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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 March 23, 2023 , 14303 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 ₹94.6298
↓ -0.89
₹7,309 500 3.30.98.44410.43.6
Templeton India Value Fund Growth ₹433.472
↓ -3.51
₹845 500 -1.40.310.24311.515.5
Templeton India Equity Income Fund Growth ₹87.108
↓ -0.29
₹1,351 500 3.45.95.840.713.95.3
Franklin Build India Fund Growth ₹69.5267
↓ -0.76
₹1,184 500 0.12.21339.812.311.2
Franklin India Equity Fund Growth ₹950.395
↓ -6.57
₹9,989 500 -4.2-1.81.73511.35.3
Franklin India Focused Equity Fund Growth ₹66.0857
↓ -0.42
₹8,023 500 -4.8-3.63.934.812.28.9
Franklin India Opportunities Fund Growth ₹118.061
↓ -0.83
₹657 500 2.3-1.37.234.610.7-1.9
Franklin India Taxshield Growth ₹856.462
↓ -6.03
₹4,584 500 -4.2-1.62.533.510.55.4
Franklin India Equity Advantage Fund Growth ₹113.779
↓ -0.87
₹2,557 500 -3.7-5.1-2.932.88.6-2.8
Franklin India Technology Fund Growth ₹286.946
↑ 0.21
₹712 500 3.46.7-13.731.915.2-22.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 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 14% 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 (24 Mar 23) ₹94.6298 ↓ -0.89   (-0.93 %)
Net Assets (Cr) ₹7,309 on 28 Feb 23
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.49
Information Ratio 0.24
Alpha Ratio 9.21
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,219
29 Feb 20₹7,968
28 Feb 21₹10,921
28 Feb 22₹14,089
28 Feb 23₹15,825

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 ₹395,578.
Net Profit of ₹95,578
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 24 Mar 23

DurationReturns
1 Month -1.7%
3 Month 3.3%
6 Month 0.9%
1 Year 8.4%
3 Year 44%
5 Year 10.4%
10 Year
15 Year
Since launch 14%
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 1112.01 Yr.
Sandeep Manam18 Oct 211.29 Yr.
Akhil Kalluri8 Sep 220.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials25.38%
Financial Services18.8%
Consumer Cyclical15.02%
Basic Materials9.34%
Consumer Defensive6.54%
Health Care6.11%
Real Estate5.92%
Technology3.7%
Communication Services2.33%
Energy1.4%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹312 Cr6,800,570
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹261 Cr1,387,967
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹227 Cr1,111,988
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹209 Cr17,172,603
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹208 Cr19,398,917
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹200 Cr9,746,119
↓ -65,454
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹190 Cr3,506,545
↓ -163,774
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹188 Cr2,259,945
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
3%₹181 Cr1,473,713
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹176 Cr1,812,883

2. 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 15.8% 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 (24 Mar 23) ₹433.472 ↓ -3.51   (-0.80 %)
Net Assets (Cr) ₹845 on 28 Feb 23
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 0.52
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
28 Feb 18₹10,000
28 Feb 19₹8,879
29 Feb 20₹8,182
28 Feb 21₹11,874
28 Feb 22₹14,443
28 Feb 23₹16,315

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 24 Mar 23

DurationReturns
1 Month -1.8%
3 Month -1.4%
6 Month 0.3%
1 Year 10.2%
3 Year 43%
5 Year 11.5%
10 Year
15 Year
Since launch 15.8%
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 194.09 Yr.
Rajasa Kakulavarapu6 Sep 211.41 Yr.

Data below for Templeton India Value Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services31.21%
Utility12.37%
Basic Materials10.29%
Energy8.65%
Industrials8.25%
Consumer Cyclical7.65%
Technology6.85%
Consumer Defensive5%
Health Care2.87%
Communication Services2.05%
Asset Allocation
Asset ClassValue
Cash4.81%
Equity95.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹62 Cr750,000
↑ 50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
6%₹48 Cr300,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
5%₹44 Cr800,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
4%₹35 Cr400,000
↓ -50,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
4%₹34 Cr300,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹33 Cr1,900,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
4%₹30 Cr190,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC
3%₹25 Cr700,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 May 13 | TATAMTRDVR
3%₹23 Cr1,000,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 19 | 532755
3%₹23 Cr225,000

