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10 Best Franklin Templeton SIP Mutual Funds 2020

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10 Best Franklin Templeton SIP Mutual Funds 2020

Updated on November 26, 2020 , 8133 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 (%)2019 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹48.0287
↓ -0.19
₹2,282 500 2.121.840.324.617.534.2
Franklin India Technology Fund Growth ₹237.701
↑ 0.64
₹388 500 15.350.748.222.616.312.4
Franklin Asian Equity Fund Growth ₹30.1759
↑ 0.13
₹198 500 10.337.828.110.31428.2
Franklin India Opportunities Fund Growth ₹85.9939
↑ 0.80
₹525 500 18.548.517.74.39.15.4
Franklin India Prima Fund Growth ₹1,082.55
↑ 25.84
₹6,337 500 14.648.212.93.5103.5
Templeton India Equity Income Fund Growth ₹51.937
↑ 0.22
₹808 500 1140.213.33.395.3
Franklin India Equity Fund Growth ₹641.997
↑ 2.18
₹8,121 500 1340.38.637.83.3
Franklin India Bluechip Fund Growth ₹498.091
↓ -1.53
₹4,948 500 12.733.95.72.87.45.3
Franklin India Taxshield Growth ₹597.226
↑ 2.54
₹3,563 500 13.641.342.47.25.1
Franklin India Focused Equity Fund Growth ₹42.9174
↓ -0.01
₹6,581 500 11.834.41.41.67.610.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 20
*List of funds based on Assets > 100 Crore & Sorted based on 3 Year CAGR Return.

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 19.5% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

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 (26 Nov 20) ₹48.0287 ↓ -0.19   (-0.40 %)
Net Assets (Cr) ₹2,282 on 31 Oct 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.37
Information Ratio 0.14
Alpha Ratio 4.9
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
31 Oct 15₹10,000
31 Oct 16₹9,759
31 Oct 17₹11,745
31 Oct 18₹14,300
31 Oct 19₹15,641
31 Oct 20₹21,659

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 ₹470,047.
Net Profit of ₹170,047
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 26 Nov 20

DurationReturns
1 Month 3.4%
3 Month 2.1%
6 Month 21.8%
1 Year 40.3%
3 Year 24.6%
5 Year 17.5%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.19 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Technology27.49%
Health Care16.36%
Financial Services14.23%
Consumer Cyclical13.11%
Communication Services7.94%
Industrials5.81%
Real Estate5.77%
Consumer Defensive2.19%
Basic Materials1.2%
Asset Allocation
Asset ClassValue
Cash2%
Equity94.49%
Other3.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,277 Cr4,772,414
↑ 140,772
Call, Cash & Other Assets
Net Current Assets | -
0%₹5 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 18.9% since its launch.  Ranked 41 in Sectoral category.  Return for 2019 was 12.4% , 2018 was 11.9% and 2017 was 19.1% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (26 Nov 20) ₹237.701 ↑ 0.64   (0.27 %)
Net Assets (Cr) ₹388 on 31 Oct 20
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 1.22
Information Ratio 0.4
Alpha Ratio 7.37
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 Oct 15₹10,000
31 Oct 16₹9,445
31 Oct 17₹10,610
31 Oct 18₹13,271
31 Oct 19₹13,436
31 Oct 20₹19,079

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 ₹458,689.
Net Profit of ₹158,689
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 26 Nov 20

DurationReturns
1 Month 3.8%
3 Month 15.3%
6 Month 50.7%
1 Year 48.2%
3 Year 22.6%
5 Year 16.3%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.4%
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%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0713.68 Yr.
Varun Sharma30 Nov 154.93 Yr.
Pyari Menon26 Sep 191.1 Yr.

