फ्रँकलिन टेम्पलटन म्युच्युअल फंड 2022 द्वारे 7 सर्वोत्तम इक्विटी फंड

Updated on August 8, 2025 , 4433 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 (%)	2024 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹31.3929 ↓ -0.25	₹263	11.2	9.7	16	8	3.6	14.4	0.42
Franklin Build India Fund Growth	₹138.945 ↓ -1.09	₹2,968	6.1	8.1	-1	28.8	32.8	27.8	-0.29
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹78.6056 ↑ 0.21	₹4,073	16.3	1.8	25.5	17.9	11.5	27.1	0.38
Franklin India Smaller Companies Fund Growth	₹165.7 ↓ -1.73	₹13,995	4.8	0.9	-7.1	23.1	31.3	23.2	-0.34
Franklin India Focused Equity Fund Growth	₹106.046 ↓ -0.98	₹12,536	3.1	4.6	0.3	16.5	24	19.9	-0.15
Franklin India Taxshield Growth	₹1,434.93 ↓ -17.12	₹6,883	1	2.7	0	18.7	23.9	22.4	0.04
Franklin India Prima Fund Growth	₹2,671.35 ↓ -32.38	₹12,785	4.7	3.4	1.3	22.1	25	31.8	0.15
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
Note: Ratio's shown as on 30 Jun 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	Franklin Asian Equity Fund	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Focused Equity Fund	Franklin India Taxshield	Franklin India Prima Fund
Point 1	Bottom quartile AUM (₹263 Cr).	Bottom quartile AUM (₹2,968 Cr).	Lower mid AUM (₹4,073 Cr).	Highest AUM (₹13,995 Cr).	Upper mid AUM (₹12,536 Cr).	Lower mid AUM (₹6,883 Cr).	Upper mid AUM (₹12,785 Cr).
Point 2	Established history (17+ yrs).	Established history (15+ yrs).	Established history (13+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (26+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 3.64% (bottom quartile).	5Y return: 32.79% (top quartile).	5Y return: 11.45% (bottom quartile).	5Y return: 31.31% (upper mid).	5Y return: 24.03% (lower mid).	5Y return: 23.89% (lower mid).	5Y return: 24.98% (upper mid).
Point 6	3Y return: 7.95% (bottom quartile).	3Y return: 28.76% (top quartile).	3Y return: 17.95% (lower mid).	3Y return: 23.08% (upper mid).	3Y return: 16.52% (bottom quartile).	3Y return: 18.68% (lower mid).	3Y return: 22.15% (upper mid).
Point 7	1Y return: 16.03% (upper mid).	1Y return: -1.01% (bottom quartile).	1Y return: 25.53% (top quartile).	1Y return: -7.14% (bottom quartile).	1Y return: 0.30% (lower mid).	1Y return: 0.03% (lower mid).	1Y return: 1.31% (upper mid).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: -6.53 (bottom quartile).	Alpha: -7.46 (bottom quartile).	Alpha: -2.22 (lower mid).	Alpha: 0.46 (upper mid).	Alpha: 1.66 (top quartile).
Point 9	Sharpe: 0.42 (top quartile).	Sharpe: -0.29 (bottom quartile).	Sharpe: 0.38 (upper mid).	Sharpe: -0.33 (bottom quartile).	Sharpe: -0.15 (lower mid).	Sharpe: 0.04 (lower mid).	Sharpe: 0.15 (upper mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: -1.50 (bottom quartile).	Information ratio: -0.13 (lower mid).	Information ratio: -0.01 (lower mid).	Information ratio: 1.03 (top quartile).	Information ratio: -0.20 (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹263 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 3.64% (bottom quartile).
3Y return: 7.95% (bottom quartile).
1Y return: 16.03% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.42 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin Build India Fund

Bottom quartile AUM (₹2,968 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 32.79% (top quartile).
3Y return: 28.76% (top quartile).
1Y return: -1.01% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.29 (bottom quartile).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,073 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 11.45% (bottom quartile).
3Y return: 17.95% (lower mid).
1Y return: 25.53% (top quartile).
Alpha: -6.53 (bottom quartile).
Sharpe: 0.38 (upper mid).
Information ratio: -1.50 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,995 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 31.31% (upper mid).
3Y return: 23.08% (upper mid).
1Y return: -7.14% (bottom quartile).
Alpha: -7.46 (bottom quartile).
Sharpe: -0.33 (bottom quartile).
Information ratio: -0.13 (lower mid).

Franklin India Focused Equity Fund

Upper mid AUM (₹12,536 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 24.03% (lower mid).
3Y return: 16.52% (bottom quartile).
1Y return: 0.30% (lower mid).
Alpha: -2.22 (lower mid).
Sharpe: -0.15 (lower mid).
Information ratio: -0.01 (lower mid).

