+91-22-489139092022 साठी 10 सर्वोत्तम फ्रँकलिन टेम्पलटन म्युच्युअल फंड योजना
जगभरातील उपस्थितीसह,फ्रँकलिन टेम्पलटन म्युच्युअल फंड मध्ये एक वेगळे स्थान निर्माण केले आहेबाजार आणि गुंतवणूकदारांमध्ये प्रचंड विश्वास संपादन केला आहे. जगभरातील 28 देशांमध्ये 600 हून अधिक गुंतवणूक व्यावसायिकांसह, फ्रँकलिन टेम्पलटनचा जगभरात मोठा ग्राहक आधार आहे. फंड हाऊस अनेक योजना ऑफर करते जसे-इक्विटी फंड,कर्ज निधी,संतुलित निधी,लिक्विड फंड,आंतरराष्ट्रीय निधी,ELSS, इ.
गुंतवणूकदार त्यांचे अल्प, मध्य आणि दीर्घ मुदतीचे नियोजन करू शकतातआर्थिक उद्दिष्टे द्वारेगुंतवणूक या योजनांमध्ये. फंड हाउस यासाठी ईएलएसएस योजना देखील ऑफर करतेकर नियोजन अंतर्गतसे 80 सी. उच्चांक असलेले गुंतवणूकदार-जोखीम भूक इक्विटी फंडांमध्ये गुंतवणूक करू शकतो आणि जोखीम घेण्याची सरासरी असलेली व्यक्ती आदर्शपणे डेट फंडांमध्ये गुंतवणूक करू शकते. गुंतवणूकदार खाली दिलेल्या शीर्ष 10 सर्वोत्तम फ्रँकलिन टेम्पलटनमधून फंड निवडू शकतातम्युच्युअल फंड योजना
हे फंड काही महत्त्वाचे पॅरामीटर्स जसे की AUM, हाती घेऊन शॉर्टलिस्ट केले जातात.नाही, मागील कामगिरी, समवयस्क सरासरी परतावा आणि इतर माहिती गुणोत्तर.
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फ्रँकलिन टेम्पलटन म्युच्युअल फंडात गुंतवणूक का करावी?
1. विमा
फ्रँकलिन टेम्पलटन म्युच्युअल फंडाचा दोन दशकांहून अधिक काळ चमकदार इतिहास आहे. वर्षानुवर्षे, ते नेहमीच गुंतवणूकदारांचे हित जपत आले आहे.
2. कर लाभ
कंपनीच्या योजना करपात्र कमी करण्याचा पर्याय देतातउत्पन्न त्यामुळे कर बचत. फ्रँकलिन इंडियाकर ढाल अशीच एक योजना आहे.
3. तज्ञ मार्केट आय
बाजारात दडलेले उच्च संभाव्य समभाग शोधण्याकडे कंपनीचे लक्ष आहे. हे कमी अस्थिरतेसह निधी शोधण्यात देखील तज्ञ आहे.
4. जोखीम व्यवस्थापन
फ्रँकलिन टेम्पलटन म्युच्युअल फंडाचा उद्देश जोखीम कमी करणे आहेघटक सवलतीचे कमी मूल्य असलेले स्टॉक शोधून.
