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10টি সেরা ফ্র্যাঙ্কলিন টেম্পলটন SIP মিউচুয়াল ফান্ড 2022৷

Updated on September 3, 2026 , 18731 views

ফ্র্যাঙ্কলিন টেম্পলটনকে বেছে নিয়েচুমুক প্ল্যান বিনিয়োগকারীরা প্রতি মাসে একটি প্রাক-নির্বাচিত তারিখে অল্প পরিমাণ অর্থ বিনিয়োগ করতে পারে যে স্কিমে আপনি বিনিয়োগ করতে চান৷ একটি এসআইপি হল ইক্যুইটিতে প্রবেশের অন্যতম সেরা উপায়বাজার, কারণ এটি একটি বিনিয়োগ শৃঙ্খলা এবং অভ্যাস নিয়ে আসেবিনিয়োগকারী. তাছাড়া, ফ্র্যাঙ্কলিন এসআইপি অর্জনে সহায়তা করেআর্থিক লক্ষ্য সময়মত বিনিয়োগকারীরা মাসে অল্প পরিমাণ অর্থ বিনিয়োগ করতে পারেনভিত্তি, যা শেষ পর্যন্ত আপনার লক্ষ্য পূরণের জন্য একটি উদ্বৃত্ত কর্পাস তৈরি করবে। আপনি শুরু করতে পারেনবিনিয়োগ INR 500-এর মতো কম পরিমাণে, যা বেশিরভাগ বিনিয়োগকারীদের জন্য এটিকে সাশ্রয়ী করে তোলে৷

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Franklin

ফ্র্যাঙ্কলিন এসআইপি মিউচুয়াল ফান্ডে কেন বিনিয়োগ করবেন?

SIP এর কিছু সুবিধা হল:

  • যৌগিক শক্তি
  • রুপি খরচ গড়
  • বাজার সময় প্রয়োজন নেই
  • সাশ্রয়ী

যে বিনিয়োগকারীরা বিনিয়োগ করতে চাইছেন তারা নীচের তালিকাভুক্ত সেরা ফ্র্যাঙ্কলিন টেম্পলটন এসআইপি থেকে তহবিল বেছে নিতে পারেনযৌথ পুঁজি ইক্যুইটি বিভাগে বিনিয়োগ করতে। এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি

কিভাবে SIP বিনিয়োগ বৃদ্ধি পায়?

আপনার কেমন জানতে চাইএসআইপি বিনিয়োগ আপনি একটি নির্দিষ্ট সময়ের জন্য মাসিক একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করলে বাড়বে? আমরা আপনাকে একটি উদাহরণ দিয়ে ব্যাখ্যা করব।

বিনিয়োগের জন্য সেরা ফ্র্যাঙ্কলিন এসআইপি মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin Asian Equity Fund Growth ₹45.211
↑ 0.34
₹954 500 020.64221.48.323.7
Franklin India Opportunities Fund Growth ₹266.386
↑ 1.95
₹9,344 500 86.94.320.117.73.1
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹90.689
↑ 0.77
₹5,800 500 -3.713.915.219.98.511.4
Franklin Build India Fund Growth ₹141.686
↓ -0.16
₹3,199 500 -0.7-0.51.416.1183.7
Franklin India Prima Fund Growth ₹2,845.56
↑ 3.32
₹12,871 500 6.99.34.415.613.51.6
Franklin India Smaller Companies Fund Growth ₹180.632
↑ 0.67
₹14,467 500 6.317.27.112.516-8.4
Franklin India Equity Advantage Fund Growth ₹192.806
↓ -0.39
₹3,576 500 6.87.30.611.8107.6
Templeton India Equity Income Fund Growth ₹135.567
↑ 0.29
₹2,300 500 -0.6-2.90.211.6121.7
Franklin India Equity Fund Growth ₹1,597.63
↓ -1.19
₹19,509 500 3.90.9-0.911.211.83.3
Franklin India Taxshield Growth ₹1,426.68
↓ -1.82
₹6,239 500 41-1.910.811.52.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26

