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10 Best Franklin Templeton SIP Mutual Funds 2023

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10 Best Franklin Templeton SIP Mutual Funds 2023

Updated on September 20, 2023 , 15599 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 (%)2022 (%)
Franklin India Smaller Companies Fund Growth ₹120.688
↑ 0.60
₹9,104 500 15.42637.237.815.83.6
Franklin Build India Fund Growth ₹86.9229
↑ 0.30
₹1,486 500 15.623.631.834.916.111.2
Templeton India Value Fund Growth ₹516.709
↑ 2.01
₹1,229 500 10.115.720.533.113.815.5
Franklin India Opportunities Fund Growth ₹148.381
↑ 0.44
₹990 500 14.525.728.527.714.2-1.9
Franklin India Focused Equity Fund Growth ₹78.4259
↑ 0.14
₹9,387 500 9.814.416.527.614.58.9
Templeton India Equity Income Fund Growth ₹96.4152
↑ 0.32
₹1,581 500 6.69.212.327.414.95.3
Franklin India Equity Fund Growth ₹1,138.29
↑ 4.70
₹11,699 500 11.817.518.726.913.15.3
Franklin India Taxshield Growth ₹1,025.21
↑ 4.34
₹5,250 500 11.617.318.925.612.15.4
Franklin India Prima Fund Growth ₹1,783.31
↑ 13.28
₹8,651 500 13.119.721.624.412.42.2
Franklin India Equity Advantage Fund Growth ₹135.069
↑ 0.49
₹2,856 500 10.113.38.922.810.1-2.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
*List of funds based on Assets > 100 Crore & Sorted based on 3 Year CAGR Return.

1. 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 15.2% since its launch.  Ranked 11 in Small Cap category.  Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (22 Aug 23) ₹120.688 ↑ 0.60   (0.50 %)
Net Assets (Cr) ₹9,104 on 31 Jul 23
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.73
Information Ratio 0.42
Alpha Ratio 13.46
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 Aug 18₹10,000
31 Aug 19₹8,066
31 Aug 20₹7,929
31 Aug 21₹14,425
31 Aug 22₹15,661
31 Aug 23₹21,546

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 3.5%
3 Month 15.4%
6 Month 26%
1 Year 37.2%
3 Year 37.8%
5 Year 15.8%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 13.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1112.59 Yr.
Sandeep Manam18 Oct 211.87 Yr.
Akhil Kalluri8 Sep 220.98 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials27.29%
Financial Services18.34%
Consumer Cyclical13.28%
Basic Materials7.96%
Technology6.11%
Health Care5.99%
Consumer Defensive5.5%
Real Estate5%
Communication Services1.38%
Energy0.38%
Asset Allocation
Asset ClassValue
Cash7.51%
Equity92.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
5%₹435 Cr48,064,081
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹349 Cr5,893,691
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹308 Cr1,387,967
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹294 Cr11,664,895
↓ -2,000,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹248 Cr7,113,765
↓ -250,000
J.B. Chemicals & Pharmaceuticals Ltd Shs Dematerialised (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹230 Cr831,988
↓ -50,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
2%₹220 Cr1,872,610
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹217 Cr2,259,945
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹208 Cr17,148,917
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹206 Cr1,812,883

2. Franklin Build India Fund

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

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 16.8% since its launch.  Ranked 4 in Sectoral category.  Return for 2022 was 11.2% , 2021 was 45.9% and 2020 was 5.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (22 Aug 23) ₹86.9229 ↑ 0.30   (0.34 %)
Net Assets (Cr) ₹1,486 on 31 Jul 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 1.98
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 Aug 18₹10,000
31 Aug 19₹9,209
31 Aug 20₹8,468
31 Aug 21₹14,535
31 Aug 22₹16,351
31 Aug 23₹21,263

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 ₹458,689.
Net Profit of ₹158,689
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 22 Aug 23

DurationReturns
1 Month 2.9%
3 Month 15.6%
6 Month 23.6%
1 Year 31.8%
3 Year 34.9%
5 Year 16.1%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 211.87 Yr.
Kiran Sebastian7 Feb 221.56 Yr.
Sandeep Manam18 Oct 211.87 Yr.

