10 શ્રેષ્ઠ ફ્રેન્કલિન ટેમ્પલટન SIP મ્યુચ્યુઅલ ફંડ્સ 2022

Updated on September 30, 2026 , 18800 views

ફ્રેન્કલિન ટેમ્પલટન પસંદ કરીનેSIP યોજનાઓ રોકાણકારો તમે જે યોજનામાં રોકાણ કરવા માંગો છો તેમાં દર મહિને પૂર્વ-પસંદ કરેલી તારીખે નાની રકમનું રોકાણ કરી શકે છે. SIP એ ઇક્વિટીમાં પ્રવેશવાની શ્રેષ્ઠ રીતો પૈકીની એક છે.બજાર, કારણ કે તે રોકાણની શિસ્ત અને આદત લાવે છેરોકાણકાર. વધુમાં, ફ્રેન્કલિન SIP હાંસલ કરવામાં મદદ કરે છેનાણાકીય લક્ષ્યો સમયસર. રોકાણકારો માસિક પર નાની રકમનું રોકાણ કરી શકે છેઆધાર, જે આખરે તમારા લક્ષ્યોને પરિપૂર્ણ કરવા માટે એક સરપ્લસ કોર્પસ બનાવશે. તમે શરૂ કરી શકો છોરોકાણ INR 500 જેટલી ઓછી રકમ સાથે, જે તેને મોટાભાગના રોકાણકારો માટે પોસાય છે.

Ready to Invest?
Talk to our investment specialist

ફ્રેન્કલિન એસઆઈપી મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરો?

SIP ના કેટલાક ફાયદા છે:

સંયોજન શક્તિ
રૂપિયાની સરેરાશ કિંમત
બજારને સમય આપવાની જરૂર નથી
પોસાય

રોકાણ કરવા માંગતા રોકાણકારો નીચે સૂચિબદ્ધ શ્રેષ્ઠ ફ્રેન્કલિન ટેમ્પલટન SIPમાંથી ફંડ પસંદ કરી શકે છેમ્યુચ્યુઅલ ફંડ ઇક્વિટી કેટેગરીમાં રોકાણ કરવું. એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.

SIP રોકાણ કેવી રીતે વધે છે?

તમારા કેવી રીતે જાણવા માંગો છોSIP રોકાણ જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરશો તો વૃદ્ધિ થશે? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.

