10 മികച്ച ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on October 29, 2026 , 18876 views

ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ തിരഞ്ഞെടുക്കുന്നതിലൂടെഎസ്.ഐ.പി പ്ലാനുകൾ നിക്ഷേപകർക്ക് നിങ്ങൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന സ്കീമിലേക്ക് എല്ലാ മാസവും മുൻകൂട്ടി തിരഞ്ഞെടുത്ത ഒരു തീയതിയിൽ ചെറിയ തുക നിക്ഷേപിക്കാം. ഇക്വിറ്റിയിൽ പ്രവേശിക്കുന്നതിനുള്ള ഏറ്റവും നല്ല മാർഗമാണ് എസ്ഐപി.വിപണി, ഇത് നിക്ഷേപ അച്ചടക്കവും ശീലവും കൊണ്ടുവരുന്നുനിക്ഷേപകൻ. മാത്രമല്ല, ഫ്രാങ്ക്ലിൻ SIP നേടാൻ സഹായിക്കുന്നുസാമ്പത്തിക ലക്ഷ്യങ്ങൾ സമയത്ത്. നിക്ഷേപകർക്ക് പ്രതിമാസം ചെറിയ തുക നിക്ഷേപിക്കാംഅടിസ്ഥാനം, ഇത് നിങ്ങളുടെ ലക്ഷ്യങ്ങൾ നിറവേറ്റുന്നതിനായി ഒരു മിച്ച കോർപ്പസ് സൃഷ്ടിക്കും. നിങ്ങൾക്ക് ആരംഭിക്കാംനിക്ഷേപിക്കുന്നു 500 രൂപയിൽ താഴെയുള്ള തുക, ഇത് മിക്ക നിക്ഷേപകർക്കും താങ്ങാനാവുന്നതാക്കുന്നു.

Ready to Invest?
Talk to our investment specialist

ഫ്രാങ്ക്ലിൻ SIP മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

SIP-കളുടെ ചില നേട്ടങ്ങൾ ഇവയാണ്:

സംയുക്തത്തിന്റെ ശക്തി
രൂപയുടെ ശരാശരി ചെലവ്
മാർക്കറ്റ് സമയമെടുക്കേണ്ടതില്ല
താങ്ങാവുന്ന വില

നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്ക് താഴെ ലിസ്റ്റുചെയ്തിരിക്കുന്ന മികച്ച ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ SIP-യിൽ നിന്ന് ഫണ്ടുകൾ തിരഞ്ഞെടുക്കാംമ്യൂച്വൽ ഫണ്ടുകൾ ഇക്വിറ്റി വിഭാഗത്തിൽ നിക്ഷേപിക്കാൻ. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.

SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?

നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.