शीर्ष 10 फ्रँकलिन म्युच्युअल फंड योजना
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Franklin India Opportunities Fund Growth ₹260.549
↑ 0.64 ₹9,192 5.7 3.5 3.1 20.4 18.5 3.1 Franklin Build India Fund Growth ₹145.917
↑ 1.52 ₹3,256 -1 1 4.1 19.4 19.4 3.7 Franklin Asian Equity Fund Growth ₹44.2144
↑ 0.11 ₹979 9.6 15 42.1 19.3 7.8 23.7 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 Franklin India Prima Fund Growth ₹2,874.71
↑ 44.71 ₹12,490 8.2 5.7 6.2 18.1 14.5 1.6 Franklin India Smaller Companies Fund Growth ₹179.18
↑ 2.54 ₹14,336 5.1 11.5 5.3 15 16.2 -8.4 Franklin India Equity Advantage Fund Growth ₹196.078
↑ 3.25 ₹3,450 7.6 3.1 4 13.5 11.1 7.6 Franklin India Equity Fund Growth ₹1,637.92
↑ 26.07 ₹19,274 4.9 0 1.6 13.4 13.2 3.3 Franklin India Taxshield Growth ₹1,462.12
↑ 25.68 ₹6,166 5.1 -0.4 0.4 13.1 12.8 2.1 Franklin India Multi - Asset Solution Fund Growth ₹22.3157
↑ 0.00 ₹137 1.8 3 5.8 12.4 10.7 14.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Opportunities Fund Franklin Build India Fund Franklin Asian Equity Fund Franklin India Feeder - Franklin U S Opportunities Fund Franklin India Prima Fund Franklin India Smaller Companies Fund Franklin India Equity Advantage Fund Franklin India Equity Fund Franklin India Taxshield Franklin India Multi - Asset Solution Fund Point 1 Upper mid AUM (₹9,192 Cr). Bottom quartile AUM (₹3,256 Cr). Bottom quartile AUM (₹979 Cr). Lower mid AUM (₹6,081 Cr). Upper mid AUM (₹12,490 Cr). Top quartile AUM (₹14,336 Cr). Lower mid AUM (₹3,450 Cr). Highest AUM (₹19,274 Cr). Upper mid AUM (₹6,166 Cr). Bottom quartile AUM (₹137 Cr). Point 2 Established history (26+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (14+ yrs). Oldest track record among peers (32 yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (31+ yrs). Established history (27+ yrs). Established history (11+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 5★ (top quartile). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderately High. 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. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.52% (top quartile). 5Y return: 19.42% (top quartile). 5Y return: 7.83% (bottom quartile). 5Y return: 8.76% (bottom quartile). 5Y return: 14.49% (upper mid). 5Y return: 16.19% (upper mid). 5Y return: 11.05% (lower mid). 5Y return: 13.21% (upper mid). 5Y return: 12.76% (lower mid). 5Y return: 10.68% (bottom quartile). Point 6 3Y return: 20.44% (top quartile). 3Y return: 19.44% (top quartile). 3Y return: 19.29% (upper mid). 3Y return: 19.04% (upper mid). 3Y return: 18.07% (upper mid). 3Y return: 14.99% (lower mid). 3Y return: 13.51% (lower mid). 3Y return: 13.43% (bottom quartile). 3Y return: 13.09% (bottom quartile). 3Y return: 12.36% (bottom quartile). Point 7 1Y return: 3.14% (bottom quartile). 1Y return: 4.14% (lower mid). 1Y return: 42.11% (top quartile). 1Y return: 13.11% (top quartile). 1Y return: 6.19% (upper mid). 1Y return: 5.26% (upper mid). 1Y return: 3.99% (lower mid). 1Y return: 1.57% (bottom quartile). 1Y return: 0.42% (bottom quartile). 1Y return: 5.76% (upper mid). Point 8 Alpha: 4.25 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -3.80 (lower mid). Alpha: -6.86 (bottom quartile). Alpha: -0.56 (upper mid). Alpha: -6.76 (bottom quartile). Alpha: -4.51 (lower mid). Alpha: -5.69 (bottom quartile). 1M return: 0.52% (lower mid). Point 9 Sharpe: -0.07 (upper mid). Sharpe: -0.04 (upper mid). Sharpe: 1.54 (top quartile). Sharpe: 1.03 (top quartile). Sharpe: -0.35 (lower mid). Sharpe: -0.15 (upper mid). Sharpe: -0.65 (bottom quartile). Sharpe: -0.61 (bottom quartile). Sharpe: -0.69 (bottom quartile). Alpha: 0.00 (upper mid). Point 10 Information ratio: 1.49 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: -1.20 (bottom quartile). Information ratio: -0.66 (bottom quartile). Information ratio: -0.65 (bottom quartile). Information ratio: -0.61 (lower mid). Information ratio: 0.25 (top quartile). Information ratio: 0.11 (upper mid). Sharpe: -0.21 (lower mid). Franklin India Opportunities Fund
Franklin Build India Fund
Franklin Asian Equity Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Prima Fund
Franklin India Smaller Companies Fund
Franklin India Equity Advantage Fund
Franklin India Equity Fund
Franklin India Taxshield
Franklin India Multi - Asset Solution Fund
AUM >= 100 कोटी आणि च्या व्यवस्थापनाखालीकिमान 3 वर्षेवर क्रमवारी लावली3 वर्षCAGR परत.