Research Highlights & Commentary of 10 Funds showcased

CommentaryFranklin Asian Equity FundFranklin India Opportunities FundFranklin India Feeder - Franklin U S Opportunities FundFranklin Build India FundFranklin India Prima FundFranklin India Smaller Companies FundFranklin India Equity Advantage FundTempleton India Equity Income FundFranklin India Equity FundFranklin India Taxshield
Point 1Bottom quartile AUM (₹954 Cr).Upper mid AUM (₹9,344 Cr).Lower mid AUM (₹5,800 Cr).Bottom quartile AUM (₹3,199 Cr).Upper mid AUM (₹12,871 Cr).Top quartile AUM (₹14,467 Cr).Lower mid AUM (₹3,576 Cr).Bottom quartile AUM (₹2,300 Cr).Highest AUM (₹19,509 Cr).Upper mid AUM (₹6,239 Cr).
Point 2Established history (18+ yrs).Established history (26+ yrs).Established history (14+ yrs).Established history (17+ yrs).Oldest track record among peers (32 yrs).Established history (20+ yrs).Established history (21+ yrs).Established history (20+ yrs).Established history (31+ yrs).Established history (27+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 4★ (upper mid).Rating: 5★ (top quartile).Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 8.28% (bottom quartile).5Y return: 17.67% (top quartile).5Y return: 8.53% (bottom quartile).5Y return: 17.96% (top quartile).5Y return: 13.55% (upper mid).5Y return: 16.01% (upper mid).5Y return: 10.01% (bottom quartile).5Y return: 12.04% (upper mid).5Y return: 11.78% (lower mid).5Y return: 11.49% (lower mid).
Point 63Y return: 21.39% (top quartile).3Y return: 20.05% (top quartile).3Y return: 19.94% (upper mid).3Y return: 16.07% (upper mid).3Y return: 15.55% (upper mid).3Y return: 12.47% (lower mid).3Y return: 11.84% (lower mid).3Y return: 11.62% (bottom quartile).3Y return: 11.16% (bottom quartile).3Y return: 10.84% (bottom quartile).
Point 71Y return: 42.00% (top quartile).1Y return: 4.32% (upper mid).1Y return: 15.15% (top quartile).1Y return: 1.39% (lower mid).1Y return: 4.38% (upper mid).1Y return: 7.12% (upper mid).1Y return: 0.57% (lower mid).1Y return: 0.20% (bottom quartile).1Y return: -0.91% (bottom quartile).1Y return: -1.92% (bottom quartile).
Point 8Alpha: 0.00 (top quartile).Alpha: -0.23 (upper mid).Alpha: -3.68 (lower mid).Alpha: 0.00 (top quartile).Alpha: -5.64 (bottom quartile).Alpha: -2.93 (upper mid).Alpha: -4.21 (lower mid).Alpha: -3.27 (upper mid).Alpha: -4.89 (bottom quartile).Alpha: -6.21 (bottom quartile).
Point 9Sharpe: 1.27 (top quartile).Sharpe: -0.05 (upper mid).Sharpe: 0.48 (top quartile).Sharpe: -0.11 (lower mid).Sharpe: -0.06 (upper mid).Sharpe: -0.05 (upper mid).Sharpe: -0.21 (lower mid).Sharpe: -0.27 (bottom quartile).Sharpe: -0.35 (bottom quartile).Sharpe: -0.44 (bottom quartile).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 1.18 (top quartile).Information ratio: -1.22 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.41 (lower mid).Information ratio: -0.56 (bottom quartile).Information ratio: -0.44 (bottom quartile).Information ratio: -0.08 (upper mid).Information ratio: 0.01 (top quartile).Information ratio: -0.13 (lower mid).

Franklin Asian Equity Fund

  • Bottom quartile AUM (₹954 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 8.28% (bottom quartile).
  • 3Y return: 21.39% (top quartile).
  • 1Y return: 42.00% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.27 (top quartile).
  • Information ratio: 0.00 (upper mid).

Franklin India Opportunities Fund

  • Upper mid AUM (₹9,344 Cr).
  • Established history (26+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.67% (top quartile).
  • 3Y return: 20.05% (top quartile).
  • 1Y return: 4.32% (upper mid).
  • Alpha: -0.23 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 1.18 (top quartile).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹5,800 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 8.53% (bottom quartile).
  • 3Y return: 19.94% (upper mid).
  • 1Y return: 15.15% (top quartile).
  • Alpha: -3.68 (lower mid).
  • Sharpe: 0.48 (top quartile).
  • Information ratio: -1.22 (bottom quartile).

Franklin Build India Fund

  • Bottom quartile AUM (₹3,199 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 17.96% (top quartile).
  • 3Y return: 16.07% (upper mid).
  • 1Y return: 1.39% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.11 (lower mid).
  • Information ratio: 0.00 (upper mid).

