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10 Best Franklin Templeton SIP Mutual Funds 2019

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10 Best Franklin Templeton SIP Mutual Funds 2019

Updated on July 10, 2019 , 2834 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 (%)2018 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹32.757
↑ 0.14
₹853 1,000 5.420.19.417.713.56.5
Franklin India Technology Fund Growth ₹158.033
↑ 0.29
₹260 500 -3.55.11.210.910.511.9
Franklin India Focused Equity Fund Growth ₹41.9206
↑ 0.03
₹8,264 500 1.69.111.610.714.8-8.8
Franklin Build India Fund Growth ₹42.1977
↓ -0.01
₹1,256 500 -0.57.18.610.316-10.7
Franklin Asian Equity Fund Growth ₹22.1088
↑ 0.04
₹126 500 -1.910.40.5107.5-13.6
Templeton India Equity Income Fund Growth ₹45.5322
↑ 0.01
₹977 500 -3.73.1-3.799.4-8.6
Franklin India Prima Fund Growth ₹933.025
↑ 1.14
₹6,889 500 -3.71.4-2.17.914.1-9.4
Templeton India Value Fund Growth ₹243.807
↑ 0.33
₹553 500 -60.6-67.79.5-12.8
Franklin India Taxshield Growth ₹563.19
↓ -0.93
₹4,026 500 -1.34.10.97.312.1-3
Franklin India Opportunities Fund Growth ₹73.3002
↓ -0.28
₹611 500 -1.65.3-0.47.111.6-10.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jul 19

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 17.3% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

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 (12 Jul 19) ₹32.757 ↑ 0.14   (0.43 %)
Net Assets (Cr) ₹853 on 30 Apr 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.77
Information Ratio -0.15
Alpha Ratio -0.76
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹11,710
30 Jun 16₹11,153
30 Jun 17₹12,752
30 Jun 18₹16,466
30 Jun 19₹18,151

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 ₹426,080.
Net Profit of ₹126,080
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 12 Jul 19

DurationReturns
1 Month 4.7%
3 Month 5.4%
6 Month 20.1%
1 Year 9.4%
3 Year 17.7%
5 Year 13.5%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Srikesh Nair2 May 162.83 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Technology33.01%
Financial Services17.42%
Health Care12.95%
Consumer Cyclical10.93%
Industrials9.61%
Real Estate5.15%
Consumer Defensive3.14%
Communication Services2.08%
Basic Materials1.01%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash0.79%
Equity96.04%
Other3.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹823 Cr2,614,398
↑ 45,062
Call, Cash & Other Assets
Receivables | -
0%₹1 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% since its launch.  Ranked 41 in Sectoral category.  Return for 2018 was 11.9% , 2017 was 19.1% and 2016 was -2.6% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (12 Jul 19) ₹158.033 ↑ 0.29   (0.18 %)
Net Assets (Cr) ₹260 on 30 Apr 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.87
Sharpe Ratio 0.75
Information Ratio 0.43
Alpha Ratio -1.12
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
30 Jun 14₹10,000
30 Jun 15₹11,540
30 Jun 16₹12,041
30 Jun 17₹12,231
30 Jun 18₹16,036
30 Jun 19₹16,723

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 ₹395,578.
Net Profit of ₹95,578
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 12 Jul 19

DurationReturns
1 Month -3.2%
3 Month -3.5%
6 Month 5.1%
1 Year 1.2%
3 Year 10.9%
5 Year 10.5%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 136.7%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0712 Yr.
Varun Sharma30 Nov 153.25 Yr.
Srikesh Nair1 Dec 153.25 Yr.