Data below for Franklin Build India Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials41.98%
Financial Services15.72%
Utility12.77%
Energy7.19%
Basic Materials5.84%
Consumer Cyclical4.89%
Communication Services4.04%
Real Estate2.19%
Technology0.59%
Asset Allocation
Asset ClassValue
Cash4.8%
Equity95.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹149 Cr550,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Nov 16 | 532555
7%₹101 Cr4,600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹81 Cr845,000
↓ -30,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹71 Cr2,900,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹63 Cr231,458
↓ -18,542
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹61 Cr710,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
4%₹56 Cr3,206,848
↑ 206,848
REC Ltd (Financial Services)
Equity, Since 30 Jun 23 | 532955
4%₹55 Cr2,300,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
4%₹54 Cr1,119,847
↓ -30,153
Ion Exchange (India) Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Nov 21 | IONEXCHANG
4%₹54 Cr950,000

3. Templeton India Value Fund

(Erstwhile Templeton India Growth Fund)

The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders.

Templeton India Value Fund is a Equity - Value fund was launched on 10 Sep 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 35 in Value category.  Return for 2022 was 15.5% , 2021 was 44.5% and 2020 was 11.5% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (22 Aug 23) ₹516.709 ↑ 2.01   (0.39 %)
Net Assets (Cr) ₹1,229 on 31 Jul 23
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 1.63
Information Ratio 1.41
Alpha Ratio 8.8
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 Aug 18₹10,000
31 Aug 19₹8,227
31 Aug 20₹8,085
31 Aug 21₹13,728
31 Aug 22₹15,975
31 Aug 23₹19,047

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 1.6%
3 Month 10.1%
6 Month 15.7%
1 Year 20.5%
3 Year 33.1%
5 Year 13.8%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -0.6%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 194.67 Yr.
Rajasa Kakulavarapu6 Sep 211.99 Yr.

Data below for Templeton India Value Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services24.83%
Basic Materials11.8%
Consumer Cyclical11.2%
Technology10.08%
Utility9.96%
Energy8.78%
Consumer Defensive5.78%
Industrials5.12%
Health Care2.84%
Asset Allocation
Asset ClassValue
Cash6.86%
Equity90.4%
Debt2.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
7%₹85 Cr542,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
5%₹67 Cr700,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
4%₹51 Cr900,000
↑ 50,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
4%₹47 Cr400,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 May 13 | 570001
3%₹44 Cr1,100,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 19 | 532755
3%₹42 Cr350,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Jan 19 | 532555
3%₹42 Cr1,900,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | 500312
3%₹40 Cr2,300,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 19 | 532155
3%₹39 Cr3,400,000
↑ 200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
3%₹39 Cr400,000

4. Franklin India Opportunities Fund

The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy.

Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 47 in Sectoral category.  Return for 2022 was -1.9% , 2021 was 29.7% and 2020 was 27.3% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (22 Aug 23) ₹148.381 ↑ 0.44   (0.30 %)
Net Assets (Cr) ₹990 on 31 Jul 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 1.8
Information Ratio 0.71
Alpha Ratio 14.48
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 Aug 18₹10,000
31 Aug 19₹8,811
31 Aug 20₹9,295
31 Aug 21₹15,142
31 Aug 22₹15,584
31 Aug 23₹19,838

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 ₹436,710.
Net Profit of ₹136,710
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 22 Aug 23

DurationReturns
1 Month 2.2%
3 Month 14.5%
6 Month 25.7%
1 Year 28.5%
3 Year 27.7%
5 Year 14.2%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 2.1%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 221.56 Yr.
R. Janakiraman1 Apr 1310.42 Yr.
Sandeep Manam18 Oct 211.87 Yr.