રોકાણ માટે શ્રેષ્ઠ ફ્રેન્કલિન SIP મ્યુચ્યુઅલ ફંડ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹94.6354 ↑ 0.82	₹5,955	500	2.2	22.2	16.5	24.1	10.5	11.4
Franklin Asian Equity Fund Growth	₹44.6357 ↑ 0.15	₹996	500	-1.7	23.1	32.2	22.9	8.5	23.7
Franklin India Opportunities Fund Growth	₹257.748 ↓ -2.58	₹9,717	500	-1	13	1	18.1	16.4	3.1
Franklin Build India Fund Growth	₹134.613 ↓ -1.79	₹3,152	500	-9.2	-0.5	-4.4	13	16	3.7
Franklin India Prima Fund Growth	₹2,645.15 ↓ -29.72	₹13,052	500	-4.2	8.6	-1.7	12.8	11.4	1.6
Franklin India Smaller Companies Fund Growth	₹172.051 ↓ -1.78	₹14,746	500	-2.6	15.3	3.6	10.8	14.2	-8.4
Templeton India Equity Income Fund Growth	₹130.206 ↓ -0.91	₹2,280	500	-4	1.6	-4.7	9.4	10.4	1.7
Franklin India Equity Advantage Fund Growth	₹178.745 ↓ -1.64	₹3,622	500	-4.6	4.6	-5.4	9.1	7.9	7.6
Franklin India Equity Fund Growth	₹1,500.99 ↓ -13.69	₹19,385	500	-5.9	2.1	-7	8.5	9.7	3.3
Franklin India Taxshield Growth	₹1,343.61 ↓ -10.92	₹6,223	500	-5.5	2.3	-7.7	8.3	9.5	2.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin Asian Equity Fund	Franklin India Opportunities Fund	Franklin Build India Fund	Franklin India Prima Fund	Franklin India Smaller Companies Fund	Templeton India Equity Income Fund	Franklin India Equity Advantage Fund	Franklin India Equity Fund	Franklin India Taxshield
Point 1	Lower mid AUM (₹5,955 Cr).	Bottom quartile AUM (₹996 Cr).	Upper mid AUM (₹9,717 Cr).	Bottom quartile AUM (₹3,152 Cr).	Upper mid AUM (₹13,052 Cr).	Top quartile AUM (₹14,746 Cr).	Bottom quartile AUM (₹2,280 Cr).	Lower mid AUM (₹3,622 Cr).	Highest AUM (₹19,385 Cr).	Upper mid AUM (₹6,223 Cr).
Point 2	Established history (14+ yrs).	Established history (18+ yrs).	Established history (26+ yrs).	Established history (17+ yrs).	Oldest track record among peers (32 yrs).	Established history (20+ yrs).	Established history (20+ yrs).	Established history (21+ yrs).	Established history (32+ yrs).	Established history (27+ yrs).
Point 3	Rating: 4★ (upper mid).	Top rated.	Rating: 3★ (upper mid).	Rating: 5★ (top quartile).	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (bottom quartile).	Rating: 2★ (bottom quartile).
Point 4	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.	Risk profile: Moderately High.
Point 5	5Y return: 10.47% (upper mid).	5Y return: 8.49% (bottom quartile).	5Y return: 16.44% (top quartile).	5Y return: 15.98% (top quartile).	5Y return: 11.43% (upper mid).	5Y return: 14.17% (upper mid).	5Y return: 10.43% (lower mid).	5Y return: 7.95% (bottom quartile).	5Y return: 9.66% (lower mid).	5Y return: 9.51% (bottom quartile).
Point 6	3Y return: 24.11% (top quartile).	3Y return: 22.93% (top quartile).	3Y return: 18.12% (upper mid).	3Y return: 13.04% (upper mid).	3Y return: 12.84% (upper mid).	3Y return: 10.81% (lower mid).	3Y return: 9.45% (lower mid).	3Y return: 9.10% (bottom quartile).	3Y return: 8.51% (bottom quartile).	3Y return: 8.26% (bottom quartile).
Point 7	1Y return: 16.52% (top quartile).	1Y return: 32.21% (top quartile).	1Y return: 0.96% (upper mid).	1Y return: -4.37% (lower mid).	1Y return: -1.72% (upper mid).	1Y return: 3.61% (upper mid).	1Y return: -4.67% (lower mid).	1Y return: -5.45% (bottom quartile).	1Y return: -6.99% (bottom quartile).	1Y return: -7.73% (bottom quartile).
Point 8	Alpha: -3.26 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: 1.10 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -6.16 (bottom quartile).	Alpha: -2.91 (upper mid).	Alpha: -3.55 (lower mid).	Alpha: -4.28 (lower mid).	Alpha: -4.31 (bottom quartile).	Alpha: -5.46 (bottom quartile).
Point 9	Sharpe: 0.58 (top quartile).	Sharpe: 1.39 (top quartile).	Sharpe: 0.13 (upper mid).	Sharpe: -0.04 (lower mid).	Sharpe: 0.15 (upper mid).	Sharpe: 0.22 (upper mid).	Sharpe: -0.19 (bottom quartile).	Sharpe: -0.08 (lower mid).	Sharpe: -0.21 (bottom quartile).	Sharpe: -0.29 (bottom quartile).
Point 10	Information ratio: -1.35 (bottom quartile).	Information ratio: 0.00 (top quartile).	Information ratio: 1.18 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.33 (bottom quartile).	Information ratio: -0.59 (bottom quartile).	Information ratio: -0.06 (upper mid).	Information ratio: -0.30 (lower mid).	Information ratio: -0.16 (upper mid).	Information ratio: -0.27 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹5,955 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 10.47% (upper mid).
3Y return: 24.11% (top quartile).
1Y return: 16.52% (top quartile).
Alpha: -3.26 (upper mid).
Sharpe: 0.58 (top quartile).
Information ratio: -1.35 (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹996 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 8.49% (bottom quartile).
3Y return: 22.93% (top quartile).
1Y return: 32.21% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.39 (top quartile).
Information ratio: 0.00 (top quartile).

