10 सर्वश्रेष्ठ फ्रैंकलिन टेम्पलटन एसआईपी म्यूचुअल फंड 2022

Updated on December 30, 2025 , 18077 views

फ्रेंकलिन टेम्पलटन को चुनकरसिप जिस योजना में आप निवेश करना चाहते हैं उस योजना में निवेशक हर महीने एक पूर्व-चयनित तिथि पर एक छोटी राशि का निवेश कर सकते हैं। एक एसआईपी इक्विटी में प्रवेश करने के सर्वोत्तम तरीकों में से एक है।मंडी, जैसा कि यह एक निवेश अनुशासन और आदत लाता हैइन्वेस्टर. इसके अलावा, फ्रैंकलिन एसआईपी हासिल करने में मदद करता हैवित्तीय लक्ष्यों समय पर। निवेशक हर महीने छोटी रकम का निवेश कर सकते हैंआधार, जो अंततः आपके लक्ष्यों को पूरा करने के लिए एक अधिशेष कोष बनाएगा। तुम शुरू कर सकते होनिवेश INR 500 जितनी कम राशि के साथ, जो इसे अधिकांश निवेशकों के लिए किफायती बनाता है।

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फ्रैंकलिन एसआईपी म्यूचुअल फंड में निवेश क्यों करें?

SIP के कुछ लाभ इस प्रकार हैं:

कंपाउंडिंग की शक्ति
रुपया लागत औसत
बाजार को समय देने की जरूरत नहीं
सस्ती

निवेश करने के इच्छुक निवेशक नीचे सूचीबद्ध सर्वश्रेष्ठ फ्रैंकलिन टेम्पलटन एसआईपी में से फंड चुन सकते हैंम्यूचुअल फंड्स इक्विटी श्रेणी में निवेश करने के लिए। इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

एसआईपी निवेश कैसे बढ़ता है?

जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।

निवेश के लिए सर्वश्रेष्ठ फ्रैंकलिन एसआईपी म्युचुअल फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Franklin India Opportunities Fund Growth	₹259.029 ↑ 2.44	₹8,304	500	2.3	2.6	3.1	29.6	22.6	3.1
Franklin Build India Fund Growth	₹144.172 ↑ 0.84	₹3,068	500	2.4	0.5	3.6	26.3	26.7	3.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹80.5913 ↓ -0.63	₹4,460	500	-1	6	11.4	25	9.9
Franklin India Technology Fund Growth	₹538.032 ↓ -1.50	₹1,957	500	7	2.5	-1.5	24.1	15.6	-1.5
Franklin India Prima Fund Growth	₹2,811.62 ↑ 5.17	₹12,911	500	4.5	-0.2	1.5	22.4	19.8	1.6
Franklin India Smaller Companies Fund Growth	₹164.364 ↓ -0.13	₹13,529	500	-1	-6.5	-9.1	19.7	22.4	-8.4
Franklin India Equity Fund Growth	₹1,671.69 ↑ 5.95	₹20,022	500	3.6	0	3.2	18.2	19.4	3.3
Templeton India Value Fund Growth	₹743.33 ↑ 0.57	₹2,319	500	5.1	2	6.7	18.1	22.3	6.8
Franklin India Taxshield Growth	₹1,500.23 ↑ 4.87	₹6,788	500	3	-0.4	1.9	18	18.7	2.1
Templeton India Equity Income Fund Growth	₹140.224 ↑ 1.06	₹2,384	500	3	0.5	1.7	17.8	19.7	1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 25

