2022 ರ 10 ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು

Updated on March 29, 2026 , 51158 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.

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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	₹132.618 ↓ -0.01	₹3,174	-7.5	-5.4	2.8	23.4	21.6	3.7
Franklin India Opportunities Fund Growth	₹223.16 ↓ -5.46	₹8,428	-13	-11.9	-1.7	23.3	17.4	3.1
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹74.7014 ↓ -0.70	₹4,462	-8	-8.3	14.1	18.9	9.1	11.4
Franklin India Prima Fund Growth	₹2,392.22 ↓ -0.10	₹12,328	-14.8	-10.5	-4.6	17.5	13.8	1.6
Franklin India Smaller Companies Fund Growth	₹144.853 ↓ -0.01	₹12,934	-11.9	-12.1	-4.5	14.5	16.5	-8.4
Franklin India Equity Fund Growth	₹1,446.85 ↓ -0.05	₹19,598	-13.1	-9.6	-4.8	14.4	13.5	3.3
Franklin India Taxshield Growth	₹1,291.31 ↓ -0.05	₹6,407	-13.6	-10.5	-6.1	14	13.1	2.1
Franklin India Multi - Asset Solution Fund Growth	₹21.7739 ↑ 0.00	₹120	1	2.5	10.6	13.7	13.1	14.1
Franklin India Technology Fund Growth	₹423.036 ↓ -7.47	₹1,670	-21.6	-15.9	-10	13.7	8.8	-1.5
Templeton India Value Fund Growth	₹646.361 ↓ -0.03	₹2,257	-13	-7.9	-2	13.6	15.4	6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 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	Franklin India Multi - Asset Solution Fund	Franklin India Technology Fund	Templeton India Value Fund
Point 1	Lower mid 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 (₹120 Cr).	Bottom quartile AUM (₹1,670 Cr).	Bottom quartile AUM (₹2,257 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 (26+ yrs).	Established history (11+ yrs).	Established history (27+ yrs).	Established history (29+ 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).	Not Rated.	Rating: 1★ (bottom quartile).	Rating: 3★ (lower mid).
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: High.	Risk profile: Moderately High.
Point 5	5Y return: 21.62% (top quartile).	5Y return: 17.45% (top quartile).	5Y return: 9.09% (bottom quartile).	5Y return: 13.80% (upper mid).	5Y return: 16.50% (upper mid).	5Y return: 13.49% (lower mid).	5Y return: 13.06% (bottom quartile).	5Y return: 13.12% (lower mid).	5Y return: 8.80% (bottom quartile).	5Y return: 15.44% (upper mid).
Point 6	3Y return: 23.42% (top quartile).	3Y return: 23.30% (top quartile).	3Y return: 18.94% (upper mid).	3Y return: 17.46% (upper mid).	3Y return: 14.55% (upper mid).	3Y return: 14.41% (lower mid).	3Y return: 14.03% (lower mid).	3Y return: 13.68% (bottom quartile).	3Y return: 13.65% (bottom quartile).	3Y return: 13.62% (bottom quartile).
Point 7	1Y return: 2.81% (upper mid).	1Y return: -1.73% (upper mid).	1Y return: 14.15% (top quartile).	1Y return: -4.64% (lower mid).	1Y return: -4.47% (lower mid).	1Y return: -4.85% (bottom quartile).	1Y return: -6.12% (bottom quartile).	1Y return: 10.64% (top quartile).	1Y return: -10.01% (bottom quartile).	1Y return: -1.99% (upper mid).
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 (bottom quartile).	1M return: -0.05% (top quartile).	Alpha: -1.20 (lower mid).	Alpha: 0.83 (top quartile).
Point 9	Sharpe: 1.51 (top quartile).	Sharpe: 1.33 (upper mid).	Sharpe: 0.18 (bottom quartile).	Sharpe: 0.78 (upper mid).	Sharpe: 0.48 (bottom quartile).	Sharpe: 0.78 (lower mid).	Sharpe: 0.62 (lower mid).	Alpha: 0.00 (upper mid).	Sharpe: -0.56 (bottom quartile).	Sharpe: 1.02 (upper mid).
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 (bottom quartile).	Information ratio: 0.45 (upper mid).	Information ratio: 0.27 (upper mid).	Sharpe: 1.73 (top quartile).	Information ratio: 0.99 (top quartile).	Information ratio: 0.12 (upper mid).

