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फिनकैश »फ्रैंकलिन टेम्पलटन म्यूचुअल फंड »सर्वश्रेष्ठ फ्रैंकलिन टेम्पलटन म्यूचुअल फंड योजनाएं

2022 के लिए 10 सर्वश्रेष्ठ फ्रैंकलिन टेम्पलटन म्यूचुअल फंड योजनाएं

Updated on January 20, 2026 , 50990 views

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin India Opportunities Fund Growth ₹251.271
↑ 2.02 		₹8,380-4.9-25.228.620.33.1
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹81.6776
↑ 0.46 		₹4,4651.35.97.524.19.911.4
Franklin Build India Fund Growth ₹138.016
↑ 1.28 		₹3,036-4.5-3.76.224.124.73.7
Franklin India Technology Fund Growth ₹529.35
↑ 3.11 		₹1,9961.72.20.321.913.4-1.5
Franklin India Prima Fund Growth ₹2,675.2
↑ 21.98 		₹12,831-3.6-4.95.32117.71.6
Franklin India Smaller Companies Fund Growth ₹156.682
↑ 1.56 		₹13,238-7.8-11.7-4.518.220.7-8.4
Franklin India Equity Fund Growth ₹1,612.6
↑ 10.51 		₹19,972-3.3-2.36.117.117.23.3
Franklin India Taxshield Growth ₹1,446.66
↑ 7.97 		₹6,693-3.7-2.94.816.9172.1
Franklin India Equity Advantage Fund Growth ₹188.877
↑ 1.03 		₹3,674-3.5-3.18.316.515.17.6
Templeton India Value Fund Growth ₹717.006
↑ 5.33 		₹2,326-1.3-0.16.516.519.96.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jan 26

Research Highlights & Commentary of 10 Funds showcased

CommentaryFranklin India Opportunities FundFranklin India Feeder - Franklin U S Opportunities FundFranklin Build India FundFranklin India Technology FundFranklin India Prima FundFranklin India Smaller Companies FundFranklin India Equity FundFranklin India TaxshieldFranklin India Equity Advantage FundTempleton India Value Fund
Point 1Upper mid AUM (₹8,380 Cr).Lower mid AUM (₹4,465 Cr).Bottom quartile AUM (₹3,036 Cr).Bottom quartile AUM (₹1,996 Cr).Upper mid AUM (₹12,831 Cr).Top quartile AUM (₹13,238 Cr).Highest AUM (₹19,972 Cr).Upper mid AUM (₹6,693 Cr).Lower mid AUM (₹3,674 Cr).Bottom quartile AUM (₹2,326 Cr).
Point 2Established history (25+ yrs).Established history (13+ yrs).Established history (16+ yrs).Established history (27+ yrs).Oldest track record among peers (32 yrs).Established history (20+ yrs).Established history (31+ yrs).Established history (26+ yrs).Established history (20+ yrs).Established history (29+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 4★ (top quartile).Top rated.Rating: 1★ (bottom quartile).Rating: 3★ (upper mid).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 20.27% (upper mid).5Y return: 9.90% (bottom quartile).5Y return: 24.69% (top quartile).5Y return: 13.38% (bottom quartile).5Y return: 17.75% (upper mid).5Y return: 20.71% (top quartile).5Y return: 17.24% (lower mid).5Y return: 17.04% (lower mid).5Y return: 15.10% (bottom quartile).5Y return: 19.95% (upper mid).
Point 63Y return: 28.57% (top quartile).3Y return: 24.11% (top quartile).3Y return: 24.10% (upper mid).3Y return: 21.95% (upper mid).3Y return: 21.03% (upper mid).3Y return: 18.18% (lower mid).3Y return: 17.09% (lower mid).3Y return: 16.92% (bottom quartile).3Y return: 16.51% (bottom quartile).3Y return: 16.50% (bottom quartile).
Point 71Y return: 5.17% (lower mid).1Y return: 7.48% (top quartile).1Y return: 6.21% (upper mid).1Y return: 0.29% (bottom quartile).1Y return: 5.35% (lower mid).1Y return: -4.55% (bottom quartile).1Y return: 6.11% (upper mid).1Y return: 4.84% (bottom quartile).1Y return: 8.33% (top quartile).1Y return: 6.49% (upper mid).
Point 8Alpha: -4.27 (lower mid).Alpha: -9.96 (bottom quartile).Alpha: 0.00 (top quartile).Alpha: -0.78 (upper mid).Alpha: -4.31 (lower mid).Alpha: -5.23 (bottom quartile).Alpha: -4.14 (upper mid).Alpha: -5.39 (bottom quartile).Alpha: -0.38 (top quartile).Alpha: -0.62 (upper mid).
Point 9Sharpe: -0.10 (upper mid).Sharpe: 0.36 (top quartile).Sharpe: -0.05 (upper mid).Sharpe: -0.42 (bottom quartile).Sharpe: -0.16 (lower mid).Sharpe: -0.60 (bottom quartile).Sharpe: -0.13 (lower mid).Sharpe: -0.22 (bottom quartile).Sharpe: 0.17 (top quartile).Sharpe: 0.12 (upper mid).
Point 10Information ratio: 1.69 (top quartile).Information ratio: -2.15 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 1.25 (top quartile).Information ratio: -0.42 (bottom quartile).Information ratio: -0.26 (lower mid).Information ratio: 0.51 (upper mid).Information ratio: 0.45 (upper mid).Information ratio: -0.48 (bottom quartile).Information ratio: 0.35 (upper mid).