Research Highlights & Commentary of 10 Funds showcased

Commentary	Franklin India Opportunities Fund	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Technology Fund	Franklin India Prima Fund	Franklin India Smaller Companies Fund	Franklin India Equity Fund	Templeton India Value Fund	Franklin India Taxshield	Templeton India Equity Income Fund
Point 1	Upper mid AUM (₹8,304 Cr).	Lower mid AUM (₹3,068 Cr).	Lower mid AUM (₹4,460 Cr).	Bottom quartile AUM (₹1,957 Cr).	Upper mid AUM (₹12,911 Cr).	Top quartile AUM (₹13,529 Cr).	Highest AUM (₹20,022 Cr).	Bottom quartile AUM (₹2,319 Cr).	Upper mid AUM (₹6,788 Cr).	Bottom quartile AUM (₹2,384 Cr).
Point 2	Established history (25+ yrs).	Established history (16+ yrs).	Established history (13+ yrs).	Established history (27+ yrs).	Oldest track record among peers (32 yrs).	Established history (19+ yrs).	Established history (31+ yrs).	Established history (29+ yrs).	Established history (26+ yrs).	Established history (19+ yrs).
Point 3	Rating: 3★ (upper mid).	Top rated.	Rating: 4★ (top quartile).	Rating: 1★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk 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 5	5Y return: 22.57% (top quartile).	5Y return: 26.68% (top quartile).	5Y return: 9.90% (bottom quartile).	5Y return: 15.62% (bottom quartile).	5Y return: 19.77% (upper mid).	5Y return: 22.44% (upper mid).	5Y return: 19.41% (lower mid).	5Y return: 22.26% (upper mid).	5Y return: 18.71% (bottom quartile).	5Y return: 19.74% (lower mid).
Point 6	3Y return: 29.55% (top quartile).	3Y return: 26.29% (top quartile).	3Y return: 24.99% (upper mid).	3Y return: 24.13% (upper mid).	3Y return: 22.43% (upper mid).	3Y return: 19.70% (lower mid).	3Y return: 18.19% (lower mid).	3Y return: 18.10% (bottom quartile).	3Y return: 18.05% (bottom quartile).	3Y return: 17.77% (bottom quartile).
Point 7	1Y return: 3.14% (upper mid).	1Y return: 3.58% (upper mid).	1Y return: 11.36% (top quartile).	1Y return: -1.46% (bottom quartile).	1Y return: 1.50% (bottom quartile).	1Y return: -9.08% (bottom quartile).	1Y return: 3.25% (upper mid).	1Y return: 6.70% (top quartile).	1Y return: 1.91% (lower mid).	1Y return: 1.71% (lower mid).
Point 8	Alpha: -2.06 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: -13.09 (bottom quartile).	Alpha: -0.62 (top quartile).	Alpha: -4.19 (bottom quartile).	Alpha: -3.60 (lower mid).	Alpha: -2.37 (upper mid).	Alpha: -3.40 (lower mid).	Alpha: -1.98 (upper mid).	Alpha: -7.26 (bottom quartile).
Point 9	Sharpe: -0.04 (top quartile).	Sharpe: -0.16 (lower mid).	Sharpe: 0.28 (top quartile).	Sharpe: -0.49 (bottom quartile).	Sharpe: -0.08 (upper mid).	Sharpe: -0.51 (bottom quartile).	Sharpe: -0.08 (upper mid).	Sharpe: -0.19 (lower mid).	Sharpe: -0.12 (upper mid).	Sharpe: -0.62 (bottom quartile).
Point 10	Information ratio: 1.67 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: -1.91 (bottom quartile).	Information ratio: 1.24 (top quartile).	Information ratio: -0.47 (bottom quartile).	Information ratio: -0.13 (bottom quartile).	Information ratio: 0.63 (upper mid).	Information ratio: 0.24 (upper mid).	Information ratio: 0.58 (upper mid).	Information ratio: 0.13 (lower mid).

Franklin India Opportunities Fund

Upper mid AUM (₹8,304 Cr).
Established history (25+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.57% (top quartile).
3Y return: 29.55% (top quartile).
1Y return: 3.14% (upper mid).
Alpha: -2.06 (upper mid).
Sharpe: -0.04 (top quartile).
Information ratio: 1.67 (top quartile).

