फ्रँकलिन टेम्पलटन म्युच्युअल फंड 2022 द्वारे 7 सर्वोत्तम इक्विटी फंड

Updated on August 1, 2026 , 5165 views

पासूनफ्रँकलिन टेम्पलटन म्युच्युअल फंड सर्वात जुने एक आहेAMCs भारतात, गुंतवणूकदार अशा फंड हाऊसमध्ये गुंतवणूक करतात. फंड हाऊस प्रामुख्याने मोठ्या आणि प्रस्थापित व्यवसाय चालवणाऱ्या आणि सातत्याने दीर्घ ट्रॅक रेकॉर्ड असलेल्या कंपन्यांमध्ये गुंतवणूक करते. अशा कंपन्या बर्‍याचदा दीर्घकाळात उच्च परतावा सुनिश्चित करतात.

ज्या गुंतवणूकदारांना गुंतवणूक करायची आहेइक्विटी फंड दीर्घकाळ गुंतवणूक केली पाहिजे आणि उच्च असणे आवश्यक आहेजोखीम भूक. इक्विटी फंडात गुंतवणूक करू इच्छिणारे गुंतवणूकदार, येथे शीर्ष 4 ची यादी आहेसर्वोत्तम इक्विटी फंड फ्रँकलिन टेम्पलटन द्वारेम्युच्युअल फंड. हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील परफॉर्मर्स, पीअर सरासरी परतावा आणि इतर माहिती गुणोत्तर.

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फ्रँकलिन म्युच्युअल फंडात गुंतवणूक का करावी?

a दीर्घकालीन गुंतवणुकीची उद्दिष्टे

गुंतवणूकदार त्यांच्या दीर्घकालीन योजना करू शकतातआर्थिक उद्दिष्टे द्वारेगुंतवणूक फ्रँकलिनच्या इक्विटी फंडांमध्ये. परंतु, ही उद्दिष्टे चांगल्या प्रकारे पूर्ण करण्यासाठी, एखाद्याने त्यांच्या गुंतवणुकीचे दीर्घ कालावधीसाठी नियोजन केले पाहिजे.

b कर लाभ

फ्रँकलिन म्युच्युअल फंड अंतर्गत कर लाभ देतेसे 80 सी गुंतवणूकदारांना. कर बचत निधीचे नावफ्रँकलिन इंडिया टॅक्सशील्ड ज्यामध्ये गुंतवणूकदार त्यांच्या कर बचतीचे नियोजन करू शकतात तसेच दीर्घकालीन लाभ घेऊ शकतातभांडवल वाढ

c उत्कृष्ट रेटिंग

फ्रँकलिन इक्विटी योजनांपैकी अनेकांना तीन आणि त्याहून अधिक CRISIL रेटिंग आहे.

d सातत्यपूर्ण परतावा

फ्रँकलिनच्या अनेक इक्विटी योजनांनी वर्षानुवर्षे सातत्यपूर्ण परतावा दिला आहे. ज्या गुंतवणूकदारांना या इक्विटी योजनांमध्ये चांगला परतावा मिळवायचा आहे त्यांनी दीर्घ कालावधीसाठी गुंतवणूक केली पाहिजे.

