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10টি সেরা ফ্র্যাঙ্কলিন টেম্পলটন SIP মিউচুয়াল ফান্ড 2022৷

Updated on November 24, 2025 , 17999 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 India Opportunities Fund Growth ₹262.306
↑ 2.73
₹8,189 500 3.16.56.22925.237.3
Franklin Build India Fund Growth ₹145.613
↓ -0.22
₹3,088 500 4.45.52.626.129.427.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹80.4236
↑ 0.72
₹4,520 500 214.69.123.410.927.1
Franklin India Prima Fund Growth ₹2,823.61
↑ 0.33
₹12,770 500 3.84.83.822.221.131.8
Franklin India Technology Fund Growth ₹530.234
↑ 2.61
₹1,951 500 2.66.3-2.821.717.428.4
Franklin India Smaller Companies Fund Growth ₹168.492
↓ -1.22
₹13,790 500 0.8-1-5.620.825.223.2
Franklin India Equity Fund Growth ₹1,683.8
↑ 18.88
₹19,796 500 4.23.34.517.721.421.8
Franklin India Taxshield Growth ₹1,514.6
↓ -2.59
₹6,788 500 3.93.52.917.620.522.4
Franklin India Equity Advantage Fund Growth ₹197.915
↑ 1.79
₹3,688 500 2.56.56.917.21918.8
Templeton India Value Fund Growth ₹736.789
↓ -0.92
₹2,260 500 4.64.33.216.923.815.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25

Research Highlights & Commentary of 10 Funds showcased

CommentaryFranklin India Opportunities FundFranklin Build India FundFranklin India Feeder - Franklin U S Opportunities FundFranklin India Prima FundFranklin India Technology FundFranklin India Smaller Companies FundFranklin India Equity FundFranklin India TaxshieldFranklin India Equity Advantage FundTempleton India Value Fund
Point 1Upper mid AUM (₹8,189 Cr).Bottom quartile AUM (₹3,088 Cr).Lower mid AUM (₹4,520 Cr).Upper mid AUM (₹12,770 Cr).Bottom quartile AUM (₹1,951 Cr).Top quartile AUM (₹13,790 Cr).Highest AUM (₹19,796 Cr).Upper mid AUM (₹6,788 Cr).Lower mid AUM (₹3,688 Cr).Bottom quartile AUM (₹2,260 Cr).
Point 2Established history (25+ yrs).Established history (16+ yrs).Established history (13+ yrs).Oldest track record among peers (32 yrs).Established history (27+ yrs).Established history (19+ yrs).Established history (31+ yrs).Established history (26+ yrs).Established history (20+ yrs).Established history (29+ yrs).
Point 3Rating: 3★ (upper mid).Top rated.Rating: 4★ (top quartile).Rating: 3★ (upper mid).Rating: 1★ (bottom quartile).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 25.22% (upper mid).5Y return: 29.43% (top quartile).5Y return: 10.86% (bottom quartile).5Y return: 21.14% (lower mid).5Y return: 17.41% (bottom quartile).5Y return: 25.23% (top quartile).5Y return: 21.35% (upper mid).5Y return: 20.46% (lower mid).5Y return: 18.99% (bottom quartile).5Y return: 23.82% (upper mid).
Point 63Y return: 28.95% (top quartile).3Y return: 26.10% (top quartile).3Y return: 23.39% (upper mid).3Y return: 22.24% (upper mid).3Y return: 21.66% (upper mid).3Y return: 20.83% (lower mid).3Y return: 17.73% (lower mid).3Y return: 17.64% (bottom quartile).3Y return: 17.21% (bottom quartile).3Y return: 16.89% (bottom quartile).
Point 71Y return: 6.21% (upper mid).1Y return: 2.56% (bottom quartile).1Y return: 9.11% (top quartile).1Y return: 3.80% (upper mid).1Y return: -2.83% (bottom quartile).1Y return: -5.60% (bottom quartile).1Y return: 4.49% (upper mid).1Y return: 2.94% (lower mid).1Y return: 6.91% (top quartile).1Y return: 3.21% (lower mid).
Point 8Alpha: 0.68 (upper mid).Alpha: 0.00 (upper mid).Alpha: -13.31 (bottom quartile).Alpha: -2.98 (lower mid).Alpha: 3.16 (top quartile).Alpha: -3.92 (bottom quartile).Alpha: -1.45 (upper mid).Alpha: -1.98 (lower mid).Alpha: 1.17 (top quartile).Alpha: -4.59 (bottom quartile).
Point 9Sharpe: 0.06 (upper mid).Sharpe: -0.11 (lower mid).Sharpe: 0.69 (top quartile).Sharpe: -0.09 (upper mid).Sharpe: -0.21 (bottom quartile).Sharpe: -0.40 (bottom quartile).Sharpe: -0.09 (upper mid).Sharpe: -0.12 (lower mid).Sharpe: 0.16 (top quartile).Sharpe: -0.35 (bottom quartile).
Point 10Information ratio: 1.78 (top quartile).Information ratio: 0.00 (lower mid).Information ratio: -1.95 (bottom quartile).Information ratio: -0.49 (bottom quartile).Information ratio: 1.46 (top quartile).Information ratio: -0.26 (lower mid).Information ratio: 0.52 (upper mid).Information ratio: 0.58 (upper mid).Information ratio: -0.36 (bottom quartile).Information ratio: 0.27 (upper mid).