Franklin India Opportunities Fund

Upper mid AUM (₹9,717 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.44% (top quartile).
3Y return: 18.12% (upper mid).
1Y return: 0.96% (upper mid).
Alpha: 1.10 (top quartile).
Sharpe: 0.13 (upper mid).
Information ratio: 1.18 (top quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,152 Cr).
Established history (17+ yrs).
Rating: 5★ (top quartile).
Risk profile: High.
5Y return: 15.98% (top quartile).
3Y return: 13.04% (upper mid).
1Y return: -4.37% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.04 (lower mid).
Information ratio: 0.00 (upper mid).

Franklin India Prima Fund

Upper mid AUM (₹13,052 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.43% (upper mid).
3Y return: 12.84% (upper mid).
1Y return: -1.72% (upper mid).
Alpha: -6.16 (bottom quartile).
Sharpe: 0.15 (upper mid).
Information ratio: -0.33 (bottom quartile).

Franklin India Smaller Companies Fund

Top quartile AUM (₹14,746 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.17% (upper mid).
3Y return: 10.81% (lower mid).
1Y return: 3.61% (upper mid).
Alpha: -2.91 (upper mid).
Sharpe: 0.22 (upper mid).
Information ratio: -0.59 (bottom quartile).

Templeton India Equity Income Fund

Bottom quartile AUM (₹2,280 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.43% (lower mid).
3Y return: 9.45% (lower mid).
1Y return: -4.67% (lower mid).
Alpha: -3.55 (lower mid).
Sharpe: -0.19 (bottom quartile).
Information ratio: -0.06 (upper mid).

Franklin India Equity Advantage Fund

Lower mid AUM (₹3,622 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 7.95% (bottom quartile).
3Y return: 9.10% (bottom quartile).
1Y return: -5.45% (bottom quartile).
Alpha: -4.28 (lower mid).
Sharpe: -0.08 (lower mid).
Information ratio: -0.30 (lower mid).

Franklin India Equity Fund

Highest AUM (₹19,385 Cr).
Established history (32+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.66% (lower mid).
3Y return: 8.51% (bottom quartile).
1Y return: -6.99% (bottom quartile).
Alpha: -4.31 (bottom quartile).
Sharpe: -0.21 (bottom quartile).
Information ratio: -0.16 (upper mid).

Franklin India Taxshield

Upper mid AUM (₹6,223 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.51% (bottom quartile).
3Y return: 8.26% (bottom quartile).
1Y return: -7.73% (bottom quartile).
Alpha: -5.46 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -0.27 (lower mid).

*આધારિત ભંડોળની યાદીસંપત્તિ > 100 કરોડ & ના આધારે સોર્ટ કરેલ3 વર્ષCAGR પરત.

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.

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

Lower mid AUM (₹5,955 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 10.47% (upper mid).
3Y return: 24.11% (top quartile).
1Y return: 16.52% (top quartile).
Alpha: -3.26 (upper mid).
Sharpe: 0.58 (top quartile).
Information ratio: -1.35 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
Largest holding Franklin US Opportunities I(acc)USD (~96.1%).
Top-3 holdings concentration ~100.0%.

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 (01 Oct 26)	₹94.6354 ↑ 0.82 (0.87 %)
Net Assets (Cr)	₹5,955 on 31 Aug 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.58
Information Ratio	-1.35
Alpha Ratio	-3.26
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹7,098
30 Sep 23	₹8,672
30 Sep 24	₹12,248
30 Sep 25	₹14,266
30 Sep 26	₹16,435

Franklin India Feeder - Franklin U S Opportunities Fund SIP 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 1 Oct 26

Duration	Returns
1 Month	5.7%
3 Month	2.2%
6 Month	22.2%
1 Year	16.5%
3 Year	24.1%
5 Year	10.5%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	11.4%
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%

Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.87 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Technology	44.61%
Industrials	11.04%
Communication Services	10.62%
Consumer Cyclical	9.17%
Health Care	8.55%
Financial Services	1.81%
Basic Materials	1.44%
Utility	1%
Consumer Defensive	0.64%

Asset Allocation

Asset Class	Value
Cash	5.67%
Equity	91.06%
Other	3.27%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	96%	₹5,720 Cr	5,402,573 ↑ 17,426
Call, Cash & Other Assets CBLO \| -	4%	₹234 Cr