सर्वोत्तम फ्रँकलिन टेम्पलटन इक्विटी म्युच्युअल फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹44.2144 ↑ 0.11	₹979	9.6	15	42.1	19.3	7.8	23.7	1.54
Franklin Build India Fund Growth	₹145.917 ↑ 1.52	₹3,256	-1	1	4.1	19.4	19.4	3.7	-0.04
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹88.8034 ↑ 0.53	₹6,081	1.4	8.8	13.1	19	8.8	11.4	1.03
Franklin India Smaller Companies Fund Growth	₹179.18 ↑ 2.54	₹14,336	5.1	11.5	5.3	15	16.2	-8.4	-0.15
Franklin India Focused Equity Fund Growth	₹103.543 ↑ 1.58	₹11,409	2.8	-4.9	-3.1	10.1	11	5.1	-0.81
Franklin India Taxshield Growth	₹1,462.12 ↑ 25.68	₹6,166	5.1	-0.4	0.4	13.1	12.8	2.1	-0.69
Franklin India Prima Fund Growth	₹2,874.71 ↑ 44.71	₹12,490	8.2	5.7	6.2	18.1	14.5	1.6	-0.35
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26
Note: Ratio's shown as on 30 Jun 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 (₹979 Cr).	Bottom quartile AUM (₹3,256 Cr).	Lower mid AUM (₹6,081 Cr).	Highest AUM (₹14,336 Cr).	Upper mid AUM (₹11,409 Cr).	Lower mid AUM (₹6,166 Cr).	Upper mid AUM (₹12,490 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).	Established history (19+ 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: 7.83% (bottom quartile).	5Y return: 19.42% (top quartile).	5Y return: 8.76% (bottom quartile).	5Y return: 16.19% (upper mid).	5Y return: 10.96% (lower mid).	5Y return: 12.76% (lower mid).	5Y return: 14.49% (upper mid).
Point 6	3Y return: 19.29% (upper mid).	3Y return: 19.44% (top quartile).	3Y return: 19.04% (upper mid).	3Y return: 14.99% (lower mid).	3Y return: 10.06% (bottom quartile).	3Y return: 13.09% (bottom quartile).	3Y return: 18.07% (lower mid).
Point 7	1Y return: 42.11% (top quartile).	1Y return: 4.14% (lower mid).	1Y return: 13.11% (upper mid).	1Y return: 5.26% (lower mid).	1Y return: -3.06% (bottom quartile).	1Y return: 0.42% (bottom quartile).	1Y return: 6.19% (upper mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -3.80 (lower mid).	Alpha: -0.56 (upper mid).	Alpha: -7.60 (bottom quartile).	Alpha: -5.69 (lower mid).	Alpha: -6.86 (bottom quartile).
Point 9	Sharpe: 1.54 (top quartile).	Sharpe: -0.04 (upper mid).	Sharpe: 1.03 (upper mid).	Sharpe: -0.15 (lower mid).	Sharpe: -0.81 (bottom quartile).	Sharpe: -0.69 (bottom quartile).	Sharpe: -0.35 (lower mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: -1.20 (bottom quartile).	Information ratio: -0.65 (lower mid).	Information ratio: -0.76 (bottom quartile).	Information ratio: 0.11 (top quartile).	Information ratio: -0.66 (lower mid).

Franklin Asian Equity Fund

Bottom quartile AUM (₹979 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 7.83% (bottom quartile).
3Y return: 19.29% (upper mid).
1Y return: 42.11% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.54 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin Build India Fund

Bottom quartile AUM (₹3,256 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 19.42% (top quartile).
3Y return: 19.44% (top quartile).
1Y return: 4.14% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.04 (upper mid).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹6,081 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 8.76% (bottom quartile).
3Y return: 19.04% (upper mid).
1Y return: 13.11% (upper mid).
Alpha: -3.80 (lower mid).
Sharpe: 1.03 (upper mid).
Information ratio: -1.20 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹14,336 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.19% (upper mid).
3Y return: 14.99% (lower mid).
1Y return: 5.26% (lower mid).
Alpha: -0.56 (upper mid).
Sharpe: -0.15 (lower mid).
Information ratio: -0.65 (lower mid).

Franklin India Focused Equity Fund

Upper mid AUM (₹11,409 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.96% (lower mid).
3Y return: 10.06% (bottom quartile).
1Y return: -3.06% (bottom quartile).
Alpha: -7.60 (bottom quartile).
Sharpe: -0.81 (bottom quartile).
Information ratio: -0.76 (bottom quartile).

Franklin India Taxshield

Lower mid AUM (₹6,166 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.76% (lower mid).
3Y return: 13.09% (bottom quartile).
1Y return: 0.42% (bottom quartile).
Alpha: -5.69 (lower mid).
Sharpe: -0.69 (bottom quartile).
Information ratio: 0.11 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,490 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.49% (upper mid).
3Y return: 18.07% (lower mid).
1Y return: 6.19% (upper mid).
Alpha: -6.86 (bottom quartile).
Sharpe: -0.35 (lower mid).
Information ratio: -0.66 (lower mid).