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. Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund Below is the key information for Franklin Build India Fund Returns up to 1 year are on 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 Below is the key information for Franklin Asian Equity Fund Returns up to 1 year are on The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Research Highlights for Franklin India Smaller Companies Fund Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (Erstwhile Franklin India 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 Below is the key information for Franklin India Equity Advantage Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Equity Fund Returns up to 1 year are on The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate Research Highlights for Franklin India Taxshield Below is the key information for Franklin India Taxshield Returns up to 1 year are on The Fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes. However, there is no assurance or guarantee that the objective of the scheme will be achieved. Research Highlights for Franklin India Multi - Asset Solution Fund Below is the key information for Franklin India Multi - Asset Solution Fund Returns up to 1 year are on 1. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (31 Jul 26) ₹260.549 ↑ 0.64 (0.25 %) Net Assets (Cr) ₹9,192 on 30 Jun 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.07 Information Ratio 1.49 Alpha Ratio 4.25 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 ₹10,029 31 Jul 23 ₹13,383 31 Jul 24 ₹22,614 31 Jul 25 ₹22,670 31 Jul 26 ₹23,383 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 0.4% 3 Month 5.7% 6 Month 3.5% 1 Year 3.1% 3 Year 20.4% 5 Year 18.5% 10 Year 15 Year Since launch 13.1% 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 4.48 Yr. R. Janakiraman 1 Apr 13 13.34 Yr. Sandeep Manam 18 Oct 21 4.79 Yr. Data below for Franklin India Opportunities Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 22.72% Industrials 19.1% Technology 10.61% Health Care 10.55% Consumer Cyclical 8.77% Basic Materials 8.74% Energy 4.32% Communication Services 3.75% Utility 2.9% Asset Allocation
Asset Class Value Cash 8.52% Equity 91.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL6% ₹565 Cr 1,290,170 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN5% ₹466 Cr 4,537,073
↑ 1,567,349 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹397 Cr 3,070,606 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH4% ₹391 Cr 234,384 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN4% ₹386 Cr 3,703,959 AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 25 | AIAENG4% ₹326 Cr 641,410
↑ 73,973 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 24 | SYRMA4% ₹324 Cr 2,319,712
↑ 290,361 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Jul 22 | KIRLOSENG3% ₹305 Cr 1,288,353 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹297 Cr 1,662,735 Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Jul 25 | MANKIND3% ₹290 Cr 1,138,424 2. 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 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 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 | LT9% ₹300 Cr 725,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO7% ₹225 Cr 420,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE5% ₹168 Cr 1,300,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹164 Cr 4,600,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹160 Cr 6,825,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹135 Cr 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹131 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹130 Cr 1,625,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹125 Cr 4,350,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004004% ₹120 Cr 3,100,000 3. 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 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 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 | 233010% ₹93 Cr 130,000
↑ 16,000 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059308% ₹74 Cr 36,110
↑ 5,243 SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 0006606% ₹62 Cr 3,839
↑ 617 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIBANK3% ₹31 Cr 226,594
↑ 35,479 Yageo Corp (Technology)
Equity, Since 30 Jun 25 | 23272% ₹24 Cr 71,000
↓ -15,000 MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 24542% ₹24 Cr 19,000 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007002% ₹22 Cr 42,700