Franklin India Taxshield

Lower mid AUM (₹6,883 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.89% (lower mid).
3Y return: 18.68% (lower mid).
1Y return: 0.03% (lower mid).
Alpha: 0.46 (upper mid).
Sharpe: 0.04 (lower mid).
Information ratio: 1.03 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,785 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.98% (upper mid).
3Y return: 22.15% (upper mid).
1Y return: 1.31% (upper mid).
Alpha: 1.66 (top quartile).
Sharpe: 0.15 (upper mid).
Information ratio: -0.20 (bottom quartile).

1. Franklin Asian Equity Fund

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

Research Highlights for Franklin Asian Equity Fund

Bottom quartile AUM (₹263 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 3.64% (bottom quartile).
3Y return: 7.95% (bottom quartile).
1Y return: 16.03% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.42 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~13.1%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (08 Aug 25)	₹31.3929 ↓ -0.25 (-0.79 %)
Net Assets (Cr)	₹263 on 30 Jun 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.5
Sharpe Ratio	0.42
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 20	₹10,000
31 Jul 21	₹11,474
31 Jul 22	₹9,575
31 Jul 23	₹10,196
31 Jul 24	₹10,734
31 Jul 25	₹12,118

Franklin Asian Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978 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 8 Aug 25

Duration	Returns
1 Month	3.3%
3 Month	11.2%
6 Month	9.7%
1 Year	16%
3 Year	8%
5 Year	3.6%
10 Year
15 Year
Since launch	6.8%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.79 Yr.
Shyam Sriram	26 Sep 24	0.85 Yr.

Data below for Franklin Asian Equity Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Technology	25.02%
Consumer Cyclical	24.16%
Financial Services	23.12%
Industrials	6.3%
Communication Services	4.66%
Consumer Defensive	4.46%
Health Care	4.4%
Real Estate	2.35%
Basic Materials	1.93%
Utility	1.34%

Asset Allocation

Asset Class	Value
Cash	2.25%
Equity	97.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	13%	₹34 Cr	111,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| HDFCBANK	5%	₹14 Cr	68,247 ↑ 3,997
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| 532174	5%	₹13 Cr	87,497
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	5%	₹12 Cr	22,300 ↑ 700
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	3%	₹8 Cr	70,404 ↑ 5,200
SK Hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	3%	₹8 Cr	4,247
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 543320	3%	₹8 Cr	287,506
AIA Group Ltd (Financial Services) Equity, Since 31 Mar 12 \| 01299	3%	₹7 Cr	95,600
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	3%	₹7 Cr	19,000 ↑ 4,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 24 \| LT	3%	₹7 Cr	18,306

2. Franklin Build India Fund

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

Research Highlights for Franklin Build India Fund

Bottom quartile AUM (₹2,968 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 32.79% (top quartile).
3Y return: 28.76% (top quartile).
1Y return: -1.01% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.29 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~8.2%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (08 Aug 25)	₹138.945 ↓ -1.09 (-0.78 %)
Net Assets (Cr)	₹2,968 on 30 Jun 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.13
Sharpe Ratio	-0.29
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 20	₹10,000
31 Jul 21	₹17,587
31 Jul 22	₹19,236
31 Jul 23	₹26,244
31 Jul 24	₹44,020
31 Jul 25	₹42,375

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113 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 8 Aug 25

Duration	Returns
1 Month	-3.4%
3 Month	6.1%
6 Month	8.1%
1 Year	-1%
3 Year	28.8%
5 Year	32.8%
10 Year
15 Year
Since launch	18%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.79 Yr.
Kiran Sebastian	7 Feb 22	3.48 Yr.
Sandeep Manam	18 Oct 21	3.79 Yr.

Data below for Franklin Build India Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Industrials	36.15%
Energy	12.74%
Utility	12.5%
Financial Services	11.47%
Communication Services	8.4%
Basic Materials	6.9%
Real Estate	3.07%
Consumer Cyclical	2.66%
Technology	1.91%

Asset Allocation

Asset Class	Value
Cash	4.19%
Equity	95.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	8%	₹244 Cr	665,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹180 Cr	1,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹179 Cr	300,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532174	6%	₹173 Cr	1,200,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	5%	₹147 Cr	6,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹143 Cr	710,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	5%	₹138 Cr	4,125,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹120 Cr	1,000,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	4%	₹108 Cr	3,600,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	3%	₹81 Cr	2,000,000

3. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,073 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 11.45% (bottom quartile).
3Y return: 17.95% (lower mid).
1Y return: 25.53% (top quartile).
Alpha: -6.53 (bottom quartile).
Sharpe: 0.38 (upper mid).
Information ratio: -1.50 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Franklin US Opportunities I(acc)USD (~98.7%).
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 (08 Aug 25)	₹78.6056 ↑ 0.21 (0.27 %)
Net Assets (Cr)	₹4,073 on 30 Jun 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.52
Sharpe Ratio	0.38
Information Ratio	-1.5
Alpha Ratio	-6.53
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 20	₹10,000
31 Jul 21	₹13,004
31 Jul 22	₹10,342
31 Jul 23	₹11,735
31 Jul 24	₹14,717
31 Jul 25	₹17,499