Franklin India Opportunities Fund

  • Upper mid AUM (₹8,380 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.27% (upper mid).
  • 3Y return: 28.57% (top quartile).
  • 1Y return: 5.17% (lower mid).
  • Alpha: -4.27 (lower mid).
  • Sharpe: -0.10 (upper mid).
  • Information ratio: 1.69 (top quartile).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹4,465 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (top quartile).
  • Risk profile: High.
  • 5Y return: 9.90% (bottom quartile).
  • 3Y return: 24.11% (top quartile).
  • 1Y return: 7.48% (top quartile).
  • Alpha: -9.96 (bottom quartile).
  • Sharpe: 0.36 (top quartile).
  • Information ratio: -2.15 (bottom quartile).

Franklin Build India Fund

  • Bottom quartile AUM (₹3,036 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 24.69% (top quartile).
  • 3Y return: 24.10% (upper mid).
  • 1Y return: 6.21% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 0.00 (lower mid).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,996 Cr).
  • Established history (27+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 13.38% (bottom quartile).
  • 3Y return: 21.95% (upper mid).
  • 1Y return: 0.29% (bottom quartile).
  • Alpha: -0.78 (upper mid).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: 1.25 (top quartile).

Franklin India Prima Fund

  • Upper mid AUM (₹12,831 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.75% (upper mid).
  • 3Y return: 21.03% (upper mid).
  • 1Y return: 5.35% (lower mid).
  • Alpha: -4.31 (lower mid).
  • Sharpe: -0.16 (lower mid).
  • Information ratio: -0.42 (bottom quartile).

Franklin India Smaller Companies Fund

  • Top quartile AUM (₹13,238 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.71% (top quartile).
  • 3Y return: 18.18% (lower mid).
  • 1Y return: -4.55% (bottom quartile).
  • Alpha: -5.23 (bottom quartile).
  • Sharpe: -0.60 (bottom quartile).
  • Information ratio: -0.26 (lower mid).

Franklin India Equity Fund

  • Highest AUM (₹19,972 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.24% (lower mid).
  • 3Y return: 17.09% (lower mid).
  • 1Y return: 6.11% (upper mid).
  • Alpha: -4.14 (upper mid).
  • Sharpe: -0.13 (lower mid).
  • Information ratio: 0.51 (upper mid).

Franklin India Taxshield

  • Upper mid AUM (₹6,693 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.04% (lower mid).
  • 3Y return: 16.92% (bottom quartile).
  • 1Y return: 4.84% (bottom quartile).
  • Alpha: -5.39 (bottom quartile).
  • Sharpe: -0.22 (bottom quartile).
  • Information ratio: 0.45 (upper mid).

Franklin India Equity Advantage Fund

  • Lower mid AUM (₹3,674 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.10% (bottom quartile).
  • 3Y return: 16.51% (bottom quartile).
  • 1Y return: 8.33% (top quartile).
  • Alpha: -0.38 (top quartile).
  • Sharpe: 0.17 (top quartile).
  • Information ratio: -0.48 (bottom quartile).