Data below for Franklin India Technology Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Technology70.88%
Communication Services16.36%
Consumer Cyclical3.08%
Industrials2.2%
Financial Services0.7%
Real Estate0.32%
Health Care0.12%
Asset Allocation
Asset ClassValue
Cash6.09%
Equity93.75%
Other0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
26%₹100 Cr945,647
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
11%₹44 Cr164,086
↑ 34,086
Franklin Technology I Acc USD
Investment Fund | -
8%₹32 Cr91,868
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
8%₹32 Cr380,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹26 Cr600,000
↑ 100,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
4%₹16 Cr46,300
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹16 Cr200,000
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
3%₹10 Cr88,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Apr 19 | 540005
2%₹9 Cr31,000
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
2%₹8 Cr15,960

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 9% since its launch.  Ranked 1 in Global category.  Return for 2019 was 28.2% , 2018 was -13.6% and 2017 was 35.5% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (27 Nov 20) ₹30.1759 ↑ 0.13   (0.43 %)
Net Assets (Cr) ₹198 on 31 Oct 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.59
Sharpe Ratio 0.81
Information Ratio -0.08
Alpha Ratio -1.18
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
31 Oct 15₹10,000
31 Oct 16₹11,357
31 Oct 17₹14,075
31 Oct 18₹12,644
31 Oct 19₹14,768
31 Oct 20₹18,037

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 ₹426,080.
Net Profit of ₹126,080
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 26 Nov 20

DurationReturns
1 Month 7.9%
3 Month 10.3%
6 Month 37.8%
1 Year 28.1%
3 Year 10.3%
5 Year 14%
10 Year
15 Year
Since launch 9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 28.2%
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%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0812.8 Yr.
Pyari Menon26 Sep 191.1 Yr.

Data below for Franklin Asian Equity Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Consumer Cyclical22.89%
Technology19.17%
Financial Services15.25%
Communication Services13.42%
Consumer Defensive8.19%
Basic Materials4.26%
Industrials3.91%
Real Estate3.78%
Health Care1.75%
Energy0.81%
Asset Allocation
Asset ClassValue
Cash6.55%
Equity93.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
11%₹21 Cr37,300
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
11%₹21 Cr9,063
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
9%₹17 Cr149,714
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
8%₹16 Cr41,915
Meituan (Consumer Cyclical)
Equity, Since 30 Jun 20 | 03690
4%₹8 Cr28,600
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
4%₹8 Cr112,524
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
3%₹6 Cr80,310
New Oriental Education & Technology Group Inc ADR (Consumer Defensive)
Equity, Since 31 Dec 16 | EDU
2%₹5 Cr3,660
China Mengniu Dairy Co Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | 02319
2%₹4 Cr121,000
Techtronic Industries Co Ltd (Industrials)
Equity, Since 31 Aug 13 | 00669
2%₹4 Cr37,521

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 10.9% since its launch.  Ranked 47 in Sectoral category.  Return for 2019 was 5.4% , 2018 was -10.1% and 2017 was 35.6% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (27 Nov 20) ₹85.9939 ↑ 0.80   (0.93 %)
Net Assets (Cr) ₹525 on 31 Oct 20
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 0.16
Information Ratio -0.33
Alpha Ratio 4.54
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 Oct 15₹10,000
31 Oct 16₹11,162
31 Oct 17₹13,144
31 Oct 18₹12,005
31 Oct 19₹13,073
31 Oct 20₹13,652

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 ₹385,859.
Net Profit of ₹85,859
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 26 Nov 20

DurationReturns
1 Month 10.6%
3 Month 18.5%
6 Month 48.5%
1 Year 17.7%
3 Year 4.3%
5 Year 9.1%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.4%
2018 -10.1%
2017 35.6%
2016 4.2%
2015 2.3%
2014 58.6%
2013 2.1%
2012 27.5%
2011 -23.3%
2010 14.5%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
R. Janakiraman29 Mar 137.6 Yr.
Hari Shyamsunder2 May 164.5 Yr.
Pyari Menon26 Sep 191.1 Yr.