നിക്ഷേപങ്ങൾക്കായുള്ള മികച്ച ഫ്രാങ്ക്ലിൻ SIP മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹89.5786 ↓ -0.79	₹6,185	500	4.4	3.4	7.6	23.8	7.8	11.4
Franklin Asian Equity Fund Growth	₹41.3076 ↓ -0.50	₹981	500	-1.6	2.4	16.4	20.7	5.9	23.7
Franklin India Opportunities Fund Growth	₹249.796 ↑ 2.58	₹9,577	500	-3.9	0.5	-5.7	18	15.3	3.1
Franklin Build India Fund Growth	₹132.556 ↓ -0.38	₹3,024	500	-7.6	-10.1	-9.8	13.4	15.3	3.7
Franklin India Prima Fund Growth	₹2,557.59 ↓ -29.48	₹12,156	500	-9.6	-3.7	-9.1	12.6	10.6	1.6
Franklin India Technology Fund Growth	₹477.405 ↑ 1.92	₹1,623	500	-0.6	6.7	-10	10.4	6.8	-1.5
Templeton India Equity Income Fund Growth	₹128.983 ↑ 0.89	₹2,179	500	-4.6	-5.8	-8.6	10	10	1.7
Franklin India Equity Advantage Fund Growth	₹177.18 ↓ -0.07	₹3,337	500	-8	-2.8	-10.7	9.7	7.1	7.6
Franklin India Equity Fund Growth	₹1,517.2 ↑ 0.94	₹18,188	500	-5.7	-2.9	-9.7	9.5	9.2	3.3
Franklin India Taxshield Growth	₹1,360.97 ↑ 2.00	₹5,839	500	-5.2	-2.2	-10.2	9.4	9.2	2.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin Asian Equity Fund	Franklin India Opportunities Fund	Franklin Build India Fund	Franklin India Prima Fund	Franklin India Technology Fund	Templeton India Equity Income Fund	Franklin India Equity Advantage Fund	Franklin India Equity Fund	Franklin India Taxshield
Point 1	Upper mid AUM (₹6,185 Cr).	Bottom quartile AUM (₹981 Cr).	Upper mid AUM (₹9,577 Cr).	Lower mid AUM (₹3,024 Cr).	Top quartile AUM (₹12,156 Cr).	Bottom quartile AUM (₹1,623 Cr).	Bottom quartile AUM (₹2,179 Cr).	Lower mid AUM (₹3,337 Cr).	Highest AUM (₹18,188 Cr).	Upper mid AUM (₹5,839 Cr).
Point 2	Established history (14+ yrs).	Established history (18+ yrs).	Established history (26+ yrs).	Established history (17+ yrs).	Oldest track record among peers (32 yrs).	Established history (28+ yrs).	Established history (20+ yrs).	Established history (21+ yrs).	Established history (32+ yrs).	Established history (27+ yrs).
Point 3	Rating: 4★ (upper mid).	Top rated.	Rating: 3★ (upper mid).	Rating: 5★ (top quartile).	Rating: 3★ (upper mid).	Rating: 1★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	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.
Point 5	5Y return: 7.84% (lower mid).	5Y return: 5.91% (bottom quartile).	5Y return: 15.32% (top quartile).	5Y return: 15.28% (top quartile).	5Y return: 10.61% (upper mid).	5Y return: 6.79% (bottom quartile).	5Y return: 10.04% (upper mid).	5Y return: 7.06% (bottom quartile).	5Y return: 9.21% (upper mid).	5Y return: 9.19% (lower mid).
Point 6	3Y return: 23.76% (top quartile).	3Y return: 20.68% (top quartile).	3Y return: 18.04% (upper mid).	3Y return: 13.37% (upper mid).	3Y return: 12.56% (upper mid).	3Y return: 10.35% (lower mid).	3Y return: 9.97% (lower mid).	3Y return: 9.68% (bottom quartile).	3Y return: 9.55% (bottom quartile).	3Y return: 9.41% (bottom quartile).
Point 7	1Y return: 7.57% (top quartile).	1Y return: 16.41% (top quartile).	1Y return: -5.67% (upper mid).	1Y return: -9.79% (lower mid).	1Y return: -9.12% (upper mid).	1Y return: -9.97% (bottom quartile).	1Y return: -8.65% (upper mid).	1Y return: -10.67% (bottom quartile).	1Y return: -9.65% (lower mid).	1Y return: -10.21% (bottom quartile).
Point 8	Alpha: -0.43 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: 4.33 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -4.52 (bottom quartile).	Alpha: -1.23 (upper mid).	Alpha: -3.92 (lower mid).	Alpha: -4.52 (bottom quartile).	Alpha: -4.30 (lower mid).	Alpha: -5.27 (bottom quartile).
Point 9	Sharpe: 0.59 (top quartile).	Sharpe: 1.04 (top quartile).	Sharpe: -0.06 (upper mid).	Sharpe: -0.35 (upper mid).	Sharpe: -0.18 (upper mid).	Sharpe: -0.70 (bottom quartile).	Sharpe: -0.57 (lower mid).	Sharpe: -0.47 (lower mid).	Sharpe: -0.57 (bottom quartile).	Sharpe: -0.63 (bottom quartile).
Point 10	Information ratio: -1.25 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 1.28 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.11 (lower mid).	Information ratio: 0.73 (top quartile).	Information ratio: 0.03 (upper mid).	Information ratio: -0.29 (bottom quartile).	Information ratio: -0.24 (lower mid).	Information ratio: -0.32 (bottom quartile).

Franklin India Feeder - Franklin U S Opportunities Fund

Upper mid AUM (₹6,185 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 7.84% (lower mid).
3Y return: 23.76% (top quartile).
1Y return: 7.57% (top quartile).
Alpha: -0.43 (upper mid).
Sharpe: 0.59 (top quartile).
Information ratio: -1.25 (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹981 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 5.91% (bottom quartile).
3Y return: 20.68% (top quartile).
1Y return: 16.41% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.04 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin India Opportunities Fund

Upper mid AUM (₹9,577 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.32% (top quartile).
3Y return: 18.04% (upper mid).
1Y return: -5.67% (upper mid).
Alpha: 4.33 (top quartile).
Sharpe: -0.06 (upper mid).
Information ratio: 1.28 (top quartile).

Franklin Build India Fund

Lower mid AUM (₹3,024 Cr).
Established history (17+ yrs).
Rating: 5★ (top quartile).
Risk profile: High.
5Y return: 15.28% (top quartile).
3Y return: 13.37% (upper mid).
1Y return: -9.79% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.35 (upper mid).
Information ratio: 0.00 (upper mid).

