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फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 7 सर्वश्रेष्ठ इक्विटी फंड

Updated on August 8, 2025 , 4433 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 (%)2024 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹31.3929
↓ -0.25
₹26311.29.71683.614.40.42
Franklin Build India Fund Growth ₹138.945
↓ -1.09
₹2,9686.18.1-128.832.827.8-0.29
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹78.6056
↑ 0.21
₹4,07316.31.825.517.911.527.10.38
Franklin India Smaller Companies Fund Growth ₹165.7
↓ -1.73
₹13,9954.80.9-7.123.131.323.2-0.34
Franklin India Focused Equity Fund Growth ₹106.046
↓ -0.98
₹12,5363.14.60.316.52419.9-0.15
Franklin India Taxshield Growth ₹1,434.93
↓ -17.12
₹6,88312.7018.723.922.40.04
Franklin India Prima Fund Growth ₹2,671.35
↓ -32.38
₹12,7854.73.41.322.12531.80.15
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
Note: Ratio's shown as on 30 Jun 25

Research Highlights & Commentary of 7 Funds showcased

CommentaryFranklin Asian Equity FundFranklin Build India FundFranklin India Feeder - Franklin U S Opportunities FundFranklin India Smaller Companies FundFranklin India Focused Equity FundFranklin India TaxshieldFranklin India Prima Fund
Point 1Bottom quartile AUM (₹263 Cr).Bottom quartile AUM (₹2,968 Cr).Lower mid AUM (₹4,073 Cr).Highest AUM (₹13,995 Cr).Upper mid AUM (₹12,536 Cr).Lower mid AUM (₹6,883 Cr).Upper mid AUM (₹12,785 Cr).
Point 2Established history (17+ yrs).Established history (15+ yrs).Established history (13+ yrs).Established history (19+ yrs).Established history (18+ yrs).Established history (26+ yrs).Oldest track record among peers (31 yrs).
Point 3Top 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 4Risk 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 55Y return: 3.64% (bottom quartile).5Y return: 32.79% (top quartile).5Y return: 11.45% (bottom quartile).5Y return: 31.31% (upper mid).5Y return: 24.03% (lower mid).5Y return: 23.89% (lower mid).5Y return: 24.98% (upper mid).
Point 63Y return: 7.95% (bottom quartile).3Y return: 28.76% (top quartile).3Y return: 17.95% (lower mid).3Y return: 23.08% (upper mid).3Y return: 16.52% (bottom quartile).3Y return: 18.68% (lower mid).3Y return: 22.15% (upper mid).
Point 71Y return: 16.03% (upper mid).1Y return: -1.01% (bottom quartile).1Y return: 25.53% (top quartile).1Y return: -7.14% (bottom quartile).1Y return: 0.30% (lower mid).1Y return: 0.03% (lower mid).1Y return: 1.31% (upper mid).
Point 8Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: -6.53 (bottom quartile).Alpha: -7.46 (bottom quartile).Alpha: -2.22 (lower mid).Alpha: 0.46 (upper mid).Alpha: 1.66 (top quartile).
Point 9Sharpe: 0.42 (top quartile).Sharpe: -0.29 (bottom quartile).Sharpe: 0.38 (upper mid).Sharpe: -0.33 (bottom quartile).Sharpe: -0.15 (lower mid).Sharpe: 0.04 (lower mid).Sharpe: 0.15 (upper mid).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: -1.50 (bottom quartile).Information ratio: -0.13 (lower mid).Information ratio: -0.01 (lower mid).Information ratio: 1.03 (top quartile).Information ratio: -0.20 (bottom quartile).

Franklin Asian Equity Fund

  • Bottom quartile AUM (₹263 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 3.64% (bottom quartile).
  • 3Y return: 7.95% (bottom quartile).
  • 1Y return: 16.03% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.42 (top quartile).
  • Information ratio: 0.00 (upper mid).

Franklin Build India Fund

  • Bottom quartile AUM (₹2,968 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 32.79% (top quartile).
  • 3Y return: 28.76% (top quartile).
  • 1Y return: -1.01% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹4,073 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.45% (bottom quartile).
  • 3Y return: 17.95% (lower mid).
  • 1Y return: 25.53% (top quartile).
  • Alpha: -6.53 (bottom quartile).
  • Sharpe: 0.38 (upper mid).
  • Information ratio: -1.50 (bottom quartile).

