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2022 के लिए 10 सर्वश्रेष्ठ फ्रैंकलिन टेम्पलटन म्यूचुअल फंड योजनाएं
विश्वव्यापी उपस्थिति के साथ,फ्रैंकलिन टेम्पलटन म्यूचुअल फंड में एक अद्वितीय स्थान बनाया हैमंडी और निवेशकों के बीच अपार विश्वास हासिल किया है। दुनिया भर के 28 देशों में 600 से अधिक निवेश पेशेवरों के साथ, फ्रैंकलिन टेम्पलटन के पास दुनिया भर में एक विशाल ग्राहक आधार है। फंड हाउस कई तरह की योजनाएं प्रदान करता है जैसे-इक्विटी फ़ंड,डेट फंड,बैलेंस्ड फंड,लिक्विड फंड,अंतरराष्ट्रीय कोष,ईएलएसएस, आदि।
निवेशक अपने शॉर्ट, मिड और लॉन्ग टर्म की योजना बना सकते हैंवित्तीय लक्ष्यों द्वारानिवेश इन योजनाओं में। फंड हाउस इसके लिए ईएलएसएस योजनाएं भी प्रदान करता हैकर योजना अंतर्गतसेक 80सी. उच्च के साथ निवेशक-जोखिम उठाने का माद्दा इक्विटी फंड में निवेश कर सकते हैं, और औसत जोखिम उठाने वाला व्यक्ति आदर्श रूप से डेट फंड में निवेश कर सकता है। निवेशक नीचे सूचीबद्ध शीर्ष 10 सर्वश्रेष्ठ फ्रैंकलिन टेम्पलटन में से एक फंड चुन सकते हैंम्यूचुअल फंड योजनाएं
एयूएम जैसे कुछ महत्वपूर्ण मानकों को पूरा करके इन फंडों को शॉर्टलिस्ट किया जाता है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न और अन्य सूचना अनुपात।
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फ्रैंकलिन टेम्पलटन म्यूचुअल फंड में निवेश क्यों करें?
1. बीमा
फ्रैंकलिन टेम्पलटन म्यूचुअल फंड का दो दशकों से अधिक का शानदार इतिहास रहा है। वर्षों से, इसने हमेशा निवेशकों के सर्वोत्तम हितों का ध्यान रखा है।
2. कर लाभ
कंपनी की योजनाएं कर योग्य को कम करने का विकल्प प्रदान करती हैंआय इस प्रकार, कर बचत। फ्रैंकलिन इंडियाकर शील्ड ऐसी ही एक योजना है।
3. एक्सपर्ट मार्केट आई
कंपनी की बाजार में छिपे उच्च संभावित शेयरों को खोजने के लिए गहरी नजर है। यह कम अस्थिरता वाले फंड खोजने में भी माहिर है।
4. जोखिम प्रबंधन
फ्रैंकलिन टेम्पलटन म्यूचुअल फंड का लक्ष्य जोखिम को कम करना हैफ़ैक्टर डिस्काउंटेड अंडरवैल्यूड स्टॉक की मांग करके।
शीर्ष 10 फ्रैंकलिन म्युचुअल फंड योजनाएं
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Franklin India Opportunities Fund Growth ₹236.881
↑ 1.70 ₹6,047 3.6 -3 9.6 29.3 32.3 37.3 Franklin Build India Fund Growth ₹133.088
↑ 1.72 ₹2,642 5.2 -3.9 2.6 27.5 35.2 27.8 Franklin India Prima Fund Growth ₹2,577.87
↑ 23.92 ₹11,443 4.5 -4 13 21.5 28.1 31.8 Franklin India Smaller Companies Fund Growth ₹159.248
↑ 1.05 ₹11,970 1.9 -8.5 -0.5 20.9 34.3 23.2 Templeton India Value Fund Growth ₹694.005
↑ 8.64 ₹2,079 5.1 -3.6 5.1 19.1 31.9 15.2 Franklin India Taxshield Growth ₹1,428.02
↑ 16.42 ₹6,359 5.4 -2 9.4 18.8 27.6 22.4 Franklin India Equity Fund Growth ₹1,580.42
↑ 18.43 ₹17,394 5.9 -1.6 9.6 18.5 28.6 21.8 Templeton India Equity Income Fund Growth ₹134.298
↓ -1.38 ₹2,286 -0.3 -4.9 4.9 17.6 30.3 20.4 Franklin India Focused Equity Fund Growth ₹102.975
↑ 1.23 ₹11,396 4.9 -2.6 6.7 16.8 26.4 19.9 Franklin India Technology Fund Growth ₹468.494
↓ -2.62 ₹1,754 -12.7 -11.5 1.8 15 25.7 28.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25 एयूएम>= 100 करोड़ और के प्रबंधन के तहतकम से कम 3 सालपर छाँटा गया3 सालसीएजीआर वापसी.
