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ফিনক্যাশ »ফ্র্যাঙ্কলিন টেম্পলটন মিউচুয়াল ফান্ড »ইক্যুইটিজ

ফ্র্যাঙ্কলিন টেম্পলটন মিউচুয়াল ফান্ড 2022 দ্বারা 7টি সেরা ইক্যুইটি ফান্ড

Updated on January 25, 2026 , 4628 views

থেকেফ্র্যাঙ্কলিন টেম্পলটন মিউচুয়াল ফান্ড প্রাচীনতম একএএমসি ভারতে, বিনিয়োগকারীরা এই ধরনের ফান্ড হাউসে বিনিয়োগ করার প্রবণতা রাখে। ফান্ড হাউস প্রধানত এমন কোম্পানিগুলিতে বিনিয়োগ করে যেগুলি বড় এবং প্রতিষ্ঠিত ব্যবসা চালায় এবং একটি ধারাবাহিক দীর্ঘ ট্র্যাক রেকর্ড রয়েছে। এই ধরনের কোম্পানিগুলি প্রায়ই দীর্ঘমেয়াদে উচ্চ রিটার্ন নিশ্চিত করে।

বিনিয়োগকারী যারা বিনিয়োগ করতে চানইক্যুইটি ফান্ড দীর্ঘ সময়ের জন্য বিনিয়োগ করা উচিত এবং একটি উচ্চ আছেঝুকিপুন্ন ক্ষুধা. বিনিয়োগকারীরা যারা ইক্যুইটি ফান্ডে বিনিয়োগ করতে চান, এখানে শীর্ষ 4-এর একটি তালিকা রয়েছেসেরা ইক্যুইটি তহবিল ফ্র্যাঙ্কলিন টেম্পলটন দ্বারাপারস্পরিক তহবিল. এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফর্মার, পিয়ার গড় রিটার্ন, এবং অন্যান্য তথ্য অনুপাত।

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Franklin

ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ডে কেন বিনিয়োগ করবেন?

ক দীর্ঘমেয়াদী বিনিয়োগ লক্ষ্য

বিনিয়োগকারীরা তাদের দীর্ঘমেয়াদী পরিকল্পনা করতে পারেনআর্থিক লক্ষ্য দ্বারাবিনিয়োগ ফ্র্যাঙ্কলিনের ইক্যুইটি ফান্ডে। কিন্তু, এই লক্ষ্যগুলি ভালভাবে সম্পন্ন করার জন্য, একটি দীর্ঘ সময়ের জন্য তাদের বিনিয়োগের পরিকল্পনা করা উচিত।

খ. ট্যাক্স বেনিফিট

ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ড এর অধীনে কর সুবিধা প্রদান করেসেকেন্ড 80C বিনিয়োগকারীদের কাছে। কর সঞ্চয় তহবিলের নামফ্র্যাঙ্কলিন ইন্ডিয়া ট্যাক্সশিল্ড যেখানে বিনিয়োগকারীরা তাদের ট্যাক্স সঞ্চয়ের পরিকল্পনার পাশাপাশি দীর্ঘমেয়াদী সুবিধা পেতে পারেমূলধন বৃদ্ধি

গ. চমৎকার রেটিং

ফ্র্যাঙ্কলিন ইক্যুইটি স্কিমগুলির অনেকেরই CRISIL রেটিং তিন বা তার বেশি।

d ধারাবাহিক রিটার্ন

ফ্র্যাঙ্কলিনের অনেক ইক্যুইটি স্কিম বছরের পর বছর ধরে ধারাবাহিক আয় প্রদান করেছে। যে বিনিয়োগকারীরা এই ইক্যুইটি স্কিমগুলিতে ভাল আয় পেতে চান তাদের দীর্ঘ সময়ের জন্য বিনিয়োগ করা উচিত।