Franklin Build India Fund

Lower mid AUM (₹3,174 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 21.62% (top quartile).
3Y return: 23.42% (top quartile).
1Y return: 2.81% (upper mid).
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: 17.45% (top quartile).
3Y return: 23.30% (top quartile).
1Y return: -1.73% (upper mid).
Alpha: 3.52 (top quartile).
Sharpe: 1.33 (upper mid).
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: 9.09% (bottom quartile).
3Y return: 18.94% (upper mid).
1Y return: 14.15% (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: 13.80% (upper mid).
3Y return: 17.46% (upper mid).
1Y return: -4.64% (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: 16.50% (upper mid).
3Y return: 14.55% (upper mid).
1Y return: -4.47% (lower mid).
Alpha: -0.83 (upper mid).
Sharpe: 0.48 (bottom quartile).
Information ratio: -0.58 (bottom quartile).

Franklin India Equity Fund

Highest AUM (₹19,598 Cr).
Established history (31+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.49% (lower mid).
3Y return: 14.41% (lower mid).
1Y return: -4.85% (bottom quartile).
Alpha: -2.21 (lower mid).
Sharpe: 0.78 (lower mid).
Information ratio: 0.45 (upper mid).

Franklin India Taxshield

Upper mid AUM (₹6,407 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.06% (bottom quartile).
3Y return: 14.03% (lower mid).
1Y return: -6.12% (bottom quartile).
Alpha: -3.86 (bottom quartile).
Sharpe: 0.62 (lower mid).
Information ratio: 0.27 (upper mid).

Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹120 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.12% (lower mid).
3Y return: 13.68% (bottom quartile).
1Y return: 10.64% (top quartile).
1M return: -0.05% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.73 (top quartile).

Franklin India Technology Fund

Bottom quartile AUM (₹1,670 Cr).
Established history (27+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 8.80% (bottom quartile).
3Y return: 13.65% (bottom quartile).
1Y return: -10.01% (bottom quartile).
Alpha: -1.20 (lower mid).
Sharpe: -0.56 (bottom quartile).
Information ratio: 0.99 (top quartile).

Templeton India Value Fund

Bottom quartile AUM (₹2,257 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.44% (upper mid).
3Y return: 13.62% (bottom quartile).
1Y return: -1.99% (upper mid).
Alpha: 0.83 (top quartile).
Sharpe: 1.02 (upper mid).
Information ratio: 0.12 (upper mid).

*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

Lower mid AUM (₹3,174 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 21.62% (top quartile).
3Y return: 23.42% (top quartile).
1Y return: 2.81% (upper mid).
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 (31 Mar 26)	₹132.618 ↓ -0.01 (0.00 %)
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
31 Mar 21	₹10,000
31 Mar 22	₹12,573
31 Mar 23	₹14,151
31 Mar 24	₹24,221
31 Mar 25	₹25,876

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 Mar 26

Duration	Returns
1 Month	-10.8%
3 Month	-7.5%
6 Month	-5.4%
1 Year	2.8%
3 Year	23.4%
5 Year	21.6%
10 Year
15 Year
Since launch	16.9%

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	4.37 Yr.
Kiran Sebastian	7 Feb 22	4.06 Yr.
Sandeep Manam	18 Oct 21	4.37 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	35.45%
Financial Services	15.13%
Utility	13.58%
Energy	13.01%
Basic Materials	7.31%
Communication Services	7.17%
Real Estate	2.41%
Consumer Cyclical	1.51%
Technology	1%

Asset Allocation

Asset Class	Value
Cash	3.44%
Equity	96.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹285 Cr	665,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹203 Cr	420,000 ↑ 70,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| ONGC	6%	₹191 Cr	6,825,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹176 Cr	1,260,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹152 Cr	3,978,727
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	4%	₹138 Cr	1,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹133 Cr	710,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹133 Cr	1,500,000
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	4%	₹114 Cr	950,000 ↓ -50,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| POWERGRID	3%	₹108 Cr	3,600,000

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: 17.45% (top quartile).
3Y return: 23.30% (top quartile).
1Y return: -1.73% (upper mid).
Alpha: 3.52 (top quartile).
Sharpe: 1.33 (upper mid).
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 (30 Mar 26)	₹223.16 ↓ -5.46 (-2.39 %)
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
31 Mar 21	₹10,000
31 Mar 22	₹11,179
31 Mar 23	₹12,181
31 Mar 24	₹19,859
31 Mar 25	₹22,854