Franklin India Prima Fund

Top quartile AUM (₹12,156 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.61% (upper mid).
3Y return: 12.56% (upper mid).
1Y return: -9.12% (upper mid).
Alpha: -4.52 (bottom quartile).
Sharpe: -0.18 (upper mid).
Information ratio: -0.11 (lower mid).

Franklin India Technology Fund

Bottom quartile AUM (₹1,623 Cr).
Established history (28+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 6.79% (bottom quartile).
3Y return: 10.35% (lower mid).
1Y return: -9.97% (bottom quartile).
Alpha: -1.23 (upper mid).
Sharpe: -0.70 (bottom quartile).
Information ratio: 0.73 (top quartile).

Templeton India Equity Income Fund

Bottom quartile AUM (₹2,179 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.04% (upper mid).
3Y return: 9.97% (lower mid).
1Y return: -8.65% (upper mid).
Alpha: -3.92 (lower mid).
Sharpe: -0.57 (lower mid).
Information ratio: 0.03 (upper mid).

Franklin India Equity Advantage Fund

Lower mid AUM (₹3,337 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 7.06% (bottom quartile).
3Y return: 9.68% (bottom quartile).
1Y return: -10.67% (bottom quartile).
Alpha: -4.52 (bottom quartile).
Sharpe: -0.47 (lower mid).
Information ratio: -0.29 (bottom quartile).

Franklin India Equity Fund

Highest AUM (₹18,188 Cr).
Established history (32+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.21% (upper mid).
3Y return: 9.55% (bottom quartile).
1Y return: -9.65% (lower mid).
Alpha: -4.30 (lower mid).
Sharpe: -0.57 (bottom quartile).
Information ratio: -0.24 (lower mid).

Franklin India Taxshield

Upper mid AUM (₹5,839 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.19% (lower mid).
3Y return: 9.41% (bottom quartile).
1Y return: -10.21% (bottom quartile).
Alpha: -5.27 (bottom quartile).
Sharpe: -0.63 (bottom quartile).
Information ratio: -0.32 (bottom quartile).

*അടിസ്ഥാനത്തിലുള്ള ഫണ്ടുകളുടെ ലിസ്റ്റ്ആസ്തി > 100 കോടി &അടിസ്ഥാനമാക്കി അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുക.

1. 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

Upper mid AUM (₹6,185 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 7.84% (lower mid).
3Y return: 23.76% (top quartile).
1Y return: 7.57% (top quartile).
Alpha: -0.43 (upper mid).
Sharpe: 0.59 (top quartile).
Information ratio: -1.25 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Franklin US Opportunities I(acc)USD (~95.8%).
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 (29 Oct 26)	₹89.5786 ↓ -0.79 (-0.88 %)
Net Assets (Cr)	₹6,185 on 30 Sep 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.59
Information Ratio	-1.25
Alpha Ratio	-0.43
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 Oct 21	₹10,000
31 Oct 22	₹6,942
31 Oct 23	₹7,850
31 Oct 24	₹11,258
31 Oct 25	₹13,384
31 Oct 26	₹14,107

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26

Duration	Returns
1 Month	-4.6%
3 Month	4.4%
6 Month	3.4%
1 Year	7.6%
3 Year	23.8%
5 Year	7.8%
10 Year
15 Year
Since launch	16.1%

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	4.96 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Technology	46.82%
Industrials	11.07%
Communication Services	9.71%
Health Care	8.74%
Consumer Cyclical	8.44%
Financial Services	1.85%
Basic Materials	1.42%
Utility	0.97%
Consumer Defensive	0.64%

Asset Allocation

Asset Class	Value
Cash	4.95%
Equity	91.76%
Other	2.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	96%	₹5,927 Cr	5,402,573
Call, Cash & Other Assets CBLO \| -	4%	₹258 Cr

2. 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 (₹981 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 5.91% (bottom quartile).
3Y return: 20.68% (top quartile).
1Y return: 16.41% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.04 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~10.1%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (30 Oct 26)	₹41.3076 ↓ -0.50 (-1.20 %)
Net Assets (Cr)	₹981 on 30 Sep 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	1.04
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 Oct 21	₹10,000
31 Oct 22	₹6,855
31 Oct 23	₹7,486
31 Oct 24	₹9,307
31 Oct 25	₹11,393
31 Oct 26	₹13,327

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 29 Oct 26

Duration	Returns
1 Month	-7.1%
3 Month	-1.6%
6 Month	2.4%
1 Year	16.4%
3 Year	20.7%
5 Year	5.9%
10 Year
15 Year
Since launch	7.8%

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	4.96 Yr.
Shyam Sriram	26 Sep 24	2.01 Yr.