Templeton India Value Fund

  • Bottom quartile AUM (₹2,326 Cr).
  • Established history (29+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.95% (upper mid).
  • 3Y return: 16.50% (bottom quartile).
  • 1Y return: 6.49% (upper mid).
  • Alpha: -0.62 (upper mid).
  • Sharpe: 0.12 (upper mid).
  • Information ratio: 0.35 (upper mid).
 *निधि की सूची पर आधारित हैएयूएम>= 100 करोड़ और के प्रबंधन के तहतकम से कम 3 सालपर छाँटा गया3 सालसीएजीआर वापसी.

1. Franklin India Opportunities Fund

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.

Research Highlights for Franklin India Opportunities Fund

  • Upper mid AUM (₹8,380 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.27% (upper mid).
  • 3Y return: 28.57% (top quartile).
  • 1Y return: 5.17% (lower mid).
  • Alpha: -4.27 (lower mid).
  • Sharpe: -0.10 (upper mid).
  • Information ratio: 1.69 (top quartile).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (22 Jan 26) ₹251.271 ↑ 2.02   (0.81 %)
Net Assets (Cr) ₹8,380 on 31 Dec 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.1
Information Ratio 1.69
Alpha Ratio -4.27
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 Dec 20₹10,000
31 Dec 21₹12,966
31 Dec 22₹12,725
31 Dec 23₹19,540
31 Dec 24₹26,826
31 Dec 25₹27,668

Franklin India 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 ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Franklin India 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 22 Jan 26

DurationReturns
1 Month -3.4%
3 Month -4.9%
6 Month -2%
1 Year 5.2%
3 Year 28.6%
5 Year 20.3%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.1%
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%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 223.9 Yr.
R. Janakiraman1 Apr 1312.76 Yr.
Sandeep Manam18 Oct 214.21 Yr.

Data below for Franklin India Opportunities Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services23.16%
Consumer Cyclical15.36%
Technology15.21%
Health Care11.71%
Industrials9.45%
Basic Materials8.79%
Communication Services6.09%
Energy3.11%
Utility2.49%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash4.14%
Equity95.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 532215		6%₹501 Cr3,948,707
State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN		6%₹489 Cr4,981,006
Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH		3%₹285 Cr234,384
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE		3%₹261 Cr1,661,519
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO		3%₹247 Cr1,289,735
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL		3%₹244 Cr1,158,502
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M		3%₹237 Cr637,966
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL		3%₹233 Cr531,519
Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 526299		3%₹227 Cr814,231
IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB		3%₹222 Cr25,878,858
↑ 5,038,869

2. 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 (₹4,465 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (top quartile).
  • Risk profile: High.
  • 5Y return: 9.90% (bottom quartile).
  • 3Y return: 24.11% (top quartile).
  • 1Y return: 7.48% (top quartile).
  • Alpha: -9.96 (bottom quartile).
  • Sharpe: 0.36 (top quartile).
  • Information ratio: -2.15 (bottom quartile).

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

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (22 Jan 26) ₹81.6776 ↑ 0.46   (0.57 %)
Net Assets (Cr) ₹4,465 on 31 Dec 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.36
Information Ratio -2.15
Alpha Ratio -9.96
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 Dec 20₹10,000
31 Dec 21₹11,789
31 Dec 22₹8,211
31 Dec 23₹11,327
31 Dec 24₹14,400
31 Dec 25₹16,035

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 ₹385,859.
Net Profit of ₹85,859 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 22 Jan 26

DurationReturns
1 Month 1.1%
3 Month 1.3%
6 Month 5.9%
1 Year 7.5%
3 Year 24.1%
5 Year 9.9%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.4%
2023 27.1%
2022 37.9%
2021 -30.3%
2020 17.9%
2019 45.2%
2018 34.2%
2017 6.5%
2016 18.1%
2015 -0.8%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 214.21 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology41.75%
Communication Services14.84%
Consumer Cyclical11.65%
Health Care10.41%
Industrials7.69%
Financial Services4.11%
Basic Materials1.56%
Consumer Defensive1.3%
Real Estate0.51%
Asset Allocation
Asset ClassValue
Cash1.39%
Equity96.85%
Other0.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -		99%₹4,420 Cr4,752,692
↑ 21,154
Call, Cash & Other Assets
CBLO | -		1%₹45 Cr

