+91-22-48913909ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ മ്യൂച്വൽ ഫണ്ട് 2022-ന്റെ 7 മികച്ച ഇക്വിറ്റി ഫണ്ടുകൾ
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 (%) 2025 (%) Sharpe Ratio Franklin Asian Equity Fund Growth ₹43.5125
↓ -0.39 ₹400 10.8 23.5 49.3 20.6 6.9 23.7 1.02 Franklin Build India Fund Growth ₹144.186
↑ 0.43 ₹2,858 -1.9 -0.8 6.8 24.4 22.9 3.7 -0.11 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹90.2657
↑ 0.05 ₹4,408 16 12.4 28.9 25.1 13.1 11.4 0.99 Franklin India Smaller Companies Fund Growth ₹168.843
↑ 0.28 ₹11,724 3.5 -0.9 2.9 17.7 19.3 -8.4 -0.55 Franklin India Focused Equity Fund Growth ₹98.2506
↑ 0.02 ₹10,716 -8.9 -11.2 -5.5 11.5 12.6 5.1 -0.67 Franklin India Taxshield Growth ₹1,356.97
↑ 3.34 ₹5,684 -7.5 -9.7 -6 14.1 13.7 2.1 -0.77 Franklin India Prima Fund Growth ₹2,644.24
↑ 11.10 ₹10,899 -3.5 -5.8 0.7 19.4 16 1.6 -0.58 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Note: Ratio's shown as on 31 Mar 26 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 (₹400 Cr). Bottom quartile AUM (₹2,858 Cr). Lower mid AUM (₹4,408 Cr). Highest AUM (₹11,724 Cr). Upper mid AUM (₹10,716 Cr). Lower mid AUM (₹5,684 Cr). Upper mid AUM (₹10,899 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (14+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (27+ yrs). Oldest track record among peers (32 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 6.92% (bottom quartile). 5Y return: 22.86% (top quartile). 5Y return: 13.07% (lower mid). 5Y return: 19.28% (upper mid). 5Y return: 12.60% (bottom quartile). 5Y return: 13.66% (lower mid). 5Y return: 15.98% (upper mid). Point 6 3Y return: 20.56% (upper mid). 3Y return: 24.42% (upper mid). 3Y return: 25.12% (top quartile). 3Y return: 17.73% (lower mid). 3Y return: 11.47% (bottom quartile). 3Y return: 14.09% (bottom quartile). 3Y return: 19.38% (lower mid). Point 7 1Y return: 49.33% (top quartile). 1Y return: 6.81% (upper mid). 1Y return: 28.86% (upper mid). 1Y return: 2.90% (lower mid). 1Y return: -5.46% (bottom quartile). 1Y return: -6.03% (bottom quartile). 1Y return: 0.71% (lower mid). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -7.19 (bottom quartile). Alpha: -1.36 (upper mid). Alpha: -2.89 (lower mid). Alpha: -4.06 (lower mid). Alpha: -7.23 (bottom quartile). Point 9 Sharpe: 1.02 (top quartile). Sharpe: -0.11 (upper mid). Sharpe: 0.99 (upper mid). Sharpe: -0.55 (lower mid). Sharpe: -0.67 (bottom quartile). Sharpe: -0.77 (bottom quartile). Sharpe: -0.58 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: -1.70 (bottom quartile). Information ratio: -0.65 (lower mid). Information ratio: -0.36 (lower mid). Information ratio: 0.30 (top quartile). Information ratio: -0.72 (bottom quartile). 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
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. Below is the key information for Franklin Asian Equity Fund Returns up to 1 year are on 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 Below is the key information for Franklin Build India Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Taxshield Returns up to 1 year are on 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 Below is the key information for Franklin India Prima Fund Returns up to 1 year are on 1. Franklin Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (12 May 26) ₹43.5125 ↓ -0.39 (-0.90 %) Net Assets (Cr) ₹400 on 31 Mar 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 1.02 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 Apr 21 ₹10,000 30 Apr 22 ₹7,808 30 Apr 23 ₹7,667 30 Apr 24 ₹7,967 30 Apr 25 ₹8,517 30 Apr 26 ₹12,384 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 13.5% 3 Month 10.8% 6 Month 23.5% 1 Year 49.3% 3 Year 20.6% 5 Year 6.9% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 23.7% 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% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.54 Yr. Shyam Sriram 26 Sep 24 1.59 Yr. Data below for Franklin Asian Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Technology 24.98% Consumer Cyclical 19.65% Financial Services 16.22% Industrials 8.67% Health Care 6.25% Communication Services 5.14% Real Estate 3.39% Basic Materials 3.37% Utility 2.39% Energy 1.91% Consumer Defensive 0.49% Asset Allocation
Asset Class Value Cash 7.53% Equity 92.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 23309% ₹38 Cr 73,000
↑ 3,000 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059305% ₹19 Cr 18,255 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIBANK4% ₹18 Cr 147,235
↑ 22,962 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007004% ₹17 Cr 29,200
↑ 2,700 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | HDFCBANK4% ₹16 Cr 212,624
↓ -16,590 SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 0006603% ₹13 Cr 2,567 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT3% ₹11 Cr 31,555 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | TORNTPHARM3% ₹10 Cr 23,997 Contemporary Amperex Technology Co Ltd Class A (Industrials)
Equity, Since 30 Apr 24 | 3007502% ₹10 Cr 18,100 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH2% ₹10 Cr 98,772