Franklin India Opportunities 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 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 Mar 26

Duration	Returns
1 Month	-11.9%
3 Month	-13%
6 Month	-11.9%
1 Year	-1.7%
3 Year	23.3%
5 Year	17.4%
10 Year
15 Year
Since launch	12.6%

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	4.06 Yr.
R. Janakiraman	1 Apr 13	12.92 Yr.
Sandeep Manam	18 Oct 21	4.37 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.22%
Consumer Cyclical	16.38%
Technology	12.33%
Industrials	9.99%
Health Care	9.4%
Basic Materials	7.87%
Energy	7.85%
Communication Services	5.34%
Utility	3.59%

Asset Allocation

Asset Class	Value
Cash	2.03%
Equity	97.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| AXISBANK	6%	₹546 Cr	3,948,707
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Jan 26 \| ONGC	4%	₹368 Cr	13,166,446
State Bank of India (Financial Services) Equity, Since 31 Oct 25 \| SBIN	4%	₹357 Cr	2,969,724
Amphenol Corp Class A (Technology) Equity, Since 31 Jul 25 \| APH	4%	₹311 Cr	234,384
NTPC Ltd (Utilities) Equity, Since 31 Aug 22 \| NTPC	4%	₹302 Cr	7,912,811 ↑ 1,579,499
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	3%	₹294 Cr	2,107,409
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Oct 24 \| APLAPOLLO	3%	₹288 Cr	1,289,735
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 26 \| HDFCBANK	3%	₹249 Cr	2,806,438 ↑ 2,806,438
Shriram Finance Ltd (Financial Services) Equity, Since 31 Jan 26 \| SHRIRAMFIN	3%	₹214 Cr	1,986,897 ↑ 1,114,281
PG Electroplast Ltd (Technology) Equity, Since 31 Oct 25 \| PGEL	2%	₹209 Cr	3,327,003

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: 9.09% (bottom quartile).
3Y return: 18.94% (upper mid).
1Y return: 14.15% (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 (30 Mar 26)	₹74.7014 ↓ -0.70 (-0.93 %)
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
31 Mar 21	₹10,000
31 Mar 22	₹10,624
31 Mar 23	₹9,274
31 Mar 24	₹13,162
31 Mar 25	₹13,296

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 Mar 26

Duration	Returns
1 Month	-5.4%
3 Month	-8%
6 Month	-8.3%
1 Year	14.1%
3 Year	18.9%
5 Year	9.1%
10 Year
15 Year
Since launch	15.3%

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	4.37 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	40.92%
Communication Services	13.18%
Consumer Cyclical	13.17%
Health Care	10.3%
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	1.22%
Equity	96.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹4,415 Cr	4,836,727 ↑ 43,002
Call, Cash & Other Assets CBLO \| -	1%	₹47 Cr

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: 13.80% (upper mid).
3Y return: 17.46% (upper mid).
1Y return: -4.64% (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 (31 Mar 26)	₹2,392.22 ↓ -0.10 (0.00 %)
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
31 Mar 21	₹10,000
31 Mar 22	₹11,373
31 Mar 23	₹11,777
31 Mar 24	₹17,245
31 Mar 25	₹20,014

Franklin India Prima 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 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 Mar 26

Duration	Returns
1 Month	-11.2%
3 Month	-14.8%
6 Month	-10.5%
1 Year	-4.6%
3 Year	17.5%
5 Year	13.8%
10 Year
15 Year
Since launch	18.5%

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	15.09 Yr.
Sandeep Manam	18 Oct 21	4.37 Yr.
Akhil Kalluri	7 Feb 22	4.06 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	21.33%
Industrials	15.34%
Consumer Cyclical	13.73%
Basic Materials	11.42%
Health Care	10.56%
Technology	7.61%
Real Estate	5.59%
Consumer Defensive	3.69%
Communication Services	3.44%
Utility	2.02%
Energy	1.1%

Asset Allocation

Asset Class	Value
Cash	4.17%
Equity	95.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹332 Cr	11,074,683
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹281 Cr	7,219,684
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹277 Cr	7,413,356
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹268 Cr	1,199,891 ↓ -300,000
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| MPHASIS	2%	₹265 Cr	1,152,885 ↑ 100,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹246 Cr	1,295,000 ↑ 120,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| 539437	2%	₹231 Cr	31,393,177
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	2%	₹230 Cr	10,850,000
Max Financial Services Ltd (Financial Services) Equity, Since 31 Dec 21 \| MFSL	2%	₹228 Cr	1,257,487
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹227 Cr	1,631,918