2. 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 (₹996 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 8.49% (bottom quartile).
3Y return: 22.93% (top quartile).
1Y return: 32.21% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.39 (top quartile).
Information ratio: 0.00 (top quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~9.6%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (01 Oct 26)	₹44.6357 ↑ 0.15 (0.34 %)
Net Assets (Cr)	₹996 on 31 Aug 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	1.39
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹7,482
30 Sep 23	₹8,043
30 Sep 24	₹10,049
30 Sep 25	₹11,237
30 Sep 26	₹14,891

Franklin Asian Equity Fund SIP 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 1 Oct 26

Duration	Returns
1 Month	-1.9%
3 Month	-1.7%
6 Month	23.1%
1 Year	32.2%
3 Year	22.9%
5 Year	8.5%
10 Year
15 Year
Since launch	8.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	23.7%
2024	14.4%
2023	0.7%
2022	-14.5%
2021	-5.9%
2020	25.8%
2019	28.2%
2018	-13.6%
2017	35.5%
2016	7.2%

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.87 Yr.
Shyam Sriram	26 Sep 24	1.93 Yr.

Data below for Franklin Asian Equity Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Technology	32.89%
Consumer Cyclical	14.23%
Financial Services	12.44%
Industrials	10.79%
Health Care	8.41%
Communication Services	3.71%
Real Estate	3.68%
Basic Materials	2.45%
Utility	1.87%
Consumer Defensive	1.53%
Energy	1.49%

Asset Allocation

Asset Class	Value
Cash	6.5%
Equity	93.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	10%	₹96 Cr	133,000
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	7%	₹74 Cr	41,012
SK hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	5%	₹52 Cr	4,450
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| ICICIBANK	3%	₹33 Cr	226,594
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 26 \| DIVISLAB	3%	₹27 Cr	28,750
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	2%	₹24 Cr	43,300 ↓ -13,700
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| TORNTPHARM	2%	₹23 Cr	45,546
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	2%	₹22 Cr	19,000
Oberoi Realty Ltd (Real Estate) Equity, Since 31 May 17 \| OBEROIRLTY	2%	₹21 Cr	114,827
King Slide Works Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 26 \| 2059	2%	₹21 Cr	5,000

3. 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 (₹9,717 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.44% (top quartile).
3Y return: 18.12% (upper mid).
1Y return: 0.96% (upper mid).
Alpha: 1.10 (top quartile).
Sharpe: 0.13 (upper mid).
Information ratio: 1.18 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~89%).
High-quality debt (AAA/AA ~100%).
Largest holding Hindustan Aeronautics Ltd Ordinary Shares (~7.7%).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund Growth
Launch Date	21 Feb 00
NAV (01 Oct 26)	₹257.748 ↓ -2.58 (-0.99 %)
Net Assets (Cr)	₹9,717 on 31 Aug 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	0.13
Information Ratio	1.18
Alpha Ratio	1.1
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹9,787
30 Sep 23	₹13,001
30 Sep 24	₹21,446
30 Sep 25	₹21,054
30 Sep 26	₹21,644

Franklin India Opportunities Fund SIP 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 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 1 Oct 26

Duration	Returns
1 Month	-3.2%
3 Month	-1%
6 Month	13%
1 Year	1%
3 Year	18.1%
5 Year	16.4%
10 Year
15 Year
Since launch	13%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.1%
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%

Fund Manager information for Franklin India Opportunities Fund

Name	Since	Tenure
Kiran Sebastian	7 Feb 22	4.57 Yr.
R. Janakiraman	1 Apr 13	13.43 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	21.41%
Financial Services	14.76%
Consumer Cyclical	12.66%
Technology	12.39%
Health Care	12.25%
Basic Materials	7.89%
Energy	2.83%
Communication Services	2.57%
Utility	2.52%