Data below for Franklin India Opportunities Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Financial Services26.82%
Basic Materials16.98%
Technology16.3%
Communication Services14.06%
Consumer Cyclical6.91%
Energy5.51%
Industrials4.8%
Health Care3.28%
Utility1.97%
Consumer Defensive1.05%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹47 Cr395,485
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
8%₹43 Cr405,492
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Apr 16 | NAUKRI
6%₹34 Cr95,845
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK
6%₹29 Cr186,650
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹23 Cr583,651
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 532215
4%₹23 Cr458,037
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jul 16 | GRASIM
4%₹21 Cr269,484
↓ -142,237
JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 13 | JKCEMENT
4%₹21 Cr111,898
↓ -10,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | M&M
4%₹20 Cr343,240
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 13 | HCLTECH
4%₹19 Cr229,692

5. 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% since its launch.  Ranked 29 in Mid Cap category.  Return for 2019 was 3.5% , 2018 was -9.4% and 2017 was 39.7% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (27 Nov 20) ₹1,082.55 ↑ 25.84   (2.44 %)
Net Assets (Cr) ₹6,337 on 31 Oct 20
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0
Information Ratio 0.01
Alpha Ratio -7.55
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 Oct 15₹10,000
31 Oct 16₹12,103
31 Oct 17₹14,243
31 Oct 18₹13,220
31 Oct 19₹14,403
31 Oct 20₹14,170

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 ₹385,859.
Net Profit of ₹85,859
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 26 Nov 20

DurationReturns
1 Month 13.2%
3 Month 14.6%
6 Month 48.2%
1 Year 12.9%
3 Year 3.5%
5 Year 10%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.5%
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%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0812.84 Yr.
Hari Shyamsunder2 May 164.5 Yr.
Pyari Menon26 Sep 191.1 Yr.

Data below for Franklin India Prima Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Financial Services21.09%
Consumer Cyclical20.82%
Basic Materials19.74%
Industrials12.82%
Consumer Defensive4.83%
Utility4.68%
Energy3.92%
Real Estate2.75%
Communication Services2.68%
Health Care2.3%
Technology1.55%
Asset Allocation
Asset ClassValue
Cash2.82%
Equity97.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
4%₹252 Cr3,167,222
↓ -2,179
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
4%₹238 Cr7,941,052
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹235 Cr1,988,423
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
4%₹228 Cr4,435,936
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹209 Cr1,350,892
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹203 Cr5,159,409
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹199 Cr2,821,691
↓ -300,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT
3%₹186 Cr1,003,268
↓ -50,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹174 Cr11,788,196
↑ 1,450,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Oct 16 | NAUKRI
3%₹170 Cr478,016

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 12% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2019 was 5.3% , 2018 was -8.6% and 2017 was 34.1% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (27 Nov 20) ₹51.937 ↑ 0.22   (0.43 %)
Net Assets (Cr) ₹808 on 31 Oct 20
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio 0.07
Information Ratio 0.02
Alpha Ratio 11.52
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 Oct 15₹10,000
31 Oct 16₹11,610
31 Oct 17₹13,909
31 Oct 18₹12,768
31 Oct 19₹13,871
31 Oct 20₹14,211

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 ₹376,357.
Net Profit of ₹76,357
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 26 Nov 20

DurationReturns
1 Month 9.3%
3 Month 11%
6 Month 40.2%
1 Year 13.3%
3 Year 3.3%
5 Year 9%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.3%
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%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 191.84 Yr.
Lakshmikanth Reddy1 Jan 191.84 Yr.
Pyari Menon26 Sep 191.1 Yr.

Data below for Templeton India Equity Income Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Technology27.61%
Utility20.05%
Consumer Defensive10.19%
Consumer Cyclical9.35%
Basic Materials8.91%
Energy7.1%
Industrials6.72%
Financial Services5.15%
Real Estate1.23%
Health Care1.21%
Asset Allocation
Asset ClassValue
Cash2.47%
Equity97.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
10%₹82 Cr775,444
Xinyi Solar Holdings Ltd (Technology)
Equity, Since 31 Oct 16 | 00968
9%₹69 Cr5,075,983
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
5%₹43 Cr2,509,054
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 19 | 500400
5%₹38 Cr7,297,866
Unilever PLC ADR (Consumer Defensive)
Equity, Since 31 Dec 19 | UL
5%₹37 Cr86,900
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹29 Cr3,350,145
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 533098
4%₹29 Cr14,497,327
Tata Investment Corp Ltd (Financial Services)
Equity, Since 28 Feb 07 | 501301
3%₹24 Cr284,585
Finolex Industries Ltd (Industrials)
Equity, Since 31 Jan 19 | FINPIPE
3%₹22 Cr419,757
Grasim Industries Ltd (Basic Materials)
Equity, Since 28 Feb 19 | GRASIM
3%₹21 Cr264,691

