ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ മ്യൂച്വൽ ഫണ്ട് 2022-ന്റെ 7 മികച്ച ഇക്വിറ്റി ഫണ്ടുകൾ

Updated on September 28, 2025 , 4497 views

മുതലുള്ളഫ്രാങ്ക്ലിൻ ടെമ്പിൾട്ടൺ മ്യൂച്വൽ ഫണ്ട് ഏറ്റവും പഴക്കമുള്ള ഒന്നാണ്എഎംസികൾ ഇന്ത്യയിൽ, നിക്ഷേപകർ അത്തരം ഫണ്ട് ഹൗസിൽ നിക്ഷേപിക്കാൻ പ്രവണത കാണിക്കുന്നു. ഫണ്ട് ഹൗസ് പ്രധാനമായും നിക്ഷേപിക്കുന്നത് വലിയതും സ്ഥാപിതമായതുമായ ബിസിനസ്സ് നടത്തുന്നതും സ്ഥിരമായ ദീർഘകാല ട്രാക്ക് റെക്കോർഡുള്ളതുമായ കമ്പനികളിലാണ്. ഇത്തരം കമ്പനികൾ പലപ്പോഴും ദീർഘകാലാടിസ്ഥാനത്തിൽ ഉയർന്ന വരുമാനം ഉറപ്പാക്കുന്നു.

നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർഇക്വിറ്റി ഫണ്ടുകൾ ദീർഘകാലത്തേക്ക് നിക്ഷേപിക്കുകയും ഉയർന്ന തുക ഉണ്ടായിരിക്കുകയും വേണംറിസ്ക് വിശപ്പ്. ഇക്വിറ്റി ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർ, മികച്ച 4 എണ്ണത്തിന്റെ ഒരു ലിസ്റ്റ് ഇതാമികച്ച ഇക്വിറ്റി ഫണ്ടുകൾ ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ എഴുതിയത്മ്യൂച്വൽ ഫണ്ട്. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, കഴിഞ്ഞ പ്രകടനം നടത്തിയവർ, ശരാശരി വരുമാനം, മറ്റ് വിവര അനുപാതങ്ങൾ.

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ഫ്രാങ്ക്ലിൻ മ്യൂച്വൽ ഫണ്ടിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

എ. ദീർഘകാല നിക്ഷേപ ലക്ഷ്യങ്ങൾ

നിക്ഷേപകർക്ക് അവരുടെ ദീർഘകാല പദ്ധതികൾ ആസൂത്രണം ചെയ്യാൻ കഴിയുംസാമ്പത്തിക ലക്ഷ്യങ്ങൾ വഴിനിക്ഷേപിക്കുന്നു ഫ്രാങ്ക്ലിന്റെ ഇക്വിറ്റി ഫണ്ടുകളിൽ. പക്ഷേ, ഈ ലക്ഷ്യങ്ങൾ നന്നായി നിറവേറ്റുന്നതിന്, ഒരാൾ അവരുടെ നിക്ഷേപങ്ങൾ ദീർഘകാലത്തേക്ക് ആസൂത്രണം ചെയ്യണം.

ബി. നികുതി ആനുകൂല്യങ്ങൾ

ഫ്രാങ്ക്ലിൻ മ്യൂച്വൽ ഫണ്ട് നികുതി ആനുകൂല്യങ്ങൾ വാഗ്ദാനം ചെയ്യുന്നുസെക്ഷൻ 80 സി നിക്ഷേപകർക്ക്. ടാക്സ് സേവിംഗ് ഫണ്ടിന്റെ പേര്ഫ്രാങ്ക്ലിൻ ഇന്ത്യ ടാക്സ്ഷീൽഡ് നിക്ഷേപകർക്ക് അവരുടെ നികുതി ലാഭം ആസൂത്രണം ചെയ്യാനും ദീർഘകാല നേട്ടം തേടാനും കഴിയുംമൂലധനം വളർച്ച.