Asset Allocation

Asset Class	Value
Cash	10.73%
Equity	89.27%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 25 \| HAL	8%	₹747 Cr	1,555,200
TBO Tek Ltd (Consumer Cyclical) Equity, Since 31 Jul 26 \| TBOTEK	4%	₹427 Cr	2,446,567
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Oct 24 \| APLAPOLLO	4%	₹370 Cr	1,662,735
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Jul 25 \| MANKIND	4%	₹368 Cr	1,521,556 ↑ 383,132
Amphenol Corp Class A (Technology) Equity, Since 31 Jul 25 \| APH	4%	₹354 Cr	234,384
Syrma SGS Technology Ltd (Technology) Equity, Since 31 May 24 \| SYRMA	4%	₹344 Cr	2,393,073
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| 532343	3%	₹322 Cr	741,718
AIA Engineering Ltd (Industrials) Equity, Since 30 Nov 25 \| AIAENG	3%	₹295 Cr	692,096
Shriram Finance Ltd (Financial Services) Equity, Since 31 Jan 26 \| SHRIRAMFIN	3%	₹295 Cr	2,653,466
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	3%	₹275 Cr	2,154,638

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 (₹3,152 Cr).
Established history (17+ yrs).
Rating: 5★ (top quartile).
Risk profile: High.
5Y return: 15.98% (top quartile).
3Y return: 13.04% (upper mid).
1Y return: -4.37% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.04 (lower mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Larsen & Toubro Ltd (~9.3%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (01 Oct 26)	₹134.613 ↓ -1.79 (-1.31 %)
Net Assets (Cr)	₹3,152 on 31 Aug 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.04
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,454
30 Sep 23	₹14,537
30 Sep 24	₹23,003
30 Sep 25	₹21,861
30 Sep 26	₹21,275

Franklin Build India Fund SIP 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 1 Oct 26

Duration	Returns
1 Month	-4.8%
3 Month	-9.2%
6 Month	-0.5%
1 Year	-4.4%
3 Year	13%
5 Year	16%
10 Year
15 Year
Since launch	16.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.7%
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%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.87 Yr.
Kiran Sebastian	7 Feb 22	4.57 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.

Data below for Franklin Build India Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Industrials	44.27%
Utility	15.58%
Financial Services	13.17%
Energy	9.16%
Basic Materials	4.33%
Communication Services	4.08%
Real Estate	2.18%
Technology	0.91%
Consumer Cyclical	0.85%

Asset Allocation

Asset Class	Value
Cash	5.47%
Equity	94.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹293 Cr	725,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	7%	₹223 Cr	425,597
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	5%	₹150 Cr	1,175,000 ↓ -50,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	4%	₹138 Cr	4,200,000 ↓ -400,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹130 Cr	1,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹129 Cr	710,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹122 Cr	1,725,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	3%	₹108 Cr	3,100,000
REC Ltd (Financial Services) Equity, Since 30 Sep 25 \| 532955	3%	₹100 Cr	3,100,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 28 Feb 26 \| HAL	3%	₹97 Cr	202,000

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 (₹13,052 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.43% (upper mid).
3Y return: 12.84% (upper mid).
1Y return: -1.72% (upper mid).
Alpha: -6.16 (bottom quartile).
Sharpe: 0.15 (upper mid).
Information ratio: -0.33 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Kalyan Jewellers India Ltd (~2.9%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (01 Oct 26)	₹2,645.15 ↓ -29.72 (-1.11 %)
Net Assets (Cr)	₹13,052 on 31 Aug 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	0.15
Information Ratio	-0.33
Alpha Ratio	-6.16
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹9,810
30 Sep 23	₹11,930
30 Sep 24	₹18,386
30 Sep 25	₹17,321
30 Sep 26	₹17,334

Franklin India Prima Fund SIP 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 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 1 Oct 26

Duration	Returns
1 Month	-6.9%
3 Month	-4.2%
6 Month	8.6%
1 Year	-1.7%
3 Year	12.8%
5 Year	11.4%
10 Year
15 Year
Since launch	18.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	1.6%
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%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.59 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.
Akhil Kalluri	7 Feb 22	4.57 Yr.