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 17.2% since its launch.  Ranked 50 in Multi Cap category.  Return for 2019 was 3.3% , 2018 was -4.4% and 2017 was 30.6% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (27 Nov 20) ₹641.997 ↑ 2.18   (0.34 %)
Net Assets (Cr) ₹8,121 on 31 Oct 20
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.07
Information Ratio -0.84
Alpha Ratio -2.82
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 Oct 15₹10,000
31 Oct 16₹11,162
31 Oct 17₹13,025
31 Oct 18₹12,472
31 Oct 19₹13,156
31 Oct 20₹12,743

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 ₹367,070.
Net Profit of ₹67,070
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 26 Nov 20

DurationReturns
1 Month 12.1%
3 Month 13%
6 Month 40.3%
1 Year 8.6%
3 Year 3%
5 Year 7.8%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.3%
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%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan2 Apr 0713.59 Yr.
R. Janakiraman1 Feb 119.76 Yr.
Pyari Menon26 Sep 191.1 Yr.

Data below for Franklin India Equity Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Financial Services29.74%
Industrials11.65%
Consumer Cyclical11.43%
Technology11.34%
Consumer Defensive8.48%
Basic Materials7.91%
Communication Services7.32%
Health Care3.63%
Utility3.43%
Energy2.7%
Asset Allocation
Asset ClassValue
Cash2.38%
Equity97.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹675 Cr5,700,000
↓ -300,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
7%₹573 Cr5,400,000
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
7%₹542 Cr12,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
7%₹530 Cr13,500,000
↓ -256,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹473 Cr9,600,000
↓ -250,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
4%₹315 Cr5,300,000
↓ -300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹297 Cr3,200,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹265 Cr14,000,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | TATAMOTORS
3%₹219 Cr16,500,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
3%₹218 Cr2,800,000
↓ -200,000

8. 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% since its launch.  Ranked 41 in Large Cap category.  Return for 2019 was 5.3% , 2018 was -3.6% and 2017 was 26.3% .

Below is the key information for Franklin India Bluechip Fund

Franklin India Bluechip Fund
Growth
Launch Date 1 Dec 93
NAV (27 Nov 20) ₹498.091 ↓ -1.53   (-0.31 %)
Net Assets (Cr) ₹4,948 on 31 Oct 20
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.14
Information Ratio -1.08
Alpha Ratio -3.29
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 Oct 15₹10,000
31 Oct 16₹10,970
31 Oct 17₹12,874
31 Oct 18₹12,185
31 Oct 19₹13,003
31 Oct 20₹12,399

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 26 Nov 20

DurationReturns
1 Month 11.2%
3 Month 12.7%
6 Month 33.9%
1 Year 5.7%
3 Year 2.8%
5 Year 7.4%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.3%
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%
Fund Manager information for Franklin India Bluechip Fund
NameSinceTenure
Anand Radhakrishnan4 Apr 0713.59 Yr.
Roshi Jain2 May 164.5 Yr.
Pyari Menon26 Sep 191.1 Yr.

