फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 7 सर्वश्रेष्ठ इक्विटी फंड

Updated on September 4, 2026 , 5261 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।

Ready to Invest?
Talk to our investment specialist

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 (%)	2025 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹45.211 ↑ 0.34	₹954	0	20.6	42	21.4	8.3	23.7	1.27
Franklin Build India Fund Growth	₹141.686 ↓ -0.16	₹3,199	-0.7	-0.5	1.4	16.1	18	3.7	-0.11
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹90.689 ↑ 0.77	₹5,800	-3.7	13.9	15.2	19.9	8.5	11.4	0.48
Franklin India Smaller Companies Fund Growth	₹180.632 ↑ 0.67	₹14,467	6.3	17.2	7.1	12.5	16	-8.4	-0.05
Franklin India Focused Equity Fund Growth	₹100.981 ↓ -0.49	₹11,510	3.4	-2.3	-6.5	8.1	9.6	5.1	-0.65
Franklin India Taxshield Growth	₹1,426.68 ↓ -1.82	₹6,239	4	1	-1.9	10.8	11.5	2.1	-0.44
Franklin India Prima Fund Growth	₹2,845.56 ↑ 3.32	₹12,871	6.9	9.3	4.4	15.6	13.5	1.6	-0.06
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26
Note: Ratio's shown as on 31 Jul 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 (₹954 Cr).	Bottom quartile AUM (₹3,199 Cr).	Lower mid AUM (₹5,800 Cr).	Highest AUM (₹14,467 Cr).	Upper mid AUM (₹11,510 Cr).	Lower mid AUM (₹6,239 Cr).	Upper mid AUM (₹12,871 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).	Established history (19+ 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: 8.28% (bottom quartile).	5Y return: 17.96% (top quartile).	5Y return: 8.53% (bottom quartile).	5Y return: 16.01% (upper mid).	5Y return: 9.60% (lower mid).	5Y return: 11.49% (lower mid).	5Y return: 13.55% (upper mid).
Point 6	3Y return: 21.39% (top quartile).	3Y return: 16.07% (upper mid).	3Y return: 19.94% (upper mid).	3Y return: 12.47% (lower mid).	3Y return: 8.09% (bottom quartile).	3Y return: 10.84% (bottom quartile).	3Y return: 15.55% (lower mid).
Point 7	1Y return: 42.00% (top quartile).	1Y return: 1.39% (lower mid).	1Y return: 15.15% (upper mid).	1Y return: 7.12% (upper mid).	1Y return: -6.49% (bottom quartile).	1Y return: -1.92% (bottom quartile).	1Y return: 4.38% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -3.68 (lower mid).	Alpha: -2.93 (upper mid).	Alpha: -9.41 (bottom quartile).	Alpha: -6.21 (bottom quartile).	Alpha: -5.64 (lower mid).
Point 9	Sharpe: 1.27 (top quartile).	Sharpe: -0.11 (lower mid).	Sharpe: 0.48 (upper mid).	Sharpe: -0.05 (upper mid).	Sharpe: -0.65 (bottom quartile).	Sharpe: -0.44 (bottom quartile).	Sharpe: -0.06 (lower mid).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -1.22 (bottom quartile).	Information ratio: -0.56 (lower mid).	Information ratio: -0.79 (bottom quartile).	Information ratio: -0.13 (upper mid).	Information ratio: -0.41 (lower mid).

Franklin Asian Equity Fund

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

Franklin Build India Fund

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

Franklin India Feeder - Franklin U S Opportunities Fund

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

Franklin India Smaller Companies Fund

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

Franklin India Focused Equity Fund

Upper mid AUM (₹11,510 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.60% (lower mid).
3Y return: 8.09% (bottom quartile).
1Y return: -6.49% (bottom quartile).
Alpha: -9.41 (bottom quartile).
Sharpe: -0.65 (bottom quartile).
Information ratio: -0.79 (bottom quartile).

