2022 ರ 10 ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು

Updated on April 14, 2026 , 51247 views

ಪ್ರಪಂಚದಾದ್ಯಂತ ಇರುವ ಉಪಸ್ಥಿತಿಯೊಂದಿಗೆ,ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ನಲ್ಲಿ ವಿಶಿಷ್ಟ ಸ್ಥಾನವನ್ನು ಸೃಷ್ಟಿಸಿದೆಮಾರುಕಟ್ಟೆ ಮತ್ತು ಹೂಡಿಕೆದಾರರಲ್ಲಿ ಅಪಾರ ನಂಬಿಕೆಯನ್ನು ಗಳಿಸಿದೆ. ಪ್ರಪಂಚದಾದ್ಯಂತ 28 ದೇಶಗಳಲ್ಲಿ 600 ಕ್ಕೂ ಹೆಚ್ಚು ಹೂಡಿಕೆ ವೃತ್ತಿಪರರೊಂದಿಗೆ, ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಪ್ರಪಂಚದಾದ್ಯಂತ ಅಪಾರ ಗ್ರಾಹಕರ ನೆಲೆಯನ್ನು ಹೊಂದಿದೆ. ಫಂಡ್ ಹೌಸ್ ಇಂತಹ ಯೋಜನೆಗಳ ಒಂದು ಶ್ರೇಣಿಯನ್ನು ನೀಡುತ್ತದೆ-ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು,ಸಾಲ ನಿಧಿ,ಸಮತೋಲಿತ ನಿಧಿ,ದ್ರವ ನಿಧಿಗಳು,ಅಂತಾರಾಷ್ಟ್ರೀಯ ನಿಧಿ,ELSS, ಇತ್ಯಾದಿ

ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಅಲ್ಪಾವಧಿ, ಮಧ್ಯಮ ಮತ್ತು ದೀರ್ಘಾವಧಿಯನ್ನು ಯೋಜಿಸಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು ಮೂಲಕಹೂಡಿಕೆ ಈ ಯೋಜನೆಗಳಲ್ಲಿ. ಫಂಡ್ ಹೌಸ್ ELSS ಯೋಜನೆಗಳನ್ನು ಸಹ ನೀಡುತ್ತದೆತೆರಿಗೆ ಯೋಜನೆ ಅಡಿಯಲ್ಲಿಸೆಕೆಂಡ್ 80 ಸಿ. ಹೆಚ್ಚಿನ ಹೂಡಿಕೆದಾರರು-ಅಪಾಯದ ಹಸಿವು ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು ಮತ್ತು ಸರಾಸರಿ ಅಪಾಯದ ಹಸಿವನ್ನು ಹೊಂದಿರುವವರು ಸಾಲ ನಿಧಿಗಳಲ್ಲಿ ಆದರ್ಶಪ್ರಾಯವಾಗಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಹೂಡಿಕೆದಾರರು ಕೆಳಗೆ ಪಟ್ಟಿ ಮಾಡಲಾದ ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್‌ನಿಂದ ನಿಧಿಯನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದುಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು.

AUM ನಂತಹ ಕೆಲವು ಪ್ರಮುಖ ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ ಮತ್ತು ಇತರ ಮಾಹಿತಿ ಅನುಪಾತಗಳು.

Ready to Invest?
Talk to our investment specialist

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

1. ವಿಮೆ

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಎರಡು ದಶಕಗಳಿಗಿಂತಲೂ ಹೆಚ್ಚು ಇತಿಹಾಸವನ್ನು ಹೊಂದಿದೆ. ವರ್ಷಗಳಲ್ಲಿ, ಇದು ಯಾವಾಗಲೂ ಹೂಡಿಕೆದಾರರ ಉತ್ತಮ ಹಿತಾಸಕ್ತಿಗಳನ್ನು ನೋಡಿಕೊಳ್ಳುತ್ತದೆ.

2. ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳು

ಕಂಪನಿಯ ಯೋಜನೆಗಳು ತೆರಿಗೆಯನ್ನು ಕಡಿಮೆ ಮಾಡುವ ಆಯ್ಕೆಯನ್ನು ನೀಡುತ್ತವೆಆದಾಯ ಹೀಗಾಗಿ, ತೆರಿಗೆ ಉಳಿತಾಯ. ಫ್ರಾಂಕ್ಲಿನ್ ಇಂಡಿಯಾತೆರಿಗೆ ಶೀಲ್ಡ್ ಅಂತಹ ಒಂದು ಯೋಜನೆಯಾಗಿದೆ.

3. ಎಕ್ಸ್ಪರ್ಟ್ ಮಾರ್ಕೆಟ್ ಐ

ಮಾರುಕಟ್ಟೆಯಲ್ಲಿ ಅಡಗಿರುವ ಹೆಚ್ಚಿನ ಸಂಭಾವ್ಯ ಷೇರುಗಳನ್ನು ಗುರುತಿಸಲು ಕಂಪನಿಯು ತೀಕ್ಷ್ಣವಾದ ಕಣ್ಣನ್ನು ಹೊಂದಿದೆ. ಕಡಿಮೆ ಚಂಚಲತೆಯೊಂದಿಗೆ ನಿಧಿಗಳನ್ನು ಕಂಡುಹಿಡಿಯುವಲ್ಲಿ ಇದು ಪರಿಣಿತವಾಗಿದೆ.

4. ಅಪಾಯ ನಿರ್ವಹಣೆ

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅಪಾಯವನ್ನು ಕಡಿಮೆ ಮಾಡುವ ಗುರಿಯನ್ನು ಹೊಂದಿದೆಅಂಶ ರಿಯಾಯಿತಿ ಕಡಿಮೆ ಮೌಲ್ಯದ ಷೇರುಗಳನ್ನು ಹುಡುಕುವ ಮೂಲಕ.

