फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 7 सर्वश्रेष्ठ इक्विटी फंड

Updated on June 7, 2026 , 5018 views

तब सेफ्रैंकलिन टेम्पलटन म्यूचुअल फंड सबसे पुराने में से एक हैएएमसी भारत में, निवेशक ऐसे फंड हाउस के साथ निवेश करते हैं। फंड हाउस मुख्य रूप से उन कंपनियों में निवेश करता है जो बड़े और स्थापित व्यवसाय चलाते हैं और जिनका लगातार लंबा ट्रैक रिकॉर्ड है। ऐसी कंपनियां अक्सर लंबे समय में उच्च रिटर्न सुनिश्चित करती हैं।

निवेशक जो निवेश करना चाहते हैंइक्विटी फ़ंड लंबे समय के लिए निवेश करना चाहिए और उच्च होना चाहिएजोखिम उठाने का माद्दा. निवेशक जो इक्विटी फंड में निवेश करना चाहते हैं, यहां शीर्ष 4 की सूची दी गई हैसर्वश्रेष्ठ इक्विटी फंड फ्रैंकलिन टेम्पलटन द्वाराम्यूचुअल फंड. इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन करने वाले, सहकर्मी औसत रिटर्न, और अन्य सूचना अनुपात।

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फ्रैंकलिन म्यूचुअल फंड में निवेश क्यों करें?

ए। लंबी अवधि के निवेश लक्ष्य

निवेशक अपनी लंबी अवधि की योजना बना सकते हैंवित्तीय लक्ष्यों द्वारानिवेश फ्रैंकलिन के इक्विटी फंड में। लेकिन, इन लक्ष्यों को अच्छी तरह से पूरा करने के लिए, लंबी अवधि के लिए अपने निवेश की योजना बनानी चाहिए।

बी। कर लाभ

फ्रैंकलिन म्यूचुअल फंड के तहत कर लाभ प्रदान करता हैसेक 80सी निवेशकों को। टैक्स सेविंग फंड का नामफ्रैंकलिन इंडिया टैक्सशील्ड जिसमें निवेशक अपनी कर बचत की योजना बना सकते हैं और साथ ही लंबी अवधि का लाभ उठा सकते हैंराजधानी विकास।

सी। उत्कृष्ट रेटिंग

कई फ्रैंकलिन इक्विटी योजनाओं की क्रिसिल रेटिंग तीन और उससे अधिक है।

डी। लगातार रिटर्न

फ्रैंकलिन की कई इक्विटी योजनाओं ने पिछले कुछ वर्षों में लगातार रिटर्न दिया है। जो निवेशक इन इक्विटी योजनाओं में अच्छा रिटर्न प्राप्त करना चाहते हैं, उन्हें लंबी अवधि के लिए निवेशित रहना चाहिए।