সেরা ফ্র্যাঙ্কলিন টেম্পলটন ইক্যুইটি মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹38.1683
↑ 0.45 		₹3158.120.536.111.82.823.71.54
Franklin Build India Fund Growth ₹140.077
↑ 2.59 		₹3,036-5.8-2.58.225.325.13.7-0.05
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹83.1563
↑ 0.97 		₹4,4650.87.411.52411.311.40.36
Franklin India Smaller Companies Fund Growth ₹156.829
↑ 2.40 		₹13,238-10.2-11.1-2.218.520.8-8.4-0.6
Franklin India Focused Equity Fund Growth ₹106.957
↑ 0.82 		₹12,649-5-1.8915.117.45.1-0.03
Franklin India Taxshield Growth ₹1,446.14
↑ 13.12 		₹6,693-5.4-3.16.217.817.32.1-0.22
Franklin India Prima Fund Growth ₹2,672.07
↑ 30.50 		₹12,831-5.6-4.36.521.518.21.6-0.17
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26
Note: Ratio's shown as on 31 Dec 25

Research Highlights & Commentary of 7 Funds showcased

CommentaryFranklin Asian Equity FundFranklin Build India FundFranklin India Feeder - Franklin U S Opportunities FundFranklin India Smaller Companies FundFranklin India Focused Equity FundFranklin India TaxshieldFranklin India Prima Fund
Point 1Bottom quartile AUM (₹315 Cr).Bottom quartile AUM (₹3,036 Cr).Lower mid AUM (₹4,465 Cr).Highest AUM (₹13,238 Cr).Upper mid AUM (₹12,649 Cr).Lower mid AUM (₹6,693 Cr).Upper mid AUM (₹12,831 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Established history (13+ yrs).Established history (20+ yrs).Established history (18+ yrs).Established history (26+ yrs).Oldest track record among peers (32 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 2.81% (bottom quartile).5Y return: 25.13% (top quartile).5Y return: 11.31% (bottom quartile).5Y return: 20.83% (upper mid).5Y return: 17.42% (lower mid).5Y return: 17.27% (lower mid).5Y return: 18.23% (upper mid).
Point 63Y return: 11.82% (bottom quartile).3Y return: 25.32% (top quartile).3Y return: 23.99% (upper mid).3Y return: 18.51% (lower mid).3Y return: 15.11% (bottom quartile).3Y return: 17.78% (lower mid).3Y return: 21.53% (upper mid).
Point 71Y return: 36.10% (top quartile).1Y return: 8.21% (lower mid).1Y return: 11.53% (upper mid).1Y return: -2.20% (bottom quartile).1Y return: 9.05% (upper mid).1Y return: 6.20% (bottom quartile).1Y return: 6.54% (lower mid).
Point 8Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: -9.96 (bottom quartile).Alpha: -5.23 (lower mid).Alpha: -2.23 (upper mid).Alpha: -5.39 (bottom quartile).Alpha: -4.31 (lower mid).
Point 9Sharpe: 1.54 (top quartile).Sharpe: -0.05 (lower mid).Sharpe: 0.36 (upper mid).Sharpe: -0.60 (bottom quartile).Sharpe: -0.03 (upper mid).Sharpe: -0.22 (bottom quartile).Sharpe: -0.16 (lower mid).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: -2.15 (bottom quartile).Information ratio: -0.26 (lower mid).Information ratio: -0.20 (lower mid).Information ratio: 0.45 (top quartile).Information ratio: -0.42 (bottom quartile).

Franklin Asian Equity Fund

  • Bottom quartile AUM (₹315 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 2.81% (bottom quartile).
  • 3Y return: 11.82% (bottom quartile).
  • 1Y return: 36.10% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.54 (top quartile).
  • Information ratio: 0.00 (upper mid).

Franklin Build India Fund

  • Bottom quartile AUM (₹3,036 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 25.13% (top quartile).
  • 3Y return: 25.32% (top quartile).
  • 1Y return: 8.21% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.05 (lower mid).
  • Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹4,465 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.31% (bottom quartile).
  • 3Y return: 23.99% (upper mid).
  • 1Y return: 11.53% (upper mid).
  • Alpha: -9.96 (bottom quartile).
  • Sharpe: 0.36 (upper mid).
  • Information ratio: -2.15 (bottom quartile).

Franklin India Smaller Companies Fund

  • Highest AUM (₹13,238 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.83% (upper mid).
  • 3Y return: 18.51% (lower mid).
  • 1Y return: -2.20% (bottom quartile).
  • Alpha: -5.23 (lower mid).
  • Sharpe: -0.60 (bottom quartile).
  • Information ratio: -0.26 (lower mid).

