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10 Best Franklin Templeton SIP Mutual Funds 2022

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10 Best Franklin Templeton SIP Mutual Funds 2022

Updated on November 27, 2022 , 13401 views

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

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Franklin

Why Invest in Franklin SIP Mutual Funds?

Some of the benefits of SIPs are:

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

How Does SIP Investment Grow?

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

Best Franklin SIP Mutual Funds For Investments

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Franklin India Smaller Companies Fund Growth ₹96.5959
↑ 0.19
₹7,298 500 7.519.89.524.99.556.4
Templeton India Equity Income Fund Growth ₹87.4692
↑ 0.12
₹1,308 500 3.77.910.323.913.243.1
Templeton India Value Fund Growth ₹461.837
↓ -0.19
₹807 500 8.619.918.123.811.144.5
Franklin India Technology Fund Growth ₹293.373
↑ 0.83
₹682 500 0.82.8-16.221.717.939
Franklin India Equity Fund Growth ₹1,035
↑ 1.18
₹10,585 500 7.716.29.820.512.140.3
Franklin Build India Fund Growth ₹72.8929
↓ -0.26
₹1,220 500 8.821.314.919.911.145.9
Franklin India Focused Equity Fund Growth ₹72.6425
↑ 0.22
₹8,464 500 8.218.413.219.412.239.4
Franklin India Opportunities Fund Growth ₹123.179
↓ -0.29
₹679 500 4.620.82.618.910.229.7
Franklin India Taxshield Growth ₹932.828
↑ 0.97
₹5,004 500 816.710.217.61136.7
Franklin India Prima Fund Growth ₹1,558.34
↑ 0.24
₹7,753 500 5.3195.317.29.732.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Nov 22
*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 14.4% since its launch.  Ranked 11 in Small Cap category.  Return for 2021 was 56.4% , 2020 was 18.7% and 2019 was -5% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (29 Nov 22) ₹96.5959 ↑ 0.19   (0.19 %)
Net Assets (Cr) ₹7,298 on 31 Oct 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.18
Information Ratio -0.33
Alpha Ratio 3.96
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 17₹10,000
31 Oct 18₹8,574
31 Oct 19₹8,424
31 Oct 20₹8,138
31 Oct 21₹15,183
31 Oct 22₹16,130

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 ₹385,859.
Net Profit of ₹85,859
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 29 Nov 22

DurationReturns
1 Month 2.8%
3 Month 7.5%
6 Month 19.8%
1 Year 9.5%
3 Year 24.9%
5 Year 9.5%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.6 Yr.
Sandeep Manam18 Oct 211.04 Yr.
Akhil Kalluri8 Sep 220.15 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials24.1%
Consumer Cyclical17.74%
Financial Services16.38%
Basic Materials10.3%
Consumer Defensive6.65%
Real Estate6.55%
Health Care6.28%
Technology4.06%
Communication Services3.04%
Energy1.3%
Asset Allocation
Asset ClassValue
Cash3.6%
Equity96.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
5%₹346 Cr6,800,570
↓ -31,158
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹283 Cr1,387,967
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | TIINDIA
4%₹275 Cr1,000,416
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹223 Cr1,161,988
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹221 Cr4,390,319
↓ -653,657
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹195 Cr2,259,945
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹193 Cr10,263,765
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
3%₹185 Cr2,797,610
↓ -815,000
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
2%₹170 Cr17,172,603
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹163 Cr1,812,883

2. 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 2021 was 43.1% , 2020 was 22.9% and 2019 was 5.3% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (29 Nov 22) ₹87.4692 ↑ 0.12   (0.14 %)
Net Assets (Cr) ₹1,308 on 31 Oct 22
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.16
Information Ratio 0.77
Alpha Ratio 0.08
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 17₹10,000
31 Oct 18₹9,180
31 Oct 19₹9,973
31 Oct 20₹10,217
31 Oct 21₹17,259
31 Oct 22₹18,246

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 ₹426,080.
Net Profit of ₹126,080
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 29 Nov 22

DurationReturns
1 Month 3.9%
3 Month 3.7%
6 Month 7.9%
1 Year 10.3%
3 Year 23.9%
5 Year 13.2%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2021 43.1%
2020 22.9%
2019 5.3%
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
2014 38.5%
2013 3.7%
2012 36.1%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 193.84 Yr.
Sandeep Manam18 Oct 211.04 Yr.
Rajasa Kakulavarapu6 Sep 211.15 Yr.

