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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 November 2, 2024 , 4071 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 (%)2023 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹28.8477
↓ -0.14
₹2613.111.124.3-2.44.80.71.18
Franklin Build India Fund Growth ₹140.701
↓ -1.56
₹2,908-2.97.552.627.827.651.12.95
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹69.1552
↓ -2.01
₹3,5654.713.143.4416.437.91.73
Franklin India Smaller Companies Fund Growth ₹177.485
↓ -1.83
₹14,460-3.410.43924.328.952.12.18
Franklin India Focused Equity Fund Growth ₹104.415
↓ -0.63
₹13,050-3.27.432.415.120.323.52.94
Franklin India Taxshield Growth ₹1,440.72
↓ -12.76
₹7,242-1.710.33717.320.231.23.01
Franklin India Prima Fund Growth ₹2,693.36
↓ -15.57
₹12,9430.716.647.719.72336.82.91
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24
Note: Ratio's shown as on 30 Sep 24

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 6.5% since its launch.  Ranked 1 in Global category.  Return for 2023 was 0.7% , 2022 was -14.5% and 2021 was -5.9% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (31 Oct 24) ₹28.8477 ↓ -0.14   (-0.48 %)
Net Assets (Cr) ₹261 on 30 Sep 24
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.5
Sharpe Ratio 1.18
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
31 Oct 19₹10,000
31 Oct 20₹12,214
31 Oct 21₹13,607
31 Oct 22₹9,328
31 Oct 23₹10,185
31 Oct 24₹12,664

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 ₹340,450.
Net Profit of ₹40,450
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 31 Oct 24

DurationReturns
1 Month -3.9%
3 Month 3.1%
6 Month 11.1%
1 Year 24.3%
3 Year -2.4%
5 Year 4.8%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 0.7%
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%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Sandeep Manam18 Oct 212.95 Yr.
Shyam Sriram26 Sep 240.01 Yr.

Data below for Franklin Asian Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services22.79%
Technology22.59%
Consumer Cyclical20.75%
Consumer Defensive8.84%
Industrials7.63%
Communication Services5.14%
Health Care4.29%
Real Estate2.84%
Energy2.8%
Basic Materials1.15%
Asset Allocation
Asset ClassValue
Cash1.19%
Equity98.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
12%₹31 Cr122,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | ICICIBANK
5%₹14 Cr109,123
↓ -8,932
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
5%₹13 Cr27,900
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
4%₹10 Cr25,477
↓ -9,643
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK
4%₹9 Cr53,738
↓ -7,464
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
3%₹8 Cr111,800
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹8 Cr296,717
↓ -8,128
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT
3%₹8 Cr21,522
↓ -695
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
3%₹8 Cr65,104
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
3%₹7 Cr24,681
↓ -834

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 19% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (04 Nov 24) ₹140.701 ↓ -1.56   (-1.10 %)
Net Assets (Cr) ₹2,908 on 30 Sep 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 2.95
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
31 Oct 19₹10,000
31 Oct 20₹8,334
31 Oct 21₹15,702
31 Oct 22₹17,178
31 Oct 23₹21,883
31 Oct 24₹34,301

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 ₹598,181.
Net Profit of ₹298,181
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 31 Oct 24

DurationReturns
1 Month -1.8%
3 Month -2.9%
6 Month 7.5%
1 Year 52.6%
3 Year 27.8%
5 Year 27.6%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 212.96 Yr.
Kiran Sebastian7 Feb 222.65 Yr.
Sandeep Manam18 Oct 212.96 Yr.

Data below for Franklin Build India Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials37.61%
Financial Services13.38%
Energy10.6%
Utility10.07%
Communication Services7.62%
Basic Materials7%
Real Estate4.43%
Consumer Cyclical3.76%
Technology1.84%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹265 Cr720,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
6%₹174 Cr3,930,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹153 Cr1,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹134 Cr4,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹130 Cr440,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹121 Cr710,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹119 Cr3,365,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
4%₹107 Cr807,847
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 22 | MCX
4%₹102 Cr180,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
3%₹94 Cr485,000

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 16.4% since its launch.  Ranked 6 in Global category.  Return for 2023 was 37.9% , 2022 was -30.3% and 2021 was 17.9% .

