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फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा शीर्ष 4 सर्वश्रेष्ठ इक्विटी फंड

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फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 7 सर्वश्रेष्ठ इक्विटी फंड

Updated on March 17, 2023 , 3330 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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Franklin

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹24.4175
↓ -0.35
₹280-2.42.6-9.77.30.8-14.5-0.54
Franklin Build India Fund Growth ₹69.6894
↓ -0.69
₹1,184-4.8-1.212.534.31211.20.62
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹43.6665
↓ -0.46
₹2,8804.11.7-12.713.310-30.3-0.7
Franklin India Smaller Companies Fund Growth ₹95.1202
↓ -0.64
₹7,309-2.6-0.29.237.510.23.60.49
Franklin India Focused Equity Fund Growth ₹66.0326
↓ -0.55
₹8,023-8.5-6.62.429.511.88.90.15
Franklin India Taxshield Growth ₹861.18
↓ -5.20
₹4,584-7.2-42.227.910.35.40.01
Franklin India Prima Fund Growth ₹1,451.63
↓ -14.23
₹7,360-7-7.42.725.492.20.14
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 23
Note: Ratio's shown as on 28 Feb 23

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.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 6.1% since its launch.  Ranked 1 in Global category.  Return for 2022 was -14.5% , 2021 was -5.9% and 2020 was 25.8% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (20 Mar 23) ₹24.4175 ↓ -0.35   (-1.43 %)
Net Assets (Cr) ₹280 on 28 Feb 23
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.62
Sharpe Ratio -0.54
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Franklin Asian Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹307,716.
Net Profit of ₹7,716
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 20 Mar 23

DurationReturns
1 Month -7%
3 Month -2.4%
6 Month 2.6%
1 Year -9.7%
3 Year 7.3%
5 Year 0.8%
10 Year
15 Year
Since launch 6.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -14.5%
2021 -5.9%
2020 25.8%
2019 28.2%
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Varun Sharma18 Oct 211.29 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin Asian Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Technology24.8%
Financial Services23.14%
Consumer Cyclical20.56%
Consumer Defensive7.48%
Industrials6.74%
Basic Materials6.55%
Communication Services6.15%
Health Care1.19%
Energy1.01%
Real Estate0.76%
Asset Allocation
Asset ClassValue
Cash1.6%
Equity98.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
9%₹28 Cr194,000
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
9%₹25 Cr62,858
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
6%₹18 Cr45,900
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
6%₹18 Cr194,000
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
4%₹11 Cr101,604
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹10 Cr115,639
DBS Group Holdings Ltd (Financial Services)
Equity, Since 30 Jun 21 | D05
3%₹9 Cr40,800
LG Chem Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 051910
3%₹9 Cr1,869
JD.com Inc Ordinary Shares - Class A (Consumer Cyclical)
Equity, Since 30 Sep 20 | 09618
3%₹8 Cr31,112
China Mengniu Dairy Co Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | 02319
2%₹7 Cr188,000

2. Franklin Build India Fund

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

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 4 in Sectoral category.  Return for 2022 was 11.2% , 2021 was 45.9% and 2020 was 5.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (20 Mar 23) ₹69.6894 ↓ -0.69   (-0.98 %)
Net Assets (Cr) ₹1,184 on 28 Feb 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.62
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
28 Feb 18₹10,000
28 Feb 19₹9,285
29 Feb 20₹9,243
28 Feb 21₹12,291
28 Feb 22₹14,870
28 Feb 23₹16,961

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 ₹405,518.
Net Profit of ₹105,518
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 20 Mar 23

DurationReturns
1 Month -2%
3 Month -4.8%
6 Month -1.2%
1 Year 12.5%
3 Year 34.3%
5 Year 12%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 211.29 Yr.
Kiran Sebastian7 Feb 220.98 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin Build India Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials39.72%
Financial Services15.68%
Utility12.01%
Consumer Cyclical7.07%
Energy6.46%
Basic Materials5.81%
Communication Services4.82%
Real Estate3.24%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹117 Cr550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹77 Cr925,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹62 Cr3,600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹58 Cr750,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹57 Cr243,000
↑ 13,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹57 Cr2,625,000
↑ 525,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
5%₹55 Cr340,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹44 Cr500,000
↓ -65,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
3%₹39 Cr185,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
3%₹39 Cr700,000
↓ -110,000

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.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 6 in Global category.  Return for 2022 was -30.3% , 2021 was 17.9% and 2020 was 45.2% .

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 (17 Mar 23) ₹43.6665 ↓ -0.46   (-1.05 %)
Net Assets (Cr) ₹2,880 on 28 Feb 23
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.58
Sharpe Ratio -0.7
Information Ratio -1.62
Alpha Ratio -10.39
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
28 Feb 18₹10,000
28 Feb 19₹11,472
29 Feb 20₹13,018
28 Feb 21₹18,910
28 Feb 22₹19,069
28 Feb 23₹16,411

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 20 Mar 23

DurationReturns
1 Month -2.1%
3 Month 4.1%
6 Month 1.7%
1 Year -12.7%
3 Year 13.3%
5 Year 10%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Technology27.5%
Health Care15.67%
Financial Services14.54%
Consumer Cyclical12.41%
Industrials6.28%
Communication Services5.08%
Real Estate5%
Consumer Defensive3.74%
Basic Materials1.69%
Utility1.12%
Asset Allocation
Asset ClassValue
Cash2.14%
Equity96.01%
Other1.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹2,900 Cr6,009,873
↓ -35,693
Call, Cash & Other Assets
Net Current Assets | -
1%₹24 Cr