ಟಾಪ್ 10 ಫ್ರಾಂಕ್ಲಿನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Franklin Build India Fund Growth	₹146.429 ↑ 0.54	₹3,174	4.1	2.1	13	26.7	24.6	3.7
Franklin India Opportunities Fund Growth	₹247.984 ↑ 1.84	₹8,428	-4.1	-4.9	7.1	26.3	20	3.1
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹84.3976 ↑ 2.21	₹4,462	4.1	5.9	32	22.8	9.3	11.4
Franklin India Prima Fund Growth	₹2,654.77 ↑ 12.79	₹12,328	-3.4	-3.9	5.3	21.1	16.5	1.6
Franklin India Smaller Companies Fund Growth	₹164.664 ↑ 1.31	₹12,934	1.2	-2.1	5.5	18.8	20.1	-8.4
Franklin India Equity Fund Growth	₹1,580.99 ↑ 2.63	₹19,598	-3.7	-4.6	3.2	17	15.8	3.3
Franklin India Taxshield Growth	₹1,410.39 ↑ 1.46	₹6,407	-4.3	-5.8	2	16.6	15.5	2.1
Templeton India Value Fund Growth	₹701.338 ↑ 1.44	₹2,257	-4	-2.2	4.7	15.9	17.7	6.8
Franklin India Equity Advantage Fund Growth	₹184.6 ↑ 1.56	₹3,464	-4.4	-5.4	7.2	15.8	13.8	7.6
Franklin India Technology Fund Growth	₹457.946 ↑ 3.82	₹1,670	-14.3	-12.1	0.4	15.8	9.8	-1.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	Franklin Build India Fund	Franklin India Opportunities Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Prima Fund	Franklin India Smaller Companies Fund	Franklin India Equity Fund	Franklin India Taxshield	Templeton India Value Fund	Franklin India Equity Advantage Fund	Franklin India Technology Fund
Point 1	Bottom quartile AUM (₹3,174 Cr).	Upper mid AUM (₹8,428 Cr).	Lower mid AUM (₹4,462 Cr).	Upper mid AUM (₹12,328 Cr).	Top quartile AUM (₹12,934 Cr).	Highest AUM (₹19,598 Cr).	Upper mid AUM (₹6,407 Cr).	Bottom quartile AUM (₹2,257 Cr).	Lower mid AUM (₹3,464 Cr).	Bottom quartile AUM (₹1,670 Cr).
Point 2	Established history (16+ yrs).	Established history (26+ yrs).	Established history (14+ yrs).	Oldest track record among peers (32 yrs).	Established history (20+ yrs).	Established history (31+ yrs).	Established history (27+ yrs).	Established history (29+ yrs).	Established history (21+ yrs).	Established history (27+ yrs).
Point 3	Top rated.	Rating: 3★ (upper mid).	Rating: 4★ (top quartile).	Rating: 3★ (upper mid).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderately 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.	Risk profile: High.
Point 5	5Y return: 24.61% (top quartile).	5Y return: 20.01% (upper mid).	5Y return: 9.33% (bottom quartile).	5Y return: 16.53% (upper mid).	5Y return: 20.05% (top quartile).	5Y return: 15.82% (lower mid).	5Y return: 15.49% (lower mid).	5Y return: 17.71% (upper mid).	5Y return: 13.75% (bottom quartile).	5Y return: 9.75% (bottom quartile).
Point 6	3Y return: 26.72% (top quartile).	3Y return: 26.31% (top quartile).	3Y return: 22.79% (upper mid).	3Y return: 21.05% (upper mid).	3Y return: 18.79% (upper mid).	3Y return: 17.04% (lower mid).	3Y return: 16.64% (lower mid).	3Y return: 15.86% (bottom quartile).	3Y return: 15.84% (bottom quartile).	3Y return: 15.82% (bottom quartile).
Point 7	1Y return: 12.97% (top quartile).	1Y return: 7.10% (upper mid).	1Y return: 31.99% (top quartile).	1Y return: 5.27% (lower mid).	1Y return: 5.48% (upper mid).	1Y return: 3.22% (bottom quartile).	1Y return: 2.01% (bottom quartile).	1Y return: 4.72% (lower mid).	1Y return: 7.21% (upper mid).	1Y return: 0.35% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 3.52 (top quartile).	Alpha: -9.18 (bottom quartile).	Alpha: -6.12 (bottom quartile).	Alpha: -0.83 (upper mid).	Alpha: -2.21 (lower mid).	Alpha: -3.86 (lower mid).	Alpha: 0.83 (top quartile).	Alpha: -5.66 (bottom quartile).	Alpha: -1.20 (upper mid).
Point 9	Sharpe: 1.51 (top quartile).	Sharpe: 1.33 (top quartile).	Sharpe: 0.18 (bottom quartile).	Sharpe: 0.78 (upper mid).	Sharpe: 0.48 (bottom quartile).	Sharpe: 0.78 (upper mid).	Sharpe: 0.62 (lower mid).	Sharpe: 1.02 (upper mid).	Sharpe: 0.62 (lower mid).	Sharpe: -0.56 (bottom quartile).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 1.49 (top quartile).	Information ratio: -1.69 (bottom quartile).	Information ratio: -0.76 (bottom quartile).	Information ratio: -0.58 (lower mid).	Information ratio: 0.45 (upper mid).	Information ratio: 0.27 (upper mid).	Information ratio: 0.12 (upper mid).	Information ratio: -0.97 (bottom quartile).	Information ratio: 0.99 (top quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,174 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 24.61% (top quartile).
3Y return: 26.72% (top quartile).
1Y return: 12.97% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.51 (top quartile).
Information ratio: 0.00 (lower mid).