बेस्ट फ्रैंकलिन टेम्पलटन इक्विटी म्यूचुअल फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹44.3434 ↑ 0.95	₹521	20	26.7	47.1	19.8	7	23.7	1.56
Franklin Build India Fund Growth	₹141.522 ↑ 0.60	₹3,214	0.8	0.6	-0.6	21.7	20.1	3.7	0.37
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹91.4348 ↑ 1.39	₹5,190	17.2	11.8	23.8	23.3	11.9	11.4	1.44
Franklin India Smaller Companies Fund Growth	₹169.562 ↑ 2.37	₹13,850	11.3	3.8	-3.1	16.3	17.5	-8.4	0.19
Franklin India Focused Equity Fund Growth	₹96.9051 ↑ 0.52	₹11,488	-3.8	-11.8	-10.2	9.8	10.6	5.1	-0.47
Franklin India Taxshield Growth	₹1,364.27 ↑ 9.83	₹6,106	-1.5	-8.6	-8.4	13.1	12.1	2.1	-0.45
Franklin India Prima Fund Growth	₹2,654.38 ↑ 29.03	₹12,102	3.6	-4.1	-4.3	17.5	14.3	1.6	-0.04
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26
Note: Ratio's shown as on 30 Apr 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Franklin Asian Equity Fund	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Focused Equity Fund	Franklin India Taxshield	Franklin India Prima Fund
Point 1	Bottom quartile AUM (₹521 Cr).	Bottom quartile AUM (₹3,214 Cr).	Lower mid AUM (₹5,190 Cr).	Highest AUM (₹13,850 Cr).	Upper mid AUM (₹11,488 Cr).	Lower mid AUM (₹6,106 Cr).	Upper mid AUM (₹12,102 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).	Established history (18+ yrs).	Established history (27+ yrs).	Oldest track record among peers (32 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 6.99% (bottom quartile).	5Y return: 20.11% (top quartile).	5Y return: 11.88% (lower mid).	5Y return: 17.50% (upper mid).	5Y return: 10.59% (bottom quartile).	5Y return: 12.09% (lower mid).	5Y return: 14.26% (upper mid).
Point 6	3Y return: 19.84% (upper mid).	3Y return: 21.69% (upper mid).	3Y return: 23.27% (top quartile).	3Y return: 16.32% (lower mid).	3Y return: 9.78% (bottom quartile).	3Y return: 13.09% (bottom quartile).	3Y return: 17.54% (lower mid).
Point 7	1Y return: 47.15% (top quartile).	1Y return: -0.57% (upper mid).	1Y return: 23.85% (upper mid).	1Y return: -3.06% (lower mid).	1Y return: -10.15% (bottom quartile).	1Y return: -8.43% (bottom quartile).	1Y return: -4.27% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -9.28 (bottom quartile).	Alpha: -1.42 (upper mid).	Alpha: -7.18 (lower mid).	Alpha: -7.09 (lower mid).	Alpha: -7.42 (bottom quartile).
Point 9	Sharpe: 1.56 (top quartile).	Sharpe: 0.37 (upper mid).	Sharpe: 1.44 (upper mid).	Sharpe: 0.19 (lower mid).	Sharpe: -0.46 (bottom quartile).	Sharpe: -0.45 (bottom quartile).	Sharpe: -0.04 (lower mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: -1.64 (bottom quartile).	Information ratio: -0.47 (lower mid).	Information ratio: -0.48 (lower mid).	Information ratio: 0.08 (top quartile).	Information ratio: -0.74 (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹521 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 6.99% (bottom quartile).
3Y return: 19.84% (upper mid).
1Y return: 47.15% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.56 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin Build India Fund

Bottom quartile AUM (₹3,214 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 20.11% (top quartile).
3Y return: 21.69% (upper mid).
1Y return: -0.57% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.37 (upper mid).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹5,190 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 11.88% (lower mid).
3Y return: 23.27% (top quartile).
1Y return: 23.85% (upper mid).
Alpha: -9.28 (bottom quartile).
Sharpe: 1.44 (upper mid).
Information ratio: -1.64 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,850 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.50% (upper mid).
3Y return: 16.32% (lower mid).
1Y return: -3.06% (lower mid).
Alpha: -1.42 (upper mid).
Sharpe: 0.19 (lower mid).
Information ratio: -0.47 (lower mid).

Franklin India Focused Equity Fund

Upper mid AUM (₹11,488 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.59% (bottom quartile).
3Y return: 9.78% (bottom quartile).
1Y return: -10.15% (bottom quartile).
Alpha: -7.18 (lower mid).
Sharpe: -0.46 (bottom quartile).
Information ratio: -0.48 (lower mid).

Franklin India Taxshield

Lower mid AUM (₹6,106 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.09% (lower mid).
3Y return: 13.09% (bottom quartile).
1Y return: -8.43% (bottom quartile).
Alpha: -7.09 (lower mid).
Sharpe: -0.45 (bottom quartile).
Information ratio: 0.08 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,102 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.26% (upper mid).
3Y return: 17.54% (lower mid).
1Y return: -4.27% (lower mid).
Alpha: -7.42 (bottom quartile).
Sharpe: -0.04 (lower mid).
Information ratio: -0.74 (bottom quartile).

1. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Research Highlights for Franklin Asian Equity Fund

Bottom quartile AUM (₹521 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 6.99% (bottom quartile).
3Y return: 19.84% (upper mid).
1Y return: 47.15% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.56 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~9.0%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (09 Jun 26)	₹44.3434 ↑ 0.95 (2.20 %)
Net Assets (Cr)	₹521 on 30 Apr 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	1.56
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
31 May 21	₹10,000
31 May 22	₹8,032
31 May 23	₹7,728
31 May 24	₹8,064
31 May 25	₹9,132
31 May 26	₹14,020

Franklin Asian Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 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 9 Jun 26

Duration	Returns
1 Month	2.5%
3 Month	20%
6 Month	26.7%
1 Year	47.1%
3 Year	19.8%
5 Year	7%
10 Year
15 Year
Since launch	8.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.62 Yr.
Shyam Sriram	26 Sep 24	1.68 Yr.