Franklin Build India Fund

Lower mid AUM (₹3,068 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 26.68% (top quartile).
3Y return: 26.29% (top quartile).
1Y return: 3.58% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.16 (lower mid).
Information ratio: 0.00 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,460 Cr).
Established history (13+ yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 9.90% (bottom quartile).
3Y return: 24.99% (upper mid).
1Y return: 11.36% (top quartile).
Alpha: -13.09 (bottom quartile).
Sharpe: 0.28 (top quartile).
Information ratio: -1.91 (bottom quartile).

Franklin India Technology Fund

Bottom quartile AUM (₹1,957 Cr).
Established history (27+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 15.62% (bottom quartile).
3Y return: 24.13% (upper mid).
1Y return: -1.46% (bottom quartile).
Alpha: -0.62 (top quartile).
Sharpe: -0.49 (bottom quartile).
Information ratio: 1.24 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,911 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.77% (upper mid).
3Y return: 22.43% (upper mid).
1Y return: 1.50% (bottom quartile).
Alpha: -4.19 (bottom quartile).
Sharpe: -0.08 (upper mid).
Information ratio: -0.47 (bottom quartile).

Franklin India Smaller Companies Fund

Top quartile AUM (₹13,529 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.44% (upper mid).
3Y return: 19.70% (lower mid).
1Y return: -9.08% (bottom quartile).
Alpha: -3.60 (lower mid).
Sharpe: -0.51 (bottom quartile).
Information ratio: -0.13 (bottom quartile).

Franklin India Equity Fund

Highest AUM (₹20,022 Cr).
Established history (31+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.41% (lower mid).
3Y return: 18.19% (lower mid).
1Y return: 3.25% (upper mid).
Alpha: -2.37 (upper mid).
Sharpe: -0.08 (upper mid).
Information ratio: 0.63 (upper mid).

Templeton India Value Fund

Bottom quartile AUM (₹2,319 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.26% (upper mid).
3Y return: 18.10% (bottom quartile).
1Y return: 6.70% (top quartile).
Alpha: -3.40 (lower mid).
Sharpe: -0.19 (lower mid).
Information ratio: 0.24 (upper mid).

Franklin India Taxshield

Upper mid AUM (₹6,788 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.71% (bottom quartile).
3Y return: 18.05% (bottom quartile).
1Y return: 1.91% (lower mid).
Alpha: -1.98 (upper mid).
Sharpe: -0.12 (upper mid).
Information ratio: 0.58 (upper mid).

Templeton India Equity Income Fund

Bottom quartile AUM (₹2,384 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.74% (lower mid).
3Y return: 17.77% (bottom quartile).
1Y return: 1.71% (lower mid).
Alpha: -7.26 (bottom quartile).
Sharpe: -0.62 (bottom quartile).
Information ratio: 0.13 (lower mid).

*निधि के आधार पर सूचीसंपत्ति > 100 करोड़ के आधार पर छाँटे गए3 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 (₹8,304 Cr).
Established history (25+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.57% (top quartile).
3Y return: 29.55% (top quartile).
1Y return: 3.14% (upper mid).
Alpha: -2.06 (upper mid).
Sharpe: -0.04 (top quartile).
Information ratio: 1.67 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Axis Bank Ltd (~6.1%).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund Growth
Launch Date	21 Feb 00
NAV (31 Dec 25)	₹259.029 ↑ 2.44 (0.95 %)
Net Assets (Cr)	₹8,304 on 30 Nov 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	-0.04
Information Ratio	1.67
Alpha Ratio	-2.06
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 Dec 20	₹10,000
31 Dec 21	₹12,966
31 Dec 22	₹12,725
31 Dec 23	₹19,540
31 Dec 24	₹26,826

Franklin India Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for Franklin India Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 25

Duration	Returns
1 Month	-0.9%
3 Month	2.3%
6 Month	2.6%
1 Year	3.1%
3 Year	29.6%
5 Year	22.6%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Kiran Sebastian	7 Feb 22	3.82 Yr.
R. Janakiraman	1 Apr 13	12.68 Yr.
Sandeep Manam	18 Oct 21	4.12 Yr.