Franklin India Taxshield

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

Franklin India Prima Fund

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

1. Franklin Asian Equity Fund

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

Research Highlights for Franklin Asian Equity Fund

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

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (04 Sep 26)	₹45.211 ↑ 0.34 (0.75 %)
Net Assets (Cr)	₹954 on 31 Jul 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	1.27
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹8,227
31 Aug 23	₹8,219
31 Aug 24	₹9,438
31 Aug 25	₹10,545
31 Aug 26	₹15,148

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 4 Sep 26

Duration	Returns
1 Month	2.4%
3 Month	0%
6 Month	20.6%
1 Year	42%
3 Year	21.4%
5 Year	8.3%
10 Year
15 Year
Since launch	8.4%

Historical performance (Yearly) on absolute basis

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	4.79 Yr.
Shyam Sriram	26 Sep 24	1.85 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	32.47%
Consumer Cyclical	12.7%
Financial Services	12.28%
Industrials	10.32%
Health Care	7.66%
Communication Services	5.12%
Real Estate	4.79%
Basic Materials	2.82%
Utility	2.59%
Consumer Defensive	1.87%
Energy	1.59%

Asset Allocation

Asset Class	Value
Cash	5.8%
Equity	94.2%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	10%	₹95 Cr	133,000 ↑ 3,000
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	7%	₹71 Cr	41,012 ↑ 4,902
SK hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	5%	₹51 Cr	4,450 ↑ 611
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	3%	₹33 Cr	57,000 ↑ 14,300
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| ICICIBANK	3%	₹33 Cr	226,594
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| TORNTPHARM	2%	₹23 Cr	45,546
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 26 \| DIVISLAB	2%	₹23 Cr	28,750
Oberoi Realty Ltd (Real Estate) Equity, Since 31 May 17 \| OBEROIRLTY	2%	₹21 Cr	114,827
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	2%	₹20 Cr	19,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| ETERNAL	2%	₹18 Cr	590,802 ↓ -48,361

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

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (04 Sep 26)	₹141.686 ↓ -0.16 (-0.11 %)
Net Assets (Cr)	₹3,199 on 31 Jul 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.11
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹11,249
31 Aug 23	₹14,629
31 Aug 24	₹24,175
31 Aug 25	₹22,699
31 Aug 26	₹23,454

Franklin Build India 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 Build India Fund

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

Duration	Returns
1 Month	-2.7%
3 Month	-0.7%
6 Month	-0.5%
1 Year	1.4%
3 Year	16.1%
5 Year	18%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

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	4.56 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	40.02%
Utility	17.35%
Financial Services	13.13%
Energy	10.45%
Basic Materials	5.3%
Communication Services	4.94%
Real Estate	2.35%
Consumer Cyclical	1%
Technology	0.85%

Asset Allocation

Asset Class	Value
Cash	4.62%
Equity	95.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹286 Cr	725,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	7%	₹220 Cr	425,597 ↑ 5,597
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	5%	₹160 Cr	1,225,000 ↓ -75,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	5%	₹160 Cr	4,600,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹140 Cr	710,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	4%	₹131 Cr	5,400,000 ↓ -1,425,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹129 Cr	1,725,000 ↑ 100,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹123 Cr	1,000,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	4%	₹118 Cr	3,100,000
REC Ltd (Financial Services) Equity, Since 30 Sep 25 \| 532955	4%	₹116 Cr	3,100,000

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.

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

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

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund Growth
Launch Date	6 Feb 12
NAV (03 Sep 26)	₹90.689 ↑ 0.77 (0.86 %)
Net Assets (Cr)	₹5,800 on 31 Jul 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.48
Information Ratio	-1.22
Alpha Ratio	-3.68
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹7,503
31 Aug 23	₹8,841
31 Aug 24	₹11,481
31 Aug 25	₹13,292
31 Aug 26	₹15,278

Franklin India Feeder - Franklin U S Opportunities 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 India Feeder - Franklin U S Opportunities Fund

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

Duration	Returns
1 Month	0.4%
3 Month	-3.7%
6 Month	13.9%
1 Year	15.2%
3 Year	19.9%
5 Year	8.5%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