Data below for Templeton India Equity Income Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Utility23.43%
Technology20.33%
Consumer Defensive12.3%
Energy12.29%
Real Estate7.5%
Basic Materials6.4%
Consumer Cyclical4.4%
Industrials3.67%
Financial Services1.67%
Health Care1.04%
Communication Services0.99%
Asset Allocation
Asset ClassValue
Cash5.98%
Equity94.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
7%₹85 Cr4,000,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
6%₹71 Cr500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
5%₹65 Cr700,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
5%₹61 Cr3,800,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
4%₹54 Cr15,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹50 Cr1,500,000
Brookfield India Real Estate Trust (Real Estate)
-, Since 28 Feb 21 | BIRET
4%₹49 Cr1,500,000
↑ 1,500,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | HINDUNILVR
4%₹49 Cr180,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
4%₹46 Cr5,250,000
Embassy Office Parks REIT (Real Estate)
-, Since 31 Oct 19 | EMBASSY
4%₹45 Cr1,300,000
↑ 1,300,000

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 2021 was 44.5% , 2020 was 11.5% and 2019 was -0.3% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (29 Nov 22) ₹461.837 ↓ -0.19   (-0.04 %)
Net Assets (Cr) ₹807 on 31 Oct 22
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 0.43
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 Oct 17₹10,000
31 Oct 18₹8,601
31 Oct 19₹8,959
31 Oct 20₹8,063
31 Oct 21₹15,023
31 Oct 22₹16,646

Templeton India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Templeton India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Nov 22

DurationReturns
1 Month 3.7%
3 Month 8.6%
6 Month 19.9%
1 Year 18.1%
3 Year 23.8%
5 Year 11.1%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 44.5%
2020 11.5%
2019 -0.3%
2018 -12.8%
2017 37.6%
2016 9.5%
2015 0.1%
2014 49.2%
2013 -0.6%
2012 35.9%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 193.84 Yr.
Rajasa Kakulavarapu6 Sep 211.15 Yr.

Data below for Templeton India Value Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Financial Services29.54%
Utility12.23%
Basic Materials11.84%
Industrials9.42%
Consumer Cyclical7.54%
Technology7.3%
Energy7.08%
Consumer Defensive5.47%
Communication Services2.11%
Health Care1.08%
Asset Allocation
Asset ClassValue
Cash6.41%
Equity93.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹60 Cr700,000
↓ -50,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
6%₹42 Cr800,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
5%₹37 Cr500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
5%₹36 Cr250,000
↑ 50,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
4%₹33 Cr350,000
↑ 20,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
4%₹32 Cr190,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹30 Cr1,900,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 19 | BEL
4%₹28 Cr2,800,000
↓ -200,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC
3%₹23 Cr700,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 19 | 532755
3%₹23 Cr225,000

4. 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 18.3% since its launch.  Ranked 41 in Sectoral category.  Return for 2021 was 39% , 2020 was 56.8% and 2019 was 12.4% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (29 Nov 22) ₹293.373 ↑ 0.83   (0.28 %)
Net Assets (Cr) ₹682 on 31 Oct 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio -1.3
Information Ratio -0.36
Alpha Ratio -15.29
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 17₹10,000
31 Oct 18₹12,507
31 Oct 19₹12,663
31 Oct 20₹17,982
31 Oct 21₹27,669
31 Oct 22₹22,700

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 ₹470,047.
Net Profit of ₹170,047
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 29 Nov 22

DurationReturns
1 Month 4.6%
3 Month 0.8%
6 Month 2.8%
1 Year -16.2%
3 Year 21.7%
5 Year 17.9%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39%
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0715.68 Yr.
Varun Sharma30 Nov 156.93 Yr.
Sandeep Manam18 Oct 211.04 Yr.

Data below for Franklin India Technology Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Technology61.37%
Communication Services17.94%
Consumer Cyclical10.12%
Industrials3.18%
Financial Services2.88%
Basic Materials0.59%
Real Estate0.27%
Health Care0.15%
Energy0.04%
Consumer Defensive0%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity96.63%
Debt0.01%
Other0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
16%₹107 Cr760,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
14%₹90 Cr300,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹59 Cr630,000
Franklin Technology I Acc USD
Investment Fund | -
9%₹56 Cr175,810
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹48 Cr600,000
↓ -49,504
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹29 Cr284,336
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
4%₹26 Cr67,445
↓ -4,307
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹21 Cr82,135
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹20 Cr255,722
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹17 Cr2,694,106

5. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

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

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

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (29 Nov 22) ₹1,035 ↑ 1.18   (0.11 %)
Net Assets (Cr) ₹10,585 on 31 Oct 22
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.06
Information Ratio 0.44
Alpha Ratio 0.64
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 17₹10,000
31 Oct 18₹9,576
31 Oct 19₹10,100
31 Oct 20₹9,783
31 Oct 21₹16,994
31 Oct 22₹17,717

Franklin India Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Franklin India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Nov 22

DurationReturns
1 Month 2.9%
3 Month 7.7%
6 Month 16.2%
1 Year 9.8%
3 Year 20.5%
5 Year 12.1%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 40.3%
2020 16%
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
2014 56.8%
2013 5.5%
2012 31%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan2 Apr 0715.59 Yr.
R. Janakiraman1 Feb 1111.76 Yr.
Sandeep Manam18 Oct 211.04 Yr.