Data below for Franklin India Opportunities Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	22.81%
Technology	16.14%
Consumer Cyclical	15.05%
Health Care	12.45%
Basic Materials	8.58%
Industrials	8.2%
Communication Services	6.02%
Energy	3.14%
Utility	2.49%
Real Estate	0.47%

Asset Allocation

Asset Class	Value
Cash	4.65%
Equity	95.34%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| AXISBANK	6%	₹505 Cr	3,948,707
State Bank of India (Financial Services) Equity, Since 31 Oct 25 \| SBIN	6%	₹488 Cr	4,981,006
Amphenol Corp Class A (Technology) Equity, Since 31 Jul 25 \| APH	4%	₹295 Cr	234,384 ↑ 78,643
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	3%	₹260 Cr	1,661,519
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 24 \| BHARTIARTL	3%	₹243 Cr	1,158,502
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 25 \| HAL	3%	₹241 Cr	531,519 ↑ 531,519
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	3%	₹240 Cr	637,966
Mphasis Ltd (Technology) Equity, Since 30 Nov 24 \| MPHASIS	3%	₹229 Cr	814,231
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Oct 24 \| APLAPOLLO	3%	₹222 Cr	1,289,735 ↑ 258,433
NTPC Ltd (Utilities) Equity, Since 31 Aug 22 \| NTPC	2%	₹207 Cr	6,333,312

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

Lower mid AUM (₹3,068 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 26.68% (top quartile).
3Y return: 26.29% (top quartile).
1Y return: 3.58% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.16 (lower mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~8.8%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (01 Jan 26)	₹144.172 ↑ 0.84 (0.59 %)
Net Assets (Cr)	₹3,068 on 30 Nov 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.16
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 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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 25

Duration	Returns
1 Month	-0.2%
3 Month	2.4%
6 Month	0.5%
1 Year	3.6%
3 Year	26.3%
5 Year	26.7%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.12 Yr.
Kiran Sebastian	7 Feb 22	3.82 Yr.
Sandeep Manam	18 Oct 21	4.12 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	34.75%
Financial Services	14.64%
Utility	14.11%
Energy	13.36%
Communication Services	8.08%
Basic Materials	4.77%
Real Estate	3.03%
Consumer Cyclical	1.76%
Technology	1.66%

Asset Allocation

Asset Class	Value
Cash	3.86%
Equity	96.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹271 Cr	665,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹188 Cr	1,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹186 Cr	315,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	5%	₹166 Cr	6,825,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	5%	₹151 Cr	1,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹149 Cr	710,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹142 Cr	4,350,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	4%	₹128 Cr	1,000,000
GAIL (India) Ltd (Utilities) Equity, Since 31 Jan 25 \| GAIL	3%	₹99 Cr	5,600,000
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	3%	₹98 Cr	1,000,000

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 (₹4,460 Cr).
Established history (13+ yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 9.90% (bottom quartile).
3Y return: 24.99% (upper mid).
1Y return: 11.36% (top quartile).
Alpha: -13.09 (bottom quartile).
Sharpe: 0.28 (top quartile).
Information ratio: -1.91 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Corporate.
Equity-heavy allocation (~97%).
Largest holding Franklin US Opportunities I(acc)USD (~99.1%).
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 (31 Dec 25)	₹80.5913 ↓ -0.63 (-0.77 %)
Net Assets (Cr)	₹4,460 on 30 Nov 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.28
Information Ratio	-1.91
Alpha Ratio	-13.09
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹11,789
31 Dec 22	₹8,211
31 Dec 23	₹11,327
31 Dec 24	₹14,400

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 25

Duration	Returns
1 Month	-0.6%
3 Month	-1%
6 Month	6%
1 Year	11.4%
3 Year	25%
5 Year	9.9%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.12 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	41.81%
Communication Services	14.86%
Consumer Cyclical	11.66%
Health Care	10.43%
Industrials	7.7%
Financial Services	4.11%
Basic Materials	1.56%
Consumer Defensive	1.31%
Real Estate	0.51%