Franklin India Opportunities Fund

  • Upper mid AUM (₹8,189 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.22% (upper mid).
  • 3Y return: 28.95% (top quartile).
  • 1Y return: 6.21% (upper mid).
  • Alpha: 0.68 (upper mid).
  • Sharpe: 0.06 (upper mid).
  • Information ratio: 1.78 (top quartile).

Franklin Build India Fund

  • Bottom quartile AUM (₹3,088 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 29.43% (top quartile).
  • 3Y return: 26.10% (top quartile).
  • 1Y return: 2.56% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.11 (lower mid).
  • Information ratio: 0.00 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹4,520 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (top quartile).
  • Risk profile: High.
  • 5Y return: 10.86% (bottom quartile).
  • 3Y return: 23.39% (upper mid).
  • 1Y return: 9.11% (top quartile).
  • Alpha: -13.31 (bottom quartile).
  • Sharpe: 0.69 (top quartile).
  • Information ratio: -1.95 (bottom quartile).

Franklin India Prima Fund

  • Upper mid AUM (₹12,770 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.14% (lower mid).
  • 3Y return: 22.24% (upper mid).
  • 1Y return: 3.80% (upper mid).
  • Alpha: -2.98 (lower mid).
  • Sharpe: -0.09 (upper mid).
  • Information ratio: -0.49 (bottom quartile).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,951 Cr).
  • Established history (27+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 17.41% (bottom quartile).
  • 3Y return: 21.66% (upper mid).
  • 1Y return: -2.83% (bottom quartile).
  • Alpha: 3.16 (top quartile).
  • Sharpe: -0.21 (bottom quartile).
  • Information ratio: 1.46 (top quartile).

Franklin India Smaller Companies Fund

  • Top quartile AUM (₹13,790 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.23% (top quartile).
  • 3Y return: 20.83% (lower mid).
  • 1Y return: -5.60% (bottom quartile).
  • Alpha: -3.92 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: -0.26 (lower mid).

Franklin India Equity Fund

  • Highest AUM (₹19,796 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.35% (upper mid).
  • 3Y return: 17.73% (lower mid).
  • 1Y return: 4.49% (upper mid).
  • Alpha: -1.45 (upper mid).
  • Sharpe: -0.09 (upper mid).
  • Information ratio: 0.52 (upper mid).

Franklin India Taxshield

  • Upper mid AUM (₹6,788 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.46% (lower mid).
  • 3Y return: 17.64% (bottom quartile).
  • 1Y return: 2.94% (lower mid).
  • Alpha: -1.98 (lower mid).
  • Sharpe: -0.12 (lower mid).
  • Information ratio: 0.58 (upper mid).

Franklin India Equity Advantage Fund

  • Lower mid AUM (₹3,688 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.99% (bottom quartile).
  • 3Y return: 17.21% (bottom quartile).
  • 1Y return: 6.91% (top quartile).
  • Alpha: 1.17 (top quartile).
  • Sharpe: 0.16 (top quartile).
  • Information ratio: -0.36 (bottom quartile).

Templeton India Value Fund

  • Bottom quartile AUM (₹2,260 Cr).
  • Established history (29+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.82% (upper mid).
  • 3Y return: 16.89% (bottom quartile).
  • 1Y return: 3.21% (lower mid).
  • Alpha: -4.59 (bottom quartile).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.27 (upper mid).
*ভিত্তিক তহবিলের তালিকাসম্পদ > 100 কোটি & উপর ভিত্তি করে সাজানো3 বছরসিএজিআর প্রত্যাবর্তন.