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: 16.50% (upper mid).
3Y return: 14.55% (upper mid).
1Y return: -4.47% (lower mid).
Alpha: -0.83 (upper mid).
Sharpe: 0.48 (bottom quartile).
Information ratio: -0.58 (bottom quartile).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (31 Mar 26)	₹144.853 ↓ -0.01 (0.00 %)
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
31 Mar 21	₹10,000
31 Mar 22	₹13,137
31 Mar 23	₹14,275
31 Mar 24	₹21,824
31 Mar 25	₹22,461

Franklin India Smaller Companies 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 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 Mar 26

Duration	Returns
1 Month	-9.7%
3 Month	-11.9%
6 Month	-12.1%
1 Year	-4.5%
3 Year	14.5%
5 Year	16.5%
10 Year
15 Year
Since launch	14.1%

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	15.09 Yr.
Sandeep Manam	18 Oct 21	4.37 Yr.
Akhil Kalluri	8 Sep 22	3.48 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	18.2%
Financial Services	18.2%
Industrials	18.18%
Basic Materials	10.17%
Health Care	9.95%
Technology	8.1%
Real Estate	3.71%
Consumer Defensive	3.44%
Utility	3.41%

Asset Allocation

Asset Class	Value
Cash	6.65%
Equity	93.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹320 Cr	3,895,864
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹309 Cr	48,064,081
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	2%	₹306 Cr	4,675,704
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| BRIGADE	2%	₹269 Cr	3,868,691
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹266 Cr	2,616,654 ↓ -393,625
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	2%	₹258 Cr	1,850,935 ↓ -250,000
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹254 Cr	1,866,828
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| KAJARIACER	2%	₹239 Cr	2,499,656 ↑ 400,000
DCB Bank Ltd (Financial Services) Equity, Since 31 May 18 \| DCBBANK	2%	₹226 Cr	12,199,095
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹219 Cr	1,387,967

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: 13.49% (lower mid).
3Y return: 14.41% (lower mid).
1Y return: -4.85% (bottom quartile).
Alpha: -2.21 (lower mid).
Sharpe: 0.78 (lower 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 (31 Mar 26)	₹1,446.85 ↓ -0.05 (0.00 %)
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
31 Mar 21	₹10,000
31 Mar 22	₹12,357
31 Mar 23	₹12,572
31 Mar 24	₹18,140
31 Mar 25	₹19,785

Franklin India Equity 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 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 Mar 26

Duration	Returns
1 Month	-11.1%
3 Month	-13.1%
6 Month	-9.6%
1 Year	-4.8%
3 Year	14.4%
5 Year	13.5%
10 Year
15 Year
Since launch	17.1%

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	15.09 Yr.
Sandeep Manam	18 Oct 21	4.37 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.25 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	31.96%
Industrials	14.98%
Consumer Cyclical	8.93%
Technology	7.14%
Basic Materials	6.94%
Consumer Defensive	5.69%
Health Care	5.61%
Energy	5.12%
Utility	4.35%
Communication Services	3.48%
Real Estate	1.42%

Asset Allocation

Asset Class	Value
Cash	4.37%
Equity	95.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| HDFCBANK	8%	₹1,657 Cr	18,669,284 ↑ 1,200,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	6%	₹1,226 Cr	8,891,035
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	6%	₹1,103 Cr	7,968,423 ↑ 1,056,975
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 13 \| LT	5%	₹912 Cr	2,131,779
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	4%	₹782 Cr	6,506,362
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 06 \| BHARTIARTL	3%	₹682 Cr	3,630,906 ↓ -602,346
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹626 Cr	4,493,052
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| KOTAKBANK	3%	₹617 Cr	14,862,470 ↑ 1,000,000
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹587 Cr	4,515,580
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| M&M	3%	₹548 Cr	1,612,271

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 (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.06% (bottom quartile).
3Y return: 14.03% (lower mid).
1Y return: -6.12% (bottom quartile).
Alpha: -3.86 (bottom quartile).
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 (31 Mar 26)	₹1,291.31 ↓ -0.05 (0.00 %)
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
31 Mar 21	₹10,000
31 Mar 22	₹12,147
31 Mar 23	₹12,461
31 Mar 24	₹18,066
31 Mar 25	₹19,677

Franklin India Taxshield 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 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 Mar 26

Duration	Returns
1 Month	-10.9%
3 Month	-13.6%
6 Month	-10.5%
1 Year	-6.1%
3 Year	14%
5 Year	13.1%
10 Year
15 Year
Since launch	19.7%

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	9.83 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.25 Yr.