Data below for Franklin Asian Equity Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Technology	28.46%
Consumer Cyclical	19%
Financial Services	13.99%
Industrials	8.6%
Health Care	6.3%
Real Estate	4.99%
Basic Materials	4.32%
Communication Services	4.11%
Energy	3.05%
Utility	2.51%
Consumer Defensive	0.99%

Asset Allocation

Asset Class	Value
Cash	3.67%
Equity	96.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	9%	₹47 Cr	73,000
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	6%	₹31 Cr	21,933 ↑ 3,678
SK Hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	4%	₹21 Cr	2,567
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| ICICIBANK	4%	₹19 Cr	147,235
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	3%	₹17 Cr	29,200
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	3%	₹15 Cr	19,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 24 \| LT	3%	₹14 Cr	34,337 ↑ 2,782
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| HDFCBANK	2%	₹12 Cr	152,653 ↓ -59,971
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	2%	₹11 Cr	74,304 ↑ 22,200
Hyundai Motor Co (Consumer Cyclical) Equity, Since 31 Aug 22 \| 005380	2%	₹11 Cr	3,275

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 (₹3,214 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 20.11% (top quartile).
3Y return: 21.69% (upper mid).
1Y return: -0.57% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.37 (upper mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Larsen & Toubro Ltd (~7.5%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (09 Jun 26)	₹141.522 ↑ 0.60 (0.43 %)
Net Assets (Cr)	₹3,214 on 30 Apr 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	0.37
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
31 May 21	₹10,000
31 May 22	₹11,106
31 May 23	₹13,665
31 May 24	₹24,341
31 May 25	₹24,958
31 May 26	₹26,008

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Franklin 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 9 Jun 26

Duration	Returns
1 Month	-4.7%
3 Month	0.8%
6 Month	0.6%
1 Year	-0.6%
3 Year	21.7%
5 Year	20.1%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.62 Yr.
Kiran Sebastian	7 Feb 22	4.31 Yr.
Sandeep Manam	18 Oct 21	4.62 Yr.

Data below for Franklin Build India Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Industrials	32.74%
Utility	16.49%
Financial Services	13.77%
Energy	13.11%
Communication Services	6.69%
Basic Materials	6.68%
Real Estate	2.44%
Consumer Cyclical	1.25%
Technology	1.15%

Asset Allocation

Asset Class	Value
Cash	5.69%
Equity	94.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	7%	₹241 Cr	600,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	6%	₹204 Cr	6,825,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹186 Cr	1,300,000 ↑ 40,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	6%	₹184 Cr	4,600,000 ↑ 200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹180 Cr	420,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	4%	₹138 Cr	4,350,000 ↑ 250,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹134 Cr	710,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹127 Cr	1,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹125 Cr	1,625,000
REC Ltd (Financial Services) Equity, Since 30 Sep 25 \| 532955	3%	₹100 Cr	2,808,721 ↑ 108,721

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 (₹5,190 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 11.88% (lower mid).
3Y return: 23.27% (top quartile).
1Y return: 23.85% (upper mid).
Alpha: -9.28 (bottom quartile).
Sharpe: 1.44 (upper mid).
Information ratio: -1.64 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Franklin US Opportunities I(acc)USD (~97.9%).
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 (08 Jun 26)	₹91.4348 ↑ 1.39 (1.55 %)
Net Assets (Cr)	₹5,190 on 30 Apr 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	1.44
Information Ratio	-1.64
Alpha Ratio	-9.28
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
31 May 21	₹10,000
31 May 22	₹8,527
31 May 23	₹9,414
31 May 24	₹12,417
31 May 25	₹14,009
31 May 26	₹18,175

Franklin India Feeder - Franklin U S Opportunities 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 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 9 Jun 26

Duration	Returns
1 Month	2.3%
3 Month	17.2%
6 Month	11.8%
1 Year	23.8%
3 Year	23.3%
5 Year	11.9%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.62 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Technology	41.64%
Communication Services	12.73%
Consumer Cyclical	11.09%
Industrials	10.32%
Health Care	9.36%
Financial Services	2.79%
Basic Materials	1.74%
Consumer Defensive	0.63%