Franklin India Focused Equity Fund

  • Upper mid AUM (₹12,649 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.42% (lower mid).
  • 3Y return: 15.11% (bottom quartile).
  • 1Y return: 9.05% (upper mid).
  • Alpha: -2.23 (upper mid).
  • Sharpe: -0.03 (upper mid).
  • Information ratio: -0.20 (lower mid).

Franklin India Taxshield

  • Lower mid AUM (₹6,693 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.27% (lower mid).
  • 3Y return: 17.78% (lower mid).
  • 1Y return: 6.20% (bottom quartile).
  • Alpha: -5.39 (bottom quartile).
  • Sharpe: -0.22 (bottom quartile).
  • Information ratio: 0.45 (top quartile).

Franklin India Prima Fund

  • Upper mid AUM (₹12,831 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.23% (upper mid).
  • 3Y return: 21.53% (upper mid).
  • 1Y return: 6.54% (lower mid).
  • Alpha: -4.31 (lower mid).
  • Sharpe: -0.16 (lower mid).
  • Information ratio: -0.42 (bottom quartile).

1. 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.

Research Highlights for Franklin Asian Equity Fund

  • Bottom quartile AUM (₹315 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 2.81% (bottom quartile).
  • 3Y return: 11.82% (bottom quartile).
  • 1Y return: 36.10% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.54 (top quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (27 Jan 26) ₹38.1683 ↑ 0.45   (1.20 %)
Net Assets (Cr) ₹315 on 31 Dec 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆☆
Risk High
Expense Ratio 2.54
Sharpe Ratio 1.54
Information Ratio 0
Alpha Ratio 0
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

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 ₹323,701.
Net Profit of ₹23,701 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 27 Jan 26

DurationReturns
1 Month 8.1%
3 Month 8.1%
6 Month 20.5%
1 Year 36.1%
3 Year 11.8%
5 Year 2.8%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.7%
2023 14.4%
2022 0.7%
2021 -14.5%
2020 -5.9%
2019 25.8%
2018 28.2%
2017 -13.6%
2016 35.5%
2015 7.2%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure

Data below for Franklin Asian Equity Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Franklin Build India Fund

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

Research Highlights for Franklin Build India Fund

  • Bottom quartile AUM (₹3,036 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 25.13% (top quartile).
  • 3Y return: 25.32% (top quartile).
  • 1Y return: 8.21% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.05 (lower mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (28 Jan 26) ₹140.077 ↑ 2.59   (1.88 %)
Net Assets (Cr) ₹3,036 on 31 Dec 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆☆
Risk High
Expense Ratio 2.01
Sharpe Ratio -0.05
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

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 ₹570,326.
Net Profit of ₹270,326 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 27 Jan 26

DurationReturns
1 Month -3.4%
3 Month -5.8%
6 Month -2.5%
1 Year 8.2%
3 Year 25.3%
5 Year 25.1%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.7%
2023 27.8%
2022 51.1%
2021 11.2%
2020 45.9%
2019 5.4%
2018 6%
2017 -10.7%
2016 43.3%
2015 8.4%
Fund Manager information for Franklin Build India Fund
NameSinceTenure

Data below for Franklin Build India Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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.

Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹4,465 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.31% (bottom quartile).
  • 3Y return: 23.99% (upper mid).
  • 1Y return: 11.53% (upper mid).
  • Alpha: -9.96 (bottom quartile).
  • Sharpe: 0.36 (upper mid).
  • Information ratio: -2.15 (bottom quartile).

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 (27 Jan 26) ₹83.1563 ↑ 0.97   (1.18 %)
Net Assets (Cr) ₹4,465 on 31 Dec 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.36
Information Ratio -2.15
Alpha Ratio -9.96
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

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 ₹405,518.
Net Profit of ₹105,518 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 27 Jan 26

DurationReturns
1 Month 1.5%
3 Month 0.8%
6 Month 7.4%
1 Year 11.5%
3 Year 24%
5 Year 11.3%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.4%
2023 27.1%
2022 37.9%
2021 -30.3%
2020 17.9%
2019 45.2%
2018 34.2%
2017 6.5%
2016 18.1%
2015 -0.8%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Research Highlights for Franklin India Smaller Companies Fund