Data below for Franklin Asian Equity Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Technology	34.34%
Consumer Cyclical	13.47%
Financial Services	12.81%
Industrials	9.94%
Health Care	8.54%
Real Estate	3.54%
Communication Services	3.43%
Basic Materials	2.82%
Utility	1.9%
Consumer Defensive	1.66%
Energy	1.4%

Asset Allocation

Asset Class	Value
Cash	6.17%
Equity	93.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	10%	₹99 Cr	133,000
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	8%	₹78 Cr	41,012
SK hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	6%	₹56 Cr	4,450
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| ICICIBANK	3%	₹30 Cr	226,594
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	3%	₹28 Cr	19,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 26 \| DIVISLAB	3%	₹27 Cr	28,750
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| TORNTPHARM	2%	₹22 Cr	45,546
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	2%	₹20 Cr	38,700 ↓ -4,600
Oberoi Realty Ltd (Real Estate) Equity, Since 31 May 17 \| OBEROIRLTY	2%	₹20 Cr	114,827
Hindalco Industries Ltd (Basic Materials) Equity, Since 31 Jan 24 \| HINDALCO	2%	₹18 Cr	194,738 ↑ 50,426

3. 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 (₹9,577 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.32% (top quartile).
3Y return: 18.04% (upper mid).
1Y return: -5.67% (upper mid).
Alpha: 4.33 (top quartile).
Sharpe: -0.06 (upper mid).
Information ratio: 1.28 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Hindustan Aeronautics Ltd Ordinary Shares (~6.7%).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund Growth
Launch Date	21 Feb 00
NAV (29 Oct 26)	₹249.796 ↑ 2.58 (1.04 %)
Net Assets (Cr)	₹9,577 on 30 Sep 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	-0.06
Information Ratio	1.28
Alpha Ratio	4.33
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 Oct 21	₹10,000
31 Oct 22	₹9,769
31 Oct 23	₹12,402
31 Oct 24	₹20,174
31 Oct 25	₹21,400
31 Oct 26	₹20,155

Franklin India Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Franklin India 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 29 Oct 26

Duration	Returns
1 Month	-4%
3 Month	-3.9%
6 Month	0.5%
1 Year	-5.7%
3 Year	18%
5 Year	15.3%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.1%
2024	37.3%
2023	53.6%
2022	-1.9%
2021	29.7%
2020	27.3%
2019	5.4%
2018	-10.1%
2017	35.6%
2016	4.2%

Fund Manager information for Franklin India Opportunities Fund

Name	Since	Tenure
Kiran Sebastian	7 Feb 22	4.65 Yr.
R. Janakiraman	1 Apr 13	13.51 Yr.
Sandeep Manam	18 Oct 21	4.96 Yr.

Data below for Franklin India Opportunities Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	20.87%
Financial Services	16.57%
Technology	14.38%
Health Care	14.12%
Consumer Cyclical	12.89%
Basic Materials	7.61%
Energy	2.67%
Utility	2.52%
Communication Services	2.21%
Consumer Defensive	0.97%

Asset Allocation

Asset Class	Value
Cash	5.2%
Equity	94.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 25 \| HAL	7%	₹645 Cr	1,382,558 ↓ -172,642
TBO Tek Ltd (Consumer Cyclical) Equity, Since 31 Jul 26 \| TBOTEK	5%	₹477 Cr	2,829,693 ↑ 383,126
Syrma SGS Technology Ltd (Technology) Equity, Since 31 May 24 \| SYRMA	4%	₹427 Cr	2,393,073
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Jul 25 \| MANKIND	4%	₹381 Cr	1,521,556
Amphenol Corp Class A (Technology) Equity, Since 31 Jul 25 \| APH	4%	₹379 Cr	468,768
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Oct 24 \| APLAPOLLO	4%	₹364 Cr	1,662,735
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| 532343	3%	₹305 Cr	741,718
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Jul 22 \| KIRLOSENG	3%	₹297 Cr	1,288,353
Finolex Cables Ltd (Industrials) Equity, Since 31 Aug 25 \| FINCABLES	3%	₹285 Cr	1,962,941
AIA Engineering Ltd (Industrials) Equity, Since 30 Nov 25 \| AIAENG	3%	₹271 Cr	701,583 ↑ 9,487