Data below for Franklin India Opportunities Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials39.09%
Consumer Cyclical14.55%
Financial Services14.37%
Utility7.53%
Technology6.93%
Energy4.52%
Communication Services3.58%
Health Care3.05%
Basic Materials1.68%
Asset Allocation
Asset ClassValue
Cash4.69%
Equity95.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Jul 22 | KIRLOSENG
5%₹61 Cr1,257,831
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
5%₹57 Cr4,281,584
↑ 2,389,346
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
5%₹56 Cr583,651
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
5%₹54 Cr138,590
↓ -25,868
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Aug 22 | 532555
5%₹53 Cr2,427,954
↑ 1,235,643
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹53 Cr221,302
↑ 48,123
Ion Exchange (India) Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 22 | IONEXCHANG
4%₹48 Cr846,230
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
4%₹48 Cr614,045
↑ 165,425
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
4%₹44 Cr164,222
↑ 37,502
Kirloskar Pneumatic Co Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 22 | 505283
3%₹37 Cr581,401
↑ 153,325

5. 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 13.7% since its launch.  Ranked 28 in Focused category.  Return for 2022 was 8.9% , 2021 was 39.4% and 2020 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 (22 Aug 23) ₹78.4259 ↑ 0.14   (0.18 %)
Net Assets (Cr) ₹9,387 on 31 Jul 23
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 1.15
Information Ratio 0.67
Alpha Ratio 3.58
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 Aug 18₹10,000
31 Aug 19₹9,433
31 Aug 20₹9,339
31 Aug 21₹15,445
31 Aug 22₹16,960
31 Aug 23₹19,546

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 ₹436,710.
Net Profit of ₹136,710
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 22 Aug 23

DurationReturns
1 Month 0.3%
3 Month 9.8%
6 Month 14.4%
1 Year 16.5%
3 Year 27.6%
5 Year 14.5%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 9.2%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 211.87 Yr.
Varun Sharma1 Apr 230.42 Yr.
Sandeep Manam18 Oct 211.87 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services31.72%
Industrials18.86%
Consumer Cyclical10.41%
Health Care9.22%
Technology6.49%
Consumer Defensive4.79%
Basic Materials4.78%
Communication Services4.44%
Energy2.39%
Real Estate2.06%
Asset Allocation
Asset ClassValue
Cash4.84%
Equity95.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹829 Cr8,650,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹801 Cr5,100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹588 Cr2,175,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹484 Cr4,970,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹470 Cr3,275,000
Cipla Ltd Shs Dematerialised (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹465 Cr3,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
4%₹415 Cr4,850,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹405 Cr1,494,269
↓ -141,458
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
4%₹397 Cr3,575,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹355 Cr355,000

6. 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% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2022 was 5.3% , 2021 was 43.1% and 2020 was 22.9% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (22 Aug 23) ₹96.4152 ↑ 0.32   (0.34 %)
Net Assets (Cr) ₹1,581 on 31 Jul 23
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 0.98
Information Ratio 0.81
Alpha Ratio 3.54
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 Aug 18₹10,000
31 Aug 19₹9,106
31 Aug 20₹9,401
31 Aug 21₹15,692
31 Aug 22₹17,662
31 Aug 23₹19,847

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 22 Aug 23

DurationReturns
1 Month 0.6%
3 Month 6.6%
6 Month 9.2%
1 Year 12.3%
3 Year 27.4%
5 Year 14.9%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 3.7%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 194.67 Yr.
Sandeep Manam18 Oct 211.87 Yr.
Rajasa Kakulavarapu6 Sep 211.99 Yr.