Data below for Franklin India Equity Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Financial Services30.48%
Consumer Cyclical11.27%
Technology9.87%
Industrials9.63%
Consumer Defensive9.05%
Basic Materials7.61%
Communication Services5.44%
Utility5.33%
Energy2.92%
Health Care2.84%
Asset Allocation
Asset ClassValue
Cash5.56%
Equity94.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹862 Cr10,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹768 Cr5,400,000
↑ 100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹616 Cr8,400,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹565 Cr4,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹544 Cr6,800,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹499 Cr2,700,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹345 Cr6,500,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹278 Cr3,300,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
3%₹276 Cr1,650,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 29 Feb 16 | ABFRL
3%₹272 Cr7,800,000
↓ -200,000

6. 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 16.2% since its launch.  Ranked 4 in Sectoral category.  Return for 2021 was 45.9% , 2020 was 5.4% and 2019 was 6% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (29 Nov 22) ₹72.8929 ↓ -0.26   (-0.35 %)
Net Assets (Cr) ₹1,220 on 31 Oct 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.36
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 Oct 17₹10,000
31 Oct 18₹8,856
31 Oct 19₹9,900
31 Oct 20₹8,250
31 Oct 21₹15,544
31 Oct 22₹17,006

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Nov 22

DurationReturns
1 Month 3.4%
3 Month 8.8%
6 Month 21.3%
1 Year 14.9%
3 Year 19.9%
5 Year 11.1%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 211.04 Yr.
Kiran Sebastian7 Feb 220.73 Yr.
Sandeep Manam18 Oct 211.04 Yr.

Data below for Franklin Build India Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials40.54%
Financial Services16.79%
Utility10.95%
Consumer Cyclical7.47%
Energy6.3%
Communication Services5.74%
Real Estate3.8%
Basic Materials2.93%
Asset Allocation
Asset ClassValue
Cash5.48%
Equity94.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹102 Cr550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
7%₹81 Cr940,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹66 Cr825,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹57 Cr3,600,000
↑ 1,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹55 Cr230,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹49 Cr340,000
↓ -50,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹45 Cr610,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹45 Cr2,100,000
↑ 250,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
4%₹44 Cr830,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
3%₹35 Cr540,000

7. 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 13.8% since its launch.  Ranked 28 in Focused category.  Return for 2021 was 39.4% , 2020 was 10.9% and 2019 was 10.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (29 Nov 22) ₹72.6425 ↑ 0.22   (0.30 %)
Net Assets (Cr) ₹8,464 on 31 Oct 22
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.23
Information Ratio 0.23
Alpha Ratio 3.24
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 17₹10,000
31 Oct 18₹9,122
31 Oct 19₹10,420
31 Oct 20₹9,446
31 Oct 21₹16,829
31 Oct 22₹18,009

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 ₹415,684.
Net Profit of ₹115,684
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 29 Nov 22

DurationReturns
1 Month 3.4%
3 Month 8.2%
6 Month 18.4%
1 Year 13.2%
3 Year 19.4%
5 Year 12.2%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 211.04 Yr.
Anand Radhakrishnan2 May 166.5 Yr.
Sandeep Manam18 Oct 211.04 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Financial Services35.69%
Industrials19.6%
Health Care7.96%
Consumer Cyclical7.09%
Consumer Defensive5.74%
Communication Services5.35%
Technology5.03%
Basic Materials4.28%
Real Estate2.53%
Energy2.28%
Asset Allocation
Asset ClassValue
Cash4.45%
Equity95.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹746 Cr8,650,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹711 Cr5,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹490 Cr2,650,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹432 Cr5,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹422 Cr5,750,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹406 Cr2,875,000
↑ 150,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹387 Cr3,466,950
↑ 70,189
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
5%₹382 Cr7,200,000
↓ -400,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | HINDUNILVR
4%₹297 Cr1,100,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹289 Cr2,000,000

8. Franklin India Opportunities Fund

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

Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 47 in Sectoral category.  Return for 2021 was 29.7% , 2020 was 27.3% and 2019 was 5.4% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (29 Nov 22) ₹123.179 ↓ -0.29   (-0.23 %)
Net Assets (Cr) ₹679 on 31 Oct 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio -0.37
Information Ratio -0.04
Alpha Ratio -5.87
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 17₹10,000
31 Oct 18₹9,134
31 Oct 19₹9,946
31 Oct 20₹10,386
31 Oct 21₹16,658
31 Oct 22₹16,274

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 ₹395,578.
Net Profit of ₹95,578
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 29 Nov 22

DurationReturns
1 Month 4.2%
3 Month 4.6%
6 Month 20.8%
1 Year 2.6%
3 Year 18.9%
5 Year 10.2%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 29.7%
2020 27.3%
2019 5.4%
2018 -10.1%
2017 35.6%
2016 4.2%
2015 2.3%
2014 58.6%
2013 2.1%
2012 27.5%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 220.73 Yr.
R. Janakiraman29 Mar 139.6 Yr.
Sandeep Manam18 Oct 211.04 Yr.