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 8 Aug 25

Duration	Returns
1 Month	3.2%
3 Month	16.3%
6 Month	1.8%
1 Year	25.5%
3 Year	17.9%
5 Year	11.5%
10 Year
15 Year
Since launch	16.5%

Historical performance (Yearly) on absolute basis

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

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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.79 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Technology	36.12%
Communication Services	18.66%
Consumer Cyclical	11.27%
Industrials	8.95%
Health Care	7.77%
Financial Services	6.96%
Basic Materials	2.2%
Consumer Defensive	2.19%
Real Estate	0.59%

Asset Allocation

Asset Class	Value
Cash	1.42%
Equity	97.25%
Other	0.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹4,019 Cr	4,616,968 ↓ -9,090
Call, Cash & Other Assets CBLO \| -	1%	₹53 Cr

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Research Highlights for Franklin India Smaller Companies Fund

Highest AUM (₹13,995 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 31.31% (upper mid).
3Y return: 23.08% (upper mid).
1Y return: -7.14% (bottom quartile).
Alpha: -7.46 (bottom quartile).
Sharpe: -0.33 (bottom quartile).
Information ratio: -0.13 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.1%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (08 Aug 25)	₹165.7 ↓ -1.73 (-1.03 %)
Net Assets (Cr)	₹13,995 on 30 Jun 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	-0.34
Information Ratio	-0.13
Alpha Ratio	-7.46
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 20	₹10,000
31 Jul 21	₹20,162
31 Jul 22	₹21,078
31 Jul 23	₹28,666
31 Jul 24	₹44,791
31 Jul 25	₹41,561

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502 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 8 Aug 25

Duration	Returns
1 Month	-6%
3 Month	4.8%
6 Month	0.9%
1 Year	-7.1%
3 Year	23.1%
5 Year	31.3%
10 Year
15 Year
Since launch	15.4%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.51 Yr.
Sandeep Manam	18 Oct 21	3.79 Yr.
Akhil Kalluri	8 Sep 22	2.9 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	19.22%
Consumer Cyclical	17.77%
Industrials	17.76%
Health Care	11.03%
Basic Materials	9.91%
Technology	6.38%
Real Estate	4.65%
Consumer Defensive	3.77%
Utility	2.87%
Energy	0.96%

Asset Allocation

Asset Class	Value
Cash	5.52%
Equity	94.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| 540975	3%	₹437 Cr	7,329,408 ↓ -605,375
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	3%	₹429 Cr	3,868,691
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| 590003	3%	₹371 Cr	13,859,043 ↓ -139,874
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹323 Cr	48,064,081
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹314 Cr	1,866,828
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹277 Cr	3,260,279
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹276 Cr	4,963,469
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹276 Cr	1,387,967
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹271 Cr	3,220,340
PNB Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| PNBHOUSING	2%	₹250 Cr	2,256,472

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Research Highlights for Franklin India Focused Equity Fund

Upper mid AUM (₹12,536 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 24.03% (lower mid).
3Y return: 16.52% (bottom quartile).
1Y return: 0.30% (lower mid).
Alpha: -2.22 (lower mid).
Sharpe: -0.15 (lower mid).
Information ratio: -0.01 (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 HDFC Bank Ltd (~10.5%).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (08 Aug 25)	₹106.046 ↓ -0.98 (-0.91 %)
Net Assets (Cr)	₹12,536 on 30 Jun 25
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	-0.15
Information Ratio	-0.01
Alpha Ratio	-2.22
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 20	₹10,000
31 Jul 21	₹16,719
31 Jul 22	₹18,315
31 Jul 23	₹21,979
31 Jul 24	₹30,065
31 Jul 25	₹29,943

Franklin India Focused Equity Fund SIP Returns

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

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

Duration	Returns
1 Month	-2.5%
3 Month	3.1%
6 Month	4.6%
1 Year	0.3%
3 Year	16.5%
5 Year	24%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.79 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.82 Yr.
Sandeep Manam	18 Oct 21	3.79 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	35.89%
Consumer Cyclical	12.23%
Industrials	9.54%
Health Care	8.48%
Communication Services	6.25%
Technology	5.8%
Energy	5.51%
Basic Materials	4.4%
Consumer Defensive	3.89%
Real Estate	3.15%