Data below for Franklin India Technology Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Technology81.06%
Communication Services8.92%
Consumer Cyclical3.75%
Industrials0.89%
Financial Services0.72%
Real Estate0.26%
Health Care0.05%
Asset Allocation
Asset ClassValue
Cash0.22%
Equity95.69%
Other4.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
23%₹56 Cr755,196
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹23 Cr213,636
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
9%₹22 Cr293,797
Franklin Technology I Acc USD
Investment Fund | -
8%₹21 Cr102,868
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
7%₹16 Cr73,819
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
6%₹15 Cr35,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹15 Cr416,350
↑ 91,984
Info Edge (India) Ltd (Technology)
Equity, Since 31 Jan 17 | NAUKRI
5%₹11 Cr55,000
Call, Cash & Other Assets
Receivables | -
4%₹10 Cr
Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 18 | 532822
3%₹7 Cr4,779,197
↑ 3,326,321

3. 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 12.7% since its launch.  Ranked 28 in Focused category.  Return for 2018 was -8.8% , 2017 was 37.4% and 2016 was 5% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (12 Jul 19) ₹41.9206 ↑ 0.03   (0.07 %)
Net Assets (Cr) ₹8,264 on 30 Apr 19
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.41
Information Ratio -0.21
Alpha Ratio 6.03
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹13,605
30 Jun 16₹13,820
30 Jun 17₹16,578
30 Jun 18₹17,191
30 Jun 19₹19,672

Franklin India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jul 19

DurationReturns
1 Month -2.1%
3 Month 1.6%
6 Month 9.1%
1 Year 11.6%
3 Year 10.7%
5 Year 14.8%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 98.7%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 162.75 Yr.
Roshi Jain9 Jul 126.57 Yr.
Srikesh Nair1 Dec 153.17 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services29.62%
Basic Materials12.6%
Energy11.21%
Communication Services9.83%
Industrials5.26%
Utility5.2%
Health Care5.01%
Technology4.69%
Consumer Cyclical2.81%
Real Estate2.62%
Asset Allocation
Asset ClassValue
Equity90.12%
Other9.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
10%₹855 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹763 Cr18,000,000
↓ -1,500,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹740 Cr21,000,000
↓ -5,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
6%₹523 Cr15,000,000
↑ 2,400,000
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
6%₹513 Cr31,000,000
↑ 1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
5%₹461 Cr1,900,000
↓ -200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹461 Cr5,700,000
↓ -1,300,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
5%₹393 Cr825,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 17 | 532555
4%₹360 Cr27,000,000
↑ 2,000,000
Vodafone Idea Ltd (Communication Services)
Equity, Since 31 Dec 14 | 532822
4%₹328 Cr235,000,000
↑ 201,500,000

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 15.7% since its launch.  Ranked 4 in Sectoral category.  Return for 2018 was -10.7% , 2017 was 43.3% and 2016 was 8.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (12 Jul 19) ₹42.1977 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹1,256 on 30 Apr 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio 0.25
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
30 Jun 14₹10,000
30 Jun 15₹14,077
30 Jun 16₹14,656
30 Jun 17₹17,980
30 Jun 18₹18,519
30 Jun 19₹20,991

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 ₹447,579.
Net Profit of ₹147,579
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 12 Jul 19

DurationReturns
1 Month -3.3%
3 Month -0.5%
6 Month 7.1%
1 Year 8.6%
3 Year 10.3%
5 Year 16%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
2010 11.9%
2009
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 099.58 Yr.
Roshi Jain4 Sep 099.58 Yr.
Srikesh Nair1 Dec 153.33 Yr.

Data below for Franklin Build India Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services29.99%
Basic Materials12.65%
Energy12.51%
Industrials9.93%
Communication Services9.01%
Utility7.25%
Technology4.91%
Consumer Cyclical3.77%
Real Estate2.44%
Asset Allocation
Asset ClassValue
Equity92.45%
Other7.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
9%₹123 Cr2,900,000
↓ -100,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
8%₹106 Cr3,000,000
↓ -800,000
Call, Cash & Other Assets
Receivables | -
8%₹99 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹81 Cr1,000,000
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹70 Cr2,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
5%₹67 Cr275,000
↓ -50,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
5%₹66 Cr4,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹61 Cr1,500,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
4%₹53 Cr4,000,000
↑ 1,000,000
Vodafone Idea Ltd (Communication Services)
Equity, Since 31 Dec 14 | 532822
4%₹49 Cr35,000,000
↑ 31,000,000