1. 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 (₹8,189 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.22% (upper mid).
  • 3Y return: 28.95% (top quartile).
  • 1Y return: 6.21% (upper mid).
  • Alpha: 0.68 (upper mid).
  • Sharpe: 0.06 (upper mid).
  • Information ratio: 1.78 (top quartile).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (26 Nov 25) ₹262.306 ↑ 2.73   (1.05 %)
Net Assets (Cr) ₹8,189 on 31 Oct 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 0.06
Information Ratio 1.78
Alpha Ratio 0.68
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 ₹570,326.
Net Profit of ₹270,326
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 26 Nov 25

DurationReturns
1 Month 0.4%
3 Month 3.1%
6 Month 6.5%
1 Year 6.2%
3 Year 29%
5 Year 25.2%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 37.3%
2023 53.6%
2022 -1.9%
2021 29.7%
2020 27.3%
2019 5.4%
2018 -10.1%
2017 35.6%
2016 4.2%
2015 2.3%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure

Data below for Franklin India Opportunities Fund as on 31 Oct 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 (₹3,088 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 29.43% (top quartile).
  • 3Y return: 26.10% (top quartile).
  • 1Y return: 2.56% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.11 (lower mid).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (27 Nov 25) ₹145.613 ↓ -0.22   (-0.15 %)
Net Assets (Cr) ₹3,088 on 31 Oct 25
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 ₹627,226.
Net Profit of ₹327,226
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 26 Nov 25

DurationReturns
1 Month -0.3%
3 Month 4.4%
6 Month 5.5%
1 Year 2.6%
3 Year 26.1%
5 Year 29.4%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.8%
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure

Data below for Franklin Build India Fund as on 31 Oct 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 (₹4,520 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (top quartile).
  • Risk profile: High.
  • 5Y return: 10.86% (bottom quartile).
  • 3Y return: 23.39% (upper mid).
  • 1Y return: 9.11% (top quartile).
  • Alpha: -13.31 (bottom quartile).
  • Sharpe: 0.69 (top quartile).
  • Information ratio: -1.95 (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 (26 Nov 25) ₹80.4236 ↑ 0.72   (0.90 %)
Net Assets (Cr) ₹4,520 on 31 Oct 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.69
Information Ratio -1.95
Alpha Ratio -13.31
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 ₹395,578.
Net Profit of ₹95,578
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 26 Nov 25

DurationReturns
1 Month -0.7%
3 Month 2%
6 Month 14.6%
1 Year 9.1%
3 Year 23.4%
5 Year 10.9%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.1%
2023 37.9%
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
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 Oct 25

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

4. 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 (₹12,770 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.14% (lower mid).
  • 3Y return: 22.24% (upper mid).
  • 1Y return: 3.80% (upper mid).
  • Alpha: -2.98 (lower mid).
  • Sharpe: -0.09 (upper mid).
  • Information ratio: -0.49 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (27 Nov 25) ₹2,823.61 ↑ 0.33   (0.01 %)
Net Assets (Cr) ₹12,770 on 31 Oct 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.09
Information Ratio -0.49
Alpha Ratio -2.98
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 ₹518,033.
Net Profit of ₹218,033
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 26 Nov 25

DurationReturns
1 Month 0.9%
3 Month 3.8%
6 Month 4.8%
1 Year 3.8%
3 Year 22.2%
5 Year 21.1%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 31.8%
2023 36.8%
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure

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

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

5. 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.

Research Highlights for Franklin India Technology Fund

  • Bottom quartile AUM (₹1,951 Cr).
  • Established history (27+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 17.41% (bottom quartile).
  • 3Y return: 21.66% (upper mid).
  • 1Y return: -2.83% (bottom quartile).
  • Alpha: 3.16 (top quartile).
  • Sharpe: -0.21 (bottom quartile).
  • Information ratio: 1.46 (top quartile).

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (26 Nov 25) ₹530.234 ↑ 2.61   (0.50 %)
Net Assets (Cr) ₹1,951 on 31 Oct 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.21
Information Ratio 1.46
Alpha Ratio 3.16
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 Technology Fund SIP Returns

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

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25

DurationReturns
1 Month 1.3%
3 Month 2.6%
6 Month 6.3%
1 Year -2.8%
3 Year 21.7%
5 Year 17.4%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.4%
2023 51.1%
2022 -22.3%
2021 39%
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure

Data below for Franklin India Technology Fund as on 31 Oct 25

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 (₹13,790 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.23% (top quartile).
  • 3Y return: 20.83% (lower mid).
  • 1Y return: -5.60% (bottom quartile).
  • Alpha: -3.92 (bottom quartile).
  • Sharpe: -0.40 (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 (27 Nov 25) ₹168.492 ↓ -1.22   (-0.72 %)
Net Assets (Cr) ₹13,790 on 31 Oct 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.41
Information Ratio -0.26
Alpha Ratio -3.92
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 ₹570,326.
Net Profit of ₹270,326
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 26 Nov 25