Data below for Franklin India Taxshield as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	33.98%
Industrials	14.59%
Consumer Cyclical	9.16%
Technology	8.19%
Basic Materials	6.77%
Consumer Defensive	6.34%
Health Care	4.38%
Utility	3.84%
Communication Services	3.5%
Energy	3.2%
Real Estate	1.32%

Asset Allocation

Asset Class	Value
Cash	4.71%
Equity	95.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹579 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹455 Cr	3,297,903
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	6%	₹378 Cr	883,853
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	5%	₹343 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹340 Cr	2,833,344
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹244 Cr	1,876,441
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	3%	₹224 Cr	1,192,303 ↓ -229,268
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹207 Cr	4,981,055
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹205 Cr	1,472,922
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹203 Cr	1,462,587

8. Franklin India Multi - Asset Solution Fund

The Fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes. However, there is no assurance or guarantee that the objective of the scheme will be achieved.

Research Highlights for Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹120 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.12% (lower mid).
3Y return: 13.68% (bottom quartile).
1Y return: 10.64% (top quartile).
1M return: -0.05% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.73 (top quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for Franklin India Multi - Asset Solution Fund

Franklin India Multi - Asset Solution Fund Growth
Launch Date	28 Nov 14
NAV (30 Mar 26)	₹21.7739 ↑ 0.00 (0.01 %)
Net Assets (Cr)	₹120 on 28 Feb 26
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.36
Sharpe Ratio	1.73
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 Mar 21	₹10,000
31 Mar 22	₹12,310
31 Mar 23	₹12,704
31 Mar 24	₹14,920
31 Mar 25	₹16,770

Franklin India Multi - Asset Solution 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 Multi - Asset Solution 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 Mar 26

Duration	Returns
1 Month	-0.1%
3 Month	1%
6 Month	2.5%
1 Year	10.6%
3 Year	13.7%
5 Year	13.1%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	14.1%
2023	11.7%
2022	14.9%
2021	3.9%
2020	25.5%
2019	-14%
2018	8.2%
2017	0.4%
2016	11.1%
2015	7.8%

Fund Manager information for Franklin India Multi - Asset Solution Fund

Name	Since	Tenure
Rahul Goswami	4 Jul 25	0.66 Yr.
Pallab Roy	4 Jul 25	0.66 Yr.
Rohan Maru	4 Jul 25	0.66 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	50.14%
Debt	50.01%
Other	0.14%

Equity Sector Allocation

Sector	Value
Financial Services	10.37%
Basic Materials	3.34%
Consumer Cyclical	2.51%
Energy	2.2%
Communication Services	1.96%
Industrials	1.91%
Consumer Defensive	1.47%
Health Care	1.4%
Technology	1.15%
Utility	0.91%
Real Estate	0.55%

Debt Sector Allocation

Sector	Value
Cash Equivalent	40.19%
Corporate	31.03%
Government	28.94%

Credit Quality

Rating	Value
AA	3.65%
AAA	96.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin India Arbitrage Dir Gr Investment Fund \| -	19%	₹22 Cr	20,574,353 ↑ 917,756
Franklin India Money Mkt Dir Gr Investment Fund \| -	18%	₹21 Cr	3,902,609 ↑ 185,212
Franklin India Gov Sec Dir Gr Investment Fund \| -	12%	₹14 Cr	2,173,334
Franklin India Corp Dbt Dir Gr Investment Fund \| -	12%	₹14 Cr	1,265,769
Kotak Arbitrage Dir Gr Investment Fund \| -	8%	₹10 Cr	2,329,214 ↑ 239,480
Aditya BSL Arbitrage Dir Gr Investment Fund \| -	8%	₹9 Cr	3,015,804 ↑ 334,738
Tata Arbitrage Dir Gr Investment Fund \| -	7%	₹9 Cr	5,399,085
Axis Corporate Bond Dir Gr Investment Fund \| -	5%	₹6 Cr	2,994,043
Kotak Corporate Bond Dir Gr Investment Fund \| -	5%	₹6 Cr	13,741
Bandhan Corporate Bond Dir Gr Investment Fund \| -	5%	₹6 Cr	2,734,146