3. Franklin Build India Fund

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

Research Highlights for Franklin Build India Fund

  • Bottom quartile AUM (₹3,036 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 24.69% (top quartile).
  • 3Y return: 24.10% (upper mid).
  • 1Y return: 6.21% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (22 Jan 26) ₹138.016 ↑ 1.28   (0.93 %)
Net Assets (Cr) ₹3,036 on 31 Dec 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆☆
Risk High
Expense Ratio 2.01
Sharpe Ratio -0.05
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 Dec 20₹10,000
31 Dec 21₹14,590
31 Dec 22₹16,231
31 Dec 23₹24,526
31 Dec 24₹31,348
31 Dec 25₹32,504

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 ₹556,833.
Net Profit of ₹256,833 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 22 Jan 26

DurationReturns
1 Month -3.4%
3 Month -4.5%
6 Month -3.7%
1 Year 6.2%
3 Year 24.1%
5 Year 24.7%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.7%
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%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 214.21 Yr.
Kiran Sebastian7 Feb 223.9 Yr.
Sandeep Manam18 Oct 214.21 Yr.

Data below for Franklin Build India Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Industrials35%
Financial Services15.02%
Utility14.66%
Energy13.57%
Communication Services8.21%
Basic Materials5.21%
Real Estate2.63%
Consumer Cyclical1.58%
Technology1.15%
Asset Allocation
Asset ClassValue
Cash2.97%
Equity97.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT		9%₹272 Cr665,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE		6%₹188 Cr1,200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO		5%₹165 Cr325,341
↑ 10,341
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312		5%₹164 Cr6,825,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL		5%₹149 Cr710,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK		5%₹149 Cr1,500,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555		5%₹143 Cr4,350,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215		4%₹127 Cr1,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN		3%₹98 Cr1,000,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | 532155		3%₹96 Cr5,600,000

4. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Research Highlights for Franklin India Technology Fund

  • Bottom quartile AUM (₹1,996 Cr).
  • Established history (27+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 13.38% (bottom quartile).
  • 3Y return: 21.95% (upper mid).
  • 1Y return: 0.29% (bottom quartile).
  • Alpha: -0.78 (upper mid).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: 1.25 (top quartile).

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (22 Jan 26) ₹529.35 ↑ 3.11   (0.59 %)
Net Assets (Cr) ₹1,996 on 31 Dec 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.43
Information Ratio 1.25
Alpha Ratio -0.78
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 Dec 20₹10,000
31 Dec 21₹13,904
31 Dec 22₹10,803
31 Dec 23₹16,327
31 Dec 24₹20,969
31 Dec 25₹20,662

Franklin India Technology Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jan 26

DurationReturns
1 Month -4.2%
3 Month 1.7%
6 Month 2.2%
1 Year 0.3%
3 Year 21.9%
5 Year 13.4%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -1.5%
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%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Venkatesh Sanjeevi4 Oct 241.24 Yr.
R. Janakiraman1 Dec 232.09 Yr.
Sandeep Manam18 Oct 214.21 Yr.

Data below for Franklin India Technology Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology52.3%
Communication Services23.78%
Consumer Cyclical15.09%
Financial Services4.83%
Industrials0.85%
Health Care0.02%
Asset Allocation
Asset ClassValue
Cash2.91%
Equity96.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		18%₹362 Cr2,243,548
↓ -55,358
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL		17%₹348 Cr1,652,736
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH		7%₹145 Cr894,643
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320		6%₹126 Cr4,524,577
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS		6%₹121 Cr378,126
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH		6%₹119 Cr159,240
Franklin Technology I Acc USD
Investment Fund | -		5%₹101 Cr124,810
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390		5%₹94 Cr517,479
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | MMYT		3%₹58 Cr78,777
↓ -17,369
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI		3%₹53 Cr394,359
↑ 117,241