സി. മികച്ച റേറ്റിംഗുകൾ

ഫ്രാങ്ക്ലിൻ ഇക്വിറ്റി സ്കീമുകളിൽ പലതിനും CRISIL റേറ്റിംഗ് മൂന്നോ അതിലധികമോ ആണ്.

ഡി. സ്ഥിരമായ റിട്ടേണുകൾ

ഫ്രാങ്ക്ളിന്റെ പല ഇക്വിറ്റി സ്കീമുകളും വർഷങ്ങളായി സ്ഥിരമായ വരുമാനം നൽകിയിട്ടുണ്ട്. ഈ ഇക്വിറ്റി സ്കീമുകളിൽ നല്ല വരുമാനം നേടാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർ ദീർഘകാലത്തേക്ക് നിക്ഷേപം തുടരണം.

മികച്ച ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹33.5676 ↑ 0.15	₹260	9.3	19.8	11.8	14.5	5	14.4	0.49
Franklin Build India Fund Growth	₹140.761 ↑ 0.60	₹2,884	-2.1	8.7	-5	27.9	33.8	27.8	-0.64
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹81.4352 ↑ 0.22	₹4,282	7.1	25	16.5	26.2	12.2	27.1	0.54
Franklin India Smaller Companies Fund Growth	₹166.062 ↑ 1.29	₹13,302	-6.2	8.7	-11.5	21.1	28.2	23.2	-0.76
Franklin India Focused Equity Fund Growth	₹107.684 ↑ 0.57	₹12,263	-1.6	8.3	-5.4	16.4	25	19.9	-0.65
Franklin India Taxshield Growth	₹1,456.21 ↑ 13.18	₹6,537	-4.2	4.9	-6	18.6	23.7	22.4	-0.69
Franklin India Prima Fund Growth	₹2,691.43 ↑ 18.58	₹12,251	-5.1	6.5	-5.8	20.9	23.9	31.8	-0.48
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 25
Note: Ratio's shown as on 31 Aug 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	Franklin Asian Equity Fund	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Focused Equity Fund	Franklin India Taxshield	Franklin India Prima Fund
Point 1	Bottom quartile AUM (₹260 Cr).	Bottom quartile AUM (₹2,884 Cr).	Lower mid AUM (₹4,282 Cr).	Highest AUM (₹13,302 Cr).	Upper mid AUM (₹12,263 Cr).	Lower mid AUM (₹6,537 Cr).	Upper mid AUM (₹12,251 Cr).
Point 2	Established history (17+ yrs).	Established history (16+ yrs).	Established history (13+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (26+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 5.04% (bottom quartile).	5Y return: 33.80% (top quartile).	5Y return: 12.21% (bottom quartile).	5Y return: 28.20% (upper mid).	5Y return: 24.96% (upper mid).	5Y return: 23.74% (lower mid).	5Y return: 23.87% (lower mid).
Point 6	3Y return: 14.52% (bottom quartile).	3Y return: 27.88% (top quartile).	3Y return: 26.20% (upper mid).	3Y return: 21.11% (upper mid).	3Y return: 16.41% (bottom quartile).	3Y return: 18.56% (lower mid).	3Y return: 20.86% (lower mid).
Point 7	1Y return: 11.82% (upper mid).	1Y return: -4.96% (upper mid).	1Y return: 16.48% (top quartile).	1Y return: -11.53% (bottom quartile).	1Y return: -5.43% (lower mid).	1Y return: -6.03% (bottom quartile).	1Y return: -5.79% (lower mid).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: -10.09 (bottom quartile).	Alpha: -5.08 (bottom quartile).	Alpha: -0.97 (lower mid).	Alpha: -1.19 (lower mid).	Alpha: 0.07 (top quartile).
Point 9	Sharpe: 0.49 (upper mid).	Sharpe: -0.64 (lower mid).	Sharpe: 0.54 (top quartile).	Sharpe: -0.76 (bottom quartile).	Sharpe: -0.65 (lower mid).	Sharpe: -0.69 (bottom quartile).	Sharpe: -0.48 (upper mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (lower mid).	Information ratio: -1.87 (bottom quartile).	Information ratio: 0.02 (upper mid).	Information ratio: 0.26 (upper mid).	Information ratio: 1.11 (top quartile).	Information ratio: -0.01 (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹260 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 5.04% (bottom quartile).
3Y return: 14.52% (bottom quartile).
1Y return: 11.82% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.49 (upper mid).
Information ratio: 0.00 (lower mid).

