ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 2022 ರ 7 ಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು

Updated on September 24, 2025 , 4496 views

ಅಂದಿನಿಂದಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅತ್ಯಂತ ಹಳೆಯದಾಗಿದೆAMC ಗಳು ಭಾರತದಲ್ಲಿ, ಹೂಡಿಕೆದಾರರು ಅಂತಹ ಫಂಡ್ ಹೌಸ್‌ನೊಂದಿಗೆ ಹೂಡಿಕೆ ಮಾಡಲು ಒಲವು ತೋರುತ್ತಾರೆ. ಫಂಡ್ ಹೌಸ್ ಪ್ರಧಾನವಾಗಿ ದೊಡ್ಡ ಮತ್ತು ಸ್ಥಾಪಿತ ವ್ಯಾಪಾರವನ್ನು ನಡೆಸುವ ಮತ್ತು ಸ್ಥಿರವಾದ ದೀರ್ಘ ದಾಖಲೆಯನ್ನು ಹೊಂದಿರುವ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆ. ಅಂತಹ ಕಂಪನಿಗಳು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ಖಚಿತಪಡಿಸುತ್ತವೆ.

ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರುಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ದೀರ್ಘಕಾಲ ಹೂಡಿಕೆ ಮಾಡಬೇಕು ಮತ್ತು ಹೆಚ್ಚಿನದನ್ನು ಹೊಂದಿರಬೇಕುಅಪಾಯದ ಹಸಿವು. ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು, ಟಾಪ್ 4 ರ ಪಟ್ಟಿ ಇಲ್ಲಿದೆಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ನಿಧಿಗಳು ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಅವರಿಂದಮ್ಯೂಚುಯಲ್ ಫಂಡ್. AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶಕರು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯಗಳು ಮತ್ತು ಇತರ ಮಾಹಿತಿ ಅನುಪಾತಗಳು.

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ಫ್ರಾಂಕ್ಲಿನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಎ. ದೀರ್ಘಾವಧಿಯ ಹೂಡಿಕೆ ಗುರಿಗಳು

ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ದೀರ್ಘಾವಧಿಯನ್ನು ಯೋಜಿಸಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು ಮೂಲಕಹೂಡಿಕೆ ಫ್ರಾಂಕ್ಲಿನ್‌ನ ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ. ಆದರೆ, ಈ ಗುರಿಗಳನ್ನು ಉತ್ತಮವಾಗಿ ಸಾಧಿಸಲು, ಒಬ್ಬರು ತಮ್ಮ ಹೂಡಿಕೆಗಳನ್ನು ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಯೋಜಿಸಬೇಕು.

ಬಿ. ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳು

ಫ್ರಾಂಕ್ಲಿನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅಡಿಯಲ್ಲಿ ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳನ್ನು ನೀಡುತ್ತದೆಸೆಕೆಂಡ್ 80 ಸಿ ಹೂಡಿಕೆದಾರರಿಗೆ. ತೆರಿಗೆ ಉಳಿತಾಯ ನಿಧಿಯ ಹೆಸರುಫ್ರಾಂಕ್ಲಿನ್ ಇಂಡಿಯಾ ಟ್ಯಾಕ್ಸ್‌ಶೀಲ್ಡ್ ಇದರಲ್ಲಿ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ತೆರಿಗೆ ಉಳಿತಾಯವನ್ನು ಯೋಜಿಸಬಹುದು ಮತ್ತು ದೀರ್ಘಾವಧಿಯ ಲಾಭವನ್ನು ಪಡೆಯಬಹುದುಬಂಡವಾಳ ಬೆಳವಣಿಗೆ.

ಸಿ. ಅತ್ಯುತ್ತಮ ರೇಟಿಂಗ್‌ಗಳು

ಅನೇಕ ಫ್ರಾಂಕ್ಲಿನ್ ಇಕ್ವಿಟಿ ಯೋಜನೆಗಳು ಮೂರು ಮತ್ತು ಅದಕ್ಕಿಂತ ಹೆಚ್ಚಿನ CRISIL ರೇಟಿಂಗ್ ಅನ್ನು ಹೊಂದಿವೆ.