Franklin India Prima Fund

  • Upper mid AUM (₹12,871 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.55% (upper mid).
  • 3Y return: 15.55% (upper mid).
  • 1Y return: 4.38% (upper mid).
  • Alpha: -5.64 (bottom quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: -0.41 (lower mid).

Franklin India Smaller Companies Fund

  • Top quartile AUM (₹14,467 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.01% (upper mid).
  • 3Y return: 12.47% (lower mid).
  • 1Y return: 7.12% (upper mid).
  • Alpha: -2.93 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: -0.56 (bottom quartile).

Franklin India Equity Advantage Fund

  • Lower mid AUM (₹3,576 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.01% (bottom quartile).
  • 3Y return: 11.84% (lower mid).
  • 1Y return: 0.57% (lower mid).
  • Alpha: -4.21 (lower mid).
  • Sharpe: -0.21 (lower mid).
  • Information ratio: -0.44 (bottom quartile).

Templeton India Equity Income Fund

  • Bottom quartile AUM (₹2,300 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.04% (upper mid).
  • 3Y return: 11.62% (bottom quartile).
  • 1Y return: 0.20% (bottom quartile).
  • Alpha: -3.27 (upper mid).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: -0.08 (upper mid).

Franklin India Equity Fund

  • Highest AUM (₹19,509 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.78% (lower mid).
  • 3Y return: 11.16% (bottom quartile).
  • 1Y return: -0.91% (bottom quartile).
  • Alpha: -4.89 (bottom quartile).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.01 (top quartile).

Franklin India Taxshield

  • Upper mid AUM (₹6,239 Cr).
  • Established history (27+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.49% (lower mid).
  • 3Y return: 10.84% (bottom quartile).
  • 1Y return: -1.92% (bottom quartile).
  • Alpha: -6.21 (bottom quartile).
  • Sharpe: -0.44 (bottom quartile).
  • Information ratio: -0.13 (lower mid).
*ভিত্তিক তহবিলের তালিকাসম্পদ > 100 কোটি & উপর ভিত্তি করে সাজানো3 বছরসিএজিআর প্রত্যাবর্তন.

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 (₹954 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 8.28% (bottom quartile).
  • 3Y return: 21.39% (top quartile).
  • 1Y return: 42.00% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.27 (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 (04 Sep 26) ₹45.211 ↑ 0.34   (0.75 %)
Net Assets (Cr) ₹954 on 31 Jul 26
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.54
Sharpe Ratio 1.27
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 ₹376,357.
Net Profit of ₹76,357
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 4 Sep 26

DurationReturns
1 Month 2.4%
3 Month 0%
6 Month 20.6%
1 Year 42%
3 Year 21.4%
5 Year 8.3%
10 Year
15 Year
Since launch 8.4%
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 Jul 26

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

2. 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.

Research Highlights for Franklin India Opportunities Fund

  • Upper mid AUM (₹9,344 Cr).
  • Established history (26+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.67% (top quartile).
  • 3Y return: 20.05% (top quartile).
  • 1Y return: 4.32% (upper mid).
  • Alpha: -0.23 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 1.18 (top quartile).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (03 Sep 26) ₹266.386 ↑ 1.95   (0.74 %)
Net Assets (Cr) ₹9,344 on 31 Jul 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.05
Information Ratio 1.18
Alpha Ratio -0.23
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 Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Franklin India 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 4 Sep 26

DurationReturns
1 Month 0.3%
3 Month 8%
6 Month 6.9%
1 Year 4.3%
3 Year 20.1%
5 Year 17.7%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.1%
2023 37.3%
2022 53.6%
2021 -1.9%
2020 29.7%
2019 27.3%
2018 5.4%
2017 -10.1%
2016 35.6%
2015 4.2%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure

Data below for Franklin India Opportunities Fund as on 31 Jul 26

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 (₹5,800 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 8.53% (bottom quartile).
  • 3Y return: 19.94% (upper mid).
  • 1Y return: 15.15% (top quartile).
  • Alpha: -3.68 (lower mid).
  • Sharpe: 0.48 (top quartile).
  • Information ratio: -1.22 (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 (03 Sep 26) ₹90.689 ↑ 0.77   (0.86 %)
Net Assets (Cr) ₹5,800 on 31 Jul 26
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.48
Information Ratio -1.22
Alpha Ratio -3.68
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 ₹376,357.
Net Profit of ₹76,357
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 4 Sep 26