3. 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 13.7% 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 (24 Mar 23) ₹87.108 ↓ -0.29   (-0.33 %)
Net Assets (Cr) ₹1,351 on 28 Feb 23
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.22
Information Ratio 0.52
Alpha Ratio -1.63
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
28 Feb 18₹10,000
28 Feb 19₹9,383
29 Feb 20₹9,101
28 Feb 21₹13,007
28 Feb 22₹16,932
28 Feb 23₹18,213

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 24 Mar 23

DurationReturns
1 Month -0.6%
3 Month 3.4%
6 Month 5.9%
1 Year 5.8%
3 Year 40.7%
5 Year 13.9%
10 Year
15 Year
Since launch 13.7%
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 194.09 Yr.
Sandeep Manam18 Oct 211.29 Yr.
Rajasa Kakulavarapu6 Sep 211.41 Yr.

Data below for Templeton India Equity Income Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Technology22.63%
Utility21.7%
Energy14.38%
Consumer Defensive11.12%
Real Estate6.43%
Basic Materials5.57%
Consumer Cyclical5.4%
Financial Services4.49%
Industrials2.46%
Communication Services0.99%
Asset Allocation
Asset ClassValue
Cash4.88%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
6%₹77 Cr500,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
6%₹76 Cr3,500,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
5%₹65 Cr3,800,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
4%₹59 Cr530,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
4%₹59 Cr13,400,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹53 Cr1,500,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
4%₹50 Cr5,250,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
4%₹48 Cr3,300,000
Brookfield India Real Estate Trust (Real Estate)
-, Since 28 Feb 21 | BIRET
3%₹44 Cr1,500,000
Embassy Office Parks REIT (Real Estate)
-, Since 31 Oct 19 | EMBASSY
3%₹43 Cr1,300,000

4. 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 15.4% 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 (24 Mar 23) ₹69.5267 ↓ -0.76   (-1.08 %)
Net Assets (Cr) ₹1,184 on 28 Feb 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.62
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
28 Feb 18₹10,000
28 Feb 19₹9,285
29 Feb 20₹9,243
28 Feb 21₹12,291
28 Feb 22₹14,870
28 Feb 23₹16,961

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 ₹415,684.
Net Profit of ₹115,684
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 24 Mar 23

DurationReturns
1 Month -0.8%
3 Month 0.1%
6 Month 2.2%
1 Year 13%
3 Year 39.8%
5 Year 12.3%
10 Year
15 Year
Since launch 15.4%
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 211.29 Yr.
Kiran Sebastian7 Feb 220.98 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin Build India Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials39.72%
Financial Services15.68%
Utility12.01%
Consumer Cyclical7.07%
Energy6.46%
Basic Materials5.81%
Communication Services4.82%
Real Estate3.24%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹117 Cr550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹77 Cr925,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹62 Cr3,600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹58 Cr750,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹57 Cr243,000
↑ 13,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹57 Cr2,625,000
↑ 525,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
5%₹55 Cr340,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹44 Cr500,000
↓ -65,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
3%₹39 Cr185,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
3%₹39 Cr700,000
↓ -110,000

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 17.3% 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 (24 Mar 23) ₹950.395 ↓ -6.57   (-0.69 %)
Net Assets (Cr) ₹9,989 on 28 Feb 23
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio -0.04
Information Ratio 0.45
Alpha Ratio 0.79
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
28 Feb 18₹10,000
28 Feb 19₹9,647
29 Feb 20₹9,523
28 Feb 21₹13,190
28 Feb 22₹15,902
28 Feb 23₹16,501

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 ₹405,518.
Net Profit of ₹105,518
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 24 Mar 23

DurationReturns
1 Month -1.7%
3 Month -4.2%
6 Month -1.8%
1 Year 1.7%
3 Year 35%
5 Year 11.3%
10 Year
15 Year
Since launch 17.3%
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 1112.01 Yr.
R. Janakiraman1 Feb 1112.01 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin India Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services31.57%
Technology10.99%
Industrials10.93%
Consumer Cyclical9.39%
Consumer Defensive8.68%
Basic Materials7.35%
Utility5.18%
Communication Services5.09%
Energy3.32%
Health Care2.72%
Asset Allocation
Asset ClassValue
Cash4.78%
Equity95.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
9%₹882 Cr5,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹832 Cr10,000,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹614 Cr4,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹601 Cr6,900,000
↓ -900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹531 Cr2,500,000
↓ -130,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹516 Cr6,700,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹351 Cr6,350,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹314 Cr2,800,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
3%₹270 Cr1,700,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹269 Cr3,500,000
↑ 150,000

6. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% 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 (24 Mar 23) ₹66.0857 ↓ -0.42   (-0.63 %)
Net Assets (Cr) ₹8,023 on 28 Feb 23
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.15
Information Ratio 0.27
Alpha Ratio 3.5
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
28 Feb 18₹10,000
28 Feb 19₹9,551
29 Feb 20₹10,000
28 Feb 21₹13,561
28 Feb 22₹16,125
28 Feb 23₹17,211

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 24 Mar 23

DurationReturns
1 Month -3%
3 Month -4.8%
6 Month -3.6%
1 Year 3.9%
3 Year 34.8%
5 Year 12.2%
10 Year
15 Year
Since launch 12.8%
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 211.29 Yr.
Anand Radhakrishnan2 May 166.76 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin India Focused Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services34.65%
Industrials20.26%
Health Care7.64%
Consumer Cyclical7.1%
Technology5.33%
Basic Materials5.28%
Consumer Defensive5.19%
Communication Services4.75%
Energy2.56%
Real Estate2.29%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
10%₹818 Cr5,100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹720 Cr8,650,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹520 Cr2,450,000
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹441 Cr2,875,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹433 Cr4,970,000
↓ -480,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹393 Cr5,100,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹353 Cr3,466,950
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
4%₹343 Cr6,200,000
↓ -1,000,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹323 Cr2,000,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
3%₹289 Cr325,000
↑ 21,247

7. 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 11.3% 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 (24 Mar 23) ₹118.061 ↓ -0.83   (-0.70 %)
Net Assets (Cr) ₹657 on 28 Feb 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 0.17
Information Ratio 0.36
Alpha Ratio 3.65
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
28 Feb 18₹10,000
28 Feb 19₹9,216
29 Feb 20₹9,221
28 Feb 21₹13,416
28 Feb 22₹14,791
28 Feb 23₹15,829

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 24 Mar 23

DurationReturns
1 Month -0.1%
3 Month 2.3%
6 Month -1.3%
1 Year 7.2%
3 Year 34.6%
5 Year 10.7%
10 Year
15 Year
Since launch 11.3%
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 220.98 Yr.
R. Janakiraman1 Apr 139.84 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin India Opportunities Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials39.31%
Consumer Cyclical20.39%
Financial Services17%
Energy7.97%
Communication Services5.14%
Utility2.14%
Technology1.66%
Asset Allocation
Asset ClassValue
Cash6.38%
Equity93.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
7%₹49 Cr583,651
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
6%₹42 Cr164,458
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Jul 22 | KIRLOSENG
6%₹39 Cr1,257,831
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
6%₹39 Cr163,708
Escorts Kubota Ltd (Industrials)
Equity, Since 31 Jul 22 | 500495
5%₹29 Cr140,388
↓ -31,861
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | JUBLFOOD
4%₹29 Cr592,755
State Bank of India (Financial Services)
Equity, Since 30 Sep 22 | SBIN
4%₹27 Cr481,570
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
4%₹23 Cr108,417
Ion Exchange (India) Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 22 | IONEXCHANG
3%₹22 Cr84,623
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | 500530
3%₹21 Cr12,452

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 20.4% 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 (24 Mar 23) ₹856.462 ↓ -6.03   (-0.70 %)
Net Assets (Cr) ₹4,584 on 28 Feb 23
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.01
Information Ratio -0.04
Alpha Ratio 1.6
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,778
29 Feb 20₹9,832
28 Feb 21₹12,788
28 Feb 22₹15,191
28 Feb 23₹15,884

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 ₹395,578.
Net Profit of ₹95,578
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 24 Mar 23

DurationReturns
1 Month -1.7%
3 Month -4.2%
6 Month -1.6%
1 Year 2.5%
3 Year 33.5%
5 Year 10.5%
10 Year
15 Year
Since launch 20.4%
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 211.29 Yr.
R. Janakiraman2 May 166.76 Yr.