Franklin Build India Fund

Bottom quartile AUM (₹2,884 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 33.80% (top quartile).
3Y return: 27.88% (top quartile).
1Y return: -4.96% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.64 (lower mid).
Information ratio: 0.00 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,282 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 12.21% (bottom quartile).
3Y return: 26.20% (upper mid).
1Y return: 16.48% (top quartile).
Alpha: -10.09 (bottom quartile).
Sharpe: 0.54 (top quartile).
Information ratio: -1.87 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,302 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 28.20% (upper mid).
3Y return: 21.11% (upper mid).
1Y return: -11.53% (bottom quartile).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (upper mid).

Franklin India Focused Equity Fund

Upper mid AUM (₹12,263 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 24.96% (upper mid).
3Y return: 16.41% (bottom quartile).
1Y return: -5.43% (lower mid).
Alpha: -0.97 (lower mid).
Sharpe: -0.65 (lower mid).
Information ratio: 0.26 (upper mid).

Franklin India Taxshield

Lower mid AUM (₹6,537 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.74% (lower mid).
3Y return: 18.56% (lower mid).
1Y return: -6.03% (bottom quartile).
Alpha: -1.19 (lower mid).
Sharpe: -0.69 (bottom quartile).
Information ratio: 1.11 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,251 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.87% (lower mid).
3Y return: 20.86% (lower mid).
1Y return: -5.79% (lower mid).
Alpha: 0.07 (top quartile).
Sharpe: -0.48 (upper mid).
Information ratio: -0.01 (bottom quartile).

1. Franklin Asian Equity Fund

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

Research Highlights for Franklin Asian Equity Fund

Bottom quartile AUM (₹260 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 5.04% (bottom quartile).
3Y return: 14.52% (bottom quartile).
1Y return: 11.82% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.49 (upper mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~9.1%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (30 Sep 25)	₹33.5676 ↑ 0.15 (0.45 %)
Net Assets (Cr)	₹260 on 31 Aug 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	0.49
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹11,378
30 Sep 22	₹8,513
30 Sep 23	₹9,152
30 Sep 24	₹11,434
30 Sep 25	₹12,785

Franklin Asian Equity Fund SIP Returns

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

Returns for Franklin Asian Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 25

Duration	Returns
1 Month	5.7%
3 Month	9.3%
6 Month	19.8%
1 Year	11.8%
3 Year	14.5%
5 Year	5%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.87 Yr.
Shyam Sriram	26 Sep 24	0.93 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	23.88%
Financial Services	23.34%
Technology	23.16%
Industrials	7.52%
Communication Services	6.1%
Consumer Defensive	4.33%
Health Care	3.89%
Basic Materials	2.49%
Real Estate	2.11%
Utility	1.2%

Asset Allocation

Asset Class	Value
Cash	1.99%
Equity	98.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	9%	₹24 Cr	71,000 ↓ -8,000
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	6%	₹16 Cr	23,500 ↓ -1,100
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| HDFCBANK	5%	₹14 Cr	143,242 ↑ 6,748
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| ICICIBANK	5%	₹13 Cr	92,546 ↑ 5,049
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 543320	3%	₹9 Cr	274,237 ↓ -13,269
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	3%	₹8 Cr	18,979 ↑ 916
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	3%	₹8 Cr	21,000 ↓ -1,000
AIA Group Ltd (Financial Services) Equity, Since 31 Mar 12 \| 01299	3%	₹8 Cr	91,200 ↓ -4,400
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	3%	₹7 Cr	56,904 ↓ -2,700
Contemporary Amperex Technology Co Ltd Class A (Industrials) Equity, Since 30 Apr 24 \| 300750	3%	₹7 Cr	18,100 ↓ -800