DurationReturns
1 Month -2%
3 Month 0.8%
6 Month -1%
1 Year -5.6%
3 Year 20.8%
5 Year 25.2%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.2%
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure

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

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

7. 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 (₹19,796 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.35% (upper mid).
  • 3Y return: 17.73% (lower mid).
  • 1Y return: 4.49% (upper mid).
  • Alpha: -1.45 (upper mid).
  • Sharpe: -0.09 (upper mid).
  • Information ratio: 0.52 (upper mid).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (26 Nov 25) ₹1,683.8 ↑ 18.88   (1.13 %)
Net Assets (Cr) ₹19,796 on 31 Oct 25
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.09
Information Ratio 0.52
Alpha Ratio -1.45
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 ₹518,033.
Net Profit of ₹218,033
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 26 Nov 25

DurationReturns
1 Month 1%
3 Month 4.2%
6 Month 3.3%
1 Year 4.5%
3 Year 17.7%
5 Year 21.4%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.8%
2023 30.8%
2022 5.3%
2021 40.3%
2020 16%
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure

Data below for Franklin India Equity Fund as on 31 Oct 25

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

8. Franklin India Taxshield

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

Research Highlights for Franklin India Taxshield

  • Upper mid AUM (₹6,788 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.46% (lower mid).
  • 3Y return: 17.64% (bottom quartile).
  • 1Y return: 2.94% (lower mid).
  • Alpha: -1.98 (lower mid).
  • Sharpe: -0.12 (lower mid).
  • Information ratio: 0.58 (upper mid).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (27 Nov 25) ₹1,514.6 ↓ -2.59   (-0.17 %)
Net Assets (Cr) ₹6,788 on 31 Oct 25
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio -0.13
Information Ratio 0.58
Alpha Ratio -1.98
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 ₹505,644.
Net Profit of ₹205,644
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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 26 Nov 25

DurationReturns
1 Month 0%
3 Month 3.9%
6 Month 3.5%
1 Year 2.9%
3 Year 17.6%
5 Year 20.5%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.4%
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
Fund Manager information for Franklin India Taxshield
NameSinceTenure

Data below for Franklin India Taxshield as on 31 Oct 25

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

9. Franklin India Equity Advantage Fund

(Erstwhile Franklin India Flexi Cap Fund)

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range.

Research Highlights for Franklin India Equity Advantage Fund

  • Lower mid AUM (₹3,688 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.99% (bottom quartile).
  • 3Y return: 17.21% (bottom quartile).
  • 1Y return: 6.91% (top quartile).
  • Alpha: 1.17 (top quartile).
  • Sharpe: 0.16 (top quartile).
  • Information ratio: -0.36 (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 (26 Nov 25) ₹197.915 ↑ 1.79   (0.91 %)
Net Assets (Cr) ₹3,688 on 31 Oct 25
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 0.16
Information Ratio -0.36
Alpha Ratio 1.17
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 ₹481,656.
Net Profit of ₹181,656
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 26 Nov 25

DurationReturns
1 Month 0.6%
3 Month 2.5%
6 Month 6.5%
1 Year 6.9%
3 Year 17.2%
5 Year 19%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.8%
2023 27%
2022 -2.8%
2021 39.1%
2020 12%
2019 2.1%
2018 -5%
2017 31.1%
2016 4%
2015 2%
Fund Manager information for Franklin India Equity Advantage Fund
NameSinceTenure

Data below for Franklin India Equity Advantage Fund as on 31 Oct 25

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

10. 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.

Research Highlights for Templeton India Value Fund

  • Bottom quartile AUM (₹2,260 Cr).
  • Established history (29+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.82% (upper mid).
  • 3Y return: 16.89% (bottom quartile).
  • 1Y return: 3.21% (lower mid).
  • Alpha: -4.59 (bottom quartile).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.27 (upper mid).

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (27 Nov 25) ₹736.789 ↓ -0.92   (-0.13 %)
Net Assets (Cr) ₹2,260 on 31 Oct 25
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio -0.35
Information Ratio 0.27
Alpha Ratio -4.59
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 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 ₹543,623.
Net Profit of ₹243,623
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 26 Nov 25

DurationReturns
1 Month 0.5%
3 Month 4.6%
6 Month 4.3%
1 Year 3.2%
3 Year 16.9%
5 Year 23.8%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.2%
2023 33.7%
2022 15.5%
2021 44.5%
2020 11.5%
2019 -0.3%
2018 -12.8%
2017 37.6%
2016 9.5%
2015 0.1%
Fund Manager information for Templeton India Value Fund
NameSinceTenure

Data below for Templeton India Value Fund as on 31 Oct 25

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!

ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?

  1. Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।

  2. আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন

  3. নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!

    এবার শুরু করা যাক

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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