Data below for Franklin India Taxshield as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services32.17%
Technology11.56%
Industrials11.08%
Consumer Cyclical8.88%
Consumer Defensive8.38%
Basic Materials7.12%
Utility5.47%
Communication Services5.26%
Energy3.7%
Health Care2.79%
Asset Allocation
Asset ClassValue
Cash3.61%
Equity96.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
9%₹417 Cr2,600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹391 Cr4,700,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
7%₹307 Cr2,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹279 Cr3,200,000
↓ -450,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹249 Cr1,170,000
↓ -80,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹246 Cr3,200,000
↑ 100,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹166 Cr3,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹146 Cr1,300,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹127 Cr800,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹127 Cr1,650,000
↑ 50,000

9. 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 14.4% 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 (24 Mar 23) ₹113.779 ↓ -0.87   (-0.76 %)
Net Assets (Cr) ₹2,557 on 28 Feb 23
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio -0.3
Information Ratio -0.68
Alpha Ratio -4.65
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
28 Feb 18₹10,000
28 Feb 19₹9,482
29 Feb 20₹9,455
28 Feb 21₹12,530
28 Feb 22₹14,652
28 Feb 23₹14,710

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 ₹376,357.
Net Profit of ₹76,357
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 24 Mar 23

DurationReturns
1 Month -3.1%
3 Month -3.7%
6 Month -5.1%
1 Year -2.9%
3 Year 32.8%
5 Year 8.6%
10 Year
15 Year
Since launch 14.4%
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 211.37 Yr.
R. Janakiraman28 Feb 149.01 Yr.
Sandeep Manam18 Oct 211.37 Yr.

Data below for Franklin India Equity Advantage Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services30.69%
Consumer Cyclical11.87%
Technology9.48%
Health Care9.46%
Industrials8.4%
Consumer Defensive8.18%
Basic Materials6.36%
Energy3.82%
Communication Services2.84%
Utility1.56%
Asset Allocation
Asset ClassValue
Cash7.36%
Equity92.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
6%₹148 Cr925,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹145 Cr1,700,000
↑ 50,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 22 | RELIANCE
4%₹98 Cr420,000
↑ 50,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
3%₹82 Cr550,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | KOTAKBANK
2%₹61 Cr350,000
↑ 175,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH
2%₹59 Cr550,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | UBL
2%₹56 Cr389,414
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 22 | LT
2%₹55 Cr260,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 22 | MAXHEALTH
2%₹51 Cr1,200,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK
2%₹50 Cr3,900,000

10. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 41 in Sectoral category.  Return for 2022 was -22.3% , 2021 was 39% and 2020 was 56.8% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (23 Mar 23) ₹286.946 ↑ 0.21   (0.07 %)
Net Assets (Cr) ₹712 on 28 Feb 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio -0.75
Information Ratio -0.31
Alpha Ratio -3.35
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
28 Feb 18₹10,000
28 Feb 19₹11,210
29 Feb 20₹11,517
28 Feb 21₹18,801
28 Feb 22₹22,261
28 Feb 23₹20,272

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 ₹447,579.
Net Profit of ₹147,579
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 24 Mar 23

DurationReturns
1 Month -3.7%
3 Month 3.4%
6 Month 6.7%
1 Year -13.7%
3 Year 31.9%
5 Year 15.2%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -22.3%
2021 39%
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0715.93 Yr.
Varun Sharma30 Nov 157.18 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin India Technology Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Technology63.28%
Communication Services13.23%
Consumer Cyclical8.76%
Industrials4.29%
Financial Services3.35%
Basic Materials0.82%
Real Estate0.3%
Health Care0.15%
Energy0.03%
Consumer Defensive0%
Asset Allocation
Asset ClassValue
Cash4.72%
Equity95%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
14%₹101 Cr657,408
↓ -65,386
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
12%₹89 Cr264,394
↓ -15,606
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
10%₹71 Cr628,738
Franklin Technology I Acc USD
Investment Fund | -
9%₹62 Cr175,810
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹39 Cr509,988
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
3%₹21 Cr56,186
↓ -4,079
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹20 Cr228,123
↓ -27,599
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
2%₹18 Cr3,560,723
↑ 217,325
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹17 Cr386,738
↑ 17,871

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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