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 (31 Oct 24) ₹69.1552 ↓ -2.01   (-2.83 %)
Net Assets (Cr) ₹3,565 on 30 Sep 24
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.52
Sharpe Ratio 1.73
Information Ratio -2.05
Alpha Ratio -5.35
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
31 Oct 19₹10,000
31 Oct 20₹13,847
31 Oct 21₹18,965
31 Oct 22₹13,165
31 Oct 23₹14,888
31 Oct 24₹21,350

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 ₹458,689.
Net Profit of ₹158,689
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 31 Oct 24

DurationReturns
1 Month -1.1%
3 Month 4.7%
6 Month 13.1%
1 Year 43.4%
3 Year 4%
5 Year 16.4%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.9%
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 212.96 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Technology41.12%
Health Care13.91%
Consumer Cyclical10.57%
Communication Services10.35%
Financial Services7.73%
Industrials7.06%
Basic Materials2.37%
Consumer Defensive2.05%
Real Estate0.54%
Asset Allocation
Asset ClassValue
Cash0.78%
Equity98.27%
Other0.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹3,535 Cr4,466,165
↓ -61,712
Call, Cash & Other Assets
CBLO | -
1%₹30 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 16.5% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (04 Nov 24) ₹177.485 ↓ -1.83   (-1.02 %)
Net Assets (Cr) ₹14,460 on 30 Sep 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.18
Information Ratio 0.24
Alpha Ratio 3.81
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
31 Oct 19₹10,000
31 Oct 20₹9,661
31 Oct 21₹18,023
31 Oct 22₹19,148
31 Oct 23₹25,237
31 Oct 24₹36,103

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 ₹612,552.
Net Profit of ₹312,552
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 31 Oct 24

DurationReturns
1 Month -2.6%
3 Month -3.4%
6 Month 10.4%
1 Year 39%
3 Year 24.3%
5 Year 28.9%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.67 Yr.
Sandeep Manam18 Oct 212.96 Yr.
Akhil Kalluri8 Sep 222.07 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials27.15%
Financial Services17.06%
Consumer Cyclical14.99%
Health Care8.57%
Basic Materials8.4%
Real Estate5.51%
Technology5.45%
Consumer Defensive4.88%
Utility2.83%
Energy0.93%
Communication Services0.29%
Asset Allocation
Asset ClassValue
Cash2.51%
Equity97.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹548 Cr3,868,691
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
4%₹509 Cr6,963,469
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹403 Cr1,387,967
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
3%₹371 Cr48,064,081
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
2%₹352 Cr8,473,781
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
2%₹331 Cr1,605,632
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹330 Cr15,398,917
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹287 Cr6,900,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹272 Cr1,448,723
Amara Raja Energy & Mobility Ltd (Industrials)
Equity, Since 31 Dec 23 | 500008
2%₹259 Cr1,819,819

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 14.5% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (04 Nov 24) ₹104.415 ↓ -0.63   (-0.60 %)
Net Assets (Cr) ₹13,050 on 30 Sep 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 2.94
Information Ratio 0.42
Alpha Ratio 4.41
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
31 Oct 19₹10,000
31 Oct 20₹9,066
31 Oct 21₹16,151
31 Oct 22₹17,283
31 Oct 23₹18,869
31 Oct 24₹25,502

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 ₹505,644.
Net Profit of ₹205,644
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 31 Oct 24