Data below for Franklin India Prima Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	24.92%
Industrials	17.46%
Consumer Cyclical	14.84%
Basic Materials	9.76%
Health Care	9.34%
Technology	8.96%
Real Estate	4.74%
Communication Services	2.7%
Utility	1.12%
Consumer Defensive	0.9%
Energy	0.87%

Asset Allocation

Asset Class	Value
Cash	5.11%
Equity	94.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	3%	₹379 Cr	6,304,921 ↓ -400,000
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	3%	₹334 Cr	8,094,684
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹326 Cr	9,149,683 ↓ -500,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹317 Cr	36,893,177
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| POLICYBZR	2%	₹313 Cr	1,670,853 ↑ 70,275
Coforge Ltd (Technology) Equity, Since 31 Jul 22 \| COFORGE	2%	₹283 Cr	1,425,747 ↓ -200,000
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹267 Cr	1,199,891
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹266 Cr	1,631,918
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| BALKRISIND	2%	₹256 Cr	1,125,000 ↓ -50,000
Ashok Leyland Ltd (Industrials) Equity, Since 30 Jun 25 \| 500477	2%	₹256 Cr	14,583,520

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 (₹14,746 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.17% (upper mid).
3Y return: 10.81% (lower mid).
1Y return: 3.61% (upper mid).
Alpha: -2.91 (upper mid).
Sharpe: 0.22 (upper mid).
Information ratio: -0.59 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Pine Labs Ltd (~2.6%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (01 Oct 26)	₹172.051 ↓ -1.78 (-1.03 %)
Net Assets (Cr)	₹14,746 on 31 Aug 26
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.22
Information Ratio	-0.59
Alpha Ratio	-2.91
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,442
30 Sep 23	₹14,234
30 Sep 24	₹20,964
30 Sep 25	₹18,547
30 Sep 26	₹19,567

Franklin India Smaller Companies Fund SIP 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 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 1 Oct 26

Duration	Returns
1 Month	-4%
3 Month	-2.6%
6 Month	15.3%
1 Year	3.6%
3 Year	10.8%
5 Year	14.2%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-8.4%
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%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.59 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.
Akhil Kalluri	8 Sep 22	3.98 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.32%
Industrials	19.58%
Financial Services	17.71%
Technology	10.01%
Health Care	9.8%
Basic Materials	8.99%
Real Estate	3.65%
Consumer Defensive	3.13%
Utility	2.71%

Asset Allocation

Asset Class	Value
Cash	3.67%
Equity	96.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Pine Labs Ltd (Technology) Equity, Since 30 Nov 25 \| PINELABS	3%	₹384 Cr	23,411,324 ↑ 698,072
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹356 Cr	48,064,081
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| 500233	2%	₹349 Cr	2,804,114
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	2%	₹348 Cr	5,311,513
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	2%	₹308 Cr	1,465,251
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹290 Cr	2,233,791
Metropolis Healthcare Ltd (Healthcare) Equity, Since 30 Apr 20 \| METROPOLIS	2%	₹272 Cr	4,678,471 ↑ 305,037
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 25 \| HAL	2%	₹271 Cr	565,000 ↓ -50,000
PNB Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| PNBHOUSING	2%	₹270 Cr	2,354,061 ↓ -107,898
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹268 Cr	4,463,469

7. 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 (₹2,280 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.43% (lower mid).
3Y return: 9.45% (lower mid).
1Y return: -4.67% (lower mid).
Alpha: -3.55 (lower mid).
Sharpe: -0.19 (bottom quartile).
Information ratio: -0.06 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding State Bank of India (~6.0%).

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund Growth
Launch Date	18 May 06
NAV (01 Oct 26)	₹130.206 ↓ -0.91 (-0.70 %)
Net Assets (Cr)	₹2,280 on 31 Aug 26
Category	Equity - Dividend Yield
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	-0.19
Information Ratio	-0.06
Alpha Ratio	-3.55
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,234
30 Sep 23	₹12,534
30 Sep 24	₹19,036
30 Sep 25	₹17,186
30 Sep 26	₹16,548

Templeton India Equity Income Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 1 Oct 26

Duration	Returns
1 Month	-4.1%
3 Month	-4%
6 Month	1.6%
1 Year	-4.7%
3 Year	9.4%
5 Year	10.4%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	1.7%
2024	20.4%
2023	33.3%
2022	5.3%
2021	43.1%
2020	22.9%
2019	5.3%
2018	-8.6%
2017	34.1%
2016	9.4%