Franklin India Opportunities Fund

Upper mid AUM (₹8,428 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.01% (upper mid).
3Y return: 26.31% (top quartile).
1Y return: 7.10% (upper mid).
Alpha: 3.52 (top quartile).
Sharpe: 1.33 (top quartile).
Information ratio: 1.49 (top quartile).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,462 Cr).
Established history (14+ yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 9.33% (bottom quartile).
3Y return: 22.79% (upper mid).
1Y return: 31.99% (top quartile).
Alpha: -9.18 (bottom quartile).
Sharpe: 0.18 (bottom quartile).
Information ratio: -1.69 (bottom quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,328 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.53% (upper mid).
3Y return: 21.05% (upper mid).
1Y return: 5.27% (lower mid).
Alpha: -6.12 (bottom quartile).
Sharpe: 0.78 (upper mid).
Information ratio: -0.76 (bottom quartile).

Franklin India Smaller Companies Fund

Top quartile AUM (₹12,934 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.05% (top quartile).
3Y return: 18.79% (upper mid).
1Y return: 5.48% (upper mid).
Alpha: -0.83 (upper mid).
Sharpe: 0.48 (bottom quartile).
Information ratio: -0.58 (lower mid).

Franklin India Equity Fund

Highest AUM (₹19,598 Cr).
Established history (31+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.82% (lower mid).
3Y return: 17.04% (lower mid).
1Y return: 3.22% (bottom quartile).
Alpha: -2.21 (lower mid).
Sharpe: 0.78 (upper mid).
Information ratio: 0.45 (upper mid).

Franklin India Taxshield

Upper mid AUM (₹6,407 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.49% (lower mid).
3Y return: 16.64% (lower mid).
1Y return: 2.01% (bottom quartile).
Alpha: -3.86 (lower mid).
Sharpe: 0.62 (lower mid).
Information ratio: 0.27 (upper mid).

Templeton India Value Fund

Bottom quartile AUM (₹2,257 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.71% (upper mid).
3Y return: 15.86% (bottom quartile).
1Y return: 4.72% (lower mid).
Alpha: 0.83 (top quartile).
Sharpe: 1.02 (upper mid).
Information ratio: 0.12 (upper mid).

Franklin India Equity Advantage Fund

Lower mid AUM (₹3,464 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.75% (bottom quartile).
3Y return: 15.84% (bottom quartile).
1Y return: 7.21% (upper mid).
Alpha: -5.66 (bottom quartile).
Sharpe: 0.62 (lower mid).
Information ratio: -0.97 (bottom quartile).

Franklin India Technology Fund

Bottom quartile AUM (₹1,670 Cr).
Established history (27+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 9.75% (bottom quartile).
3Y return: 15.82% (bottom quartile).
1Y return: 0.35% (bottom quartile).
Alpha: -1.20 (upper mid).
Sharpe: -0.56 (bottom quartile).
Information ratio: 0.99 (top quartile).

*ನಿಧಿಗಳ ಪಟ್ಟಿಯನ್ನು ಆಧರಿಸಿದೆAUM >= 100 ಕೋಟಿ & ನಿರ್ವಹಣೆಯಲ್ಲಿದೆಕನಿಷ್ಠ 3 ವರ್ಷಮೇಲೆ ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿ.

1. 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 (₹3,174 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 24.61% (top quartile).
3Y return: 26.72% (top quartile).
1Y return: 12.97% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.51 (top quartile).
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 (16 Apr 26)	₹146.429 ↑ 0.54 (0.37 %)
Net Assets (Cr)	₹3,174 on 28 Feb 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	1.51
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 ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for Franklin Build India Fund

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

Duration	Returns
1 Month	7.1%
3 Month	4.1%
6 Month	2.1%
1 Year	13%
3 Year	26.7%
5 Year	24.6%
10 Year
15 Year
Since launch	17.5%

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

Data below for Franklin Build India Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. 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 (₹8,428 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.01% (upper mid).
3Y return: 26.31% (top quartile).
1Y return: 7.10% (upper mid).
Alpha: 3.52 (top quartile).
Sharpe: 1.33 (top quartile).
Information ratio: 1.49 (top quartile).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund Growth
Launch Date	21 Feb 00
NAV (16 Apr 26)	₹247.984 ↑ 1.84 (0.75 %)
Net Assets (Cr)	₹8,428 on 28 Feb 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	1.33
Information Ratio	1.49
Alpha Ratio	3.52
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 Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Franklin India Opportunities Fund

