ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 2022 ರ 7 ಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು

Updated on February 15, 2026 , 4642 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	₹38.996 ↑ 0.18	₹315	12.5	21.8	36.6	13.7	2.1	23.7	1.54
Franklin Build India Fund Growth	₹148.907 ↑ 0.61	₹3,036	1.7	6.5	23	27.8	23.7	3.7	-0.05
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹77.8225 ↓ -0.01	₹4,465	-1	-1	0.4	19.9	8	11.4	0.36
Franklin India Smaller Companies Fund Growth	₹163.764 ↑ 0.77	₹13,238	-5	-1.1	10	19.3	19.9	-8.4	-0.6
Franklin India Focused Equity Fund Growth	₹108.32 ↑ 0.06	₹12,649	-2.9	0.7	10.5	15.7	14.6	5.1	-0.03
Franklin India Taxshield Growth	₹1,481.25 ↑ 2.33	₹6,693	-2.3	1.7	10.6	18.5	15.5	2.1	-0.22
Franklin India Prima Fund Growth	₹2,761.57 ↑ 8.36	₹12,831	-2.8	2.6	15.1	22.4	16.8	1.6	-0.17
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Feb 26
Note: Ratio's shown as on 31 Dec 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 (₹315 Cr).	Bottom quartile AUM (₹3,036 Cr).	Lower mid AUM (₹4,465 Cr).	Highest AUM (₹13,238 Cr).	Upper mid AUM (₹12,649 Cr).	Lower mid AUM (₹6,693 Cr).	Upper mid AUM (₹12,831 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).	Established history (18+ yrs).	Established history (26+ yrs).	Oldest track record among peers (32 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: 2.06% (bottom quartile).	5Y return: 23.70% (top quartile).	5Y return: 7.96% (bottom quartile).	5Y return: 19.89% (upper mid).	5Y return: 14.59% (lower mid).	5Y return: 15.53% (lower mid).	5Y return: 16.84% (upper mid).
Point 6	3Y return: 13.69% (bottom quartile).	3Y return: 27.85% (top quartile).	3Y return: 19.93% (upper mid).	3Y return: 19.29% (lower mid).	3Y return: 15.73% (bottom quartile).	3Y return: 18.49% (lower mid).	3Y return: 22.44% (upper mid).
Point 7	1Y return: 36.56% (top quartile).	1Y return: 22.96% (upper mid).	1Y return: 0.35% (bottom quartile).	1Y return: 10.00% (bottom quartile).	1Y return: 10.51% (lower mid).	1Y return: 10.62% (lower mid).	1Y return: 15.09% (upper mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -9.96 (bottom quartile).	Alpha: -5.23 (lower mid).	Alpha: -2.23 (upper mid).	Alpha: -5.39 (bottom quartile).	Alpha: -4.31 (lower mid).
Point 9	Sharpe: 1.54 (top quartile).	Sharpe: -0.05 (lower mid).	Sharpe: 0.36 (upper mid).	Sharpe: -0.60 (bottom quartile).	Sharpe: -0.03 (upper mid).	Sharpe: -0.22 (bottom quartile).	Sharpe: -0.16 (lower mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: -2.15 (bottom quartile).	Information ratio: -0.26 (lower mid).	Information ratio: -0.20 (lower mid).	Information ratio: 0.45 (top quartile).	Information ratio: -0.42 (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹315 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 2.06% (bottom quartile).
3Y return: 13.69% (bottom quartile).
1Y return: 36.56% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.54 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin Build India Fund

Bottom quartile AUM (₹3,036 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 23.70% (top quartile).
3Y return: 27.85% (top quartile).
1Y return: 22.96% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.05 (lower mid).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,465 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 7.96% (bottom quartile).
3Y return: 19.93% (upper mid).
1Y return: 0.35% (bottom quartile).
Alpha: -9.96 (bottom quartile).
Sharpe: 0.36 (upper mid).
Information ratio: -2.15 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,238 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.89% (upper mid).
3Y return: 19.29% (lower mid).
1Y return: 10.00% (bottom quartile).
Alpha: -5.23 (lower mid).
Sharpe: -0.60 (bottom quartile).
Information ratio: -0.26 (lower mid).