The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Franklin Build India Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Prima Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (Erstwhile Templeton India Growth Fund) The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders. Templeton India Value Fund is a Equity - Value fund was launched on 10 Sep 96. It is a fund with Moderately High risk and has given a Below is the key information for Templeton India Value Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Taxshield Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Equity Fund Returns up to 1 year are on An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield. Templeton India Equity Income Fund is a Equity - Dividend Yield fund was launched on 18 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Templeton India Equity Income Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a Below is the key information for Franklin India Technology Fund Returns up to 1 year are on 1. Franklin India Opportunities Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 47 in Sectoral category. Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% . Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (28 Apr 25) ₹236.881 ↑ 1.70 (0.72 %) Net Assets (Cr) ₹6,047 on 31 Mar 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 0.46 Information Ratio 1.68 Alpha Ratio 8.45 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 Mar 20 ₹10,000 31 Mar 21 ₹18,903 31 Mar 22 ₹21,132 31 Mar 23 ₹23,026 31 Mar 24 ₹37,539 31 Mar 25 ₹43,201 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 4.3% 3 Month 3.6% 6 Month -3% 1 Year 9.6% 3 Year 29.3% 5 Year 32.3% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 37.3% 2022 53.6% 2021 -1.9% 2020 29.7% 2019 27.3% 2018 5.4% 2017 -10.1% 2016 35.6% 2015 4.2% 2014 2.3% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 3.15 Yr. R. Janakiraman 1 Apr 13 12.01 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Data below for Franklin India Opportunities Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 17.84% Financial Services 14.15% Health Care 11.48% Communication Services 8.89% Basic Materials 8.36% Technology 7.72% Industrials 6.32% Consumer Defensive 4.6% Energy 4.19% Real Estate 2.15% Utility 1.44% Asset Allocation
Asset Class Value Cash 10.49% Equity 89.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK6% ₹374 Cr 2,043,971
↑ 308,675 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹253 Cr 1,987,098 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL4% ₹233 Cr 1,342,233 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR3% ₹182 Cr 803,952
↑ 242,198 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 5262993% ₹178 Cr 710,533 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹170 Cr 637,966 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE3% ₹165 Cr 12,833,401 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 24 | NAUKRI3% ₹155 Cr 216,138 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK3% ₹155 Cr 1,148,695 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹152 Cr 998,385 2. Franklin Build India Fund
CAGR/Annualized return of 18% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% . Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (28 Apr 25) ₹133.088 ↑ 1.72 (1.31 %) Net Assets (Cr) ₹2,642 on 31 Mar 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.13 Sharpe Ratio 0.09 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 Mar 20 ₹10,000 31 Mar 21 ₹18,042 31 Mar 22 ₹22,684 31 Mar 23 ₹25,531 31 Mar 24 ₹43,699 31 Mar 25 ₹46,685 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 3.2% 3 Month 5.2% 6 Month -3.9% 1 Year 2.6% 3 Year 27.5% 5 Year 35.2% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% 2014 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.45 Yr. Kiran Sebastian 7 Feb 22 3.15 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Data below for Franklin Build India Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 34.52% Utility 13.44% Energy 12.09% Financial Services 11.98% Communication Services 7.87% Basic Materials 7.07% Consumer Cyclical 3.06% Real Estate 2.9% Technology 1.74% Asset Allocation
Asset Class Value Cash 5.33% Equity 94.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹232 Cr 665,000
↓ -55,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK6% ₹162 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹153 Cr 300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹153 Cr 1,200,000
↑ 150,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325556% ₹148 Cr 4,125,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹123 Cr 5,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹123 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹110 Cr 1,000,000
↑ 100,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹98 Cr 3,365,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004003% ₹75 Cr 2,000,000 3. Franklin India Prima Fund