2. Franklin Build India Fund

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

Research Highlights for Franklin Build India Fund

Bottom quartile AUM (₹2,884 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 33.80% (top quartile).
3Y return: 27.88% (top quartile).
1Y return: -4.96% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.64 (lower mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~8.3%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (01 Oct 25)	₹140.761 ↑ 0.60 (0.43 %)
Net Assets (Cr)	₹2,884 on 31 Aug 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.64
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹19,616
30 Sep 22	₹20,506
30 Sep 23	₹28,515
30 Sep 24	₹45,123
30 Sep 25	₹42,883

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048 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 30 Sep 25

Duration	Returns
1 Month	1.8%
3 Month	-2.1%
6 Month	8.7%
1 Year	-5%
3 Year	27.9%
5 Year	33.8%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.87 Yr.
Kiran Sebastian	7 Feb 22	3.57 Yr.
Sandeep Manam	18 Oct 21	3.87 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	35.76%
Utility	13.85%
Energy	12.84%
Financial Services	12.22%
Communication Services	7.94%
Basic Materials	4.92%
Real Estate	3.03%
Consumer Cyclical	2.89%
Technology	2.35%

Asset Allocation

Asset Class	Value
Cash	4.2%
Equity	95.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	8%	₹239 Cr	665,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹169 Cr	300,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| ICICIBANK	6%	₹168 Cr	1,200,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹163 Cr	1,200,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| ONGC	6%	₹160 Cr	6,825,000 ↑ 425,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹142 Cr	4,350,000 ↑ 225,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹134 Cr	710,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	4%	₹105 Cr	1,000,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| POWERGRID	3%	₹99 Cr	3,600,000
Delhivery Ltd (Industrials) Equity, Since 31 Mar 24 \| 543529	3%	₹84 Cr	1,800,000

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 (₹4,282 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 12.21% (bottom quartile).
3Y return: 26.20% (upper mid).
1Y return: 16.48% (top quartile).
Alpha: -10.09 (bottom quartile).
Sharpe: 0.54 (top quartile).
Information ratio: -1.87 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Corporate.
Equity-heavy allocation (~97%).
Largest holding Franklin US Opportunities I(acc)USD (~98.9%).
Top-3 holdings concentration ~100.0%.

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund Growth
Launch Date	6 Feb 12
NAV (30 Sep 25)	₹81.4352 ↑ 0.22 (0.28 %)
Net Assets (Cr)	₹4,282 on 31 Aug 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.54
Information Ratio	-1.87
Alpha Ratio	-10.09
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹12,467
30 Sep 22	₹8,849
30 Sep 23	₹10,811
30 Sep 24	₹15,269
30 Sep 25	₹17,785

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

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

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 25

Duration	Returns
1 Month	3.1%
3 Month	7.1%
6 Month	25%
1 Year	16.5%
3 Year	26.2%
5 Year	12.2%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

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

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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.87 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	39%
Communication Services	18.53%
Consumer Cyclical	9.26%
Industrials	8.3%
Financial Services	7.33%
Health Care	7.29%
Basic Materials	2.27%
Consumer Defensive	1.88%
Real Estate	0.67%

Asset Allocation

Asset Class	Value
Cash	1.01%
Equity	97.28%
Other	0.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹4,236 Cr	4,672,587 ↑ 26,706
Call, Cash & Other Assets CBLO \| -	1%	₹46 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 (₹13,302 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 28.20% (upper mid).
3Y return: 21.11% (upper mid).
1Y return: -11.53% (bottom quartile).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.0%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (01 Oct 25)	₹166.062 ↑ 1.29 (0.78 %)
Net Assets (Cr)	₹13,302 on 31 Aug 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.76
Information Ratio	0.02
Alpha Ratio	-5.08
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,672
30 Sep 22	₹19,497
30 Sep 23	₹26,577
30 Sep 24	₹39,144
30 Sep 25	₹34,632