4. 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 (₹3,024 Cr).
Established history (17+ yrs).
Rating: 5★ (top quartile).
Risk profile: High.
5Y return: 15.28% (top quartile).
3Y return: 13.37% (upper mid).
1Y return: -9.79% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.35 (upper mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Larsen & Toubro Ltd (~9.0%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (30 Oct 26)	₹132.556 ↓ -0.38 (-0.29 %)
Net Assets (Cr)	₹3,024 on 30 Sep 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.35
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 Oct 21	₹10,000
31 Oct 22	₹10,940
31 Oct 23	₹13,937
31 Oct 24	₹21,846
31 Oct 25	₹22,445
31 Oct 26	₹20,355

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Franklin 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 29 Oct 26

Duration	Returns
1 Month	-2.8%
3 Month	-7.6%
6 Month	-10.1%
1 Year	-9.8%
3 Year	13.4%
5 Year	15.3%
10 Year
15 Year
Since launch	16.3%

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	4.96 Yr.
Kiran Sebastian	7 Feb 22	4.65 Yr.
Sandeep Manam	18 Oct 21	4.96 Yr.

Data below for Franklin Build India Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	48.96%
Utility	15.97%
Financial Services	9.03%
Energy	7.26%
Communication Services	4.13%
Basic Materials	2.9%
Real Estate	2.21%
Technology	2.09%
Consumer Cyclical	1.74%

Asset Allocation

Asset Class	Value
Cash	5.71%
Equity	94.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹273 Cr	725,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	7%	₹212 Cr	425,597
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Sep 26 \| ADANIPORTS	5%	₹139 Cr	775,000 ↑ 775,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	4%	₹136 Cr	4,200,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹125 Cr	710,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	4%	₹111 Cr	3,100,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	3%	₹95 Cr	800,000 ↓ -375,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 28 Feb 26 \| HAL	3%	₹94 Cr	202,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	3%	₹94 Cr	1,325,000 ↓ -400,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	3%	₹92 Cr	750,000 ↓ -250,000

5. 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

Top quartile AUM (₹12,156 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.61% (upper mid).
3Y return: 12.56% (upper mid).
1Y return: -9.12% (upper mid).
Alpha: -4.52 (bottom quartile).
Sharpe: -0.18 (upper mid).
Information ratio: -0.11 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Kalyan Jewellers India Ltd (~2.9%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (30 Oct 26)	₹2,557.59 ↓ -29.48 (-1.14 %)
Net Assets (Cr)	₹12,156 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.18
Information Ratio	-0.11
Alpha Ratio	-4.52
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 Oct 21	₹10,000
31 Oct 22	₹10,043
31 Oct 23	₹11,628
31 Oct 24	₹17,537
31 Oct 25	₹18,092
31 Oct 26	₹16,557

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 29 Oct 26

Duration	Returns
1 Month	-4.4%
3 Month	-9.6%
6 Month	-3.7%
1 Year	-9.1%
3 Year	12.6%
5 Year	10.6%
10 Year
15 Year
Since launch	18.3%

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	15.67 Yr.
Sandeep Manam	18 Oct 21	4.96 Yr.
Akhil Kalluri	7 Feb 22	4.65 Yr.

Data below for Franklin India Prima Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	24.46%
Industrials	19.02%
Consumer Cyclical	15.21%
Basic Materials	10.29%
Health Care	9.57%
Technology	9.24%
Real Estate	3.88%
Communication Services	2.75%
Consumer Defensive	1.79%
Utility	0.95%
Energy	0.89%

Asset Allocation

Asset Class	Value
Cash	1.95%
Equity	98.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	3%	₹349 Cr	6,304,921
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹300 Cr	8,094,684
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	2%	₹290 Cr	9,149,683
One97 Communications Ltd (Technology) Equity, Since 31 Jul 26 \| PAYTM	2%	₹279 Cr	1,660,135 ↑ 505,500
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹268 Cr	32,893,177 ↓ -4,000,000
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹263 Cr	1,199,891
Mankind Pharma Ltd (Healthcare) Equity, Since 28 Feb 26 \| MANKIND	2%	₹258 Cr	1,029,108
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹242 Cr	1,631,918
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| BALKRISIND	2%	₹238 Cr	1,125,000
Coforge Ltd (Technology) Equity, Since 31 Jul 22 \| COFORGE	2%	₹232 Cr	1,325,747 ↓ -100,000

6. 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 (₹1,623 Cr).
Established history (28+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 6.79% (bottom quartile).
3Y return: 10.35% (lower mid).
1Y return: -9.97% (bottom quartile).
Alpha: -1.23 (upper mid).
Sharpe: -0.70 (bottom quartile).
Information ratio: 0.73 (top quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Bharti Airtel Ltd (~22.5%).
Top-3 holdings concentration ~42.6%.