Asset Allocation

Asset Class	Value
Cash	2.71%
Equity	95.12%
Other	0.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	98%	₹5,081 Cr	4,998,250 ↑ 112,012
Call, Cash & Other Assets CBLO \| -	2%	₹109 Cr

4. Franklin India Smaller Companies Fund

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

Research Highlights for Franklin India Smaller Companies Fund

Highest AUM (₹13,850 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.50% (upper mid).
3Y return: 16.32% (lower mid).
1Y return: -3.06% (lower mid).
Alpha: -1.42 (upper mid).
Sharpe: 0.19 (lower mid).
Information ratio: -0.47 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Syrma SGS Technology Ltd (~2.5%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (09 Jun 26)	₹169.562 ↑ 2.37 (1.42 %)
Net Assets (Cr)	₹13,850 on 30 Apr 26
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.19
Information Ratio	-0.47
Alpha Ratio	-1.42
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
31 May 21	₹10,000
31 May 22	₹11,163
31 May 23	₹14,338
31 May 24	₹22,107
31 May 25	₹22,960
31 May 26	₹22,890

Franklin India Smaller Companies Fund SIP 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 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 9 Jun 26

Duration	Returns
1 Month	-3.3%
3 Month	11.3%
6 Month	3.8%
1 Year	-3.1%
3 Year	16.3%
5 Year	17.5%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.34 Yr.
Sandeep Manam	18 Oct 21	4.62 Yr.
Akhil Kalluri	8 Sep 22	3.73 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Industrials	19.73%
Consumer Cyclical	18.73%
Financial Services	16.72%
Basic Materials	10.59%
Health Care	9.35%
Technology	8.56%
Real Estate	3.77%
Utility	3.6%
Consumer Defensive	3.55%

Asset Allocation

Asset Class	Value
Cash	5.39%
Equity	94.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹339 Cr	3,540,297 ↓ -355,567
MTAR Technologies Ltd (Industrials) Equity, Since 31 Oct 25 \| MTARTECH	2%	₹334 Cr	516,982 ↓ -21,886
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹321 Cr	48,064,081
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| 500233	2%	₹315 Cr	2,649,656
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	2%	₹306 Cr	3,868,691
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹296 Cr	2,233,791
PNB Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| PNBHOUSING	2%	₹285 Cr	2,721,134 ↑ 88,178
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	2%	₹278 Cr	1,638,600 ↓ -150,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	2%	₹275 Cr	3,925,704
CESC Ltd (Utilities) Equity, Since 30 Apr 24 \| CESC	2%	₹251 Cr	13,401,420

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Research Highlights for Franklin India Focused Equity Fund

Upper mid AUM (₹11,488 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.59% (bottom quartile).
3Y return: 9.78% (bottom quartile).
1Y return: -10.15% (bottom quartile).
Alpha: -7.18 (lower mid).
Sharpe: -0.46 (bottom quartile).
Information ratio: -0.48 (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 HDFC Bank Ltd (~8.5%).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (09 Jun 26)	₹96.9051 ↑ 0.52 (0.54 %)
Net Assets (Cr)	₹11,488 on 30 Apr 26
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.47
Information Ratio	-0.48
Alpha Ratio	-7.18
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
31 May 21	₹10,000
31 May 22	₹10,725
31 May 23	₹12,447
31 May 24	₹16,924
31 May 25	₹18,122
31 May 26	₹16,969

Franklin India Focused Equity 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 Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26

Duration	Returns
1 Month	-4.5%
3 Month	-3.8%
6 Month	-11.8%
1 Year	-10.2%
3 Year	9.8%
5 Year	10.6%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.1%
2023	19.9%
2022	23.5%
2021	8.9%
2020	39.4%
2019	10.9%
2018	10.9%
2017	-8.8%
2016	37.4%
2015	5%

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.62 Yr.
Venkatesh Sanjeevi	4 Oct 24	1.66 Yr.
Sandeep Manam	18 Oct 21	4.62 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	34.14%
Consumer Cyclical	11.81%
Technology	8.54%
Industrials	8.08%
Health Care	7%
Basic Materials	6.79%
Energy	6.53%
Communication Services	5.75%
Real Estate	3.22%
Consumer Defensive	2.11%

Asset Allocation

Asset Class	Value
Cash	6.04%
Equity	93.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	9%	₹980 Cr	12,700,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	7%	₹853 Cr	6,750,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	7%	₹824 Cr	6,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	7%	₹750 Cr	5,240,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹660 Cr	3,500,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	6%	₹656 Cr	2,650,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	5%	₹581 Cr	23,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	5%	₹533 Cr	2,950,000
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	4%	₹465 Cr	22,000,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	4%	₹410 Cr	308,000