Fund Manager information for Templeton India Equity Income Fund

Name	Since	Tenure
Ajay Argal	1 Dec 23	2.75 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.
Rajasa Kakulavarapu	6 Sep 21	4.99 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	21.19%
Technology	14.59%
Utility	10.93%
Real Estate	10.36%
Consumer Defensive	8.97%
Energy	8.81%
Industrials	6.15%
Consumer Cyclical	4.81%
Basic Materials	4.58%
Health Care	3.21%
Communication Services	1.74%

Asset Allocation

Asset Class	Value
Cash	4.66%
Equity	95.33%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 30 Jun 25 \| SBIN	6%	₹138 Cr	1,300,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 26 \| ICICIBANK	4%	₹102 Cr	700,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	4%	₹101 Cr	1,430,000
Embassy Office Parks REIT (Real Estate) -, Since 30 Apr 25 \| EMBASSY	4%	₹95 Cr	2,166,455
Infosys Ltd (Technology) Equity, Since 30 Apr 13 \| INFY	4%	₹95 Cr	833,600
MediaTek Inc (Technology) Equity, Since 30 Sep 21 \| 2454	4%	₹94 Cr	80,000
NTPC Ltd (Utilities) Equity, Since 31 Jan 19 \| 532555	4%	₹87 Cr	2,650,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	3%	₹74 Cr	2,900,000 ↑ 500,000
Knowledge Realty Trust Units (Real Estate) -, Since 31 Aug 25 \| 544481	3%	₹66 Cr	6,000,000 ↑ 2,000,100
Coal India Ltd (Energy) Equity, Since 31 Jan 14 \| COALINDIA	3%	₹60 Cr	1,496,000

8. 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 (₹3,622 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 7.95% (bottom quartile).
3Y return: 9.10% (bottom quartile).
1Y return: -5.45% (bottom quartile).
Alpha: -4.28 (lower mid).
Sharpe: -0.08 (lower mid).
Information ratio: -0.30 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~4.9%).

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund Growth
Launch Date	2 Mar 05
NAV (01 Oct 26)	₹178.745 ↓ -1.64 (-0.91 %)
Net Assets (Cr)	₹3,622 on 31 Aug 26
Category	Equity - Large & Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.02
Sharpe Ratio	-0.08
Information Ratio	-0.3
Alpha Ratio	-4.28
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹9,799
30 Sep 23	₹11,275
30 Sep 24	₹16,095
30 Sep 25	₹15,392
30 Sep 26	₹14,775

Franklin India Equity Advantage Fund SIP 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 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 1 Oct 26

Duration	Returns
1 Month	-8%
3 Month	-4.6%
6 Month	4.6%
1 Year	-5.4%
3 Year	9.1%
5 Year	7.9%
10 Year
15 Year
Since launch	14.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	7.6%
2024	18.8%
2023	27%
2022	-2.8%
2021	39.1%
2020	12%
2019	2.1%
2018	-5%
2017	31.1%
2016	4%

Fund Manager information for Franklin India Equity Advantage Fund

Name	Since	Tenure
Venkatesh Sanjeevi	18 Oct 21	4.87 Yr.
R. Janakiraman	28 Feb 14	12.51 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	31.81%
Consumer Cyclical	18.85%
Industrials	10.43%
Health Care	8.59%
Technology	7.84%
Basic Materials	4.46%
Communication Services	4.39%
Consumer Defensive	4.32%
Utility	2.53%
Real Estate	2.24%
Energy	1.9%

Asset Allocation

Asset Class	Value
Cash	2.63%
Equity	97.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹178 Cr	1,227,369
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 23 \| M&M	5%	₹164 Cr	500,500 ↑ 29,902
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 26 \| LT	4%	₹144 Cr	354,769 ↑ 196,468
Max Financial Services Ltd (Financial Services) Equity, Since 31 May 24 \| 500271	4%	₹133 Cr	846,320 ↑ 166,300
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| ETERNAL	3%	₹121 Cr	3,678,272 ↓ -819,355
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 21 \| KOTAKBANK	3%	₹119 Cr	2,827,755
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 24 \| 540611	3%	₹117 Cr	1,074,712
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 30 Jun 25 \| VMM	3%	₹116 Cr	10,525,598 ↑ 4,438,627
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Apr 18 \| APOLLOHOSP	3%	₹108 Cr	121,596 ↑ 58,286
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 25 \| POLICYBZR	3%	₹106 Cr	564,163 ↑ 68,444