Franklin India Smaller Companies Fund

  • Highest AUM (₹13,995 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.31% (upper mid).
  • 3Y return: 23.08% (upper mid).
  • 1Y return: -7.14% (bottom quartile).
  • Alpha: -7.46 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: -0.13 (lower mid).

Franklin India Focused Equity Fund

  • Upper mid AUM (₹12,536 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.03% (lower mid).
  • 3Y return: 16.52% (bottom quartile).
  • 1Y return: 0.30% (lower mid).
  • Alpha: -2.22 (lower mid).
  • Sharpe: -0.15 (lower mid).
  • Information ratio: -0.01 (lower mid).

Franklin India Taxshield

  • Lower mid AUM (₹6,883 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.89% (lower mid).
  • 3Y return: 18.68% (lower mid).
  • 1Y return: 0.03% (lower mid).
  • Alpha: 0.46 (upper mid).
  • Sharpe: 0.04 (lower mid).
  • Information ratio: 1.03 (top quartile).

Franklin India Prima Fund

  • Upper mid AUM (₹12,785 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.98% (upper mid).
  • 3Y return: 22.15% (upper mid).
  • 1Y return: 1.31% (upper mid).
  • Alpha: 1.66 (top quartile).
  • Sharpe: 0.15 (upper mid).
  • Information ratio: -0.20 (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 (₹263 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 3.64% (bottom quartile).
  • 3Y return: 7.95% (bottom quartile).
  • 1Y return: 16.03% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.42 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~13.1%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (08 Aug 25) ₹31.3929 ↓ -0.25   (-0.79 %)
Net Assets (Cr) ₹263 on 30 Jun 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.5
Sharpe Ratio 0.42
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 Jul 20₹10,000
31 Jul 21₹11,474
31 Jul 22₹9,575
31 Jul 23₹10,196
31 Jul 24₹10,734
31 Jul 25₹12,118

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 ₹331,978.
Net Profit of ₹31,978
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 8 Aug 25

DurationReturns
1 Month 3.3%
3 Month 11.2%
6 Month 9.7%
1 Year 16%
3 Year 8%
5 Year 3.6%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 -4.6%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Sandeep Manam18 Oct 213.79 Yr.
Shyam Sriram26 Sep 240.85 Yr.

Data below for Franklin Asian Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology25.02%
Consumer Cyclical24.16%
Financial Services23.12%
Industrials6.3%
Communication Services4.66%
Consumer Defensive4.46%
Health Care4.4%
Real Estate2.35%
Basic Materials1.93%
Utility1.34%
Asset Allocation
Asset ClassValue
Cash2.25%
Equity97.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
13%₹34 Cr111,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK
5%₹14 Cr68,247
↑ 3,997
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | 532174
5%₹13 Cr87,497
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
5%₹12 Cr22,300
↑ 700
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
3%₹8 Cr70,404
↑ 5,200
SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 000660
3%₹8 Cr4,247
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹8 Cr287,506
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
3%₹7 Cr95,600
MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 2454
3%₹7 Cr19,000
↑ 4,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT
3%₹7 Cr18,306

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 (₹2,968 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 32.79% (top quartile).
  • 3Y return: 28.76% (top quartile).
  • 1Y return: -1.01% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Larsen & Toubro Ltd (~8.2%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (08 Aug 25) ₹138.945 ↓ -1.09   (-0.78 %)
Net Assets (Cr) ₹2,968 on 30 Jun 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio -0.29
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 Jul 20₹10,000
31 Jul 21₹17,587
31 Jul 22₹19,236
31 Jul 23₹26,244
31 Jul 24₹44,020
31 Jul 25₹42,375

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 ₹673,113.
Net Profit of ₹373,113
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 8 Aug 25

DurationReturns
1 Month -3.4%
3 Month 6.1%
6 Month 8.1%
1 Year -1%
3 Year 28.8%
5 Year 32.8%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.79 Yr.
Kiran Sebastian7 Feb 223.48 Yr.
Sandeep Manam18 Oct 213.79 Yr.

