month 8.3%
6 Month 17.2%
1 Year 48.2%
3 Year 17.4%
5 Year 23.9%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 16.8%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
R. Janakiraman1 Dec 230.42 Yr.
Varun Sharma30 Nov 158.42 Yr.
Sandeep Manam18 Oct 212.54 Yr.

Data below for Franklin India Technology Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Technology45.56%
Communication Services18.29%
Consumer Cyclical13.27%
Financial Services10.04%
Industrials6.14%
Health Care0.08%
Asset Allocation
Asset ClassValue
Cash4.31%
Equity95.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
10%₹143 Cr7,419,179
↓ -194,776
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
10%₹142 Cr1,120,087
↓ -80,590
Franklin Technology I Acc USD
Investment Fund | -
6%₹93 Cr175,810
TeamLease Services Ltd (Industrials)
Equity, Since 31 Dec 22 | TEAMLEASE
5%₹75 Cr226,786
↑ 22,251
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 31 Aug 20 | INDIAMART
4%₹64 Cr243,652
↑ 12,003
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
4%₹59 Cr98,279
↑ 24,001
CE Info Systems Ltd (Technology)
Equity, Since 30 Jun 23 | 543425
4%₹59 Cr294,952
↑ 71,140
Mphasis Ltd (Technology)
Equity, Since 30 Jun 22 | 526299
4%₹56 Cr241,200
↑ 8,348
Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH
3%₹48 Cr790,623
↓ -109,057
Just Dial Ltd (Communication Services)
Equity, Since 30 Apr 24 | JUSTDIAL
3%₹46 Cr401,074
↑ 401,074

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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