Franklin India Smaller Companies Fund SIP Returns

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

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 25

Duration	Returns
1 Month	-0.5%
3 Month	-6.2%
6 Month	8.7%
1 Year	-11.5%
3 Year	21.1%
5 Year	28.2%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.59 Yr.
Sandeep Manam	18 Oct 21	3.87 Yr.
Akhil Kalluri	8 Sep 22	2.98 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	19.51%
Industrials	16.86%
Financial Services	16.14%
Health Care	12%
Basic Materials	9.89%
Technology	7.24%
Real Estate	4.31%
Consumer Defensive	4.02%
Utility	2.97%
Energy	0.97%

Asset Allocation

Asset Class	Value
Cash	5.93%
Equity	93.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹404 Cr	6,729,408 ↓ -600,000
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| BRIGADE	3%	₹357 Cr	3,868,691
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	3%	₹336 Cr	1,866,828
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹303 Cr	4,023,411 ↑ 107,296
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹284 Cr	3,260,279
Lemon Tree Hotels Ltd (Consumer Cyclical) Equity, Since 31 Aug 19 \| LEMONTREE	2%	₹250 Cr	15,093,487 ↓ -394,587
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹250 Cr	4,963,469
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹250 Cr	1,448,723
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹248 Cr	1,387,967
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹247 Cr	3,220,340

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Research Highlights for Franklin India Focused Equity Fund

Upper mid AUM (₹12,263 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 24.96% (upper mid).
3Y return: 16.41% (bottom quartile).
1Y return: -5.43% (lower mid).
Alpha: -0.97 (lower mid).
Sharpe: -0.65 (lower mid).
Information ratio: 0.26 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~9.5%).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (01 Oct 25)	₹107.684 ↑ 0.57 (0.53 %)
Net Assets (Cr)	₹12,263 on 31 Aug 25
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.65
Information Ratio	0.26
Alpha Ratio	-0.97
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,529
30 Sep 22	₹19,313
30 Sep 23	₹22,882
30 Sep 24	₹32,216
30 Sep 25	₹30,466

Franklin India Focused Equity Fund SIP Returns

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

Returns for Franklin India 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 30 Sep 25

Duration	Returns
1 Month	0.4%
3 Month	-1.6%
6 Month	8.3%
1 Year	-5.4%
3 Year	16.4%
5 Year	25%
10 Year
15 Year
Since launch	13.9%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.87 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.91 Yr.
Sandeep Manam	18 Oct 21	3.87 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	34.37%
Consumer Cyclical	13.32%
Industrials	10.14%
Health Care	8.7%
Technology	6.04%
Communication Services	6.01%
Energy	5.31%
Consumer Defensive	4.49%
Basic Materials	4.27%
Real Estate	3.14%

Asset Allocation

Asset Class	Value
Cash	4.21%
Equity	95.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	9%	₹1,161 Cr	12,200,000 ↓ -200,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	9%	₹1,160 Cr	8,300,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	6%	₹740 Cr	2,400,000 ↑ 300,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	6%	₹738 Cr	23,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹737 Cr	3,900,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	6%	₹679 Cr	6,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	5%	₹651 Cr	4,800,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| CIPLA	5%	₹556 Cr	3,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	4%	₹510 Cr	3,200,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	4%	₹495 Cr	335,000 ↓ -65,000

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 (₹6,537 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.74% (lower mid).
3Y return: 18.56% (lower mid).
1Y return: -6.03% (bottom quartile).
Alpha: -1.19 (lower mid).
Sharpe: -0.69 (bottom quartile).
Information ratio: 1.11 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding ICICI Bank Ltd (~9.7%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (01 Oct 25)	₹1,456.21 ↑ 13.18 (0.91 %)
Net Assets (Cr)	₹6,537 on 31 Aug 25
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.69
Information Ratio	1.11
Alpha Ratio	-1.19
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹17,151
30 Sep 22	₹17,405
30 Sep 23	₹21,285
30 Sep 24	₹30,870
30 Sep 25	₹29,009