6. Franklin India Taxshield

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

Research Highlights for Franklin India Taxshield

Lower mid AUM (₹6,106 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.09% (lower mid).
3Y return: 13.09% (bottom quartile).
1Y return: -8.43% (bottom quartile).
Alpha: -7.09 (lower mid).
Sharpe: -0.45 (bottom quartile).
Information ratio: 0.08 (top 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 HDFC Bank Ltd (~8.2%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (09 Jun 26)	₹1,364.27 ↑ 9.83 (0.73 %)
Net Assets (Cr)	₹6,106 on 30 Apr 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.45
Information Ratio	0.08
Alpha Ratio	-7.09
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000
31 May 22	₹10,837
31 May 23	₹12,385
31 May 24	₹17,551
31 May 25	₹19,446
31 May 26	₹18,325

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26

Duration	Returns
1 Month	-2.9%
3 Month	-1.5%
6 Month	-8.6%
1 Year	-8.4%
3 Year	13.1%
5 Year	12.1%
10 Year
15 Year
Since launch	19.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	2 May 16	10.09 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.5 Yr.

Data below for Franklin India Taxshield as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	32.49%
Industrials	13.6%
Consumer Cyclical	8.49%
Basic Materials	8.28%
Technology	8.02%
Consumer Defensive	6.03%
Health Care	4.54%
Utility	4.46%
Energy	4.04%
Communication Services	3.52%
Real Estate	1.44%

Asset Allocation

Asset Class	Value
Cash	5.08%
Equity	94.92%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	8%	₹503 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹417 Cr	3,297,903
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹314 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹303 Cr	2,833,344
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹288 Cr	717,322 ↓ -143,326
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹226 Cr	1,911,441 ↑ 35,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	4%	₹215 Cr	1,139,052
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹211 Cr	1,472,922
Grasim Industries Ltd (Basic Materials) Equity, Since 30 Jun 11 \| GRASIM	3%	₹191 Cr	685,013
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹191 Cr	4,981,055

7. Franklin India Prima Fund

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

Research Highlights for Franklin India Prima Fund

Upper mid AUM (₹12,102 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.26% (upper mid).
3Y return: 17.54% (lower mid).
1Y return: -4.27% (lower mid).
Alpha: -7.42 (bottom quartile).
Sharpe: -0.04 (lower mid).
Information ratio: -0.74 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~2.4%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (09 Jun 26)	₹2,654.38 ↑ 29.03 (1.11 %)
Net Assets (Cr)	₹12,102 on 30 Apr 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.04
Information Ratio	-0.74
Alpha Ratio	-7.42
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
31 May 21	₹10,000
31 May 22	₹10,119
31 May 23	₹12,139
31 May 24	₹17,815
31 May 25	₹20,206
31 May 26	₹20,144

Franklin India Prima 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 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 9 Jun 26

Duration	Returns
1 Month	-3.2%
3 Month	3.6%
6 Month	-4.1%
1 Year	-4.3%
3 Year	17.5%
5 Year	14.3%
10 Year
15 Year
Since launch	18.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.34 Yr.
Sandeep Manam	18 Oct 21	4.62 Yr.
Akhil Kalluri	7 Feb 22	4.31 Yr.

Data below for Franklin India Prima Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	23.16%
Industrials	15.79%
Consumer Cyclical	14.7%
Basic Materials	11.05%
Health Care	9.2%
Technology	7.68%
Real Estate	6%
Communication Services	3.03%
Utility	2.36%
Consumer Defensive	2.11%
Energy	0.96%

Asset Allocation

Asset Class	Value
Cash	3.97%
Equity	96.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	2%	₹296 Cr	10,324,683 ↓ -750,000
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹262 Cr	1,152,885
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹260 Cr	7,219,684
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹257 Cr	36,893,177 ↑ 2,500,000
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| BALKRISIND	2%	₹254 Cr	1,175,000 ↑ 375,000
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 28 Feb 22 \| TIINDIA	2%	₹246 Cr	836,172
Mankind Pharma Ltd (Healthcare) Equity, Since 28 Feb 26 \| MANKIND	2%	₹231 Cr	1,029,108
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹231 Cr	1,631,918
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹230 Cr	7,413,356
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹229 Cr	1,199,891

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