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 (₹979 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 7.83% (bottom quartile).
3Y return: 19.29% (upper mid).
1Y return: 42.11% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.54 (top quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (03 Aug 26)	₹44.2144 ↑ 0.11 (0.25 %)
Net Assets (Cr)	₹979 on 30 Jun 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	1.54
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 Jul 21	₹10,000
31 Jul 22	₹8,345
31 Jul 23	₹8,886
31 Jul 24	₹9,355
31 Jul 25	₹10,562
31 Jul 26	₹14,752

Franklin Asian Equity 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 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 3 Aug 26

Duration	Returns
1 Month	-2.8%
3 Month	9.6%
6 Month	15%
1 Year	42.1%
3 Year	19.3%
5 Year	7.8%
10 Year
15 Year
Since launch	8.3%

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	4.79 Yr.
Shyam Sriram	26 Sep 24	1.85 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	34.62%
Consumer Cyclical	13.28%
Financial Services	10.88%
Industrials	9.52%
Health Care	6.6%
Real Estate	4.16%
Communication Services	3.12%
Utility	2.75%
Basic Materials	2.66%
Consumer Defensive	1.84%
Energy	1.77%

Asset Allocation

Asset Class	Value
Cash	8.78%
Equity	91.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	10%	₹93 Cr	130,000 ↑ 16,000
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	8%	₹74 Cr	36,110 ↑ 5,243
SK Hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	6%	₹62 Cr	3,839 ↑ 617
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| ICICIBANK	3%	₹31 Cr	226,594 ↑ 35,479
Yageo Corp (Technology) Equity, Since 30 Jun 25 \| 2327	2%	₹24 Cr	71,000 ↓ -15,000
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	2%	₹24 Cr	19,000
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	2%	₹22 Cr	42,700 ↑ 8,300
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| TORNTPHARM	2%	₹21 Cr	45,546 ↑ 11,319
Oberoi Realty Ltd (Real Estate) Equity, Since 31 May 17 \| OBEROIRLTY	2%	₹20 Cr	114,827 ↑ 27,678
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| HDFCBANK	2%	₹20 Cr	249,009 ↑ 24,504

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 (₹3,256 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 19.42% (top quartile).
3Y return: 19.44% (top quartile).
1Y return: 4.14% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.04 (upper mid).
Information ratio: 0.00 (upper mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (03 Aug 26)	₹145.917 ↑ 1.52 (1.05 %)
Net Assets (Cr)	₹3,256 on 30 Jun 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.04
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 Jul 21	₹10,000
31 Jul 22	₹10,937
31 Jul 23	₹14,923
31 Jul 24	₹25,030
31 Jul 25	₹24,095
31 Jul 26	₹24,551

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 3 Aug 26

Duration	Returns
1 Month	-1.3%
3 Month	-1%
6 Month	1%
1 Year	4.1%
3 Year	19.4%
5 Year	19.4%
10 Year
15 Year
Since launch	17.2%

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	4.79 Yr.
Kiran Sebastian	7 Feb 22	4.48 Yr.
Sandeep Manam	18 Oct 21	4.79 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	39.49%
Utility	16.59%
Financial Services	13.87%
Energy	11.35%
Basic Materials	5.96%
Communication Services	4.95%
Real Estate	2.32%
Technology	1.24%
Consumer Cyclical	1.16%

Asset Allocation

Asset Class	Value
Cash	3.07%
Equity	96.93%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹300 Cr	725,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	7%	₹225 Cr	420,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	5%	₹168 Cr	1,300,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	5%	₹164 Cr	4,600,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	5%	₹160 Cr	6,825,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹135 Cr	1,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹131 Cr	710,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹130 Cr	1,625,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	4%	₹125 Cr	4,350,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	4%	₹120 Cr	3,100,000

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 (₹6,081 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 8.76% (bottom quartile).
3Y return: 19.04% (upper mid).
1Y return: 13.11% (upper mid).
Alpha: -3.80 (lower mid).
Sharpe: 1.03 (upper mid).
Information ratio: -1.20 (bottom quartile).