4. Franklin India Smaller Companies Fund

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

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 11 in Small Cap category.  Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (20 Mar 23) ₹95.1202 ↓ -0.64   (-0.66 %)
Net Assets (Cr) ₹7,309 on 28 Feb 23
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.49
Information Ratio 0.24
Alpha Ratio 9.21
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,219
29 Feb 20₹7,968
28 Feb 21₹10,921
28 Feb 22₹14,089
28 Feb 23₹15,825

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 ₹395,578.
Net Profit of ₹95,578
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 20 Mar 23

DurationReturns
1 Month -1.4%
3 Month -2.6%
6 Month -0.2%
1 Year 9.2%
3 Year 37.5%
5 Year 10.2%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1112.01 Yr.
Sandeep Manam18 Oct 211.29 Yr.
Akhil Kalluri8 Sep 220.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials25.38%
Financial Services18.8%
Consumer Cyclical15.02%
Basic Materials9.34%
Consumer Defensive6.54%
Health Care6.11%
Real Estate5.92%
Technology3.7%
Communication Services2.33%
Energy1.4%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹312 Cr6,800,570
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹261 Cr1,387,967
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹227 Cr1,111,988
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹209 Cr17,172,603
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹208 Cr19,398,917
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹200 Cr9,746,119
↓ -65,454
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹190 Cr3,506,545
↓ -163,774
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹188 Cr2,259,945
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
3%₹181 Cr1,473,713
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹176 Cr1,812,883

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).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 28 in Focused category.  Return for 2022 was 8.9% , 2021 was 39.4% and 2020 was 10.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (20 Mar 23) ₹66.0326 ↓ -0.55   (-0.83 %)
Net Assets (Cr) ₹8,023 on 28 Feb 23
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.15
Information Ratio 0.27
Alpha Ratio 3.5
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Franklin India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
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 20 Mar 23

DurationReturns
1 Month -5%
3 Month -8.5%
6 Month -6.6%
1 Year 2.4%
3 Year 29.5%
5 Year 11.8%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 211.29 Yr.
Anand Radhakrishnan2 May 166.76 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin India Focused Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services34.65%
Industrials20.26%
Health Care7.64%
Consumer Cyclical7.1%
Technology5.33%
Basic Materials5.28%
Consumer Defensive5.19%
Communication Services4.75%
Energy2.56%
Real Estate2.29%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
10%₹818 Cr5,100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹720 Cr8,650,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹520 Cr2,450,000
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹441 Cr2,875,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹433 Cr4,970,000
↓ -480,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹393 Cr5,100,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹353 Cr3,466,950
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
4%₹343 Cr6,200,000
↓ -1,000,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹323 Cr2,000,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
3%₹289 Cr325,000
↑ 21,247

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

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.5% since its launch.  Ranked 28 in ELSS category.  Return for 2022 was 5.4% , 2021 was 36.7% and 2020 was 9.8% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (20 Mar 23) ₹861.18 ↓ -5.20   (-0.60 %)
Net Assets (Cr) ₹4,584 on 28 Feb 23
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.01
Information Ratio -0.04
Alpha Ratio 1.6
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 ₹395,578.
Net Profit of ₹95,578
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 20 Mar 23

DurationReturns
1 Month -2.9%
3 Month -7.2%
6 Month -4%
1 Year 2.2%
3 Year 27.9%
5 Year 10.3%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
Anand Radhakrishnan18 Oct 211.29 Yr.
R. Janakiraman2 May 166.76 Yr.

Data below for Franklin India Taxshield as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services32.17%
Technology11.56%
Industrials11.08%
Consumer Cyclical8.88%
Consumer Defensive8.38%
Basic Materials7.12%
Utility5.47%
Communication Services5.26%
Energy3.7%
Health Care2.79%
Asset Allocation
Asset ClassValue
Cash3.61%
Equity96.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
9%₹417 Cr2,600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹391 Cr4,700,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
7%₹307 Cr2,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹279 Cr3,200,000
↓ -450,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹249 Cr1,170,000
↓ -80,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹246 Cr3,200,000
↑ 100,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹166 Cr3,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹146 Cr1,300,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹127 Cr800,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹127 Cr1,650,000
↑ 50,000

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.

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 29 in Mid Cap category.  Return for 2022 was 2.2% , 2021 was 32.6% and 2020 was 17.8% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (20 Mar 23) ₹1,451.63 ↓ -14.23   (-0.97 %)
Net Assets (Cr) ₹7,360 on 28 Feb 23
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.14
Information Ratio -1.52
Alpha Ratio -1.41
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 ₹376,357.
Net Profit of ₹76,357
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 20 Mar 23

DurationReturns
1 Month -3.6%
3 Month -7%
6 Month -7.4%
1 Year 2.7%
3 Year 25.4%
5 Year 9%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1112.01 Yr.
Sandeep Manam18 Oct 211.29 Yr.
Akhil Kalluri7 Feb 220.98 Yr.

Data below for Franklin India Prima Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services22.03%
Consumer Cyclical21.76%
Basic Materials15.29%
Industrials13.33%
Health Care6.91%
Technology5.71%
Real Estate3.87%
Consumer Defensive3.18%
Utility2.94%
Communication Services1.02%
Asset Allocation
Asset ClassValue
Cash3.95%
Equity96.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹283 Cr21,069,927
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹240 Cr2,885,566
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
3%₹236 Cr7,141,052
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 31 Dec 13 | 500877
3%₹218 Cr6,794,174
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
3%₹197 Cr1,050,123
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹196 Cr1,223,175
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH
3%₹195 Cr4,409,869
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹178 Cr1,986,228
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | SUNDRMFAST
2%₹177 Cr1,798,493
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Aug 18 | 500477
2%₹165 Cr11,039,858
↓ -500,000

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