Data below for Templeton India Equity Income Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Technology21.25%
Utility21.18%
Energy15.54%
Consumer Defensive11.52%
Financial Services5.44%
Basic Materials4.1%
Consumer Cyclical3.2%
Industrials2.12%
Communication Services0.83%
Real Estate0.04%
Asset Allocation
Asset ClassValue
Cash7.3%
Equity85.22%
Debt7.42%
Other0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Jan 19 | 532555
5%₹84 Cr3,800,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
5%₹72 Cr500,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
4%₹70 Cr14,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
4%₹68 Cr2,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹66 Cr420,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
4%₹62 Cr530,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹62 Cr1,400,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
4%₹61 Cr3,500,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
4%₹60 Cr5,250,000
Brookfield India Real Estate Trust
Unlisted bonds | -
4%₹58 Cr2,350,000
↑ 650,000

7. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

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

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 50 in Multi Cap category.  Return for 2022 was 5.3% , 2021 was 40.3% and 2020 was 16% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (22 Aug 23) ₹1,138.29 ↑ 4.70   (0.41 %)
Net Assets (Cr) ₹11,699 on 31 Jul 23
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 1.21
Information Ratio 0.73
Alpha Ratio 4.32
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 Aug 18₹10,000
31 Aug 19₹8,701
31 Aug 20₹8,980
31 Aug 21₹14,530
31 Aug 22₹15,771
31 Aug 23₹18,423

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 2.3%
3 Month 11.8%
6 Month 17.5%
1 Year 18.7%
3 Year 26.9%
5 Year 13.1%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 5.5%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan1 Feb 1112.59 Yr.
R. Janakiraman1 Feb 1112.59 Yr.
Sandeep Manam18 Oct 211.87 Yr.

Data below for Franklin India Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services28.01%
Industrials12.64%
Consumer Cyclical12.18%
Technology9.58%
Consumer Defensive9.27%
Basic Materials6.48%
Utility4.44%
Communication Services4.37%
Energy3.61%
Health Care0.93%
Asset Allocation
Asset ClassValue
Cash8.5%
Equity91.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹959 Cr10,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹864 Cr5,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
6%₹649 Cr2,400,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹603 Cr4,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹565 Cr5,800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
4%₹514 Cr6,000,000
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹357 Cr3,540,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹356 Cr6,350,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹328 Cr2,800,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
3%₹308 Cr1,720,000

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 20.9% since its launch.  Ranked 28 in ELSS category.  Return for 2022 was 5.4% , 2021 was 36.7% and 2020 was 9.8% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (22 Aug 23) ₹1,025.21 ↑ 4.34   (0.43 %)
Net Assets (Cr) ₹5,250 on 31 Jul 23
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 1.22
Information Ratio 0.61
Alpha Ratio 4.53
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,025
31 Aug 20₹8,788
31 Aug 21₹13,944
31 Aug 22₹14,999
31 Aug 23₹17,549

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 ₹415,684.
Net Profit of ₹115,684
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 22 Aug 23

DurationReturns
1 Month 2.2%
3 Month 11.6%
6 Month 17.3%
1 Year 18.9%
3 Year 25.6%
5 Year 12.1%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.1%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
Anand Radhakrishnan18 Oct 211.87 Yr.
R. Janakiraman2 May 167.34 Yr.

Data below for Franklin India Taxshield as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services28.6%
Industrials13.1%
Consumer Cyclical12%
Technology9.8%
Consumer Defensive9.37%
Basic Materials6.25%
Utility4.48%
Communication Services4.41%
Energy3.79%
Health Care1.09%
Asset Allocation
Asset ClassValue
Cash7.13%
Equity92.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹441 Cr4,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹393 Cr2,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
6%₹297 Cr1,100,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹273 Cr1,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹253 Cr2,600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
4%₹231 Cr2,700,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹168 Cr3,000,000
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹166 Cr1,650,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹152 Cr1,300,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹143 Cr800,000