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund Growth
Launch Date	22 Aug 98
NAV (29 Oct 26)	₹477.405 ↑ 1.92 (0.40 %)
Net Assets (Cr)	₹1,623 on 30 Sep 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	High
Expense Ratio	2.08
Sharpe Ratio	-0.7
Information Ratio	0.73
Alpha Ratio	-1.23
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 21	₹10,000
31 Oct 22	₹8,204
31 Oct 23	₹10,424
31 Oct 24	₹15,053
31 Oct 25	₹15,303
31 Oct 26	₹13,922

Franklin India Technology Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 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 29 Oct 26

Duration	Returns
1 Month	6.7%
3 Month	-0.6%
6 Month	6.7%
1 Year	-10%
3 Year	10.4%
5 Year	6.8%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-1.5%
2024	28.4%
2023	51.1%
2022	-22.3%
2021	39%
2020	56.8%
2019	12.4%
2018	11.9%
2017	19.1%
2016	-2.6%

Fund Manager information for Franklin India Technology Fund

Name	Since	Tenure
Venkatesh Sanjeevi	4 Oct 24	1.99 Yr.
R. Janakiraman	1 Dec 23	2.84 Yr.
Sandeep Manam	18 Oct 21	4.96 Yr.

Data below for Franklin India Technology Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Technology	45.91%
Communication Services	30.86%
Consumer Cyclical	15.19%
Financial Services	3.47%
Industrials	0.05%
Health Care	0.05%

Asset Allocation

Asset Class	Value
Cash	4.19%
Equity	95.56%
Other	0.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 18 \| BHARTIARTL	23%	₹365 Cr	2,079,875 ↑ 67,257
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	13%	₹208 Cr	2,089,607
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| ETERNAL	7%	₹119 Cr	3,703,164 ↓ -351,142
HCL Technologies Ltd (Technology) Equity, Since 30 Jun 14 \| HCLTECH	6%	₹105 Cr	851,490
Cognizant Technology Solutions Corp Class A (Technology) Equity, Since 30 Sep 25 \| CTSH	6%	₹91 Cr	164,740
Franklin Technology I Acc USD Investment Fund \| -	5%	₹84 Cr	73,810
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 04 \| TCS	5%	₹78 Cr	378,126
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| POLICYBZR	3%	₹55 Cr	517,479
Info Edge (India) Ltd (Communication Services) Equity, Since 31 Jan 17 \| NAUKRI	3%	₹48 Cr	394,359
Swiggy Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| SWIGGY	3%	₹48 Cr	1,920,350

7. Templeton India Equity Income Fund

An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield.

Research Highlights for Templeton India Equity Income Fund

Bottom quartile AUM (₹2,179 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.04% (upper mid).
3Y return: 9.97% (lower mid).
1Y return: -8.65% (upper mid).
Alpha: -3.92 (lower mid).
Sharpe: -0.57 (lower mid).
Information ratio: 0.03 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding State Bank of India (~5.7%).

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund Growth
Launch Date	18 May 06
NAV (29 Oct 26)	₹128.983 ↑ 0.89 (0.69 %)
Net Assets (Cr)	₹2,179 on 30 Sep 26
Category	Equity - Dividend Yield
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	-0.57
Information Ratio	0.03
Alpha Ratio	-3.92
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 Oct 21	₹10,000
31 Oct 22	₹10,572
31 Oct 23	₹12,164
31 Oct 24	₹17,755
31 Oct 25	₹17,543
31 Oct 26	₹16,103

Templeton India Equity Income Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Templeton India Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26

Duration	Returns
1 Month	-1.6%
3 Month	-4.6%
6 Month	-5.8%
1 Year	-8.6%
3 Year	10%
5 Year	10%
10 Year
15 Year
Since launch	13.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	1.7%
2024	20.4%
2023	33.3%
2022	5.3%
2021	43.1%
2020	22.9%
2019	5.3%
2018	-8.6%
2017	34.1%
2016	9.4%

Fund Manager information for Templeton India Equity Income Fund

Name	Since	Tenure
Ajay Argal	1 Dec 23	2.84 Yr.
Sandeep Manam	18 Oct 21	4.96 Yr.
Rajasa Kakulavarapu	6 Sep 21	5.07 Yr.