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 Jul 26

Equity Sector Allocation

Sector	Value
Technology	46.66%
Industrials	11.51%
Communication Services	9.44%
Consumer Cyclical	8.71%
Health Care	8.29%
Financial Services	1.57%
Basic Materials	1.46%
Utility	1%
Consumer Defensive	0.56%

Asset Allocation

Asset Class	Value
Cash	5.01%
Equity	92.46%
Other	2.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	96%	₹5,567 Cr	5,385,147 ↑ 17,929
Call, Cash & Other Assets CBLO \| -	4%	₹233 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 (₹14,467 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.01% (upper mid).
3Y return: 12.47% (lower mid).
1Y return: 7.12% (upper mid).
Alpha: -2.93 (upper mid).
Sharpe: -0.05 (upper mid).
Information ratio: -0.56 (lower mid).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (04 Sep 26)	₹180.632 ↑ 0.67 (0.37 %)
Net Assets (Cr)	₹14,467 on 31 Jul 26
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.05
Information Ratio	-0.56
Alpha Ratio	-2.93
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,857
31 Aug 23	₹14,936
31 Aug 24	₹22,137
31 Aug 25	₹19,759
31 Aug 26	₹21,455

Franklin India Smaller Companies 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 Smaller Companies Fund

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

Duration	Returns
1 Month	0.9%
3 Month	6.3%
6 Month	17.2%
1 Year	7.1%
3 Year	12.5%
5 Year	16%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

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	15.51 Yr.
Sandeep Manam	18 Oct 21	4.79 Yr.
Akhil Kalluri	8 Sep 22	3.9 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	19.44%
Consumer Cyclical	18.56%
Financial Services	17.91%
Health Care	10.45%
Technology	10.4%
Basic Materials	9.15%
Real Estate	3.57%
Consumer Defensive	3.22%
Utility	2.92%

Asset Allocation

Asset Class	Value
Cash	4.32%
Equity	95.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹361 Cr	48,064,081
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| 500233	2%	₹336 Cr	2,804,114 ↓ -67,127
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	2%	₹321 Cr	1,465,251 ↓ -173,349
Pine Labs Ltd (Technology) Equity, Since 30 Nov 25 \| PINELABS	2%	₹316 Cr	22,713,252 ↑ 4,700,000
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	2%	₹308 Cr	5,311,513 ↑ 153,259
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹303 Cr	2,233,791
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 25 \| HAL	2%	₹286 Cr	615,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹273 Cr	4,463,469 ↓ -500,000
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹264 Cr	1,934,070 ↓ -444,832
PNB Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| PNBHOUSING	2%	₹259 Cr	2,461,959 ↓ -259,175

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 (₹11,510 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.60% (lower mid).
3Y return: 8.09% (bottom quartile).
1Y return: -6.49% (bottom quartile).
Alpha: -9.41 (bottom quartile).
Sharpe: -0.65 (bottom quartile).
Information ratio: -0.79 (bottom quartile).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (04 Sep 26)	₹100.981 ↓ -0.49 (-0.48 %)
Net Assets (Cr)	₹11,510 on 31 Jul 26
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.65
Information Ratio	-0.79
Alpha Ratio	-9.41
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.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,981
31 Aug 23	₹12,656
31 Aug 24	₹17,657
31 Aug 25	₹17,050
31 Aug 26	₹16,437

Franklin India Focused 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 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 4 Sep 26

Duration	Returns
1 Month	-2.2%
3 Month	3.4%
6 Month	-2.3%
1 Year	-6.5%
3 Year	8.1%
5 Year	9.6%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	5.1%
2024	19.9%
2023	23.5%
2022	8.9%
2021	39.4%
2020	10.9%
2019	10.9%
2018	-8.8%
2017	37.4%
2016	5%

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.79 Yr.
Venkatesh Sanjeevi	4 Oct 24	1.82 Yr.
Sandeep Manam	18 Oct 21	4.79 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.03%
Consumer Cyclical	13.96%
Industrials	10.41%
Technology	7.68%
Health Care	6.46%
Communication Services	6%
Energy	5.68%
Basic Materials	3.91%
Real Estate	2.98%
Utility	2.02%
Consumer Defensive	0.21%