5. 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 (₹12,831 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.75% (upper mid).
  • 3Y return: 21.03% (upper mid).
  • 1Y return: 5.35% (lower mid).
  • Alpha: -4.31 (lower mid).
  • Sharpe: -0.16 (lower mid).
  • Information ratio: -0.42 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (22 Jan 26) ₹2,675.2 ↑ 21.98   (0.83 %)
Net Assets (Cr) ₹12,831 on 31 Dec 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.17
Information Ratio -0.42
Alpha Ratio -4.31
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 Dec 20₹10,000
31 Dec 21₹13,262
31 Dec 22₹13,550
31 Dec 23₹18,530
31 Dec 24₹24,427
31 Dec 25₹24,820

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 ₹470,047.
Net Profit of ₹170,047 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 22 Jan 26

DurationReturns
1 Month -4.9%
3 Month -3.6%
6 Month -4.9%
1 Year 5.3%
3 Year 21%
5 Year 17.7%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2024 1.6%
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%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.93 Yr.
Sandeep Manam18 Oct 214.21 Yr.
Akhil Kalluri7 Feb 223.9 Yr.

Data below for Franklin India Prima Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services21.92%
Consumer Cyclical15.23%
Industrials13.27%
Basic Materials10.51%
Health Care9.62%
Technology8.51%
Real Estate6.06%
Consumer Defensive4.22%
Communication Services3.84%
Utility1.4%
Energy1.2%
Asset Allocation
Asset ClassValue
Cash4.21%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK		3%₹323 Cr12,074,683
↓ -4,250,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN		2%₹304 Cr7,539,186
↓ -1,075,276
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299		2%₹294 Cr1,052,885
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO		2%₹287 Cr1,499,891
IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB		2%₹269 Cr31,393,177
↑ 2,500,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE		2%₹260 Cr1,631,918
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 500480		2%₹241 Cr542,366
↓ -175,000
Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON		2%₹231 Cr5,862,280
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500271		2%₹210 Cr1,257,487
SRF Ltd (Industrials)
Equity, Since 30 Jun 24 | SRF		2%₹210 Cr682,594
↑ 152,594

6. 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

  • Top quartile AUM (₹13,238 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.71% (top quartile).
  • 3Y return: 18.18% (lower mid).
  • 1Y return: -4.55% (bottom quartile).
  • Alpha: -5.23 (bottom quartile).
  • Sharpe: -0.60 (bottom quartile).
  • Information ratio: -0.26 (lower mid).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (22 Jan 26) ₹156.682 ↑ 1.56   (1.00 %)
Net Assets (Cr) ₹13,238 on 31 Dec 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.6
Information Ratio -0.26
Alpha Ratio -5.23
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 Dec 20₹10,000
31 Dec 21₹15,637
31 Dec 22₹16,196
31 Dec 23₹24,642
31 Dec 24₹30,350
31 Dec 25₹27,803

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 ₹505,644.
Net Profit of ₹205,644 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 22 Jan 26

DurationReturns
1 Month -5.5%
3 Month -7.8%
6 Month -11.7%
1 Year -4.5%
3 Year 18.2%
5 Year 20.7%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -8.4%
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%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.93 Yr.
Sandeep Manam18 Oct 214.21 Yr.
Akhil Kalluri8 Sep 223.32 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Consumer Cyclical20.17%
Financial Services18.12%
Industrials17.73%
Health Care10.61%
Basic Materials10.16%
Technology8.86%
Real Estate4.25%
Consumer Defensive3.71%
Utility3.44%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929		3%₹342 Cr3,868,691
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK		2%₹303 Cr48,064,081
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM		2%₹288 Cr4,675,704
Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA		2%₹286 Cr3,895,864
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL		2%₹284 Cr3,010,279
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS		2%₹281 Cr1,866,828
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM		2%₹264 Cr1,448,723
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH		2%₹256 Cr3,640,478
↑ 265,897
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG		2%₹242 Cr1,982,963
↑ 100,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL		2%₹241 Cr4,963,469

7. Franklin India Equity Fund

(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.