Asset Allocation

Asset Class	Value
Cash	1.25%
Equity	96.99%
Other	0.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹4,421 Cr	4,731,538 ↑ 9,578
Call, Cash & Other Assets Net Current Assets \| -	1%	₹39 Cr

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 (₹1,957 Cr).
Established history (27+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 15.62% (bottom quartile).
3Y return: 24.13% (upper mid).
1Y return: -1.46% (bottom quartile).
Alpha: -0.62 (top quartile).
Sharpe: -0.49 (bottom quartile).
Information ratio: 1.24 (top quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Infosys Ltd (~18.3%).
Top-3 holdings concentration ~43.5%.

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund Growth
Launch Date	22 Aug 98
NAV (31 Dec 25)	₹538.032 ↓ -1.50 (-0.28 %)
Net Assets (Cr)	₹1,957 on 30 Nov 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	High
Expense Ratio	2.08
Sharpe Ratio	-0.49
Information Ratio	1.24
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.

Date	Value
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

Franklin India Technology Fund SIP 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 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 31 Dec 25

Duration	Returns
1 Month	1.6%
3 Month	7%
6 Month	2.5%
1 Year	-1.5%
3 Year	24.1%
5 Year	15.6%
10 Year
15 Year
Since launch	18.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Venkatesh Sanjeevi	4 Oct 24	1.16 Yr.
R. Janakiraman	1 Dec 23	2 Yr.
Sandeep Manam	18 Oct 21	4.12 Yr.

Data below for Franklin India Technology Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Technology	53.13%
Communication Services	23.34%
Consumer Cyclical	13.79%
Financial Services	4.91%
Industrials	0.92%
Health Care	0.02%

Asset Allocation

Asset Class	Value
Cash	3.67%
Equity	96.18%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	18%	₹359 Cr	2,298,906
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 18 \| BHARTIARTL	18%	₹347 Cr	1,652,736
HCL Technologies Ltd (Technology) Equity, Since 30 Jun 14 \| HCLTECH	7%	₹145 Cr	894,643
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 543320	7%	₹136 Cr	4,524,577 ↑ 328,056
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 04 \| TCS	6%	₹119 Cr	378,126
Cognizant Technology Solutions Corp Class A (Technology) Equity, Since 30 Sep 25 \| CTSH	6%	₹111 Cr	159,240
Franklin Technology I Acc USD Investment Fund \| -	5%	₹101 Cr	124,810 ↓ -50,000
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| 543390	5%	₹94 Cr	517,479
MakeMyTrip Ltd (Consumer Cyclical) Equity, Since 30 Jun 25 \| MMYT	3%	₹61 Cr	96,146
Swiggy Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| SWIGGY	3%	₹51 Cr	1,346,780

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 (₹12,911 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.77% (upper mid).
3Y return: 22.43% (upper mid).
1Y return: 1.50% (bottom quartile).
Alpha: -4.19 (bottom quartile).
Sharpe: -0.08 (upper mid).
Information ratio: -0.47 (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 (~3.3%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (01 Jan 26)	₹2,811.62 ↑ 5.17 (0.18 %)
Net Assets (Cr)	₹12,911 on 30 Nov 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.08
Information Ratio	-0.47
Alpha Ratio	-4.19
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 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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 25

Duration	Returns
1 Month	-0.4%
3 Month	4.5%
6 Month	-0.2%
1 Year	1.5%
3 Year	22.4%
5 Year	19.8%
10 Year
15 Year
Since launch	19.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.84 Yr.
Sandeep Manam	18 Oct 21	4.12 Yr.
Akhil Kalluri	7 Feb 22	3.82 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	23.35%
Consumer Cyclical	15.01%
Industrials	13.1%
Basic Materials	10.65%
Health Care	9.82%
Technology	8.68%
Real Estate	6.07%
Consumer Defensive	4.18%
Communication Services	3.76%
Utility	1.52%
Energy	1.1%