↑ 8,300 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | TORNTPHARM2% ₹21 Cr 45,546
↑ 11,319 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 17 | OBEROIRLTY2% ₹20 Cr 114,827
↑ 27,678 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | HDFCBANK2% ₹20 Cr 249,009
↑ 24,504 4. 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 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 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 5. 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 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 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 | FEDERALBNK3% ₹341 Cr 10,324,683 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹293 Cr 36,893,177 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹266 Cr 8,413,356
↑ 1,000,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 28 Feb 26 | MANKIND2% ₹262 Cr 1,029,108 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹260 Cr 6,219,684 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | BALKRISIND2% ₹256 Cr 1,175,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹255 Cr 1,631,918 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 22 | TIINDIA2% ₹253 Cr 836,172 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹251 Cr 1,473,633 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹249 Cr 1,152,885 6. 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 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 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 | KIRLOSENG3% ₹387 Cr 1,638,600 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK3% ₹362 Cr 48,064,081 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 5002332% ₹348 Cr 2,871,241 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹332 Cr 2,378,902
↓ -650,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹320 Cr 2,233,791 PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING2% ₹283 Cr 2,721,134 Pine Labs Ltd (Technology)
Equity, Since 30 Nov 25 | PINELABS2% ₹282 Cr 18,013,252
↑ 4,000,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL2% ₹269 Cr 615,000
↑ 80,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329292% ₹258 Cr 5,158,254
↑ 12 Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹257 Cr 3,281,339
↓ -150,000 7. Franklin India Equity Advantage Fund
Franklin India Equity Advantage Fund
Growth Launch Date 2 Mar 05 NAV (03 Aug 26) ₹196.078 ↑ 3.25 (1.69 %) Net Assets (Cr) ₹3,450 on 30 Jun 26 Category Equity - Large & Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio -0.65 Information Ratio -0.61 Alpha Ratio -6.76 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 ₹10,529 31 Jul 23 ₹11,932 31 Jul 24 ₹16,392 31 Jul 25 ₹16,753 31 Jul 26 ₹16,943 Returns for Franklin India Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 3.3% 3 Month 7.6% 6 Month 3.1% 1 Year 4% 3 Year 13.5% 5 Year 11.1% 10 Year 15 Year Since launch 14.9% 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 4.79 Yr. R. Janakiraman 28 Feb 14 12.43 Yr. Sandeep Manam 18 Oct 21 4.79 Yr. Data below for Franklin India Equity Advantage Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 30.35% Consumer Cyclical 17.56% Industrials 11.68% Health Care 7.87% Consumer Defensive 6.88% Technology 6.64% Basic Materials 4.96% Communication Services 3.65% Real Estate 3.12% Utility 2.99% Asset Allocation
Asset Class Value Cash 4.3% Equity 95.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹169 Cr 1,227,369 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | ETERNAL4% ₹143 Cr 5,414,702 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | 5322154% ₹140 Cr 1,040,976 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹106 Cr 344,268 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK3% ₹104 Cr 1,300,837 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | KOTAKBANK3% ₹100 Cr 2,538,970 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 24 | JBCHEPHARM3% ₹93 Cr 404,815 Marico Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 5316422% ₹77 Cr 924,927 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | VMM2% ₹72 Cr 6,086,971 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 26 | TMCV2% ₹71 Cr 1,687,518