Franklin India Focused Equity Fund

Upper mid AUM (₹12,649 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.59% (lower mid).
3Y return: 15.73% (bottom quartile).
1Y return: 10.51% (lower mid).
Alpha: -2.23 (upper mid).
Sharpe: -0.03 (upper mid).
Information ratio: -0.20 (lower mid).

Franklin India Taxshield

Lower mid AUM (₹6,693 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.53% (lower mid).
3Y return: 18.49% (lower mid).
1Y return: 10.62% (lower mid).
Alpha: -5.39 (bottom quartile).
Sharpe: -0.22 (bottom quartile).
Information ratio: 0.45 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,831 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.84% (upper mid).
3Y return: 22.44% (upper mid).
1Y return: 15.09% (upper mid).
Alpha: -4.31 (lower mid).
Sharpe: -0.16 (lower mid).
Information ratio: -0.42 (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 (₹315 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 2.06% (bottom quartile).
3Y return: 13.69% (bottom quartile).
1Y return: 36.56% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.54 (top quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (16 Feb 26)	₹38.996 ↑ 0.18 (0.46 %)
Net Assets (Cr)	₹315 on 31 Dec 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	1.54
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
31 Jan 21	₹10,000
31 Jan 22	₹8,833
31 Jan 23	₹8,376
31 Jan 24	₹7,348
31 Jan 25	₹8,821
31 Jan 26	₹12,045

Franklin Asian Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701 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 16 Feb 26

Duration	Returns
1 Month	4%
3 Month	12.5%
6 Month	21.8%
1 Year	36.6%
3 Year	13.7%
5 Year	2.1%
10 Year
15 Year
Since launch	7.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.7%
2023	14.4%
2022	0.7%
2021	-14.5%
2020	-5.9%
2019	25.8%
2018	28.2%
2017	-13.6%
2016	35.5%
2015	7.2%

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.29 Yr.
Shyam Sriram	26 Sep 24	1.35 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	30.83%
Consumer Cyclical	22.8%
Financial Services	17.15%
Industrials	8.16%
Communication Services	5.67%
Health Care	4.72%
Basic Materials	2.87%
Real Estate	2.54%
Utility	0.92%

Asset Allocation

Asset Class	Value
Cash	4.34%
Equity	95.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	10%	₹36 Cr	70,000
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	6%	₹21 Cr	20,911
SK Hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	6%	₹21 Cr	3,567
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	5%	₹18 Cr	25,200
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| HDFCBANK	5%	₹17 Cr	187,442
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| ICICIBANK	3%	₹13 Cr	93,555 ↑ 6,860
Hyundai Motor Co (Consumer Cyclical) Equity, Since 31 Aug 22 \| 005380	3%	₹10 Cr	3,275 ↓ -839
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	3%	₹10 Cr	52,104
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	3%	₹10 Cr	19,000 ↓ -2,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 24 \| LT	3%	₹10 Cr	24,471 ↑ 7,009

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 (₹3,036 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 23.70% (top quartile).
3Y return: 27.85% (top quartile).
1Y return: 22.96% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.05 (lower mid).
Information ratio: 0.00 (upper mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (17 Feb 26)	₹148.907 ↑ 0.61 (0.41 %)
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.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹14,734
31 Jan 23	₹15,797
31 Jan 24	₹25,867
31 Jan 25	₹29,250
31 Jan 26	₹31,672

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Franklin 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 16 Feb 26

Duration	Returns
1 Month	5.9%
3 Month	1.7%
6 Month	6.5%
1 Year	23%
3 Year	27.8%
5 Year	23.7%
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	4.29 Yr.
Kiran Sebastian	7 Feb 22	3.99 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	33.81%
Financial Services	16.07%
Utility	14.48%
Energy	13.67%
Communication Services	8.08%
Basic Materials	5.58%
Real Estate	2.64%
Consumer Cyclical	1.25%
Technology	1.16%

Asset Allocation

Asset Class	Value
Cash	3.26%
Equity	96.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹261 Cr	665,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| ONGC	6%	₹184 Cr	6,825,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹176 Cr	1,260,000 ↑ 60,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	5%	₹161 Cr	350,000 ↑ 24,659
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹142 Cr	3,978,727 ↓ -371,273
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹140 Cr	710,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	5%	₹139 Cr	1,500,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	5%	₹137 Cr	1,000,000
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	4%	₹108 Cr	1,000,000
REC Ltd (Financial Services) Equity, Since 30 Sep 25 \| RECLTD	3%	₹98 Cr	2,700,000 ↑ 400,000