Asset Allocation

Asset Class	Value
Cash	2.78%
Equity	97.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹421 Cr	16,324,683
Cummins India Ltd (Industrials) Equity, Since 30 Apr 22 \| CUMMINSIND	2%	₹321 Cr	717,366
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹320 Cr	8,614,462
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| MPHASIS	2%	₹296 Cr	1,052,885
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹274 Cr	1,631,918
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹258 Cr	1,499,891
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| 543390	2%	₹237 Cr	1,300,578
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹234 Cr	5,862,280
Coforge Ltd (Technology) Equity, Since 31 Jul 22 \| COFORGE	2%	₹232 Cr	1,214,825
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| 539437	2%	₹232 Cr	28,893,177

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 (₹13,529 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.44% (upper mid).
3Y return: 19.70% (lower mid).
1Y return: -9.08% (bottom quartile).
Alpha: -3.60 (lower mid).
Sharpe: -0.51 (bottom quartile).
Information ratio: -0.13 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding Brigade Enterprises Ltd (~2.6%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (01 Jan 26)	₹164.364 ↓ -0.13 (-0.08 %)
Net Assets (Cr)	₹13,529 on 30 Nov 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.51
Information Ratio	-0.13
Alpha Ratio	-3.6
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 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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 25

Duration	Returns
1 Month	-2.3%
3 Month	-1%
6 Month	-6.5%
1 Year	-9.1%
3 Year	19.7%
5 Year	22.4%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.84 Yr.
Sandeep Manam	18 Oct 21	4.12 Yr.
Akhil Kalluri	8 Sep 22	3.23 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	20.24%
Financial Services	17.68%
Industrials	17.66%
Health Care	10.61%
Basic Materials	9.81%
Technology	8.83%
Real Estate	4.28%
Consumer Defensive	3.8%
Utility	3.38%

Asset Allocation

Asset Class	Value
Cash	2.95%
Equity	96.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| BRIGADE	3%	₹346 Cr	3,868,691
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹320 Cr	3,895,864 ↓ -127,547
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	2%	₹311 Cr	4,675,704 ↓ -942,430
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹308 Cr	48,064,081
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹304 Cr	3,010,279 ↓ -250,000
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹298 Cr	1,866,828
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹257 Cr	1,448,723
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹253 Cr	3,374,581 ↑ 154,241
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹251 Cr	4,963,469
Sobha Ltd (Real Estate) Equity, Since 31 Mar 12 \| SOBHA	2%	₹233 Cr	1,513,099

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 (₹20,022 Cr).
Established history (31+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.41% (lower mid).
3Y return: 18.19% (lower mid).
1Y return: 3.25% (upper mid).
Alpha: -2.37 (upper mid).
Sharpe: -0.08 (upper mid).
Information ratio: 0.63 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~8.5%).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund Growth
Launch Date	29 Sep 94
NAV (01 Jan 26)	₹1,671.69 ↑ 5.95 (0.36 %)
Net Assets (Cr)	₹20,022 on 30 Nov 25
Category	Equity - Multi Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.08
Information Ratio	0.63
Alpha Ratio	-2.37
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 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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 31 Dec 25

Duration	Returns
1 Month	-0.5%
3 Month	3.6%
6 Month	0%
1 Year	3.2%
3 Year	18.2%
5 Year	19.4%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.84 Yr.
Sandeep Manam	18 Oct 21	4.12 Yr.
Rajasa Kakulavarapu	1 Dec 23	2 Yr.

Data below for Franklin India Equity Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	28.83%
Industrials	13.96%
Consumer Cyclical	10.37%
Technology	8.46%
Health Care	6.9%
Communication Services	5.78%
Consumer Defensive	5.59%
Utility	5.39%
Basic Materials	4.92%
Energy	4.75%
Real Estate	1.53%