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

Franklin India Feeder - Franklin U S Opportunities Fund Growth
Launch Date	6 Feb 12
NAV (31 Jul 26)	₹88.8034 ↑ 0.53 (0.60 %)
Net Assets (Cr)	₹6,081 on 30 Jun 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	1.03
Information Ratio	-1.2
Alpha Ratio	-3.8
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 Jul 21	₹10,000
31 Jul 22	₹7,953
31 Jul 23	₹9,023
31 Jul 24	₹11,317
31 Jul 25	₹13,456
31 Jul 26	₹15,220

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

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

Returns for Franklin India 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 3 Aug 26

Duration	Returns
1 Month	-4.8%
3 Month	1.4%
6 Month	8.8%
1 Year	13.1%
3 Year	19%
5 Year	8.8%
10 Year
15 Year
Since launch	16.3%

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	4.79 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	45.33%
Communication Services	11.42%
Industrials	10.26%
Consumer Cyclical	9.88%
Health Care	7.51%
Financial Services	1.95%
Basic Materials	1.43%
Utility	0.94%
Consumer Defensive	0.54%

Asset Allocation

Asset Class	Value
Cash	5.69%
Equity	92.12%
Other	0.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	96%	₹5,836 Cr	5,367,218 ↑ 17,370
Call, Cash & Other Assets CBLO \| -	4%	₹245 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 (₹14,336 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.19% (upper mid).
3Y return: 14.99% (lower mid).
1Y return: 5.26% (lower mid).
Alpha: -0.56 (upper mid).
Sharpe: -0.15 (lower mid).
Information ratio: -0.65 (lower mid).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (03 Aug 26)	₹179.18 ↑ 2.54 (1.44 %)
Net Assets (Cr)	₹14,336 on 30 Jun 26
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.15
Information Ratio	-0.65
Alpha Ratio	-0.56
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 Jul 21	₹10,000
31 Jul 22	₹10,455
31 Jul 23	₹14,218
31 Jul 24	₹22,216
31 Jul 25	₹20,614
31 Jul 26	₹21,060

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26

Duration	Returns
1 Month	1.1%
3 Month	5.1%
6 Month	11.5%
1 Year	5.3%
3 Year	15%
5 Year	16.2%
10 Year
15 Year
Since launch	15.1%

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	15.51 Yr.
Sandeep Manam	18 Oct 21	4.79 Yr.
Akhil Kalluri	8 Sep 22	3.9 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Industrials	22.46%
Consumer Cyclical	18.31%
Financial Services	17.28%
Health Care	10.18%
Basic Materials	9.87%
Technology	9.73%
Consumer Defensive	3.37%
Real Estate	3.26%
Utility	3.08%

Asset Allocation

Asset Class	Value
Cash	2.45%
Equity	97.55%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	3%	₹387 Cr	1,638,600
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	3%	₹362 Cr	48,064,081
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| 500233	2%	₹348 Cr	2,871,241
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹332 Cr	2,378,902 ↓ -650,000
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹320 Cr	2,233,791
PNB Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| PNBHOUSING	2%	₹283 Cr	2,721,134
Pine Labs Ltd (Technology) Equity, Since 30 Nov 25 \| PINELABS	2%	₹282 Cr	18,013,252 ↑ 4,000,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 25 \| HAL	2%	₹269 Cr	615,000 ↑ 80,000
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	2%	₹258 Cr	5,158,254 ↑ 12
Aster DM Quality Care Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	2%	₹257 Cr	3,281,339 ↓ -150,000

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 (₹11,409 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.96% (lower mid).
3Y return: 10.06% (bottom quartile).
1Y return: -3.06% (bottom quartile).
Alpha: -7.60 (bottom quartile).
Sharpe: -0.81 (bottom quartile).
Information ratio: -0.76 (bottom quartile).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (03 Aug 26)	₹103.543 ↑ 1.58 (1.55 %)
Net Assets (Cr)	₹11,409 on 30 Jun 26
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.81
Information Ratio	-0.76
Alpha Ratio	-7.6
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 Jul 21	₹10,000
31 Jul 22	₹10,955
31 Jul 23	₹13,146
31 Jul 24	₹17,983
31 Jul 25	₹17,910
31 Jul 26	₹16,918

Franklin India Focused Equity 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 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 3 Aug 26

Duration	Returns
1 Month	1.5%
3 Month	2.8%
6 Month	-4.9%
1 Year	-3.1%
3 Year	10.1%
5 Year	11%
10 Year
15 Year
Since launch	13.1%

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	4.79 Yr.
Venkatesh Sanjeevi	4 Oct 24	1.82 Yr.
Sandeep Manam	18 Oct 21	4.79 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	36.34%
Consumer Cyclical	11.08%
Industrials	10.06%
Technology	7.13%
Health Care	6.34%
Energy	5.94%
Communication Services	5.68%
Basic Materials	5.57%
Real Estate	3.12%
Consumer Defensive	2%
Utility	1.93%