5. 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 7.2% since its launch.  Ranked 1 in Global category.  Return for 2018 was -13.6% , 2017 was 35.5% and 2016 was 7.2% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (12 Jul 19) ₹22.1088 ↑ 0.04   (0.17 %)
Net Assets (Cr) ₹126 on 30 Apr 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio -0.07
Information Ratio -0.46
Alpha Ratio 1.48
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
30 Jun 14₹10,000
30 Jun 15₹10,796
30 Jun 16₹10,637
30 Jun 17₹12,839
30 Jun 18₹14,455
30 Jun 19₹14,528

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 ₹367,070.
Net Profit of ₹67,070
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 12 Jul 19

DurationReturns
1 Month 3.7%
3 Month -1.9%
6 Month 10.4%
1 Year 0.5%
3 Year 10%
5 Year 7.5%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 51.4%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0811.38 Yr.
Srikesh Nair1 Dec 153.5 Yr.

Data below for Franklin Asian Equity Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services29.61%
Technology24.51%
Consumer Cyclical20.09%
Consumer Defensive8.42%
Basic Materials5.3%
Real Estate2.73%
Industrials2.49%
Energy1.67%
Communication Services0.8%
Health Care0.77%
Asset Allocation
Asset ClassValue
Equity96.4%
Other3.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
8%₹10 Cr9,063
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
8%₹9 Cr140,524
Tencent Holdings Ltd (Technology)
Equity, Since 31 Jul 14 | 00700
8%₹9 Cr31,700
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
7%₹8 Cr32,100
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
7%₹8 Cr146,714
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
5%₹6 Cr80,310
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
5%₹6 Cr24,627
Call, Cash & Other Assets
Receivables | -
4%₹4 Cr
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
2%₹3 Cr195,429
Ctrip.com International Ltd ADR (Consumer Cyclical)
Equity, Since 31 Aug 14 | CTRP
2%₹2 Cr10,238

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 12.2% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2018 was -8.6% , 2017 was 34.1% and 2016 was 9.4% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (12 Jul 19) ₹45.5322 ↑ 0.01   (0.01 %)
Net Assets (Cr) ₹977 on 30 Apr 19
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.56
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
30 Jun 14₹10,000
30 Jun 15₹11,534
30 Jun 16₹11,626
30 Jun 17₹14,193
30 Jun 18₹15,757
30 Jun 19₹15,832

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 ₹385,859.
Net Profit of ₹85,859
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 12 Jul 19

DurationReturns
1 Month -1.8%
3 Month -3.7%
6 Month 3.1%
1 Year -3.7%
3 Year 9%
5 Year 9.4%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 104.2%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 190.41 Yr.
Srikesh Nair30 Sep 162.67 Yr.
Lakshmikanth Reddy1 Jan 190.41 Yr.

Data below for Templeton India Equity Income Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services22.34%
Consumer Cyclical13.12%
Technology12.62%
Basic Materials11.89%
Utility8.88%
Energy8.78%
Health Care7.17%
Industrials4.1%
Consumer Defensive3.53%
Real Estate1.61%
Asset Allocation
Asset ClassValue
Equity94.04%
Other5.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 14 | HDFCBANK
7%₹69 Cr283,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
7%₹68 Cr1,604,200
Call, Cash & Other Assets
Receivables | -
6%₹58 Cr
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
5%₹45 Cr615,444
Xinyi Solar Holdings Ltd (Technology)
Equity, Since 31 Oct 16 | 00968
3%₹31 Cr7,989,938
JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 12 | JKCEMENT
3%₹29 Cr276,875
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
3%₹29 Cr2,150,145
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
3%₹29 Cr1,509,054
Tata Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 07 | 500770
3%₹27 Cr434,134
Tata Investment Corp Ltd (Financial Services)
Equity, Since 28 Feb 07 | 501301
3%₹25 Cr284,585