DurationReturns
1 Month 0.4%
3 Month -3.7%
6 Month 13.9%
1 Year 15.2%
3 Year 19.9%
5 Year 8.5%
10 Year
15 Year
Since launch 16.3%
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 Jul 26

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

4. 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 (₹3,199 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 17.96% (top quartile).
  • 3Y return: 16.07% (upper mid).
  • 1Y return: 1.39% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.11 (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 (04 Sep 26) ₹141.686 ↓ -0.16   (-0.11 %)
Net Assets (Cr) ₹3,199 on 31 Jul 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.01
Sharpe Ratio -0.11
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 ₹470,047.
Net Profit of ₹170,047
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 4 Sep 26

DurationReturns
1 Month -2.7%
3 Month -0.7%
6 Month -0.5%
1 Year 1.4%
3 Year 16.1%
5 Year 18%
10 Year
15 Year
Since launch 16.9%
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 Jul 26

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

5. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Research Highlights for Franklin India Prima Fund

  • Upper mid AUM (₹12,871 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.55% (upper mid).
  • 3Y return: 15.55% (upper mid).
  • 1Y return: 4.38% (upper mid).
  • Alpha: -5.64 (bottom quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: -0.41 (lower mid).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (04 Sep 26) ₹2,845.56 ↑ 3.32   (0.12 %)
Net Assets (Cr) ₹12,871 on 31 Jul 26
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.06
Information Ratio -0.41
Alpha Ratio -5.64
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

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 ₹426,080.
Net Profit of ₹126,080
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 4 Sep 26

DurationReturns
1 Month -0.2%
3 Month 6.9%
6 Month 9.3%
1 Year 4.4%
3 Year 15.6%
5 Year 13.5%
10 Year
15 Year
Since launch 18.8%
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 Jul 26

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

6. 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

  • Top quartile AUM (₹14,467 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.01% (upper mid).
  • 3Y return: 12.47% (lower mid).
  • 1Y return: 7.12% (upper mid).
  • Alpha: -2.93 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: -0.56 (bottom quartile).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (04 Sep 26) ₹180.632 ↑ 0.67   (0.37 %)
Net Assets (Cr) ₹14,467 on 31 Jul 26
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.05
Information Ratio -0.56
Alpha Ratio -2.93
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 ₹458,689.
Net Profit of ₹158,689
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 4 Sep 26

DurationReturns
1 Month 0.9%
3 Month 6.3%
6 Month 17.2%
1 Year 7.1%
3 Year 12.5%
5 Year 16%
10 Year
15 Year
Since launch 15.1%
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 Jul 26

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

7. 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.

Research Highlights for Franklin India Equity Advantage Fund

  • Lower mid AUM (₹3,576 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.01% (bottom quartile).
  • 3Y return: 11.84% (lower mid).
  • 1Y return: 0.57% (lower mid).
  • Alpha: -4.21 (lower mid).
  • Sharpe: -0.21 (lower mid).
  • Information ratio: -0.44 (bottom quartile).

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund
Growth
Launch Date 2 Mar 05
NAV (04 Sep 26) ₹192.806 ↓ -0.39   (-0.20 %)
Net Assets (Cr) ₹3,576 on 31 Jul 26
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio -0.21
Information Ratio -0.44
Alpha Ratio -4.21
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

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 ₹395,578.
Net Profit of ₹95,578
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 4 Sep 26

DurationReturns
1 Month -1.2%
3 Month 6.8%
6 Month 7.3%
1 Year 0.6%
3 Year 11.8%
5 Year 10%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.6%
2023 18.8%
2022 27%
2021 -2.8%
2020 39.1%
2019 12%
2018 2.1%
2017 -5%
2016 31.1%
2015 4%
Fund Manager information for Franklin India Equity Advantage Fund
NameSinceTenure

Data below for Franklin India Equity Advantage Fund as on 31 Jul 26

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

8. 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.

Research Highlights for Templeton India Equity Income Fund

  • Bottom quartile AUM (₹2,300 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.04% (upper mid).
  • 3Y return: 11.62% (bottom quartile).
  • 1Y return: 0.20% (bottom quartile).
  • Alpha: -3.27 (upper mid).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: -0.08 (upper mid).