Asset Allocation

Asset Class	Value
Cash	4.82%
Equity	95.18%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	9%	₹1,013 Cr	12,700,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹928 Cr	6,750,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	8%	₹875 Cr	6,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	6%	₹678 Cr	5,240,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹648 Cr	3,500,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	5%	₹622 Cr	23,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	5%	₹549 Cr	2,950,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	5%	₹538 Cr	2,650,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	4%	₹435 Cr	308,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 20 \| INDIGO	4%	₹403 Cr	750,000

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 (₹6,166 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.76% (lower mid).
3Y return: 13.09% (bottom quartile).
1Y return: 0.42% (bottom quartile).
Alpha: -5.69 (lower mid).
Sharpe: -0.69 (bottom quartile).
Information ratio: 0.11 (top quartile).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (03 Aug 26)	₹1,462.12 ↑ 25.68 (1.79 %)
Net Assets (Cr)	₹6,166 on 30 Jun 26
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	0.11
Alpha Ratio	-5.69
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,696
31 Jul 23	₹13,045
31 Jul 24	₹18,863
31 Jul 25	₹18,749
31 Jul 26	₹18,284

Franklin India Taxshield 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 Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26

Duration	Returns
1 Month	2.3%
3 Month	5.1%
6 Month	-0.4%
1 Year	0.4%
3 Year	13.1%
5 Year	12.8%
10 Year
15 Year
Since launch	20%

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	10.25 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.67 Yr.

Data below for Franklin India Taxshield as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	32.9%
Industrials	15.08%
Consumer Cyclical	9.04%
Technology	7.55%
Basic Materials	6.85%
Health Care	5.43%
Consumer Defensive	5.36%
Energy	4.08%
Utility	3.89%
Communication Services	3.19%
Real Estate	1.05%

Asset Allocation

Asset Class	Value
Cash	5.58%
Equity	94.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	8%	₹520 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹454 Cr	3,297,903
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹333 Cr	2,477,634
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹297 Cr	717,322
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹291 Cr	2,833,344
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| ETERNAL	3%	₹198 Cr	7,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	3%	₹196 Cr	1,060,541
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹195 Cr	4,981,055
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹191 Cr	1,911,441
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹191 Cr	1,472,922

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 (₹12,490 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.49% (upper mid).
3Y return: 18.07% (lower mid).
1Y return: 6.19% (upper mid).
Alpha: -6.86 (bottom quartile).
Sharpe: -0.35 (lower mid).
Information ratio: -0.66 (lower mid).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (03 Aug 26)	₹2,874.71 ↑ 44.71 (1.58 %)
Net Assets (Cr)	₹12,490 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.35
Information Ratio	-0.66
Alpha Ratio	-6.86
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 Jul 21	₹10,000
31 Jul 22	₹10,010
31 Jul 23	₹12,343
31 Jul 24	₹18,989
31 Jul 25	₹19,128
31 Jul 26	₹19,672

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 3 Aug 26

Duration	Returns
1 Month	3%
3 Month	8.2%
6 Month	5.7%
1 Year	6.2%
3 Year	18.1%
5 Year	14.5%
10 Year
15 Year
Since launch	18.9%

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	15.51 Yr.
Sandeep Manam	18 Oct 21	4.79 Yr.
Akhil Kalluri	7 Feb 22	4.48 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.17%
Industrials	17.18%
Consumer Cyclical	13.58%
Basic Materials	10.22%
Health Care	9.72%
Technology	7.6%
Real Estate	5.92%
Communication Services	3.15%
Utility	2.05%
Consumer Defensive	1.72%
Energy	0.98%

Asset Allocation

Asset Class	Value
Cash	3.73%
Equity	96.27%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹341 Cr	10,324,683
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹293 Cr	36,893,177
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹266 Cr	8,413,356 ↑ 1,000,000
Mankind Pharma Ltd (Healthcare) Equity, Since 28 Feb 26 \| MANKIND	2%	₹262 Cr	1,029,108
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹260 Cr	6,219,684
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| BALKRISIND	2%	₹256 Cr	1,175,000
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹255 Cr	1,631,918
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 28 Feb 22 \| TIINDIA	2%	₹253 Cr	836,172
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| 524494	2%	₹251 Cr	1,473,633
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹249 Cr	1,152,885

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