7. 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 19.4% since its launch.  Ranked 29 in Mid Cap category.  Return for 2018 was -9.4% , 2017 was 39.7% and 2016 was 8.5% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (12 Jul 19) ₹933.025 ↑ 1.14   (0.12 %)
Net Assets (Cr) ₹6,889 on 30 Apr 19
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio -0.46
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
30 Jun 14₹10,000
30 Jun 15₹13,323
30 Jun 16₹14,715
30 Jun 17₹17,778
30 Jun 18₹18,816
30 Jun 19₹19,253

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 ₹436,710.
Net Profit of ₹136,710
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 12 Jul 19

DurationReturns
1 Month -2.6%
3 Month -3.7%
6 Month 1.4%
1 Year -2.1%
3 Year 7.9%
5 Year 14.1%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 107.5%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0811.17 Yr.
Srikesh Nair1 Dec 153.25 Yr.
Hari Shyamsunder2 May 162.83 Yr.

Data below for Franklin India Prima Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services20.93%
Basic Materials18.55%
Consumer Cyclical14.8%
Industrials12.8%
Technology7.56%
Utility5.87%
Health Care4.42%
Consumer Defensive3.54%
Energy3.36%
Real Estate2.13%
Communication Services1.04%
Asset Allocation
Asset ClassValue
Equity94.99%
Other5.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
5%₹358 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹254 Cr1,049,265
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹224 Cr2,744,401
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹206 Cr1,350,892
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹205 Cr9,688,196
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹198 Cr4,288,311
↑ 100,000
Finolex Cables Ltd (Technology)
Equity, Since 30 Apr 09 | FINCABLES
3%₹189 Cr4,145,052
Info Edge (India) Ltd (Technology)
Equity, Since 31 Oct 16 | NAUKRI
2%₹172 Cr838,016
↓ -100,000
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | LICHSGFIN
2%₹171 Cr3,068,923
↓ -15,502
MindTree Ltd (Technology)
Equity, Since 30 Nov 18 | 532819
2%₹165 Cr1,682,430

8. 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 15.6% since its launch.  Ranked 35 in Value category.  Return for 2018 was -12.8% , 2017 was 37.6% and 2016 was 9.5% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (12 Jul 19) ₹243.807 ↑ 0.33   (0.14 %)
Net Assets (Cr) ₹553 on 30 Apr 19
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.76
Sharpe Ratio -0.49
Information Ratio -0.62
Alpha Ratio -9.4
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
30 Jun 14₹10,000
30 Jun 15₹11,678
30 Jun 16₹11,901
30 Jun 17₹15,059
30 Jun 18₹15,841
30 Jun 19₹15,756

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 ₹385,859.
Net Profit of ₹85,859
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 12 Jul 19

DurationReturns
1 Month -3.7%
3 Month -6%
6 Month 0.6%
1 Year -6%
3 Year 7.7%
5 Year 9.5%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12.8%
2017 37.6%
2016 9.5%
2015 0.1%
2014 49.2%
2013 -0.6%
2012 35.9%
2011 -29.6%
2010 22%
2009 104.7%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Anand Radhakrishnan1 Jan 190.41 Yr.
Lakshmikanth Reddy1 Jan 190.41 Yr.

Data below for Templeton India Value Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services28.83%
Basic Materials17.24%
Consumer Cyclical12.87%
Technology12.67%
Energy6.99%
Consumer Defensive4.26%
Health Care4.19%
Utility3.48%
Communication Services2.02%
Industrials1.48%
Asset Allocation
Asset ClassValue
Equity94.04%
Other5.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹42 Cr1,000,000
↓ -100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
7%₹41 Cr170,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
7%₹36 Cr490,000
Call, Cash & Other Assets
Receivables | -
6%₹33 Cr
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
4%₹22 Cr250,000
Tata Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 09 | 500770
4%₹21 Cr340,000
↓ -30,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 03 | RELIANCE
4%₹20 Cr150,000
↓ -20,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 19 | HCLTECH
3%₹19 Cr170,000
Coal India Ltd (Basic Materials)
Equity, Since 30 Jun 16 | COALINDIA
3%₹18 Cr700,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 May 13 | TATAMTRDVR
3%₹18 Cr2,100,000