  • Highest AUM (₹13,238 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.83% (upper mid).
  • 3Y return: 18.51% (lower mid).
  • 1Y return: -2.20% (bottom quartile).
  • Alpha: -5.23 (lower mid).
  • Sharpe: -0.60 (bottom quartile).
  • Information ratio: -0.26 (lower mid).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (28 Jan 26) ₹156.829 ↑ 2.40   (1.55 %)
Net Assets (Cr) ₹13,238 on 31 Dec 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.6
Information Ratio -0.26
Alpha Ratio -5.23
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

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 ₹505,644.
Net Profit of ₹205,644 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 27 Jan 26

DurationReturns
1 Month -6.4%
3 Month -10.2%
6 Month -11.1%
1 Year -2.2%
3 Year 18.5%
5 Year 20.8%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -8.4%
2023 23.2%
2022 52.1%
2021 3.6%
2020 56.4%
2019 18.7%
2018 -5%
2017 -17.4%
2016 43.5%
2015 10.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure

Data below for Franklin India Smaller Companies Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Research Highlights for Franklin India Focused Equity Fund

  • Upper mid AUM (₹12,649 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.42% (lower mid).
  • 3Y return: 15.11% (bottom quartile).
  • 1Y return: 9.05% (upper mid).
  • Alpha: -2.23 (upper mid).
  • Sharpe: -0.03 (upper mid).
  • Information ratio: -0.20 (lower mid).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (28 Jan 26) ₹106.957 ↑ 0.82   (0.77 %)
Net Assets (Cr) ₹12,649 on 31 Dec 25
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio -0.03
Information Ratio -0.2
Alpha Ratio -2.23
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

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 ₹470,047.
Net Profit of ₹170,047 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 27 Jan 26

DurationReturns
1 Month -3.8%
3 Month -5%
6 Month -1.8%
1 Year 9%
3 Year 15.1%
5 Year 17.4%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.1%
2023 19.9%
2022 23.5%
2021 8.9%
2020 39.4%
2019 10.9%
2018 10.9%
2017 -8.8%
2016 37.4%
2015 5%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure

Data below for Franklin India Focused Equity Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Research Highlights for Franklin India Taxshield

  • Lower mid AUM (₹6,693 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.27% (lower mid).
  • 3Y return: 17.78% (lower mid).
  • 1Y return: 6.20% (bottom quartile).
  • Alpha: -5.39 (bottom quartile).
  • Sharpe: -0.22 (bottom quartile).
  • Information ratio: 0.45 (top quartile).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (28 Jan 26) ₹1,446.14 ↑ 13.12   (0.92 %)
Net Assets (Cr) ₹6,693 on 31 Dec 25
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio -0.22
Information Ratio 0.45
Alpha Ratio -5.39
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹470,047.
Net Profit of ₹170,047 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 27 Jan 26

DurationReturns
1 Month -4.1%
3 Month -5.4%
6 Month -3.1%
1 Year 6.2%
3 Year 17.8%
5 Year 17.3%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 2.1%
2023 22.4%
2022 31.2%
2021 5.4%
2020 36.7%
2019 9.8%
2018 5.1%
2017 -3%
2016 29.1%
2015 4.7%
Fund Manager information for Franklin India Taxshield
NameSinceTenure

Data below for Franklin India Taxshield as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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.

Research Highlights for Franklin India Prima Fund

  • Upper mid AUM (₹12,831 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.23% (upper mid).
  • 3Y return: 21.53% (upper mid).
  • 1Y return: 6.54% (lower mid).
  • Alpha: -4.31 (lower mid).
  • Sharpe: -0.16 (lower mid).
  • Information ratio: -0.42 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (28 Jan 26) ₹2,672.07 ↑ 30.50   (1.15 %)
Net Assets (Cr) ₹12,831 on 31 Dec 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.17
Information Ratio -0.42
Alpha Ratio -4.31
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

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 ₹481,656.
Net Profit of ₹181,656 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 27 Jan 26

DurationReturns
1 Month -5.7%
3 Month -5.6%
6 Month -4.3%
1 Year 6.5%
3 Year 21.5%
5 Year 18.2%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 1.6%
2023 31.8%
2022 36.8%
2021 2.2%
2020 32.6%
2019 17.8%
2018 3.5%
2017 -9.4%
2016 39.7%
2015 8.5%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure

Data below for Franklin India Prima Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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Disclaimer:
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