Research Highlights for Franklin India Equity Fund

  • Highest AUM (₹19,972 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.24% (lower mid).
  • 3Y return: 17.09% (lower mid).
  • 1Y return: 6.11% (upper mid).
  • Alpha: -4.14 (upper mid).
  • Sharpe: -0.13 (lower mid).
  • Information ratio: 0.51 (upper mid).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (22 Jan 26) ₹1,612.6 ↑ 10.51   (0.66 %)
Net Assets (Cr) ₹19,972 on 31 Dec 25
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.13
Information Ratio 0.51
Alpha Ratio -4.14
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 Dec 20₹10,000
31 Dec 21₹14,031
31 Dec 22₹14,781
31 Dec 23₹19,326
31 Dec 24₹23,530
31 Dec 25₹24,313

Franklin India 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 ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Franklin India 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 22 Jan 26

DurationReturns
1 Month -3.5%
3 Month -3.3%
6 Month -2.3%
1 Year 6.1%
3 Year 17.1%
5 Year 17.2%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.3%
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%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.93 Yr.
Sandeep Manam18 Oct 214.21 Yr.
Rajasa Kakulavarapu1 Dec 232.09 Yr.

Data below for Franklin India Equity Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services28.59%
Industrials13.99%
Consumer Cyclical9.76%
Technology8.34%
Health Care6.68%
Consumer Defensive5.66%
Basic Materials5.51%
Utility4.87%
Energy4.75%
Communication Services4.57%
Real Estate1.46%
Asset Allocation
Asset ClassValue
Cash5.81%
Equity94.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK		8%₹1,672 Cr16,869,284
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 532174		6%₹1,194 Cr8,891,035
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL		5%₹912 Cr4,333,252
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT		4%₹871 Cr2,131,779
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215		4%₹858 Cr6,761,448
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		4%₹729 Cr4,515,580
↓ -111,420
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE		4%₹706 Cr4,493,052
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN		3%₹610 Cr6,206,362
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M		3%₹598 Cr1,612,271
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK		3%₹588 Cr2,672,494

8. 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

  • Upper mid AUM (₹6,693 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.04% (lower mid).
  • 3Y return: 16.92% (bottom quartile).
  • 1Y return: 4.84% (bottom quartile).
  • Alpha: -5.39 (bottom quartile).
  • Sharpe: -0.22 (bottom quartile).
  • Information ratio: 0.45 (upper mid).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (22 Jan 26) ₹1,446.66 ↑ 7.97   (0.55 %)
Net Assets (Cr) ₹6,693 on 31 Dec 25
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio -0.22
Information Ratio 0.45
Alpha Ratio -5.39
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 20₹10,000
31 Dec 21₹13,670
31 Dec 22₹14,408
31 Dec 23₹18,905
31 Dec 24₹23,148
31 Dec 25₹23,623

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 ₹470,047.
Net Profit of ₹170,047 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 22 Jan 26

DurationReturns
1 Month -3.7%
3 Month -3.7%
6 Month -2.9%
1 Year 4.8%
3 Year 16.9%
5 Year 17%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 2.1%
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%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 169.67 Yr.
Rajasa Kakulavarapu1 Dec 232.09 Yr.

Data below for Franklin India Taxshield as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services32.3%
Industrials13.24%
Consumer Cyclical10.54%
Technology8.94%
Consumer Defensive6.14%
Basic Materials5.41%
Health Care5.31%
Utility4.82%
Communication Services4.63%
Energy3.46%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity96.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK		10%₹646 Cr6,520,834
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532174		7%₹443 Cr3,297,903
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT		5%₹361 Cr883,853
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215		5%₹315 Cr2,477,634
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL		5%₹310 Cr1,471,571
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		5%₹303 Cr1,876,441
↓ -46,300
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN		4%₹278 Cr2,833,344
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH		4%₹237 Cr1,462,587
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE		3%₹231 Cr1,472,922
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK		3%₹219 Cr996,211

9. Franklin India Equity Advantage Fund

(Erstwhile Franklin India Flexi Cap Fund)

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range.

Research Highlights for Franklin India Equity Advantage Fund

  • Lower mid AUM (₹3,674 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.10% (bottom quartile).
  • 3Y return: 16.51% (bottom quartile).
  • 1Y return: 8.33% (top quartile).
  • Alpha: -0.38 (top quartile).
  • Sharpe: 0.17 (top quartile).
  • Information ratio: -0.48 (bottom quartile).