Asset Allocation

Asset Class	Value
Cash	3.52%
Equity	96.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| HDFCBANK	8%	₹1,700 Cr	16,869,284
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	6%	₹1,235 Cr	8,891,035 ↓ -2,017,171
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 06 \| BHARTIARTL	5%	₹911 Cr	4,333,252 ↓ -194,853
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 13 \| LT	4%	₹868 Cr	2,131,779
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	4%	₹865 Cr	6,761,448
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹722 Cr	4,627,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	4%	₹704 Cr	4,493,052
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	3%	₹608 Cr	6,206,362 ↑ 2,826,816
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| M&M	3%	₹606 Cr	1,612,271
HCL Technologies Ltd (Technology) Equity, Since 31 Dec 13 \| HCLTECH	3%	₹577 Cr	3,555,589

8. 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 (₹2,319 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.26% (upper mid).
3Y return: 18.10% (bottom quartile).
1Y return: 6.70% (top quartile).
Alpha: -3.40 (lower mid).
Sharpe: -0.19 (lower mid).
Information ratio: 0.24 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~8.3%).

Below is the key information for Templeton India Value Fund

Templeton India Value Fund Growth
Launch Date	10 Sep 96
NAV (01 Jan 26)	₹743.33 ↑ 0.57 (0.08 %)
Net Assets (Cr)	₹2,319 on 30 Nov 25
Category	Equity - Value
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.05
Sharpe Ratio	-0.19
Information Ratio	0.24
Alpha Ratio	-3.4
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 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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 31 Dec 25

Duration	Returns
1 Month	1.2%
3 Month	5.1%
6 Month	2%
1 Year	6.7%
3 Year	18.1%
5 Year	22.3%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ajay Argal	1 Dec 23	2 Yr.
Rajasa Kakulavarapu	6 Sep 21	4.24 Yr.

Data below for Templeton India Value Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	33%
Energy	10.96%
Technology	9.75%
Consumer Cyclical	8.23%
Industrials	6.38%
Basic Materials	6.34%
Health Care	6.03%
Utility	5.58%
Consumer Defensive	4.62%
Communication Services	2.93%
Real Estate	2.87%

Asset Allocation

Asset Class	Value
Cash	3.31%
Equity	96.69%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 14 \| HDFCBANK	8%	₹191 Cr	1,900,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 23 \| RELIANCE	6%	₹149 Cr	950,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 20 \| AXISBANK	6%	₹141 Cr	1,100,000
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 25 \| TCS	5%	₹113 Cr	360,000 ↑ 120,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	5%	₹111 Cr	800,000
State Bank of India (Financial Services) Equity, Since 28 Feb 19 \| SBIN	4%	₹93 Cr	950,000
Infosys Ltd (Technology) Equity, Since 30 Jun 24 \| INFY	4%	₹90 Cr	575,000 ↑ 235,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| MARUTI	4%	₹83 Cr	52,000
Cipla Ltd (Healthcare) Equity, Since 29 Feb 24 \| CIPLA	3%	₹77 Cr	500,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Sep 22 \| 500312	3%	₹73 Cr	3,000,000

9. 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 (₹6,788 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.71% (bottom quartile).
3Y return: 18.05% (bottom quartile).
1Y return: 1.91% (lower mid).
Alpha: -1.98 (upper mid).
Sharpe: -0.12 (upper mid).
Information ratio: 0.58 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~9.7%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (01 Jan 26)	₹1,500.23 ↑ 4.87 (0.33 %)
Net Assets (Cr)	₹6,788 on 31 Oct 25
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.13
Information Ratio	0.58
Alpha Ratio	-1.98
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 25

Duration	Returns
1 Month	-0.7%
3 Month	3%
6 Month	-0.4%
1 Year	1.9%
3 Year	18%
5 Year	18.7%
10 Year
15 Year
Since launch	20.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	2 May 16	9.59 Yr.
Rajasa Kakulavarapu	1 Dec 23	2 Yr.