CAGR/Annualized return of 19.3% since its launch. Ranked 29 in Mid Cap category. Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% . Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (28 Apr 25) ₹2,577.87 ↑ 23.92 (0.94 %) Net Assets (Cr) ₹11,443 on 31 Mar 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.5 Information Ratio 0.05 Alpha Ratio 7.13 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 Mar 20 ₹10,000 31 Mar 21 ₹18,132 31 Mar 22 ₹20,621 31 Mar 23 ₹21,353 31 Mar 24 ₹31,269 31 Mar 25 ₹36,290 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 2.7% 3 Month 4.5% 6 Month -4% 1 Year 13% 3 Year 21.5% 5 Year 28.1% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% 2015 8.5% 2014 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.17 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Akhil Kalluri 7 Feb 22 3.15 Yr. Data below for Franklin India Prima Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 19.82% Consumer Cyclical 18.48% Basic Materials 14.85% Health Care 11.05% Industrials 11.01% Technology 7.13% Real Estate 5.59% Consumer Defensive 4.16% Communication Services 2.69% Utility 1.19% Energy 0.71% Asset Allocation
Asset Class Value Cash 3.33% Equity 96.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹423 Cr 21,939,752 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹247 Cr 1,641,580 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 5063952% ₹240 Cr 1,211,228
↓ -18,628 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH2% ₹236 Cr 2,153,205 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹229 Cr 1,499,891 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON2% ₹226 Cr 6,391,052 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹225 Cr 901,105 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK2% ₹224 Cr 1,223,175 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹218 Cr 442,739 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR2% ₹218 Cr 1,100,123 4. Franklin India Smaller Companies Fund
CAGR/Annualized return of 15.4% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (28 Apr 25) ₹159.248 ↑ 1.05 (0.66 %) Net Assets (Cr) ₹11,970 on 31 Mar 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.06 Information Ratio 0.27 Alpha Ratio -3.3 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 Mar 20 ₹10,000 31 Mar 21 ₹19,999 31 Mar 22 ₹26,272 31 Mar 23 ₹28,549 31 Mar 24 ₹43,647 31 Mar 25 ₹44,921 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 5% 3 Month 1.9% 6 Month -8.5% 1 Year -0.5% 3 Year 20.9% 5 Year 34.3% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.2% 2022 52.1% 2021 3.6% 2020 56.4% 2019 18.7% 2018 -5% 2017 -17.4% 2016 43.5% 2015 10.2% 2014 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.17 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Akhil Kalluri 8 Sep 22 2.56 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 19.26% Financial Services 18.94% Consumer Cyclical 15.15% Health Care 11.27% Basic Materials 10.48% Technology 4.67% Real Estate 4.54% Consumer Defensive 3.5% Utility 2.72% Energy 0.93% Communication Services 0.01% Asset Allocation
Asset Class Value Cash 7.22% Equity 92.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹388 Cr 8,018,630 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹378 Cr 3,868,691 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900032% ₹293 Cr 13,998,917 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹275 Cr 1,387,967 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹265 Cr 1,866,828 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹264 Cr 48,064,081 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹244 Cr 6,900,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK2% ₹237 Cr 1,759,945 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹235 Cr 1,448,723 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹232 Cr 4,963,469 5. Templeton India Value Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 35 in Value category. Return for 2024 was 15.2% , 2023 was 33.7% and 2022 was 15.5% . Templeton India Value Fund
Growth Launch Date 10 Sep 96 NAV (28 Apr 25) ₹694.005 ↑ 8.64 (1.26 %) Net Assets (Cr) ₹2,079 on 31 Mar 25 Category Equity - Value AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio -0.15 Information Ratio 1.15 Alpha Ratio -2.79 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 Mar 20 ₹10,000 31 Mar 21 ₹19,620 31 Mar 22 ₹24,794 31 Mar 23 ₹27,426 31 Mar 24 ₹39,608 31 Mar 25 ₹41,042 Returns for Templeton India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 5.2% 3 Month 5.1% 6 Month -3.6% 1 Year 5.1% 3 Year 19.1% 5 Year 31.9% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.2% 2022 33.7% 2021 15.5% 2020 44.5% 2019 11.5% 2018 -0.3% 2017 -12.8% 2016 37.6% 2015 9.5% 2014 0.1% Fund Manager information for Templeton India Value Fund
Name Since Tenure Ajay Argal 1 Dec 23 1.33 Yr. Rajasa Kakulavarapu 6 Sep 21 3.57 Yr. Data below for Templeton India Value Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33.18% Consumer Cyclical 11.47% Energy 9.81% Basic Materials 8.05% Health Care 7.24% Technology 5.86% Utility 5.72% Consumer Defensive 4.83% Industrials 3.24% Communication Services 2.81% Asset Allocation
Asset Class Value Cash 5.01% Equity 92.21% Debt 2.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK8% ₹174 Cr 950,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322156% ₹121 Cr 1,100,000
↑ 50,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE6% ₹121 Cr 950,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK5% ₹108 Cr 800,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI3% ₹73 Cr 63,000