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

Duration	Returns
1 Month	6.3%
3 Month	-4.1%
6 Month	-4.9%
1 Year	7.1%
3 Year	26.3%
5 Year	20%
10 Year
15 Year
Since launch	13%

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

Data below for Franklin India Opportunities Fund as on 28 Feb 26

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 (₹4,462 Cr).
Established history (14+ yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 9.33% (bottom quartile).
3Y return: 22.79% (upper mid).
1Y return: 31.99% (top quartile).
Alpha: -9.18 (bottom quartile).
Sharpe: 0.18 (bottom quartile).
Information ratio: -1.69 (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 (15 Apr 26)	₹84.3976 ↑ 2.21 (2.69 %)
Net Assets (Cr)	₹4,462 on 28 Feb 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.18
Information Ratio	-1.69
Alpha Ratio	-9.18
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 ₹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 16 Apr 26

Duration	Returns
1 Month	9.3%
3 Month	4.1%
6 Month	5.9%
1 Year	32%
3 Year	22.8%
5 Year	9.3%
10 Year
15 Year
Since launch	16.2%

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

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. 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 (₹12,328 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.53% (upper mid).
3Y return: 21.05% (upper mid).
1Y return: 5.27% (lower mid).
Alpha: -6.12 (bottom quartile).
Sharpe: 0.78 (upper mid).
Information ratio: -0.76 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (16 Apr 26)	₹2,654.77 ↑ 12.79 (0.48 %)
Net Assets (Cr)	₹12,328 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	0.78
Information Ratio	-0.76
Alpha Ratio	-6.12
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 ₹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 Apr 26

Duration	Returns
1 Month	6.6%
3 Month	-3.4%
6 Month	-3.9%
1 Year	5.3%
3 Year	21.1%
5 Year	16.5%
10 Year
15 Year
Since launch	18.8%

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

Data below for Franklin India Prima Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. 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 (₹12,934 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.05% (top quartile).
3Y return: 18.79% (upper mid).
1Y return: 5.48% (upper mid).
Alpha: -0.83 (upper mid).
Sharpe: 0.48 (bottom quartile).
Information ratio: -0.58 (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 (16 Apr 26)	₹164.664 ↑ 1.31 (0.80 %)
Net Assets (Cr)	₹12,934 on 28 Feb 26
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.48
Information Ratio	-0.58
Alpha Ratio	-0.83
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 ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Franklin India Smaller Companies Fund

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

Duration	Returns
1 Month	9.9%
3 Month	1.2%
6 Month	-2.1%
1 Year	5.5%
3 Year	18.8%
5 Year	20.1%
10 Year
15 Year
Since launch	14.8%

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

Data below for Franklin India Smaller Companies Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

6. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Research Highlights for Franklin India Equity Fund

Highest AUM (₹19,598 Cr).
Established history (31+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.82% (lower mid).
3Y return: 17.04% (lower mid).
1Y return: 3.22% (bottom quartile).
Alpha: -2.21 (lower mid).
Sharpe: 0.78 (upper mid).
Information ratio: 0.45 (upper mid).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund Growth
Launch Date	29 Sep 94
NAV (16 Apr 26)	₹1,580.99 ↑ 2.63 (0.17 %)
Net Assets (Cr)	₹19,598 on 28 Feb 26
Category	Equity - Multi Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.78
Information Ratio	0.45
Alpha Ratio	-2.21
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 Equity 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 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 Apr 26

Duration	Returns
1 Month	4.7%
3 Month	-3.7%
6 Month	-4.6%
1 Year	3.2%
3 Year	17%
5 Year	15.8%
10 Year
15 Year
Since launch	17.4%

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

Data below for Franklin India Equity Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

7. 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 (₹6,407 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.49% (lower mid).
3Y return: 16.64% (lower mid).
1Y return: 2.01% (bottom quartile).
Alpha: -3.86 (lower mid).
Sharpe: 0.62 (lower mid).
Information ratio: 0.27 (upper mid).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (16 Apr 26)	₹1,410.39 ↑ 1.46 (0.10 %)
Net Assets (Cr)	₹6,407 on 28 Feb 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	0.62
Information Ratio	0.27
Alpha Ratio	-3.86
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 ₹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 Apr 26