ಡಿ. ಸ್ಥಿರ ರಿಟರ್ನ್ಸ್

ಫ್ರಾಂಕ್ಲಿನ್‌ನ ಅನೇಕ ಇಕ್ವಿಟಿ ಯೋಜನೆಗಳು ವರ್ಷಗಳಲ್ಲಿ ಸ್ಥಿರವಾದ ಆದಾಯವನ್ನು ನೀಡಿವೆ. ಈ ಇಕ್ವಿಟಿ ಯೋಜನೆಗಳಲ್ಲಿ ಉತ್ತಮ ಆದಾಯವನ್ನು ಪಡೆಯಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು.

ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಇಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹33.5482 ↓ -0.22	₹260	8.6	16.6	13.6	13.4	5.3	14.4	0.49
Franklin Build India Fund Growth	₹140.378 ↓ -1.47	₹2,884	-1.4	9.7	-5.3	28.4	34.1	27.8	-0.64
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹80.3784 ↓ -0.51	₹4,282	7.6	16.1	15.2	25	12.4	27.1	0.54
Franklin India Smaller Companies Fund Growth	₹165.805 ↓ -3.09	₹13,302	-4.7	9.7	-10.8	21.9	28.8	23.2	-0.76
Franklin India Focused Equity Fund Growth	₹107.265 ↓ -1.42	₹12,263	-1.3	8.5	-6.6	16.8	25.3	19.9	-0.65
Franklin India Taxshield Growth	₹1,443.94 ↓ -20.09	₹6,537	-4	5.2	-7.1	19.1	24.2	22.4	-0.69
Franklin India Prima Fund Growth	₹2,669.53 ↓ -47.52	₹12,251	-4.2	6.8	-5.8	21.5	24.5	31.8	-0.48
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25
Note: Ratio's shown as on 31 Aug 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	Franklin Asian Equity Fund	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Focused Equity Fund	Franklin India Taxshield	Franklin India Prima Fund
Point 1	Bottom quartile AUM (₹260 Cr).	Bottom quartile AUM (₹2,884 Cr).	Lower mid AUM (₹4,282 Cr).	Highest AUM (₹13,302 Cr).	Upper mid AUM (₹12,263 Cr).	Lower mid AUM (₹6,537 Cr).	Upper mid AUM (₹12,251 Cr).
Point 2	Established history (17+ yrs).	Established history (16+ yrs).	Established history (13+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (26+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	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.
Point 5	5Y return: 5.35% (bottom quartile).	5Y return: 34.10% (top quartile).	5Y return: 12.38% (bottom quartile).	5Y return: 28.80% (upper mid).	5Y return: 25.25% (upper mid).	5Y return: 24.17% (lower mid).	5Y return: 24.45% (lower mid).
Point 6	3Y return: 13.39% (bottom quartile).	3Y return: 28.43% (top quartile).	3Y return: 24.97% (upper mid).	3Y return: 21.94% (upper mid).	3Y return: 16.81% (bottom quartile).	3Y return: 19.15% (lower mid).	3Y return: 21.46% (lower mid).
Point 7	1Y return: 13.62% (upper mid).	1Y return: -5.33% (upper mid).	1Y return: 15.22% (top quartile).	1Y return: -10.85% (bottom quartile).	1Y return: -6.62% (lower mid).	1Y return: -7.09% (bottom quartile).	1Y return: -5.82% (lower mid).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: -10.09 (bottom quartile).	Alpha: -5.08 (bottom quartile).	Alpha: -0.97 (lower mid).	Alpha: -1.19 (lower mid).	Alpha: 0.07 (top quartile).
Point 9	Sharpe: 0.49 (upper mid).	Sharpe: -0.64 (lower mid).	Sharpe: 0.54 (top quartile).	Sharpe: -0.76 (bottom quartile).	Sharpe: -0.65 (lower mid).	Sharpe: -0.69 (bottom quartile).	Sharpe: -0.48 (upper mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (lower mid).	Information ratio: -1.87 (bottom quartile).	Information ratio: 0.02 (upper mid).	Information ratio: 0.26 (upper mid).	Information ratio: 1.11 (top quartile).	Information ratio: -0.01 (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹260 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 5.35% (bottom quartile).
3Y return: 13.39% (bottom quartile).
1Y return: 13.62% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.49 (upper mid).
Information ratio: 0.00 (lower mid).