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund
Growth
Launch Date 2 Mar 05
NAV (22 Jan 26) ₹188.877 ↑ 1.03   (0.55 %)
Net Assets (Cr) ₹3,674 on 31 Dec 25
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 0.17
Information Ratio -0.48
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.

DateValue
31 Dec 20₹10,000
31 Dec 21₹13,905
31 Dec 22₹13,513
31 Dec 23₹17,157
31 Dec 24₹20,382
31 Dec 25₹21,929

Franklin India Equity Advantage Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Franklin India Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jan 26

DurationReturns
1 Month -4.4%
3 Month -3.5%
6 Month -3.1%
1 Year 8.3%
3 Year 16.5%
5 Year 15.1%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.6%
2023 18.8%
2022 27%
2021 -2.8%
2020 39.1%
2019 12%
2018 2.1%
2017 -5%
2016 31.1%
2015 4%
Fund Manager information for Franklin India Equity Advantage Fund
NameSinceTenure
Venkatesh Sanjeevi18 Oct 214.21 Yr.
R. Janakiraman28 Feb 1411.85 Yr.
Sandeep Manam18 Oct 214.21 Yr.

Data below for Franklin India Equity Advantage Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services31.02%
Consumer Cyclical18.91%
Health Care13.24%
Technology12.41%
Consumer Defensive8.05%
Communication Services3.63%
Real Estate3.16%
Utility2.4%
Industrials2.01%
Basic Materials1.52%
Asset Allocation
Asset ClassValue
Cash3.65%
Equity96.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320		4%₹156 Cr5,627,332
↑ 1,249,992
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY		4%₹147 Cr3,807,480
↑ 1,142,197
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 24 | JBCHEPHARM		4%₹140 Cr767,185
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M		4%₹133 Cr359,532
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Jun 25 | NAUKRI		4%₹133 Cr998,898
Sagility Ltd (Healthcare)
Equity, Since 31 May 25 | SAGILITY		3%₹123 Cr23,704,482
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH		3%₹115 Cr710,246
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK		3%₹109 Cr1,104,111
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532174		3%₹109 Cr812,360
↑ 325,505
360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 24 | 360ONE		3%₹99 Cr831,373

10. Templeton India Value Fund

(Erstwhile Templeton India Growth Fund)

The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders.

Research Highlights for Templeton India Value Fund

  • Bottom quartile AUM (₹2,326 Cr).
  • Established history (29+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.95% (upper mid).
  • 3Y return: 16.50% (bottom quartile).
  • 1Y return: 6.49% (upper mid).
  • Alpha: -0.62 (upper mid).
  • Sharpe: 0.12 (upper mid).
  • Information ratio: 0.35 (upper mid).

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (22 Jan 26) ₹717.006 ↑ 5.33   (0.75 %)
Net Assets (Cr) ₹2,326 on 31 Dec 25
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio 0.12
Information Ratio 0.35
Alpha Ratio -0.62
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 Dec 20₹10,000
31 Dec 21₹14,455
31 Dec 22₹16,690
31 Dec 23₹22,318
31 Dec 24₹25,708
31 Dec 25₹27,467

Templeton India Value Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Templeton India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jan 26

DurationReturns
1 Month -3.5%
3 Month -1.3%
6 Month -0.1%
1 Year 6.5%
3 Year 16.5%
5 Year 19.9%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.8%
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%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Ajay Argal1 Dec 232.09 Yr.
Rajasa Kakulavarapu6 Sep 214.32 Yr.

Data below for Templeton India Value Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services31.62%
Energy11%
Technology9.9%
Consumer Cyclical9.72%
Utility6.7%
Industrials6.28%
Health Care6.06%
Basic Materials5.6%
Consumer Defensive4.59%
Communication Services2.95%
Real Estate2.85%
Asset Allocation
Asset ClassValue
Cash2.74%
Equity97.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK		8%₹188 Cr1,900,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE		6%₹149 Cr950,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215		6%₹140 Cr1,100,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 25 | TCS		5%₹115 Cr360,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 532174		4%₹104 Cr775,000
↓ -25,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN		4%₹93 Cr950,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY		4%₹91 Cr564,959
↓ -10,041
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI		4%₹87 Cr52,000
Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | 500087		3%₹76 Cr500,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | 500312		3%₹72 Cr3,000,000

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