Asset Allocation

Asset Class	Value
Cash	7.66%
Equity	92.34%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹969 Cr	6,750,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	8%	₹965 Cr	12,900,000 ↑ 200,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	7%	₹799 Cr	6,500,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	6%	₹711 Cr	23,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹690 Cr	3,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	6%	₹654 Cr	5,000,000 ↓ -240,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	5%	₹587 Cr	2,950,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	5%	₹578 Cr	2,445,000 ↓ -205,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	4%	₹438 Cr	308,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 20 \| INDIGO	3%	₹395 Cr	763,992 ↑ 13,992

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

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (04 Sep 26)	₹1,426.68 ↓ -1.82 (-0.13 %)
Net Assets (Cr)	₹6,239 on 31 Jul 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.44
Information Ratio	-0.13
Alpha Ratio	-6.21
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,757
31 Aug 23	₹12,585
31 Aug 24	₹18,396
31 Aug 25	₹17,582
31 Aug 26	₹17,564

Franklin India Taxshield 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 Taxshield

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

Duration	Returns
1 Month	-1.9%
3 Month	4%
6 Month	1%
1 Year	-1.9%
3 Year	10.8%
5 Year	11.5%
10 Year
15 Year
Since launch	19.8%

Historical performance (Yearly) on absolute basis

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 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	31.27%
Industrials	16.28%
Consumer Cyclical	9.88%
Technology	8.39%
Basic Materials	6.52%
Health Care	5.66%
Consumer Defensive	5.61%
Energy	4.12%
Utility	3.77%
Communication Services	3.35%
Real Estate	1.07%

Asset Allocation

Asset Class	Value
Cash	4.09%
Equity	95.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	8%	₹488 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	8%	₹473 Cr	3,297,903
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹305 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹291 Cr	2,833,344
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹283 Cr	717,322
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| ETERNAL	4%	₹227 Cr	7,499,624 ↓ -376
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹216 Cr	1,911,441
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	3%	₹209 Cr	1,060,541
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹204 Cr	1,512,587
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹194 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 (₹12,871 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.55% (upper mid).
3Y return: 15.55% (lower mid).
1Y return: 4.38% (lower mid).
Alpha: -5.64 (lower mid).
Sharpe: -0.06 (lower mid).
Information ratio: -0.41 (lower mid).

Below is the key information for Franklin India Prima Fund

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

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,214
31 Aug 23	₹12,337
31 Aug 24	₹18,838
31 Aug 25	₹18,168
31 Aug 26	₹19,410

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Franklin India Prima Fund

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

Duration	Returns
1 Month	-0.2%
3 Month	6.9%
6 Month	9.3%
1 Year	4.4%
3 Year	15.6%
5 Year	13.5%
10 Year
15 Year
Since launch	18.8%

Historical performance (Yearly) on absolute basis

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	4.56 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.35%
Industrials	18.2%
Consumer Cyclical	14.93%
Basic Materials	9.97%
Health Care	9.54%
Technology	8.79%
Real Estate	5.03%
Communication Services	2.98%
Utility	1.75%
Consumer Defensive	1.2%
Energy	0.94%

Asset Allocation

Asset Class	Value
Cash	2.33%
Equity	97.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	3%	₹411 Cr	6,704,921 ↑ 1,800,000
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹346 Cr	9,649,683 ↓ -675,000
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	3%	₹345 Cr	8,094,684 ↑ 1,875,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹312 Cr	36,893,177
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| BALKRISIND	2%	₹291 Cr	1,175,000
Coforge Ltd (Technology) Equity, Since 31 Jul 22 \| COFORGE	2%	₹280 Cr	1,625,747 ↑ 177,363
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹264 Cr	1,631,918
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jan 23 \| HAL	2%	₹260 Cr	559,715
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹256 Cr	6,648,740 ↓ -1,764,616
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| POLICYBZR	2%	₹256 Cr	1,600,578 ↑ 550,000

फ्रैंकलिन म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?

Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

शुरू हो जाओ

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।