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 (₹4,465 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 7.96% (bottom quartile).
3Y return: 19.93% (upper mid).
1Y return: 0.35% (bottom quartile).
Alpha: -9.96 (bottom quartile).
Sharpe: 0.36 (upper mid).
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 (13 Feb 26)	₹77.8225 ↓ -0.01 (-0.01 %)
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.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹10,643
31 Jan 23	₹8,930
31 Jan 24	₹11,893
31 Jan 25	₹15,472
31 Jan 26	₹16,620

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 16 Feb 26

Duration	Returns
1 Month	-5.2%
3 Month	-1%
6 Month	-1%
1 Year	0.4%
3 Year	19.9%
5 Year	8%
10 Year
15 Year
Since launch	15.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.29 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	40.88%
Communication Services	13.17%
Consumer Cyclical	13.16%
Health Care	10.29%
Industrials	8.13%
Financial Services	4.27%
Basic Materials	1.55%
Consumer Defensive	0.83%
Real Estate	0.51%

Asset Allocation

Asset Class	Value
Cash	1.3%
Equity	96.59%
Other	0.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹4,521 Cr	4,793,725 ↑ 41,033
Call, Cash & Other Assets CBLO \| -	1%	₹52 Cr

4. Franklin India Smaller Companies Fund

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

Research Highlights for Franklin India Smaller Companies Fund

Highest AUM (₹13,238 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.89% (upper mid).
3Y return: 19.29% (lower mid).
1Y return: 10.00% (bottom quartile).
Alpha: -5.23 (lower mid).
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 (17 Feb 26)	₹163.764 ↑ 0.77 (0.47 %)
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.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹15,229
31 Jan 23	₹15,781
31 Jan 24	₹25,204
31 Jan 25	₹27,364
31 Jan 26	₹26,484

Franklin India Smaller Companies 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 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 16 Feb 26

Duration	Returns
1 Month	0.7%
3 Month	-5%
6 Month	-1.1%
1 Year	10%
3 Year	19.3%
5 Year	19.9%
10 Year
15 Year
Since launch	14.9%

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	15.01 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.
Akhil Kalluri	8 Sep 22	3.4 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	18.78%
Financial Services	18.23%
Industrials	17.62%
Basic Materials	10.53%
Health Care	10.11%
Technology	8.81%
Real Estate	4%
Consumer Defensive	3.95%
Utility	3.34%

Asset Allocation

Asset Class	Value
Cash	4.62%
Equity	95.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	3%	₹337 Cr	48,064,081
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹296 Cr	3,895,864
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹292 Cr	3,010,279
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| BRIGADE	2%	₹291 Cr	3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	2%	₹258 Cr	4,675,704
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹257 Cr	1,866,828
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	2%	₹247 Cr	2,100,935 ↑ 117,972
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹246 Cr	1,316,741 ↓ -131,982
DCB Bank Ltd (Financial Services) Equity, Since 31 May 18 \| DCBBANK	2%	₹244 Cr	12,199,095
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹237 Cr	3,640,478

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 (₹12,649 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.59% (lower mid).
3Y return: 15.73% (bottom quartile).
1Y return: 10.51% (lower mid).
Alpha: -2.23 (upper mid).
Sharpe: -0.03 (upper mid).
Information ratio: -0.20 (lower mid).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (17 Feb 26)	₹108.32 ↑ 0.06 (0.05 %)
Net Assets (Cr)	₹12,649 on 31 Dec 25
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.03
Information Ratio	-0.2
Alpha Ratio	-2.23
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.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹14,129
31 Jan 23	₹14,722
31 Jan 24	₹18,912
31 Jan 25	₹21,194
31 Jan 26	₹22,571

Franklin India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 16 Feb 26

Duration	Returns
1 Month	-0.5%
3 Month	-2.9%
6 Month	0.7%
1 Year	10.5%
3 Year	15.7%
5 Year	14.6%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.1%
2023	19.9%
2022	23.5%
2021	8.9%
2020	39.4%
2019	10.9%
2018	10.9%
2017	-8.8%
2016	37.4%
2015	5%