↑ 453,787 8. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (03 Aug 26) ₹1,637.92 ↑ 26.07 (1.62 %) Net Assets (Cr) ₹19,274 on 30 Jun 26 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.61 Information Ratio 0.25 Alpha Ratio -4.51 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 ₹10,810 31 Jul 23 ₹13,152 31 Jul 24 ₹18,891 31 Jul 25 ₹18,870 31 Jul 26 ₹18,641 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 2% 3 Month 4.9% 6 Month 0% 1 Year 1.6% 3 Year 13.4% 5 Year 13.2% 10 Year 15 Year Since launch 17.4% 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 15.51 Yr. Sandeep Manam 18 Oct 21 4.79 Yr. Rajasa Kakulavarapu 1 Dec 23 2.67 Yr. Data below for Franklin India Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 31.08% Industrials 15.19% Consumer Cyclical 9.86% Basic Materials 7.66% Technology 7.38% Health Care 6.28% Consumer Defensive 4.85% Energy 4.62% Utility 4.39% Communication Services 3.25% Real Estate 1.05% Asset Allocation
Asset Class Value Cash 4.39% Equity 95.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,509 Cr 18,909,124
↑ 239,840 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK6% ₹1,223 Cr 8,891,035 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322156% ₹1,072 Cr 7,968,423 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹766 Cr 1,849,010 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN3% ₹668 Cr 6,506,362 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL3% ₹627 Cr 3,383,167 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹583 Cr 14,862,470 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹581 Cr 4,493,052 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 21 | KIRLOSENG3% ₹542 Cr 2,294,358 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹524 Cr 1,707,271 9. 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 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 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 | HDFCBANK8% ₹520 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK7% ₹454 Cr 3,297,903 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322155% ₹333 Cr 2,477,634 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹297 Cr 717,322 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN5% ₹291 Cr 2,833,344 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | ETERNAL3% ₹198 Cr 7,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL3% ₹196 Cr 1,060,541 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹195 Cr 4,981,055 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹191 Cr 1,911,441 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹191 Cr 1,472,922 10. Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (31 Jul 26) ₹22.3157 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹137 on 30 Jun 26 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio -0.21 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 ₹10,666 31 Jul 23 ₹11,712 31 Jul 24 ₹13,854 31 Jul 25 ₹15,706 31 Jul 26 ₹16,612 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 3% 1 Year 5.8% 3 Year 12.4% 5 Year 10.7% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 14.1% 2024 11.7% 2023 14.9% 2022 3.9% 2021 25.5% 2020 -14% 2019 8.2% 2018 0.4% 2017 11.1% 2016 7.8% Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Rahul Goswami 4 Jul 25 1.08 Yr. Pallab Roy 4 Jul 25 1.08 Yr. Rohan Maru 4 Jul 25 1.08 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 30 Jun 26
Asset Allocation
Asset Class Value Cash 59.9% Debt 40.12% Other 0.15% Equity Sector Allocation
Sector Value Financial Services 10.95% Energy 2.95% Consumer Cyclical 2.7% Basic Materials 2.65% Industrials 2.34% Communication Services 2.01% Consumer Defensive 1.58% Utility 1.31% Health Care 1.17% Technology 0.62% Real Estate 0.33% Debt Sector Allocation
Sector Value Cash Equivalent 44.32% Corporate 32.11% Government 23.59% Credit Quality
Rating Value AA 3.83% AAA 96.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Arbitrage Dir Gr
Investment Fund | -19% ₹27 Cr 23,755,968 Franklin India Corp Dbt Dir Gr
Investment Fund | -19% ₹26 Cr 2,231,488 Franklin India Money Mkt Dir Gr
Investment Fund | -19% ₹26 Cr 4,641,211
↓ -182,000 Franklin India Gov Sec Dir Gr
Investment Fund | -11% ₹15 Cr 2,173,334 Aditya BSL Arbitrage Dir Gr
Investment Fund | -7% ₹10 Cr 3,347,424 Kotak Arbitrage Dir Gr
Investment Fund | -7% ₹10 Cr 2,329,214 Tata Arbitrage Dir Gr
Investment Fund | -6% ₹9 Cr 5,399,085 Axis Corporate Bond Dir Gr
Investment Fund | -4% ₹6 Cr 2,994,043 Kotak Corporate Bond Dir Gr
Investment Fund | -3% ₹5 Cr 11,306
↓ -2,435 Franklin India Mdm to Lg Dur Dir Gr
Investment Fund | -1% ₹1 Cr 918,076
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Research Highlights for Franklin India Opportunities Fund