9. 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: 8.80% (bottom quartile).
3Y return: 13.65% (bottom quartile).
1Y return: -10.01% (bottom quartile).
Alpha: -1.20 (lower 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 (30 Mar 26)	₹423.036 ↓ -7.47 (-1.73 %)
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
31 Mar 21	₹10,000
31 Mar 22	₹12,071
31 Mar 23	₹10,635
31 Mar 24	₹16,354
31 Mar 25	₹16,976

Franklin India Technology Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 Mar 26

Duration	Returns
1 Month	-6.8%
3 Month	-21.6%
6 Month	-15.9%
1 Year	-10%
3 Year	13.7%
5 Year	8.8%
10 Year
15 Year
Since launch	17.4%

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	1.4 Yr.
R. Janakiraman	1 Dec 23	2.25 Yr.
Sandeep Manam	18 Oct 21	4.37 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	52.15%
Communication Services	24.97%
Consumer Cyclical	15.16%
Financial Services	4.61%
Health Care	0.01%
Industrials	0%

Asset Allocation

Asset Class	Value
Cash	2.79%
Equity	97.01%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 18 \| BHARTIARTL	18%	₹307 Cr	1,631,497
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	16%	₹272 Cr	2,089,607
HCL Technologies Ltd (Technology) Equity, Since 30 Jun 14 \| HCLTECH	7%	₹124 Cr	894,643
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 543320	7%	₹111 Cr	4,524,577
Franklin Technology I Acc USD Investment Fund \| -	6%	₹100 Cr	124,810
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 04 \| TCS	6%	₹100 Cr	378,126
Cognizant Technology Solutions Corp Class A (Technology) Equity, Since 30 Sep 25 \| CTSH	6%	₹93 Cr	159,240
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| 543390	5%	₹77 Cr	517,479
Amagi Media Labs Ltd (Technology) Equity, Since 31 Jan 26 \| AMAGI	3%	₹42 Cr	1,108,025
Swiggy Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| SWIGGY	2%	₹41 Cr	1,346,780

10. Templeton India Value Fund

(Erstwhile Templeton India Growth Fund)

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

Research Highlights for Templeton India Value Fund

Bottom quartile AUM (₹2,257 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.44% (upper mid).
3Y return: 13.62% (bottom quartile).
1Y return: -1.99% (upper 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 (31 Mar 26)	₹646.361 ↓ -0.03 (0.00 %)
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
31 Mar 21	₹10,000
31 Mar 22	₹12,637
31 Mar 23	₹13,979
31 Mar 24	₹20,187
31 Mar 25	₹20,918

Templeton India Value 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 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 Mar 26

Duration	Returns
1 Month	-11.4%
3 Month	-13%
6 Month	-7.9%
1 Year	-2%
3 Year	13.6%
5 Year	15.4%
10 Year
15 Year
Since launch	15.6%

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	2.25 Yr.
Rajasa Kakulavarapu	6 Sep 21	4.48 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.19%
Energy	11.12%
Technology	8.79%
Consumer Cyclical	8.25%
Utility	6.88%
Industrials	6.48%
Health Care	5.99%
Basic Materials	4.94%
Consumer Defensive	3.86%
Real Estate	3.27%
Communication Services	2.89%

Asset Allocation

Asset Class	Value
Cash	4.32%
Equity	95.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 14 \| HDFCBANK	7%	₹169 Cr	1,900,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 20 \| AXISBANK	7%	₹152 Cr	1,100,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 23 \| RELIANCE	6%	₹132 Cr	950,000
State Bank of India (Financial Services) Equity, Since 28 Feb 19 \| SBIN	5%	₹109 Cr	910,000 ↓ -40,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	5%	₹107 Cr	775,000
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 25 \| TCS	4%	₹98 Cr	370,000 ↑ 10,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Sep 22 \| ONGC	4%	₹84 Cr	3,000,000
Infosys Ltd (Technology) Equity, Since 30 Jun 24 \| INFY	4%	₹81 Cr	620,000 ↑ 55,041
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| MARUTI	3%	₹77 Cr	52,000
Brookfield India Real Estate Trust (Real Estate) -, Since 30 Apr 25 \| BIRET	3%	₹74 Cr	2,000,000

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