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.29 Yr.
Venkatesh Sanjeevi	4 Oct 24	1.33 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	35.29%
Consumer Cyclical	11.58%
Technology	9.25%
Industrials	9.06%
Health Care	7.46%
Basic Materials	6.48%
Energy	5.97%
Communication Services	5.9%
Real Estate	3.19%
Consumer Defensive	2.32%

Asset Allocation

Asset Class	Value
Cash	3.35%
Equity	96.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	9%	₹1,134 Cr	12,200,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹976 Cr	7,200,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	7%	₹891 Cr	6,500,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	7%	₹812 Cr	2,600,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	6%	₹731 Cr	5,240,000 ↑ 440,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹723 Cr	3,675,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	5%	₹643 Cr	23,500,000
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	4%	₹483 Cr	25,000,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	4%	₹471 Cr	2,950,000
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	4%	₹452 Cr	4,200,000

6. Franklin India Taxshield

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

Research Highlights for Franklin India Taxshield

Lower mid AUM (₹6,693 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.53% (lower mid).
3Y return: 18.49% (lower mid).
1Y return: 10.62% (lower mid).
Alpha: -5.39 (bottom quartile).
Sharpe: -0.22 (bottom quartile).
Information ratio: 0.45 (top quartile).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (17 Feb 26)	₹1,481.25 ↑ 2.33 (0.16 %)
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.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,755
31 Jan 23	₹13,866
31 Jan 24	₹19,216
31 Jan 25	₹21,774
31 Jan 26	₹22,785

Franklin India Taxshield 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 Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Feb 26

Duration	Returns
1 Month	0.5%
3 Month	-2.3%
6 Month	1.7%
1 Year	10.6%
3 Year	18.5%
5 Year	15.5%
10 Year
15 Year
Since launch	20.5%

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	9.76 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.17 Yr.

Data below for Franklin India Taxshield as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	33.36%
Industrials	13.55%
Technology	10%
Consumer Cyclical	9.37%
Basic Materials	6.18%
Consumer Defensive	6.08%
Utility	5.05%
Health Care	4.42%
Communication Services	4.35%
Energy	3.19%
Real Estate	1.28%

Asset Allocation

Asset Class	Value
Cash	3.17%
Equity	96.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹606 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹447 Cr	3,297,903
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹348 Cr	883,853
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	5%	₹340 Cr	2,477,634
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	5%	₹308 Cr	1,876,441
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹305 Cr	2,833,344
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	4%	₹280 Cr	1,421,571 ↓ -50,000
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	4%	₹248 Cr	1,462,587
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹206 Cr	1,472,922
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543320	3%	₹205 Cr	7,500,000

7. Franklin India Prima Fund

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

Research Highlights for Franklin India Prima Fund

Upper mid AUM (₹12,831 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.84% (upper mid).
3Y return: 22.44% (upper mid).
1Y return: 15.09% (upper 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 (17 Feb 26)	₹2,761.57 ↑ 8.36 (0.30 %)
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.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,109
31 Jan 23	₹13,256
31 Jan 24	₹19,023
31 Jan 25	₹22,693
31 Jan 26	₹23,693

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 16 Feb 26

Duration	Returns
1 Month	0.5%
3 Month	-2.8%
6 Month	2.6%
1 Year	15.1%
3 Year	22.4%
5 Year	16.8%
10 Year
15 Year
Since launch	19.1%

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	15.01 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.
Akhil Kalluri	7 Feb 22	3.99 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	22.47%
Industrials	14.31%
Consumer Cyclical	14.13%
Basic Materials	11.94%
Health Care	10.2%
Technology	8.57%
Real Estate	5.62%
Consumer Defensive	4.25%
Communication Services	3.69%
Utility	1.42%
Energy	1.08%

Asset Allocation

Asset Class	Value
Cash	2.33%
Equity	97.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹319 Cr	11,074,683 ↓ -1,000,000
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	3%	₹307 Cr	1,499,891
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| MPHASIS	2%	₹290 Cr	1,052,885
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹278 Cr	7,413,356 ↓ -125,830
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹265 Cr	7,219,684 ↑ 1,357,404
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹262 Cr	31,393,177
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹239 Cr	1,631,918
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| IPCALAB	2%	₹217 Cr	1,473,633
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹213 Cr	1,175,000 ↑ 325,000
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	2%	₹210 Cr	10,850,000

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ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.