Data below for Franklin India Bluechip Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Financial Services35.54%
Basic Materials14.25%
Industrials9.08%
Energy7.8%
Health Care7.39%
Utility6.9%
Communication Services6.31%
Technology4.72%
Consumer Cyclical1.59%
Consumer Defensive1.22%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹483 Cr12,300,000
↓ -1,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
9%₹458 Cr9,300,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
8%₹397 Cr21,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
6%₹320 Cr2,700,000
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
6%₹312 Cr7,200,000
↑ 200,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ULTRACEMCO
5%₹240 Cr525,000
↓ -50,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jul 19 | INDIGO
5%₹236 Cr1,800,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
5%₹233 Cr2,200,000
↑ 200,000
ACC Ltd (Basic Materials)
Equity, Since 31 Aug 13 | 500410
5%₹231 Cr1,400,000
↓ -400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹214 Cr2,300,000
↑ 50,000

9. 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 20.8% since its launch.  Ranked 28 in ELSS category.  Return for 2019 was 5.1% , 2018 was -3% and 2017 was 29.1% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (27 Nov 20) ₹597.226 ↑ 2.54   (0.43 %)
Net Assets (Cr) ₹3,563 on 31 Oct 20
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.25
Information Ratio -0.94
Alpha Ratio -9.24
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 15₹10,000
31 Oct 16₹11,117
31 Oct 17₹12,866
31 Oct 18₹12,417
31 Oct 19₹13,537
31 Oct 20₹12,245

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 ₹367,070.
Net Profit of ₹67,070
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 26 Nov 20

DurationReturns
1 Month 13%
3 Month 13.6%
6 Month 41.3%
1 Year 4%
3 Year 2.4%
5 Year 7.2%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.1%
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%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 164.5 Yr.
Lakshmikanth Reddy2 May 164.5 Yr.

Data below for Franklin India Taxshield as on 31 Oct 20

Equity Sector Allocation
SectorValue
Financial Services31.13%
Technology12.24%
Consumer Cyclical11.84%
Utility10.99%
Basic Materials6.51%
Energy5.3%
Industrials5.03%
Health Care4.8%
Communication Services4.07%
Consumer Defensive3.53%
Real Estate0.54%
Asset Allocation
Asset ClassValue
Cash4.01%
Equity95.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
11%₹379 Cr3,570,979
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
10%₹346 Cr7,029,842
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
9%₹311 Cr2,630,104
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹172 Cr4,383,052
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
4%₹139 Cr8,119,223
↑ 1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
4%₹132 Cr3,044,619
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 18 | 500400
3%₹108 Cr20,624,428
↑ 3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
3%₹100 Cr1,679,699
Petronet LNG Ltd (Energy)
Equity, Since 30 Nov 16 | 532522
3%₹94 Cr4,078,627
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 500124
2%₹87 Cr177,107

10. 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 11.5% since its launch.  Ranked 28 in Focused category.  Return for 2019 was 10.9% , 2018 was -8.8% and 2017 was 37.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (27 Nov 20) ₹42.9174 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹6,581 on 31 Oct 20
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.24
Information Ratio -0.59
Alpha Ratio -8.96
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 Oct 15₹10,000
31 Oct 16₹11,182
31 Oct 17₹13,614
31 Oct 18₹12,419
31 Oct 19₹14,186
31 Oct 20₹12,860

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 ₹367,070.
Net Profit of ₹67,070
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 26 Nov 20

DurationReturns
1 Month 12.7%
3 Month 11.8%
6 Month 34.4%
1 Year 1.4%
3 Year 1.6%
5 Year 7.6%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.9%
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%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 164.5 Yr.
Roshi Jain9 Jul 128.32 Yr.
Pyari Menon26 Sep 191.1 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Financial Services37.53%
Industrials13.61%
Basic Materials13.18%
Energy9.29%
Utility6.71%
Communication Services6.59%
Health Care5.82%
Real Estate2.13%
Asset Allocation
Asset ClassValue
Cash5.14%
Equity94.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹667 Cr17,000,000
↓ -2,500,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹662 Cr35,000,000
↓ -799,686
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
9%₹595 Cr12,083,924
↓ -1,016,076
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
7%₹434 Cr10,000,000
↑ 500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
5%₹343 Cr2,900,000
ACC Ltd (Basic Materials)
Equity, Since 30 Sep 19 | 500410
5%₹322 Cr1,950,000
↓ -650,000
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
5%₹310 Cr39,000,000
↓ -1,000,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
5%₹304 Cr665,000
↓ -135,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹301 Cr8,500,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 17 | 532555
4%₹280 Cr32,000,000
↑ 2,000,000

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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