Asset Allocation

Asset Class	Value
Cash	4.86%
Equity	95.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	11%	₹1,321 Cr	6,600,000 ↓ -200,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| 532174	10%	₹1,200 Cr	8,300,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹784 Cr	3,900,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	6%	₹750 Cr	6,250,000 ↑ 250,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	6%	₹727 Cr	2,100,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	6%	₹690 Cr	4,600,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	5%	₹621 Cr	23,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	4%	₹536 Cr	3,200,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| 500087	4%	₹527 Cr	3,500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	4%	₹459 Cr	370,000 ↑ 20,000

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 (₹6,883 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.89% (lower mid).
3Y return: 18.68% (lower mid).
1Y return: 0.03% (lower mid).
Alpha: 0.46 (upper mid).
Sharpe: 0.04 (lower mid).
Information ratio: 1.03 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding ICICI Bank Ltd (~9.6%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (08 Aug 25)	₹1,434.93 ↓ -17.12 (-1.18 %)
Net Assets (Cr)	₹6,883 on 30 Jun 25
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	0.04
Information Ratio	1.03
Alpha Ratio	0.46
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Jul 20	₹10,000
31 Jul 21	₹16,092
31 Jul 22	₹17,213
31 Jul 23	₹20,993
31 Jul 24	₹30,355
31 Jul 25	₹30,172

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

Duration	Returns
1 Month	-4.7%
3 Month	1%
6 Month	2.7%
1 Year	0%
3 Year	18.7%
5 Year	23.9%
10 Year
15 Year
Since launch	20.8%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	9.25 Yr.
Rajasa Kakulavarapu	1 Dec 23	1.67 Yr.

Data below for Franklin India Taxshield as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	30.38%
Industrials	11.93%
Consumer Cyclical	11.21%
Technology	9.25%
Health Care	6.53%
Basic Materials	5.48%
Consumer Defensive	5.23%
Communication Services	5.05%
Utility	4.97%
Energy	3.21%
Real Estate	1.9%

Asset Allocation

Asset Class	Value
Cash	4.86%
Equity	95.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532174	10%	₹657 Cr	4,546,914
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹653 Cr	3,260,417
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹324 Cr	883,853
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹308 Cr	1,922,741
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	4%	₹305 Cr	1,517,753
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	4%	₹270 Cr	2,252,948
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	4%	₹253 Cr	1,462,587
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹221 Cr	1,472,922
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹198 Cr	917,310
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543320	3%	₹198 Cr	7,500,000

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 (₹12,785 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.98% (upper mid).
3Y return: 22.15% (upper mid).
1Y return: 1.31% (upper mid).
Alpha: 1.66 (top quartile).
Sharpe: 0.15 (upper mid).
Information ratio: -0.20 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~3.4%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (08 Aug 25)	₹2,671.35 ↓ -32.38 (-1.20 %)
Net Assets (Cr)	₹12,785 on 30 Jun 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.8
Sharpe Ratio	0.15
Information Ratio	-0.2
Alpha Ratio	1.66
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 20	₹10,000
31 Jul 21	₹16,949
31 Jul 22	₹16,966
31 Jul 23	₹20,920
31 Jul 24	₹32,183
31 Jul 25	₹32,418

Franklin India Prima Fund SIP Returns

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

Returns for Franklin India 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 8 Aug 25

Duration	Returns
1 Month	-5%
3 Month	4.7%
6 Month	3.4%
1 Year	1.3%
3 Year	22.1%
5 Year	25%
10 Year
15 Year
Since launch	19.3%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.51 Yr.
Sandeep Manam	18 Oct 21	3.79 Yr.
Akhil Kalluri	7 Feb 22	3.48 Yr.

Data below for Franklin India Prima Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	19.93%
Consumer Cyclical	18.08%
Basic Materials	13.33%
Industrials	11.99%
Health Care	11.8%
Technology	6.48%
Real Estate	5.82%
Consumer Defensive	3.77%
Communication Services	3.74%
Utility	1.36%
Energy	1.11%

Asset Allocation

Asset Class	Value
Cash	2.6%
Equity	97.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹436 Cr	20,481,070 ↓ -1,458,682
Max Financial Services Ltd (Financial Services) Equity, Since 31 Dec 21 \| 500271	2%	₹279 Cr	1,692,030
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹270 Cr	1,631,918
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹261 Cr	1,499,891
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹256 Cr	901,105
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 14 \| HDFCBANK	2%	₹245 Cr	1,223,175
Cummins India Ltd (Industrials) Equity, Since 30 Apr 22 \| 500480	2%	₹244 Cr	717,366
JK Cement Ltd (Basic Materials) Equity, Since 31 Jul 12 \| JKCEMENT	2%	₹242 Cr	392,739 ↓ -50,000
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| 543390	2%	₹237 Cr	1,300,578
Coforge Ltd (Technology) Equity, Since 31 Jul 22 \| COFORGE	2%	₹234 Cr	1,214,825

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