Franklin Build India Fund

Bottom quartile AUM (₹2,884 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 34.10% (top quartile).
3Y return: 28.43% (top quartile).
1Y return: -5.33% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.64 (lower mid).
Information ratio: 0.00 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,282 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 12.38% (bottom quartile).
3Y return: 24.97% (upper mid).
1Y return: 15.22% (top quartile).
Alpha: -10.09 (bottom quartile).
Sharpe: 0.54 (top quartile).
Information ratio: -1.87 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,302 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 28.80% (upper mid).
3Y return: 21.94% (upper mid).
1Y return: -10.85% (bottom quartile).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (upper mid).

Franklin India Focused Equity Fund

Upper mid AUM (₹12,263 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 25.25% (upper mid).
3Y return: 16.81% (bottom quartile).
1Y return: -6.62% (lower mid).
Alpha: -0.97 (lower mid).
Sharpe: -0.65 (lower mid).
Information ratio: 0.26 (upper mid).

Franklin India Taxshield

Lower mid AUM (₹6,537 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.17% (lower mid).
3Y return: 19.15% (lower mid).
1Y return: -7.09% (bottom quartile).
Alpha: -1.19 (lower mid).
Sharpe: -0.69 (bottom quartile).
Information ratio: 1.11 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,251 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.45% (lower mid).
3Y return: 21.46% (lower mid).
1Y return: -5.82% (lower mid).
Alpha: 0.07 (top quartile).
Sharpe: -0.48 (upper mid).
Information ratio: -0.01 (bottom quartile).

1. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Research Highlights for Franklin Asian Equity Fund

Bottom quartile AUM (₹260 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 5.35% (bottom quartile).
3Y return: 13.39% (bottom quartile).
1Y return: 13.62% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.49 (upper mid).
Information ratio: 0.00 (lower mid).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (25 Sep 25)	₹33.5482 ↓ -0.22 (-0.65 %)
Net Assets (Cr)	₹260 on 31 Aug 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	0.49
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Franklin Asian Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120 Invest Now

Returns for Franklin Asian Equity Fund

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

Duration	Returns
1 Month	4%
3 Month	8.6%
6 Month	16.6%
1 Year	13.6%
3 Year	13.4%
5 Year	5.3%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	14.4%
2023	0.7%
2022	-14.5%
2021	-5.9%
2020	25.8%
2019	28.2%
2018	-13.6%
2017	35.5%
2016	7.2%
2015	-4.6%

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure

Data below for Franklin Asian Equity Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. Franklin Build India Fund

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

Research Highlights for Franklin Build India Fund

Bottom quartile AUM (₹2,884 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 34.10% (top quartile).
3Y return: 28.43% (top quartile).
1Y return: -5.33% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.64 (lower 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 (26 Sep 25)	₹140.378 ↓ -1.47 (-1.04 %)
Net Assets (Cr)	₹2,884 on 31 Aug 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.64
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

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310 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 25 Sep 25

Duration	Returns
1 Month	0.6%
3 Month	-1.4%
6 Month	9.7%
1 Year	-5.3%
3 Year	28.4%
5 Year	34.1%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27.8%
2023	51.1%
2022	11.2%
2021	45.9%
2020	5.4%
2019	6%
2018	-10.7%
2017	43.3%
2016	8.4%
2015	2.1%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹4,282 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 12.38% (bottom quartile).
3Y return: 24.97% (upper mid).
1Y return: 15.22% (top quartile).
Alpha: -10.09 (bottom quartile).
Sharpe: 0.54 (top quartile).
Information ratio: -1.87 (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 (25 Sep 25)	₹80.3784 ↓ -0.51 (-0.63 %)
Net Assets (Cr)	₹4,282 on 31 Aug 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.54
Information Ratio	-1.87
Alpha Ratio	-10.09
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

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 25 Sep 25

Duration	Returns
1 Month	3%
3 Month	7.6%
6 Month	16.1%
1 Year	15.2%
3 Year	25%
5 Year	12.4%
10 Year
15 Year
Since launch	16.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27.1%
2023	37.9%
2022	-30.3%
2021	17.9%
2020	45.2%
2019	34.2%
2018	6.5%
2017	18.1%
2016	-0.8%
2015	8.8%

Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Research Highlights for Franklin India Smaller Companies Fund

Highest AUM (₹13,302 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 28.80% (upper mid).
3Y return: 21.94% (upper mid).
1Y return: -10.85% (bottom quartile).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (upper mid).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (26 Sep 25)	₹165.805 ↓ -3.09 (-1.83 %)
Net Assets (Cr)	₹13,302 on 31 Aug 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.76
Information Ratio	0.02
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

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for Franklin India Smaller Companies Fund

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

Duration	Returns
1 Month	-0.8%
3 Month	-4.7%
6 Month	9.7%
1 Year	-10.8%
3 Year	21.9%
5 Year	28.8%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.2%
2023	52.1%
2022	3.6%
2021	56.4%
2020	18.7%
2019	-5%
2018	-17.4%
2017	43.5%
2016	10.2%
2015	9.6%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

Research Highlights for Franklin India Focused Equity Fund

Upper mid AUM (₹12,263 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 25.25% (upper mid).
3Y return: 16.81% (bottom quartile).
1Y return: -6.62% (lower mid).
Alpha: -0.97 (lower mid).
Sharpe: -0.65 (lower mid).
Information ratio: 0.26 (upper mid).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (26 Sep 25)	₹107.265 ↓ -1.42 (-1.31 %)
Net Assets (Cr)	₹12,263 on 31 Aug 25
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.65
Information Ratio	0.26
Alpha Ratio	-0.97
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

Franklin India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for Franklin India Focused Equity Fund

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

Duration	Returns
1 Month	-0.9%
3 Month	-1.3%
6 Month	8.5%
1 Year	-6.6%
3 Year	16.8%
5 Year	25.3%
10 Year
15 Year
Since launch	13.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.9%
2023	23.5%
2022	8.9%
2021	39.4%
2020	10.9%
2019	10.9%
2018	-8.8%
2017	37.4%
2016	5%
2015	1.5%

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure

Data below for Franklin India Focused Equity Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

6. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Research Highlights for Franklin India Taxshield

Lower mid AUM (₹6,537 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.17% (lower mid).
3Y return: 19.15% (lower mid).
1Y return: -7.09% (bottom quartile).
Alpha: -1.19 (lower mid).
Sharpe: -0.69 (bottom quartile).
Information ratio: 1.11 (top quartile).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (26 Sep 25)	₹1,443.94 ↓ -20.09 (-1.37 %)
Net Assets (Cr)	₹6,537 on 31 Aug 25
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.69
Information Ratio	1.11
Alpha Ratio	-1.19
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for Franklin India Taxshield

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

Duration	Returns
1 Month	-1%
3 Month	-4%
6 Month	5.2%
1 Year	-7.1%
3 Year	19.1%
5 Year	24.2%
10 Year
15 Year
Since launch	20.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	22.4%
2023	31.2%
2022	5.4%
2021	36.7%
2020	9.8%
2019	5.1%
2018	-3%
2017	29.1%
2016	4.7%
2015	4%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure

Data below for Franklin India Taxshield as on 31 Aug 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

7. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Research Highlights for Franklin India Prima Fund

Upper mid AUM (₹12,251 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.45% (lower mid).
3Y return: 21.46% (lower mid).
1Y return: -5.82% (lower mid).
Alpha: 0.07 (top quartile).
Sharpe: -0.48 (upper mid).
Information ratio: -0.01 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (26 Sep 25)	₹2,669.53 ↓ -47.52 (-1.75 %)
Net Assets (Cr)	₹12,251 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.48
Information Ratio	-0.01
Alpha Ratio	0.07
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

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for Franklin India Prima Fund

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

Duration	Returns
1 Month	-1.8%
3 Month	-4.2%
6 Month	6.8%
1 Year	-5.8%
3 Year	21.5%
5 Year	24.5%
10 Year
15 Year
Since launch	19.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	31.8%
2023	36.8%
2022	2.2%
2021	32.6%
2020	17.8%
2019	3.5%
2018	-9.4%
2017	39.7%
2016	8.5%
2015	6.8%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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