Franklin India Taxshield 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 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 30 Sep 25

Duration	Returns
1 Month	0.2%
3 Month	-4.2%
6 Month	4.9%
1 Year	-6%
3 Year	18.6%
5 Year	23.7%
10 Year
15 Year
Since launch	20.7%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	9.34 Yr.
Rajasa Kakulavarapu	1 Dec 23	1.75 Yr.

Data below for Franklin India Taxshield as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	30.2%
Consumer Cyclical	12.11%
Industrials	12.02%
Technology	8.57%
Health Care	7.02%
Basic Materials	5.82%
Consumer Defensive	5.38%
Communication Services	5.22%
Utility	4.91%
Energy	3.06%
Real Estate	1.78%

Asset Allocation

Asset Class	Value
Cash	3.93%
Equity	96.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	10%	₹636 Cr	4,546,914
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹621 Cr	6,520,834
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹318 Cr	883,853
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	4%	₹287 Cr	1,517,753
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹283 Cr	1,922,741
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	4%	₹235 Cr	2,252,948
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543320	4%	₹235 Cr	7,500,000
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹213 Cr	1,462,587
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹200 Cr	1,472,922
Grasim Industries Ltd (Basic Materials) Equity, Since 30 Jun 11 \| GRASIM	3%	₹190 Cr	685,013

7. Franklin India Prima Fund

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

Research Highlights for Franklin India Prima Fund

Upper mid AUM (₹12,251 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.87% (lower mid).
3Y return: 20.86% (lower mid).
1Y return: -5.79% (lower mid).
Alpha: 0.07 (top quartile).
Sharpe: -0.48 (upper mid).
Information ratio: -0.01 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~3.0%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (01 Oct 25)	₹2,691.43 ↑ 18.58 (0.70 %)
Net Assets (Cr)	₹12,251 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.48
Information Ratio	-0.01
Alpha Ratio	0.07
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,836
30 Sep 22	₹16,516
30 Sep 23	₹20,084
30 Sep 24	₹30,954
30 Sep 25	₹29,160

Franklin India Prima 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 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 30 Sep 25

Duration	Returns
1 Month	-0.5%
3 Month	-5.1%
6 Month	6.5%
1 Year	-5.8%
3 Year	20.9%
5 Year	23.9%
10 Year
15 Year
Since launch	19.2%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.59 Yr.
Sandeep Manam	18 Oct 21	3.87 Yr.
Akhil Kalluri	7 Feb 22	3.57 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	19.55%
Consumer Cyclical	17.83%
Basic Materials	13.14%
Industrials	12.51%
Health Care	11.11%
Technology	7.18%
Real Estate	5.51%
Consumer Defensive	4.82%
Communication Services	3.45%
Utility	1.29%
Energy	1.1%

Asset Allocation

Asset Class	Value
Cash	2.5%
Equity	97.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹367 Cr	19,143,234 ↓ -117,036
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| MPHASIS	2%	₹294 Cr	1,052,885 ↑ 100,000
Cummins India Ltd (Industrials) Equity, Since 30 Apr 22 \| CUMMINSIND	2%	₹274 Cr	717,366
Max Financial Services Ltd (Financial Services) Equity, Since 31 Dec 21 \| MFSL	2%	₹271 Cr	1,692,030
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹255 Cr	1,631,918
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹241 Cr	1,499,891
JK Cement Ltd (Basic Materials) Equity, Since 31 Jul 12 \| JKCEMENT	2%	₹234 Cr	337,051 ↓ -55,688
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| 543390	2%	₹230 Cr	1,300,578
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| IPCALAB	2%	₹227 Cr	1,641,580
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical) Equity, Since 31 May 16 \| CROMPTON	2%	₹211 Cr	6,391,052

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