↑ 21,627 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (13 May 26) ₹144.186 ↑ 0.43 (0.30 %) Net Assets (Cr) ₹2,858 on 31 Mar 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.11 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 Apr 21 ₹10,000 30 Apr 22 ₹12,746 30 Apr 23 ₹14,773 30 Apr 24 ₹26,326 30 Apr 25 ₹26,665 30 Apr 26 ₹29,695 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 0.8% 3 Month -1.9% 6 Month -0.8% 1 Year 6.8% 3 Year 24.4% 5 Year 22.9% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.7% 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% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.54 Yr. Kiran Sebastian 7 Feb 22 4.23 Yr. Sandeep Manam 18 Oct 21 4.54 Yr. Data below for Franklin Build India Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 31.88% Utility 16.03% Financial Services 14.02% Energy 13.73% Communication Services 7.21% Basic Materials 7.11% Real Estate 2.27% Consumer Cyclical 1.15% Technology 1.04% Asset Allocation
Asset Class Value Cash 5.57% Equity 94.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT7% ₹210 Cr 600,000
↓ -65,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003127% ₹194 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹169 Cr 1,260,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹166 Cr 420,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325556% ₹163 Cr 4,400,000
↑ 421,273 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹127 Cr 710,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹121 Cr 4,100,000
↑ 500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹119 Cr 1,625,000
↑ 125,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹116 Cr 1,000,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004003% ₹83 Cr 2,200,000
↑ 200,000 3. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (12 May 26) ₹90.2657 ↑ 0.05 (0.05 %) Net Assets (Cr) ₹4,408 on 31 Mar 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.99 Information Ratio -1.7 Alpha Ratio -7.19 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 Apr 21 ₹10,000 30 Apr 22 ₹8,491 30 Apr 23 ₹8,576 30 Apr 24 ₹11,456 30 Apr 25 ₹12,320 30 Apr 26 ₹16,413 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 11.8% 3 Month 16% 6 Month 12.4% 1 Year 28.9% 3 Year 25.1% 5 Year 13.1% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.4% 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% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.53 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Technology 40.89% Communication Services 13.17% Consumer Cyclical 13.16% 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 1.28% Equity 96.7% Other 0.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹4,359 Cr 4,886,238
↑ 49,511 Call, Cash & Other Assets
CBLO | -1% ₹49 Cr 4. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (13 May 26) ₹168.843 ↑ 0.28 (0.17 %) Net Assets (Cr) ₹11,724 on 31 Mar 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.55 Information Ratio -0.65 Alpha Ratio -1.36 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 Apr 21 ₹10,000 30 Apr 22 ₹13,110 30 Apr 23 ₹14,641 30 Apr 24 ₹23,522 30 Apr 25 ₹23,078 30 Apr 26 ₹24,888 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 5.9% 3 Month 3.5% 6 Month -0.9% 1 Year 2.9% 3 Year 17.7% 5 Year 19.3% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -8.4% 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% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.25 Yr. Sandeep Manam 18 Oct 21 4.54 Yr. Akhil Kalluri 8 Sep 22 3.65 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 18.2% Consumer Cyclical 17.75% Financial Services 16.92% Health Care 10.83% Basic Materials 10.41% Technology 8.99% Real Estate 3.68% Consumer Defensive 3.64% Utility 3.48% Asset Allocation
Asset Class Value Cash 6.1% Equity 93.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA3% ₹301 Cr 3,895,864 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹290 Cr 2,233,791
↑ 366,963 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹263 Cr 3,925,704
↓ -750,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329292% ₹252 Cr 3,868,691 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹249 Cr 48,064,081 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 5002332% ₹244 Cr 2,649,656
↑ 150,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG2% ₹238 Cr 1,788,600
↓ -62,335 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹214 Cr 4,149,779
↑ 509,301 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹209 Cr 2,011,880
↓ -604,774 CESC Ltd (Utilities)
Equity, Since 30 Apr 24 | CESC2% ₹201 Cr 13,401,420 5. Franklin India Focused Equity Fund
Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (13 May 26) ₹98.2506 ↑ 0.02 (0.02 %) Net Assets (Cr) ₹10,716 on 31 Mar 26 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.67 Information Ratio -0.36 Alpha Ratio -2.89 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 Apr 21 ₹10,000 30 Apr 22 ₹12,109 30 Apr 23 ₹13,179 30 Apr 24 ₹18,522 30 Apr 25 ₹19,676 30 Apr 26 ₹19,118 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month -1.1% 3 Month -8.9% 6 Month -11.2% 1 Year -5.5% 3 Year 11.5% 5 Year 12.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.1% 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% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.54 Yr. Venkatesh Sanjeevi 4 Oct 24 1.57 Yr. Sandeep Manam 18 Oct 21 4.54 Yr. Data below for Franklin India Focused Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 34.81% Consumer Cyclical 11.36% Technology 8.75% Health Care 8.66% Industrials 8.15% Energy 6.57% Basic Materials 6.5% Communication Services 5.82% Real Estate 2.96% Consumer Defensive 2.3% Asset Allocation
Asset Class Value Cash 4.1% Equity 95.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK9% ₹929 Cr 12,700,000
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹814 Cr 6,750,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322157% ₹755 Cr 6,500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE7% ₹704 Cr 5,240,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS6% ₹625 Cr 2,650,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹624 Cr 3,500,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433205% ₹538 Cr 23,500,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA5% ₹518 Cr 2,950,000 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Nov 22 | TATASTEEL4% ₹422 Cr 22,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000874% ₹410 Cr 3,350,000 6. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (13 May 26) ₹1,356.97 ↑ 3.34 (0.25 %) Net Assets (Cr) ₹5,684 on 31 Mar 26 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.77 Information Ratio 0.3 Alpha Ratio -4.06 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,016 30 Apr 23 ₹12,878 30 Apr 24 ₹18,738 30 Apr 25 ₹20,446 30 Apr 26 ₹19,879 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month -2% 3 Month -7.5% 6 Month -9.7% 1 Year -6% 3 Year 14.1% 5 Year 13.7% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.1% 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% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 10 Yr. Rajasa Kakulavarapu 1 Dec 23 2.42 Yr. Data below for Franklin India Taxshield as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 32.37% Industrials 14.07% Technology 8.8% Consumer Cyclical 8.76% Basic Materials 8.01% Consumer Defensive 5.94% Health Care 4.71% Utility 4.33% Communication Services 3.57% Energy 3.48% Real Estate 1.24% Asset Allocation
Asset Class Value Cash 4.72% Equity 95.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK8% ₹477 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK7% ₹398 Cr 3,297,903 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹302 Cr 860,648
↓ -23,205 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322155% ₹288 Cr 2,477,634 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN5% ₹277 Cr 2,833,344 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹235 Cr 1,876,441 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL4% ₹203 Cr 1,139,052
↓ -53,251 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹198 Cr 1,472,922 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH3% ₹196 Cr 1,462,587 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹176 Cr 4,981,055 7. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (13 May 26) ₹2,644.24 ↑ 11.10 (0.42 %) Net Assets (Cr) ₹10,899 on 31 Mar 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.58 Information Ratio -0.72 Alpha Ratio -7.23 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,423 30 Apr 23 ₹12,161 30 Apr 24 ₹18,328 30 Apr 25 ₹20,545 30 Apr 26 ₹21,186 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 2.5% 3 Month -3.5% 6 Month -5.8% 1 Year 0.7% 3 Year 19.4% 5 Year 16% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 1.6% 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% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.25 Yr. Sandeep Manam 18 Oct 21 4.53 Yr. Akhil Kalluri 7 Feb 22 4.23 Yr. Data below for Franklin India Prima Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 21.36% Industrials 14.54% Consumer Cyclical 13.66% Basic Materials 11.32% Health Care 10.41% Technology 8.17% Real Estate 5.5% Consumer Defensive 3.71% Communication Services 3.18% Utility 2.14% Energy 0.95% Asset Allocation
Asset Class Value Cash 5.06% Equity 94.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹287 Cr 11,074,683 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹261 Cr 7,219,684 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹237 Cr 1,152,885 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹236 Cr 1,473,633 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹232 Cr 1,199,891 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹222 Cr 1,295,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹212 Cr 7,413,356 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 22 | TIINDIA2% ₹210 Cr 836,172
↑ 175,145 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Nov 22 | TATASTEEL2% ₹208 Cr 10,850,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 28 Feb 26 | MANKIND2% ₹206 Cr 1,029,108
↑ 552,543
ഫ്രാങ്ക്ലിൻ മ്യൂച്വൽ ഫണ്ട് ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
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Research Highlights for Franklin Asian Equity Fund