DurationReturns
1 Month -5.3%
3 Month -3.2%
6 Month 7.4%
1 Year 32.4%
3 Year 15.1%
5 Year 20.3%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.5%
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%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 212.96 Yr.
Venkatesh Sanjeevi4 Oct 240 Yr.
Sandeep Manam18 Oct 212.96 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services31.93%
Consumer Cyclical12.69%
Industrials10.07%
Health Care9.08%
Technology7.45%
Basic Materials6.48%
Energy6.03%
Communication Services5.31%
Consumer Defensive4.26%
Real Estate3.78%
Asset Allocation
Asset ClassValue
Cash2.95%
Equity97.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹1,178 Cr6,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,057 Cr8,300,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
6%₹807 Cr4,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹692 Cr4,050,000
↓ -150,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹655 Cr3,400,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹642 Cr23,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹620 Cr2,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹591 Cr4,800,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹529 Cr3,200,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
3%₹456 Cr2,350,000
↓ -210,000

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

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 21.5% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (04 Nov 24) ₹1,440.72 ↓ -12.76   (-0.88 %)
Net Assets (Cr) ₹7,242 on 30 Sep 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 3.01
Information Ratio 1.01
Alpha Ratio 4.26
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,045
31 Oct 21₹15,335
31 Oct 22₹16,015
31 Oct 23₹18,141
31 Oct 24₹25,423

Franklin India Taxshield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
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 31 Oct 24

DurationReturns
1 Month -3.4%
3 Month -1.7%
6 Month 10.3%
1 Year 37%
3 Year 17.3%
5 Year 20.2%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 168.42 Yr.
Rajasa Kakulavarapu1 Dec 230.84 Yr.

Data below for Franklin India Taxshield as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services27.04%
Consumer Cyclical13.61%
Industrials12.88%
Technology10.08%
Consumer Defensive6.59%
Communication Services6%
Basic Materials5.53%
Health Care5.51%
Utility4.29%
Energy4.04%
Real Estate0.73%
Asset Allocation
Asset ClassValue
Cash2.94%
Equity97.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹579 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹565 Cr3,260,417
↑ 215,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
6%₹403 Cr2,356,802
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹361 Cr1,922,741
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹325 Cr883,853
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹278 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹263 Cr1,462,587
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
4%₹262 Cr1,650,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹225 Cr5,086,849
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320
3%₹205 Cr7,500,000

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 19.8% since its launch.  Ranked 29 in Mid Cap category.  Return for 2023 was 36.8% , 2022 was 2.2% and 2021 was 32.6% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (04 Nov 24) ₹2,693.36 ↓ -15.57   (-0.57 %)
Net Assets (Cr) ₹12,943 on 30 Sep 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.91
Information Ratio -0.84
Alpha Ratio 7.46
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
31 Oct 19₹10,000
31 Oct 20₹9,838
31 Oct 21₹16,104
31 Oct 22₹16,174
31 Oct 23₹18,725
31 Oct 24₹28,241

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 ₹530,691.
Net Profit of ₹230,691
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 31 Oct 24

DurationReturns
1 Month -2.3%
3 Month 0.7%
6 Month 16.6%
1 Year 47.7%
3 Year 19.7%
5 Year 23%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 36.8%
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.67 Yr.
Sandeep Manam18 Oct 212.96 Yr.
Akhil Kalluri7 Feb 222.65 Yr.

Data below for Franklin India Prima Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services20.38%
Consumer Cyclical17.11%
Industrials13.92%
Basic Materials13.47%
Health Care9.8%
Technology7.86%
Real Estate5.55%
Consumer Defensive4.45%
Communication Services2.6%
Utility2.22%
Energy0.77%
Asset Allocation
Asset ClassValue
Cash1.88%
Equity98.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹461 Cr23,439,752
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹320 Cr1,100,123
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹301 Cr1,631,918
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹294 Cr976,105
↓ -100,000
Emami Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 531162
2%₹270 Cr3,526,225
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹268 Cr353,937
↓ -53,317
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹267 Cr489,990
↓ -50,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
2%₹266 Cr1,444,026
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
2%₹266 Cr6,391,052
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹261 Cr1,561,228

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