↑ 6,000 Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | 5000873% ₹72 Cr 500,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC3% ₹66 Cr 1,600,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK3% ₹65 Cr 300,000 Brookfield India Real Estate Trust
Unlisted bonds | -3% ₹58 Cr 2,000,000
↑ 17,042 State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN3% ₹56 Cr 725,000 6. Franklin India Taxshield
CAGR/Annualized return of 21% since its launch. Ranked 28 in ELSS category. Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% . Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (28 Apr 25) ₹1,428.02 ↑ 16.42 (1.16 %) Net Assets (Cr) ₹6,359 on 31 Mar 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.19 Information Ratio 1.32 Alpha Ratio 2.32 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,793 31 Mar 22 ₹21,613 31 Mar 23 ₹22,171 31 Mar 24 ₹32,145 31 Mar 25 ₹35,012 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 3.8% 3 Month 5.4% 6 Month -2% 1 Year 9.4% 3 Year 18.8% 5 Year 27.6% 10 Year 15 Year Since launch 21% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.4% 2022 31.2% 2021 5.4% 2020 36.7% 2019 9.8% 2018 5.1% 2017 -3% 2016 29.1% 2015 4.7% 2014 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 8.92 Yr. Rajasa Kakulavarapu 1 Dec 23 1.33 Yr. Data below for Franklin India Taxshield as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 30.99% Consumer Cyclical 12.49% Industrials 10.42% Technology 9.55% Health Care 6.71% Consumer Defensive 5.38% Communication Services 5.3% Utility 4.91% Basic Materials 4.87% Energy 2.83% Real Estate 1.65% Asset Allocation
Asset Class Value Cash 4.17% Equity 95.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK10% ₹613 Cr 4,546,914 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹596 Cr 3,260,417 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL5% ₹310 Cr 1,786,745
↓ -176,892 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹309 Cr 883,853 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹302 Cr 1,922,741 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹248 Cr 2,252,948 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹233 Cr 1,462,587 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹183 Cr 843,530 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR3% ₹179 Cr 1,276,457 Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM3% ₹179 Cr 685,013 7. Franklin India Equity Fund
CAGR/Annualized return of 18% since its launch. Ranked 50 in Multi Cap category. Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (28 Apr 25) ₹1,580.42 ↑ 18.43 (1.18 %) Net Assets (Cr) ₹17,394 on 31 Mar 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.2 Information Ratio 1.11 Alpha Ratio 2.43 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 Mar 20 ₹10,000 31 Mar 21 ₹18,490 31 Mar 22 ₹22,848 31 Mar 23 ₹23,246 31 Mar 24 ₹33,541 31 Mar 25 ₹36,582 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 3.9% 3 Month 5.9% 6 Month -1.6% 1 Year 9.6% 3 Year 18.5% 5 Year 28.6% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2023 21.8% 2022 30.8% 2021 5.3% 2020 40.3% 2019 16% 2018 3.3% 2017 -4.4% 2016 30.6% 2015 5% 2014 4.4% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.17 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Rajasa Kakulavarapu 1 Dec 23 1.33 Yr. Data below for Franklin India Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 29.59% Consumer Cyclical 12.86% Industrials 10.11% Technology 8.52% Health Care 7.48% Communication Services 5.83% Utility 5.43% Consumer Defensive 5.09% Basic Materials 4.31% Energy 2.77% Real Estate 2.1% Asset Allocation
Asset Class Value Cash 5.13% Equity 94.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹1,542 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,471 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹850 Cr 4,904,822
↓ -353,785 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹744 Cr 2,131,779 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹727 Cr 4,627,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹668 Cr 6,061,448
↑ 400,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹566 Cr 3,555,589 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹484 Cr 3,452,563 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹483 Cr 3,784,026
↑ 400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹439 Cr 2,023,658 8. Templeton India Equity Income Fund
CAGR/Annualized return of 14.7% since its launch. Ranked 46 in Dividend Yield category. Return for 2024 was 20.4% , 2023 was 33.3% and 2022 was 5.3% . Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (25 Apr 25) ₹134.298 ↓ -1.38 (-1.02 %) Net Assets (Cr) ₹2,286 on 31 Mar 25 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 0.01 Information Ratio 0.42 Alpha Ratio -0.38 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 Mar 20 ₹10,000 31 Mar 21 ₹18,768 31 Mar 22 ₹24,332 31 Mar 23 ₹26,112 31 Mar 24 ₹36,858 31 Mar 25 ₹39,119 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 0.6% 3 Month -0.3% 6 Month -4.9% 1 Year 4.9% 3 Year 17.6% 5 Year 30.3% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.4% 2022 33.3% 2021 5.3% 2020 43.1% 2019 22.9% 2018 5.3% 2017 -8.6% 2016 34.1% 2015 9.4% 2014 -1.6% Fund Manager information for Templeton India Equity Income Fund