Data below for Templeton India Equity Income Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	19.68%
Technology	15.13%
Real Estate	10.47%
Utility	10.24%
Consumer Defensive	9.14%
Energy	8.97%
Consumer Cyclical	7.4%
Industrials	5.8%
Basic Materials	4.75%
Health Care	3.41%
Communication Services	2.79%

Asset Allocation

Asset Class	Value
Cash	2.2%
Equity	97.8%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 30 Jun 25 \| SBIN	6%	₹125 Cr	1,300,000
MediaTek Inc (Technology) Equity, Since 30 Sep 21 \| 2454	5%	₹118 Cr	80,000
Infosys Ltd (Technology) Equity, Since 30 Apr 13 \| INFY	5%	₹99 Cr	994,000 ↑ 160,400
Embassy Office Parks REIT (Real Estate) -, Since 30 Apr 25 \| EMBASSY	4%	₹94 Cr	2,166,455
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 26 \| ICICIBANK	4%	₹89 Cr	670,000 ↓ -30,000
NTPC Ltd (Utilities) Equity, Since 31 Jan 19 \| 532555	4%	₹86 Cr	2,650,000
Britannia Industries Ltd (Consumer Defensive) Equity, Since 30 Nov 25 \| 500825	4%	₹77 Cr	160,000 ↑ 80,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	3%	₹76 Cr	2,900,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 26 \| 532215	3%	₹68 Cr	557,052 ↑ 557,052
Knowledge Realty Trust Units (Real Estate) -, Since 31 Aug 25 \| KRT	3%	₹68 Cr	6,000,000

8. Franklin India Equity Advantage Fund

(Erstwhile Franklin India Flexi Cap Fund)

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

Research Highlights for Franklin India Equity Advantage Fund

Lower mid AUM (₹3,337 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 7.06% (bottom quartile).
3Y return: 9.68% (bottom quartile).
1Y return: -10.67% (bottom quartile).
Alpha: -4.52 (bottom quartile).
Sharpe: -0.47 (lower mid).
Information ratio: -0.29 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~4.9%).

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund Growth
Launch Date	2 Mar 05
NAV (30 Oct 26)	₹177.18 ↓ -0.07 (-0.04 %)
Net Assets (Cr)	₹3,337 on 30 Sep 26
Category	Equity - Large & Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.02
Sharpe Ratio	-0.47
Information Ratio	-0.29
Alpha Ratio	-4.52
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 Oct 21	₹10,000
31 Oct 22	₹9,593
31 Oct 23	₹10,669
31 Oct 24	₹14,483
31 Oct 25	₹15,604
31 Oct 26	₹14,067

Franklin India Equity Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for Franklin India Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26

Duration	Returns
1 Month	-1.8%
3 Month	-8%
6 Month	-2.8%
1 Year	-10.7%
3 Year	9.7%
5 Year	7.1%
10 Year
15 Year
Since launch	14.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	7.6%
2024	18.8%
2023	27%
2022	-2.8%
2021	39.1%
2020	12%
2019	2.1%
2018	-5%
2017	31.1%
2016	4%

Fund Manager information for Franklin India Equity Advantage Fund

Name	Since	Tenure
Venkatesh Sanjeevi	18 Oct 21	4.96 Yr.
R. Janakiraman	28 Feb 14	12.6 Yr.
Sandeep Manam	18 Oct 21	4.96 Yr.

Data below for Franklin India Equity Advantage Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	31.93%
Consumer Cyclical	18.33%
Industrials	11.01%
Health Care	8.47%
Technology	7.49%
Basic Materials	4.62%
Consumer Defensive	4.42%
Communication Services	3.68%
Utility	2.54%
Real Estate	2.14%
Energy	1.92%

Asset Allocation

Asset Class	Value
Cash	3.44%
Equity	96.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹162 Cr	1,227,369
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 23 \| M&M	5%	₹160 Cr	541,399 ↑ 40,899
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 26 \| LT	4%	₹133 Cr	354,769
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 21 \| KOTAKBANK	4%	₹118 Cr	2,827,755
Max Financial Services Ltd (Financial Services) Equity, Since 31 May 24 \| 500271	3%	₹116 Cr	846,320
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 24 \| 540611	3%	₹109 Cr	1,074,712
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 30 Jun 25 \| VMM	3%	₹106 Cr	10,525,598
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| ETERNAL	3%	₹106 Cr	3,317,375 ↓ -360,897
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Apr 18 \| APOLLOHOSP	3%	₹99 Cr	121,596
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jul 26 \| TORNTPHARM	3%	₹99 Cr	206,455