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 22% since its launch.  Ranked 28 in ELSS category.  Return for 2018 was -3% , 2017 was 29.1% and 2016 was 4.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (12 Jul 19) ₹563.19 ↓ -0.93   (-0.16 %)
Net Assets (Cr) ₹4,026 on 30 Apr 19
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.02
Information Ratio -1.15
Alpha Ratio -0.8
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹12,994
30 Jun 16₹13,630
30 Jun 17₹15,590
30 Jun 18₹16,833
30 Jun 19₹17,674

Franklin India Taxshield SIP Returns

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

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jul 19

DurationReturns
1 Month -2.2%
3 Month -1.3%
6 Month 4.1%
1 Year 0.9%
3 Year 7.3%
5 Year 12.1%
10 Year
15 Year
Since launch 22%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 78.8%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 162.83 Yr.
Lakshmikanth Reddy2 May 162.83 Yr.

Data below for Franklin India Taxshield as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services32.71%
Consumer Cyclical13.38%
Basic Materials9.47%
Utility8.86%
Energy7.9%
Technology6.43%
Consumer Defensive6.4%
Communication Services2.78%
Industrials2.33%
Health Care2.15%
Asset Allocation
Asset ClassValue
Equity92.44%
Other7.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
9%₹384 Cr4,749,477
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹343 Cr1,415,052
Call, Cash & Other Assets
Receivables | -
8%₹308 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
5%₹209 Cr1,374,652
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹171 Cr2,324,211
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹170 Cr4,013,153
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
4%₹145 Cr1,631,440
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 16 | 532898
3%₹140 Cr7,419,223
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | M&M
3%₹133 Cr2,059,699
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO
3%₹129 Cr6,549,242

10. 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 10.8% since its launch.  Ranked 47 in Sectoral category.  Return for 2018 was -10.1% , 2017 was 35.6% and 2016 was 4.2% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (12 Jul 19) ₹73.3002 ↓ -0.28   (-0.39 %)
Net Assets (Cr) ₹611 on 30 Apr 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.18
Information Ratio -1.15
Alpha Ratio -3.53
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
30 Jun 14₹10,000
30 Jun 15₹13,159
30 Jun 16₹13,422
30 Jun 17₹15,529
30 Jun 18₹16,580
30 Jun 19₹17,290

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 ₹405,518.
Net Profit of ₹105,518
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 12 Jul 19

DurationReturns
1 Month -2.8%
3 Month -1.6%
6 Month 5.3%
1 Year -0.4%
3 Year 7.1%
5 Year 11.6%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 73.7%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
R. Janakiraman29 Mar 136.18 Yr.
Srikesh Nair1 Dec 153.5 Yr.
Hari Shyamsunder2 May 163.08 Yr.

Data below for Franklin India Opportunities Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services40.33%
Basic Materials12.65%
Technology11.3%
Energy7.88%
Industrials7.19%
Health Care5.78%
Consumer Cyclical5.55%
Utility2.69%
Communication Services2.16%
Consumer Defensive1.94%
Asset Allocation
Asset ClassValue
Equity97.47%
Other2.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
12%₹73 Cr301,393
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 532215
7%₹44 Cr538,776
↓ -25,098
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jul 16 | GRASIM
6%₹36 Cr411,721
↑ 28,329
State Bank of India (Financial Services)
Equity, Since 28 Feb 15 | SBIN
5%₹32 Cr902,639
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK
5%₹30 Cr197,693
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹30 Cr405,492
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹27 Cr643,546
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 500124
4%₹26 Cr98,278
Info Edge (India) Ltd (Technology)
Equity, Since 30 Apr 16 | NAUKRI
4%₹26 Cr126,574
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | M&M
4%₹22 Cr343,240

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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