Data below for Franklin Build India Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials36.15%
Energy12.74%
Utility12.5%
Financial Services11.47%
Communication Services8.4%
Basic Materials6.9%
Real Estate3.07%
Consumer Cyclical2.66%
Technology1.91%
Asset Allocation
Asset ClassValue
Cash4.19%
Equity95.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
8%₹244 Cr665,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
6%₹180 Cr1,200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
6%₹179 Cr300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532174
6%₹173 Cr1,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹147 Cr6,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹143 Cr710,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹138 Cr4,125,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹120 Cr1,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹108 Cr3,600,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 500400
3%₹81 Cr2,000,000

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 (₹4,073 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.45% (bottom quartile).
  • 3Y return: 17.95% (lower mid).
  • 1Y return: 25.53% (top quartile).
  • Alpha: -6.53 (bottom quartile).
  • Sharpe: 0.38 (upper mid).
  • Information ratio: -1.50 (bottom quartile).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Franklin US Opportunities I(acc)USD (~98.7%).
  • 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 Aug 25) ₹78.6056 ↑ 0.21   (0.27 %)
Net Assets (Cr) ₹4,073 on 30 Jun 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.52
Sharpe Ratio 0.38
Information Ratio -1.5
Alpha Ratio -6.53
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 Jul 20₹10,000
31 Jul 21₹13,004
31 Jul 22₹10,342
31 Jul 23₹11,735
31 Jul 24₹14,717
31 Jul 25₹17,499

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 ₹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 8 Aug 25

DurationReturns
1 Month 3.2%
3 Month 16.3%
6 Month 1.8%
1 Year 25.5%
3 Year 17.9%
5 Year 11.5%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 8.8%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 213.79 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology36.12%
Communication Services18.66%
Consumer Cyclical11.27%
Industrials8.95%
Health Care7.77%
Financial Services6.96%
Basic Materials2.2%
Consumer Defensive2.19%
Real Estate0.59%
Asset Allocation
Asset ClassValue
Cash1.42%
Equity97.25%
Other0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹4,019 Cr4,616,968
↓ -9,090
Call, Cash & Other Assets
CBLO | -
1%₹53 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 (₹13,995 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.31% (upper mid).
  • 3Y return: 23.08% (upper mid).
  • 1Y return: -7.14% (bottom quartile).
  • Alpha: -7.46 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: -0.13 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.1%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (08 Aug 25) ₹165.7 ↓ -1.73   (-1.03 %)
Net Assets (Cr) ₹13,995 on 30 Jun 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.34
Information Ratio -0.13
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 Jul 20₹10,000
31 Jul 21₹20,162
31 Jul 22₹21,078
31 Jul 23₹28,666
31 Jul 24₹44,791
31 Jul 25₹41,561

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 ₹657,502.
Net Profit of ₹357,502
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 8 Aug 25

DurationReturns
1 Month -6%
3 Month 4.8%
6 Month 0.9%
1 Year -7.1%
3 Year 23.1%
5 Year 31.3%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 9.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.51 Yr.
Sandeep Manam18 Oct 213.79 Yr.
Akhil Kalluri8 Sep 222.9 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services19.22%
Consumer Cyclical17.77%
Industrials17.76%
Health Care11.03%
Basic Materials9.91%
Technology6.38%
Real Estate4.65%
Consumer Defensive3.77%
Utility2.87%
Energy0.96%
Asset Allocation
Asset ClassValue
Cash5.52%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 540975
3%₹437 Cr7,329,408
↓ -605,375
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹429 Cr3,868,691
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹371 Cr13,859,043
↓ -139,874
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹323 Cr48,064,081
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹314 Cr1,866,828
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
2%₹277 Cr3,260,279
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹276 Cr4,963,469
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹276 Cr1,387,967
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹271 Cr3,220,340
PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING
2%₹250 Cr2,256,472

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 (₹12,536 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.03% (lower mid).
  • 3Y return: 16.52% (bottom quartile).
  • 1Y return: 0.30% (lower mid).
  • Alpha: -2.22 (lower mid).
  • Sharpe: -0.15 (lower mid).
  • Information ratio: -0.01 (lower mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~10.5%).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (08 Aug 25) ₹106.046 ↓ -0.98   (-0.91 %)
Net Assets (Cr) ₹12,536 on 30 Jun 25
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio -0.15
Information Ratio -0.01
Alpha Ratio -2.22
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 Jul 20₹10,000
31 Jul 21₹16,719
31 Jul 22₹18,315
31 Jul 23₹21,979
31 Jul 24₹30,065
31 Jul 25₹29,943

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 ₹556,833.
Net Profit of ₹256,833
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 8 Aug 25