Duration	Returns
1 Month	4.6%
3 Month	-4.3%
6 Month	-5.8%
1 Year	2%
3 Year	16.6%
5 Year	15.5%
10 Year
15 Year
Since launch	20.1%

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

Data below for Franklin India Taxshield as on 28 Feb 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹2,257 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.71% (upper mid).
3Y return: 15.86% (bottom quartile).
1Y return: 4.72% (lower mid).
Alpha: 0.83 (top quartile).
Sharpe: 1.02 (upper mid).
Information ratio: 0.12 (upper mid).

Below is the key information for Templeton India Value Fund

Templeton India Value Fund Growth
Launch Date	10 Sep 96
NAV (16 Apr 26)	₹701.338 ↑ 1.44 (0.21 %)
Net Assets (Cr)	₹2,257 on 28 Feb 26
Category	Equity - Value
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.05
Sharpe Ratio	1.03
Information Ratio	0.12
Alpha Ratio	0.83
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

Templeton India Value Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 16 Apr 26

Duration	Returns
1 Month	3.5%
3 Month	-4%
6 Month	-2.2%
1 Year	4.7%
3 Year	15.9%
5 Year	17.7%
10 Year
15 Year
Since launch	15.9%

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

Data below for Templeton India Value Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

9. Franklin India Equity Advantage Fund

(Erstwhile Franklin India Flexi Cap Fund)

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

Research Highlights for Franklin India Equity Advantage Fund

Lower mid AUM (₹3,464 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.75% (bottom quartile).
3Y return: 15.84% (bottom quartile).
1Y return: 7.21% (upper mid).
Alpha: -5.66 (bottom quartile).
Sharpe: 0.62 (lower mid).
Information ratio: -0.97 (bottom quartile).

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund Growth
Launch Date	2 Mar 05
NAV (16 Apr 26)	₹184.6 ↑ 1.56 (0.85 %)
Net Assets (Cr)	₹3,464 on 28 Feb 26
Category	Equity - Large & Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.02
Sharpe Ratio	0.62
Information Ratio	-0.97
Alpha Ratio	-5.66
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 Equity Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Franklin India Equity Advantage Fund

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

Duration	Returns
1 Month	6.1%
3 Month	-4.4%
6 Month	-5.4%
1 Year	7.2%
3 Year	15.8%
5 Year	13.8%
10 Year
15 Year
Since launch	14.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.6%
2023	18.8%
2022	27%
2021	-2.8%
2020	39.1%
2019	12%
2018	2.1%
2017	-5%
2016	31.1%
2015	4%

Fund Manager information for Franklin India Equity Advantage Fund

Name	Since	Tenure

Data below for Franklin India Equity Advantage Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

10. 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 (₹1,670 Cr).
Established history (27+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 9.75% (bottom quartile).
3Y return: 15.82% (bottom quartile).
1Y return: 0.35% (bottom quartile).
Alpha: -1.20 (upper mid).
Sharpe: -0.56 (bottom quartile).
Information ratio: 0.99 (top quartile).

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund Growth
Launch Date	22 Aug 98
NAV (16 Apr 26)	₹457.946 ↑ 3.82 (0.84 %)
Net Assets (Cr)	₹1,670 on 28 Feb 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	High
Expense Ratio	2.08
Sharpe Ratio	-0.56
Information Ratio	0.99
Alpha Ratio	-1.2
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 Technology 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 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 16 Apr 26

Duration	Returns
1 Month	5.7%
3 Month	-14.3%
6 Month	-12.1%
1 Year	0.4%
3 Year	15.8%
5 Year	9.8%
10 Year
15 Year
Since launch	17.7%

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

Data below for Franklin India Technology Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.

ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ

ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!

ಪ್ರಾರಂಭಿಸಿ

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