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 (₹19,385 Cr).
Established history (32+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.66% (lower mid).
3Y return: 8.51% (bottom quartile).
1Y return: -6.99% (bottom quartile).
Alpha: -4.31 (bottom quartile).
Sharpe: -0.21 (bottom quartile).
Information ratio: -0.16 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~6.7%).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund Growth
Launch Date	29 Sep 94
NAV (01 Oct 26)	₹1,500.99 ↓ -13.69 (-0.90 %)
Net Assets (Cr)	₹19,385 on 31 Aug 26
Category	Equity - Multi Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.21
Information Ratio	-0.16
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,153
30 Sep 23	₹12,383
30 Sep 24	₹17,818
30 Sep 25	₹16,865
30 Sep 26	₹15,967

Franklin India Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 1 Oct 26

Duration	Returns
1 Month	-6.5%
3 Month	-5.9%
6 Month	2.1%
1 Year	-7%
3 Year	8.5%
5 Year	9.7%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.3%
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%

Fund Manager information for Franklin India Equity Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.59 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.75 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	29.13%
Industrials	16.76%
Consumer Cyclical	10.06%
Technology	8.07%
Basic Materials	7.72%
Health Care	6.4%
Consumer Defensive	4.58%
Energy	4.43%
Utility	3.9%
Communication Services	3.16%
Real Estate	1.09%

Asset Allocation

Asset Class	Value
Cash	5.4%
Equity	94.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	7%	₹1,293 Cr	8,891,035
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| HDFCBANK	6%	₹1,204 Cr	16,978,298 ↓ -1,930,826
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹1,016 Cr	7,818,423 ↓ -150,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 13 \| LT	4%	₹748 Cr	1,849,010
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	4%	₹690 Cr	6,506,362
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| M&M	3%	₹624 Cr	1,902,271 ↑ 195,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| KOTAKBANK	3%	₹623 Cr	14,862,470
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 06 \| BHARTIARTL	3%	₹613 Cr	3,383,167
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| ETERNAL	3%	₹597 Cr	18,182,409
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹574 Cr	4,493,052

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 (₹6,223 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.51% (bottom quartile).
3Y return: 8.26% (bottom quartile).
1Y return: -7.73% (bottom quartile).
Alpha: -5.46 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -0.27 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~7.7%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (01 Oct 26)	₹1,343.61 ↓ -10.92 (-0.81 %)
Net Assets (Cr)	₹6,223 on 31 Aug 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.29
Information Ratio	-0.27
Alpha Ratio	-5.46
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,149
30 Sep 23	₹12,410
30 Sep 24	₹17,999
30 Sep 25	₹16,914
30 Sep 26	₹15,877

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 1 Oct 26

Duration	Returns
1 Month	-6.2%
3 Month	-5.5%
6 Month	2.3%
1 Year	-7.7%
3 Year	8.3%
5 Year	9.5%
10 Year
15 Year
Since launch	19.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	2.1%
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%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	10.34 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.75 Yr.

Data below for Franklin India Taxshield as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	30.37%
Industrials	17%
Consumer Cyclical	9.93%
Technology	7.85%
Basic Materials	6.47%
Health Care	5.62%
Consumer Defensive	5.25%
Energy	4.07%
Utility	3.5%
Communication Services	3.09%
Real Estate	1.08%

Asset Allocation

Asset Class	Value
Cash	5.76%
Equity	94.24%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	8%	₹480 Cr	3,297,903
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	6%	₹375 Cr	5,285,386 ↓ -1,235,448
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹322 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹300 Cr	2,833,344
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹290 Cr	717,322
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| ETERNAL	4%	₹246 Cr	7,499,624
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹217 Cr	1,911,441
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹209 Cr	4,981,055
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| M&M	3%	₹198 Cr	601,937 ↑ 45,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	3%	₹192 Cr	1,060,541

SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર

SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!

ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-

માસિક રોકાણ: INR 10,000

રોકાણનો સમયગાળો: 10 વર્ષ

રોકાણ કરેલ કુલ રકમ: INR 12,00,000

લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%

મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573

ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)

ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!

ફ્રેન્કલિન મ્યુચ્યુઅલ ફંડમાં ઑનલાઇન કેવી રીતે રોકાણ કરવું?

Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

શરૂ કરો

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.