9. Franklin India Prima Fund

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

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 29 in Mid Cap category.  Return for 2022 was 2.2% , 2021 was 32.6% and 2020 was 17.8% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (22 Aug 23) ₹1,783.31 ↑ 13.28   (0.75 %)
Net Assets (Cr) ₹8,651 on 31 Jul 23
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 1.48
Information Ratio -1.74
Alpha Ratio 0.33
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 Aug 18₹10,000
31 Aug 19₹8,848
31 Aug 20₹9,184
31 Aug 21₹14,756
31 Aug 22₹15,071
31 Aug 23₹18,204

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 ₹415,684.
Net Profit of ₹115,684
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 22 Aug 23

DurationReturns
1 Month 3.1%
3 Month 13.1%
6 Month 19.7%
1 Year 21.6%
3 Year 24.4%
5 Year 12.4%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.4%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1112.59 Yr.
Sandeep Manam18 Oct 211.87 Yr.
Akhil Kalluri7 Feb 221.56 Yr.

Data below for Franklin India Prima Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services21.63%
Consumer Cyclical17.16%
Basic Materials16.05%
Industrials13.71%
Technology7.96%
Health Care7.07%
Consumer Defensive4.5%
Real Estate4.34%
Utility3.36%
Energy0.43%
Asset Allocation
Asset ClassValue
Cash3.78%
Equity96.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹337 Cr23,439,752
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
3%₹233 Cr1,050,123
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | SUNDRMFAST
3%₹219 Cr1,718,493
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹217 Cr1,986,228
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
2%₹213 Cr23,580,355
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
2%₹205 Cr2,135,566
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 31 Dec 13 | 500877
2%₹202 Cr5,194,174
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹202 Cr983,937
Mphasis Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹200 Cr822,190
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
2%₹195 Cr14,617,750

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 15.1% since its launch.  Ranked 60 in Large & Mid Cap category.  Return for 2022 was -2.8% , 2021 was 39.1% and 2020 was 12% .

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund
Growth
Launch Date 2 Mar 05
NAV (22 Aug 23) ₹135.069 ↑ 0.49   (0.36 %)
Net Assets (Cr) ₹2,856 on 31 Jul 23
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.67
Information Ratio -0.38
Alpha Ratio -4.03
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 Aug 18₹10,000
31 Aug 19₹8,751
31 Aug 20₹8,548
31 Aug 21₹13,996
31 Aug 22₹14,581
31 Aug 23₹16,119

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 22 Aug 23

DurationReturns
1 Month 0.2%
3 Month 10.1%
6 Month 13.3%
1 Year 8.9%
3 Year 22.8%
5 Year 10.1%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.8%
2021 39.1%
2020 12%
2019 2.1%
2018 -5%
2017 31.1%
2016 4%
2015 2%
2014 55.9%
2013 7.1%
Fund Manager information for Franklin India Equity Advantage Fund
NameSinceTenure
Venkatesh Sanjeevi18 Oct 211.87 Yr.
R. Janakiraman28 Feb 149.51 Yr.
Sandeep Manam18 Oct 211.87 Yr.

Data below for Franklin India Equity Advantage Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services32.46%
Consumer Cyclical14.41%
Technology10.73%
Industrials8.47%
Consumer Defensive8.44%
Health Care8.37%
Basic Materials5.76%
Energy3.59%
Communication Services3.44%
Utility1.33%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
6%₹177 Cr1,125,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹170 Cr1,775,000
↓ -65,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 22 | RELIANCE
4%₹102 Cr425,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
3%₹79 Cr550,000
↓ -140,888
LIC Housing Finance Ltd (Financial Services)
Equity, Since 31 Jan 22 | LICHSGFIN
3%₹72 Cr1,700,000
↑ 300,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 22 | SBIN
2%₹70 Cr1,250,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | KOTAKBANK
2%₹66 Cr375,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 22 | LT
2%₹65 Cr240,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK
2%₹65 Cr4,500,000
↑ 500,000
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | COLPAL
2%₹64 Cr330,000
↑ 80,000

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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