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (03 Sep 26) ₹135.567 ↑ 0.29   (0.22 %)
Net Assets (Cr) ₹2,300 on 31 Jul 26
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio -0.27
Information Ratio -0.08
Alpha Ratio -3.27
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

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 ₹415,684.
Net Profit of ₹115,684
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 4 Sep 26

DurationReturns
1 Month -2.2%
3 Month -0.6%
6 Month -2.9%
1 Year 0.2%
3 Year 11.6%
5 Year 12%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 1.7%
2023 20.4%
2022 33.3%
2021 5.3%
2020 43.1%
2019 22.9%
2018 5.3%
2017 -8.6%
2016 34.1%
2015 9.4%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure

Data below for Templeton India Equity Income Fund as on 31 Jul 26

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

9. 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.

Research Highlights for Franklin India Equity Fund

  • Highest AUM (₹19,509 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.78% (lower mid).
  • 3Y return: 11.16% (bottom quartile).
  • 1Y return: -0.91% (bottom quartile).
  • Alpha: -4.89 (bottom quartile).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.01 (top quartile).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (04 Sep 26) ₹1,597.63 ↓ -1.19   (-0.07 %)
Net Assets (Cr) ₹19,509 on 31 Jul 26
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.35
Information Ratio 0.01
Alpha Ratio -4.89
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 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 4 Sep 26

DurationReturns
1 Month -2%
3 Month 3.9%
6 Month 0.9%
1 Year -0.9%
3 Year 11.2%
5 Year 11.8%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.3%
2023 21.8%
2022 30.8%
2021 5.3%
2020 40.3%
2019 16%
2018 3.3%
2017 -4.4%
2016 30.6%
2015 5%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure

Data below for Franklin India Equity Fund as on 31 Jul 26

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

10. 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

  • Upper mid AUM (₹6,239 Cr).
  • Established history (27+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.49% (lower mid).
  • 3Y return: 10.84% (bottom quartile).
  • 1Y return: -1.92% (bottom quartile).
  • Alpha: -6.21 (bottom quartile).
  • Sharpe: -0.44 (bottom quartile).
  • Information ratio: -0.13 (lower mid).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (04 Sep 26) ₹1,426.68 ↓ -1.82   (-0.13 %)
Net Assets (Cr) ₹6,239 on 31 Jul 26
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio -0.44
Information Ratio -0.13
Alpha Ratio -6.21
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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26

DurationReturns
1 Month -1.9%
3 Month 4%
6 Month 1%
1 Year -1.9%
3 Year 10.8%
5 Year 11.5%
10 Year
15 Year
Since launch 19.8%
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 Jul 26

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

এসআইপি ক্যালকুলেটর বা এসআইপি রিটার্ন ক্যালকুলেটর

এসআইপি ক্যালকুলেটর সাধারণত ইনপুট নেয় যেমন এসআইপি বিনিয়োগের পরিমাণ (লক্ষ্য), বিনিয়োগের জন্য কত বছর প্রয়োজন, প্রত্যাশিতমুদ্রাস্ফীতি হার (এর জন্য একটি অ্যাকাউন্ট প্রয়োজন!) এবং প্রত্যাশিত রিটার্ন। সুতরাং, কেউ একটি লক্ষ্য অর্জনের জন্য প্রয়োজনীয় এসআইপি রিটার্ন গণনা করতে পারে!

ধরুন, আপনি যদি 10 টাকা বিনিয়োগ করেন,000 10 বছরের জন্য, দেখুন কিভাবে আপনার SIP বিনিয়োগ বৃদ্ধি পায়-

মাসিক বিনিয়োগ: INR 10,000

বিনিয়োগের সময়কাল: 10 বছর

মোট বিনিয়োগকৃত পরিমাণ: INR 12,00,000

দীর্ঘমেয়াদী বৃদ্ধির হার (প্রায়): 15%

অনুযায়ী প্রত্যাশিত রিটার্নচুমুক ক্যালকুলেটর: INR 27,86,573

মোট লাভ: INR 15,86,573 (পরম প্রত্যাবর্তন= 132.2%)

উপরের গণনাগুলি দেখায় যে আপনি যদি 10 বছরের জন্য মাসে 10,000 টাকা বিনিয়োগ করেন (মোট INR12,00,000) তুমি উপার্জন করবেINR 27,86,573, যার মানে আপনি যে নেট লাভ করেন তাINR 15,86,573. এটা কি দারুণ না!

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Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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