DurationReturns
1 Month -2.5%
3 Month 3.1%
6 Month 4.6%
1 Year 0.3%
3 Year 16.5%
5 Year 24%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 1.5%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 213.79 Yr.
Venkatesh Sanjeevi4 Oct 240.82 Yr.
Sandeep Manam18 Oct 213.79 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services35.89%
Consumer Cyclical12.23%
Industrials9.54%
Health Care8.48%
Communication Services6.25%
Technology5.8%
Energy5.51%
Basic Materials4.4%
Consumer Defensive3.89%
Real Estate3.15%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
11%₹1,321 Cr6,600,000
↓ -200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 532174
10%₹1,200 Cr8,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
6%₹784 Cr3,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹750 Cr6,250,000
↑ 250,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS
6%₹727 Cr2,100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
6%₹690 Cr4,600,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹621 Cr23,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
4%₹536 Cr3,200,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹527 Cr3,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹459 Cr370,000
↑ 20,000

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 (₹6,883 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.89% (lower mid).
  • 3Y return: 18.68% (lower mid).
  • 1Y return: 0.03% (lower mid).
  • Alpha: 0.46 (upper mid).
  • Sharpe: 0.04 (lower mid).
  • Information ratio: 1.03 (top quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding ICICI Bank Ltd (~9.6%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (08 Aug 25) ₹1,434.93 ↓ -17.12   (-1.18 %)
Net Assets (Cr) ₹6,883 on 30 Jun 25
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 0.04
Information Ratio 1.03
Alpha Ratio 0.46
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹16,092
31 Jul 22₹17,213
31 Jul 23₹20,993
31 Jul 24₹30,355
31 Jul 25₹30,172

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 ₹543,623.
Net Profit of ₹243,623
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 8 Aug 25

DurationReturns
1 Month -4.7%
3 Month 1%
6 Month 2.7%
1 Year 0%
3 Year 18.7%
5 Year 23.9%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 4%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 169.25 Yr.
Rajasa Kakulavarapu1 Dec 231.67 Yr.

Data below for Franklin India Taxshield as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services30.38%
Industrials11.93%
Consumer Cyclical11.21%
Technology9.25%
Health Care6.53%
Basic Materials5.48%
Consumer Defensive5.23%
Communication Services5.05%
Utility4.97%
Energy3.21%
Real Estate1.9%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532174
10%₹657 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
9%₹653 Cr3,260,417
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹324 Cr883,853
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹308 Cr1,922,741
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
4%₹305 Cr1,517,753
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹270 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹253 Cr1,462,587
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹221 Cr1,472,922
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
3%₹198 Cr917,310
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320
3%₹198 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.

Research Highlights for Franklin India Prima Fund

  • Upper mid AUM (₹12,785 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.98% (upper mid).
  • 3Y return: 22.15% (upper mid).
  • 1Y return: 1.31% (upper mid).
  • Alpha: 1.66 (top quartile).
  • Sharpe: 0.15 (upper mid).
  • Information ratio: -0.20 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding The Federal Bank Ltd (~3.4%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (08 Aug 25) ₹2,671.35 ↓ -32.38   (-1.20 %)
Net Assets (Cr) ₹12,785 on 30 Jun 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.15
Information Ratio -0.2
Alpha Ratio 1.66
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 Jul 20₹10,000
31 Jul 21₹16,949
31 Jul 22₹16,966
31 Jul 23₹20,920
31 Jul 24₹32,183
31 Jul 25₹32,418

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 ₹556,833.
Net Profit of ₹256,833
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 8 Aug 25

DurationReturns
1 Month -5%
3 Month 4.7%
6 Month 3.4%
1 Year 1.3%
3 Year 22.1%
5 Year 25%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 6.8%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.51 Yr.
Sandeep Manam18 Oct 213.79 Yr.
Akhil Kalluri7 Feb 223.48 Yr.

Data below for Franklin India Prima Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services19.93%
Consumer Cyclical18.08%
Basic Materials13.33%
Industrials11.99%
Health Care11.8%
Technology6.48%
Real Estate5.82%
Consumer Defensive3.77%
Communication Services3.74%
Utility1.36%
Energy1.11%
Asset Allocation
Asset ClassValue
Cash2.6%
Equity97.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹436 Cr20,481,070
↓ -1,458,682
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500271
2%₹279 Cr1,692,030
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹270 Cr1,631,918
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO
2%₹261 Cr1,499,891
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹256 Cr901,105
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
2%₹245 Cr1,223,175
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 500480
2%₹244 Cr717,366
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT
2%₹242 Cr392,739
↓ -50,000
PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543390
2%₹237 Cr1,300,578
Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE
2%₹234 Cr1,214,825

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