9. 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 (₹18,188 Cr).
Established history (32+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.21% (upper mid).
3Y return: 9.55% (bottom quartile).
1Y return: -9.65% (lower mid).
Alpha: -4.30 (lower mid).
Sharpe: -0.57 (bottom quartile).
Information ratio: -0.24 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~6.5%).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund Growth
Launch Date	29 Sep 94
NAV (30 Oct 26)	₹1,517.2 ↑ 0.94 (0.06 %)
Net Assets (Cr)	₹18,188 on 30 Sep 26
Category	Equity - Multi Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.57
Information Ratio	-0.24
Alpha Ratio	-4.3
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 Oct 21	₹10,000
31 Oct 22	₹10,426
31 Oct 23	₹11,793
31 Oct 24	₹16,400
31 Oct 25	₹17,078
31 Oct 26	₹15,534

Franklin India Equity 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 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 29 Oct 26

Duration	Returns
1 Month	0.2%
3 Month	-5.7%
6 Month	-2.9%
1 Year	-9.7%
3 Year	9.5%
5 Year	9.2%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.3%
2024	21.8%
2023	30.8%
2022	5.3%
2021	40.3%
2020	16%
2019	3.3%
2018	-4.4%
2017	30.6%
2016	5%

Fund Manager information for Franklin India Equity Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.67 Yr.
Sandeep Manam	18 Oct 21	4.96 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.84 Yr.

Data below for Franklin India Equity Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	27.08%
Industrials	16.49%
Consumer Cyclical	11.21%
Basic Materials	7.9%
Technology	7.56%
Health Care	6.88%
Consumer Defensive	4.6%
Energy	4.42%
Utility	4.15%
Communication Services	3.32%
Real Estate	1.1%

Asset Allocation

Asset Class	Value
Cash	5.29%
Equity	94.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	6%	₹1,175 Cr	8,891,035
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹959 Cr	7,818,423
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| HDFCBANK	5%	₹953 Cr	13,453,509 ↓ -3,524,789
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 13 \| LT	4%	₹695 Cr	1,849,010
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	3%	₹624 Cr	6,506,362
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 06 \| BHARTIARTL	3%	₹603 Cr	3,433,167 ↑ 50,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| ETERNAL	3%	₹582 Cr	18,182,409
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| KOTAKBANK	3%	₹567 Cr	13,594,512 ↓ -1,267,958
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| M&M	3%	₹561 Cr	1,902,271
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹533 Cr	4,493,052

10. 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 (₹5,839 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.19% (lower mid).
3Y return: 9.41% (bottom quartile).
1Y return: -10.21% (bottom quartile).
Alpha: -5.27 (bottom quartile).
Sharpe: -0.63 (bottom quartile).
Information ratio: -0.32 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~7.5%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (30 Oct 26)	₹1,360.97 ↑ 2.00 (0.15 %)
Net Assets (Cr)	₹5,839 on 30 Sep 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.64
Information Ratio	-0.32
Alpha Ratio	-5.27
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Oct 21	₹10,000
31 Oct 22	₹10,444
31 Oct 23	₹11,830
31 Oct 24	₹16,579
31 Oct 25	₹17,173
31 Oct 26	₹15,523

Franklin India Taxshield 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 Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26

Duration	Returns
1 Month	0.5%
3 Month	-5.2%
6 Month	-2.2%
1 Year	-10.2%
3 Year	9.4%
5 Year	9.2%
10 Year
15 Year
Since launch	19.5%

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	10.42 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.84 Yr.

Data below for Franklin India Taxshield as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	28.67%
Industrials	16.89%
Consumer Cyclical	11.47%
Technology	7.22%
Basic Materials	6.87%
Health Care	5.64%
Consumer Defensive	4.91%
Energy	4.04%
Utility	3.77%
Communication Services	3.28%
Real Estate	1.05%

Asset Allocation

Asset Class	Value
Cash	6.2%
Equity	93.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹436 Cr	3,297,903
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	6%	₹337 Cr	4,760,175 ↓ -525,211
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹304 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹272 Cr	2,833,344
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹270 Cr	717,322
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| ETERNAL	4%	₹240 Cr	7,499,624
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	3%	₹192 Cr	1,090,541 ↑ 30,000
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹190 Cr	1,911,441
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹182 Cr	4,368,787 ↓ -612,268
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| M&M	3%	₹178 Cr	601,937

SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ

എസ്‌ഐ‌പി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്‌ഐ‌പി നിക്ഷേപ തുക (ലക്ഷ്യം), എത്ര വർഷം നിക്ഷേപം ആവശ്യമാണ്, പ്രതീക്ഷിക്കുന്നത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!

നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-

പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ

നിക്ഷേപ കാലയളവ്: 10 വർഷം

നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ

ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%

അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ

മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)

നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!

ഫ്രാങ്ക്ലിൻ മ്യൂച്വൽ ഫണ്ട് ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

തുടങ്ങി

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.