Data below for Franklin India Opportunities Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials35.71%
Consumer Cyclical21.67%
Financial Services16.24%
Energy7.61%
Communication Services5.34%
Utility1.94%
Technology1.81%
Asset Allocation
Asset ClassValue
Cash9.68%
Equity90.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹50 Cr583,651
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
6%₹39 Cr163,708
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
6%₹38 Cr3,740,889
↓ -809,847
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | JUBLFOOD
6%₹37 Cr592,755
Escorts Kubota Ltd (Industrials)
Equity, Since 31 Jul 22 | 500495
5%₹37 Cr172,249
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
5%₹35 Cr149,703
State Bank of India (Financial Services)
Equity, Since 30 Sep 22 | SBIN
4%₹26 Cr481,570
↑ 481,570
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | CROMPTON
4%₹25 Cr612,257
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543498
3%₹21 Cr2,444,156
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
3%₹20 Cr108,417

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 21.2% since its launch.  Ranked 28 in ELSS category.  Return for 2021 was 36.7% , 2020 was 9.8% and 2019 was 5.1% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (29 Nov 22) ₹932.828 ↑ 0.97   (0.10 %)
Net Assets (Cr) ₹5,004 on 31 Oct 22
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.07
Information Ratio -0.19
Alpha Ratio 0.85
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 17₹10,000
31 Oct 18₹9,651
31 Oct 19₹10,522
31 Oct 20₹9,517
31 Oct 21₹16,135
31 Oct 22₹16,850

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 ₹405,518.
Net Profit of ₹105,518
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 29 Nov 22

DurationReturns
1 Month 3.1%
3 Month 8%
6 Month 16.7%
1 Year 10.2%
3 Year 17.6%
5 Year 11%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 29.4%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
Anand Radhakrishnan18 Oct 211.04 Yr.
R. Janakiraman2 May 166.5 Yr.

Data below for Franklin India Taxshield as on 31 Oct 22

Equity Sector Allocation
SectorValue
Financial Services31.69%
Consumer Cyclical10.48%
Technology10.22%
Industrials9.94%
Consumer Defensive8.3%
Basic Materials7.16%
Communication Services5.39%
Utility5.21%
Energy3.06%
Health Care2.9%
Asset Allocation
Asset ClassValue
Cash5.65%
Equity94.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹405 Cr4,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹370 Cr2,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹293 Cr4,000,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹283 Cr2,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹256 Cr3,200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹237 Cr1,280,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹159 Cr3,000,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹138 Cr825,000
↓ -25,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹135 Cr1,600,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹131 Cr1,400,000
↑ 50,000

10. 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 2021 was 32.6% , 2020 was 17.8% and 2019 was 3.5% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (29 Nov 22) ₹1,558.34 ↑ 0.24   (0.02 %)
Net Assets (Cr) ₹7,753 on 31 Oct 22
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.15
Information Ratio -1.74
Alpha Ratio -4.67
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 17₹10,000
31 Oct 18₹9,282
31 Oct 19₹10,112
31 Oct 20₹9,949
31 Oct 21₹16,285
31 Oct 22₹16,355

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 29 Nov 22

DurationReturns
1 Month 2%
3 Month 5.3%
6 Month 19%
1 Year 5.3%
3 Year 17.2%
5 Year 9.7%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0814.84 Yr.
Sandeep Manam18 Oct 211.04 Yr.
Akhil Kalluri7 Feb 220.73 Yr.

Data below for Franklin India Prima Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Consumer Cyclical23.98%
Financial Services20.35%
Basic Materials15.5%
Industrials13.24%
Health Care7.98%
Technology4.24%
Real Estate4.18%
Consumer Defensive3.47%
Utility2.47%
Communication Services1.45%
Asset Allocation
Asset ClassValue
Cash3.14%
Equity96.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
4%₹306 Cr7,441,052
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹289 Cr24,369,927
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹262 Cr3,035,566
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
3%₹214 Cr1,050,123
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹205 Cr11,760,416
↓ -1,000,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
3%₹197 Cr1,986,228
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 31 Dec 13 | 500877
2%₹189 Cr6,794,174
Emami Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 531162
2%₹184 Cr3,651,225
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH
2%₹184 Cr4,509,869
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
2%₹183 Cr18,117,750

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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