Name Since Tenure Ajay Argal 1 Dec 23 1.33 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Rajasa Kakulavarapu 6 Sep 21 3.57 Yr. Data below for Templeton India Equity Income Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 21.44% Utility 21.39% Energy 13.65% Consumer Defensive 9.64% Financial Services 5.54% Basic Materials 4.65% Consumer Cyclical 3.49% Industrials 3.39% Communication Services 1.84% Real Estate 0.77% Asset Allocation
Asset Class Value Cash 7.67% Equity 85.8% Debt 6.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 5325556% ₹136 Cr 3,800,000 NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC5% ₹115 Cr 14,000,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY5% ₹108 Cr 686,814 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹104 Cr 570,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH4% ₹102 Cr 640,932 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 5003124% ₹86 Cr 3,500,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC4% ₹84 Cr 2,050,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 5328984% ₹84 Cr 2,879,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 5321553% ₹79 Cr 4,330,000 Embassy Office Parks Reit
Unlisted bonds | -3% ₹78 Cr 2,124,224 9. Franklin India Focused Equity Fund
CAGR/Annualized return of 14% since its launch. Ranked 28 in Focused category. Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% . Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (28 Apr 25) ₹102.975 ↑ 1.23 (1.21 %) Net Assets (Cr) ₹11,396 on 31 Mar 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.06 Information Ratio 0.28 Alpha Ratio -1.53 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 Mar 20 ₹10,000 31 Mar 21 ₹17,926 31 Mar 22 ₹22,227 31 Mar 23 ₹23,021 31 Mar 24 ₹32,243 31 Mar 25 ₹33,828 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 4.1% 3 Month 4.9% 6 Month -2.6% 1 Year 6.7% 3 Year 16.8% 5 Year 26.4% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2023 19.9% 2022 23.5% 2021 8.9% 2020 39.4% 2019 10.9% 2018 10.9% 2017 -8.8% 2016 37.4% 2015 5% 2014 1.5% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.45 Yr. Venkatesh Sanjeevi 4 Oct 24 0.49 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Data below for Franklin India Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35.63% Consumer Cyclical 11.95% Health Care 9.3% Industrials 7.39% Technology 6.91% Communication Services 5.93% Basic Materials 5.52% Energy 5.15% Consumer Defensive 4.14% Real Estate 2.89% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK11% ₹1,243 Cr 6,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK10% ₹1,119 Cr 8,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹676 Cr 3,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322156% ₹661 Cr 6,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE5% ₹587 Cr 4,600,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA5% ₹555 Cr 3,200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS4% ₹505 Cr 1,400,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000874% ₹505 Cr 3,500,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹474 Cr 23,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹403 Cr 350,000
↑ 30,000 10. Franklin India Technology Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 41 in Sectoral category. Return for 2024 was 28.4% , 2023 was 51.1% and 2022 was -22.3% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (25 Apr 25) ₹468.494 ↓ -2.62 (-0.56 %) Net Assets (Cr) ₹1,754 on 31 Mar 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.2 Sharpe Ratio -0.07 Information Ratio 0.98 Alpha Ratio -5.08 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 Mar 20 ₹10,000 31 Mar 21 ₹19,721 31 Mar 22 ₹23,805 31 Mar 23 ₹20,974 31 Mar 24 ₹32,252 31 Mar 25 ₹33,477 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month -2.7% 3 Month -12.7% 6 Month -11.5% 1 Year 1.8% 3 Year 15% 5 Year 25.7% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.4% 2022 51.1% 2021 -22.3% 2020 39% 2019 56.8% 2018 12.4% 2017 11.9% 2016 19.1% 2015 -2.6% 2014 3.8% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 0.49 Yr. R. Janakiraman 1 Dec 23 1.33 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Data below for Franklin India Technology Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 60.12% Communication Services 17.38% Consumer Cyclical 9.42% Financial Services 4.86% Industrials 1.13% Health Care 0.06% Asset Allocation
Asset Class Value Cash 4.59% Equity 95.34% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY20% ₹352 Cr 2,242,479 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS16% ₹276 Cr 764,559 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL13% ₹231 Cr 1,331,730 Franklin Technology I Acc USD
Investment Fund | -7% ₹120 Cr 215,810 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433206% ₹102 Cr 5,067,142 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433905% ₹82 Cr 517,479
↑ 171,076 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH4% ₹62 Cr 387,170 Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH3% ₹45 Cr 642,259 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹44 Cr 1,346,780 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE2% ₹42 Cr 51,512
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