Data below for Franklin India Taxshield as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	31.46%
Industrials	12.85%
Consumer Cyclical	10.87%
Technology	9.03%
Consumer Defensive	5.97%
Basic Materials	5.53%
Communication Services	5.5%
Health Care	5.46%
Utility	4.81%
Energy	3.4%
Real Estate	1.53%

Asset Allocation

Asset Class	Value
Cash	3.6%
Equity	96.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	10%	₹657 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹458 Cr	3,297,903 ↓ -1,249,011
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹360 Cr	883,853
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	5%	₹317 Cr	2,477,634 ↑ 224,686
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	5%	₹309 Cr	1,471,571 ↓ -46,182
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹300 Cr	1,922,741
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	4%	₹277 Cr	2,833,344 ↑ 1,522,638
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹238 Cr	1,462,587
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹231 Cr	1,472,922
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543320	3%	₹225 Cr	7,500,000

10. Templeton India Equity Income Fund

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.

Research Highlights for Templeton India Equity Income Fund

Bottom quartile AUM (₹2,384 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.74% (lower mid).
3Y return: 17.77% (bottom quartile).
1Y return: 1.71% (lower mid).
Alpha: -7.26 (bottom quartile).
Sharpe: -0.62 (bottom quartile).
Information ratio: 0.13 (lower mid).
Higher exposure to Utility vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding NTPC Ltd (~4.9%).

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund Growth
Launch Date	18 May 06
NAV (31 Dec 25)	₹140.224 ↑ 1.06 (0.76 %)
Net Assets (Cr)	₹2,384 on 30 Nov 25
Category	Equity - Dividend Yield
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	-0.62
Information Ratio	0.13
Alpha Ratio	-7.26
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 Dec 20	₹10,000
31 Dec 21	₹14,309
31 Dec 22	₹15,071
31 Dec 23	₹20,095
31 Dec 24	₹24,201
31 Dec 25	₹24,615

Templeton India Equity Income Fund SIP 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 Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 25

Duration	Returns
1 Month	0.8%
3 Month	3%
6 Month	0.5%
1 Year	1.7%
3 Year	17.8%
5 Year	19.7%
10 Year
15 Year
Since launch	14.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.7%
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%

Fund Manager information for Templeton India Equity Income Fund

Name	Since	Tenure
Ajay Argal	1 Dec 23	2 Yr.
Sandeep Manam	18 Oct 21	4.12 Yr.
Rajasa Kakulavarapu	6 Sep 21	4.24 Yr.

Data below for Templeton India Equity Income Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Utility	16.31%
Technology	15.03%
Consumer Defensive	11.61%
Financial Services	11.35%
Energy	11.25%
Real Estate	9.97%
Consumer Cyclical	7.58%
Industrials	6.62%
Basic Materials	4.86%
Communication Services	2.38%

Asset Allocation

Asset Class	Value
Cash	3.04%
Equity	96.96%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 31 Jan 19 \| NTPC	5%	₹118 Cr	3,600,000
Infosys Ltd (Technology) Equity, Since 30 Apr 13 \| INFY	5%	₹115 Cr	736,814 ↑ 50,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	5%	₹115 Cr	1,140,000
GAIL (India) Ltd (Utilities) Equity, Since 31 Jan 19 \| GAIL	4%	₹93 Cr	5,300,000 ↓ -500,000
Embassy Office Parks REIT (Real Estate) -, Since 30 Apr 25 \| EMBASSY	4%	₹92 Cr	2,166,455
HCL Technologies Ltd (Technology) Equity, Since 31 Jan 22 \| HCLTECH	4%	₹91 Cr	560,000 ↑ 50,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	3%	₹83 Cr	2,050,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 28 Feb 07 \| 500312	3%	₹77 Cr	3,168,380 ↓ -331,620
CESC Ltd (Utilities) Equity, Since 31 Oct 19 \| CESC	3%	₹72 Cr	4,220,000
Bharat Electronics Ltd (Industrials) Equity, Since 30 Sep 19 \| BEL	3%	₹70 Cr	1,700,000

एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर

एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, निवेश करने के लिए आवश्यक वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!

मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-

मासिक निवेश: INR 10,000

निवेश अवधि: 10 वर्ष

निवेश की गई कुल राशि: INR 12,00,000

दीर्घकालिक विकास दर (लगभग): 15%

के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573

शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)

उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!

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