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Franklin India Equity Fund - G

NAV  ₹1,613.9 ↑ 11.36  (0.71 %) as on 13 Aug 25

(Erstwhile Franklin India Prima Plus)

Scheme Objective

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.

Franklin India Equity Fund is a Equity - Multi Cap fund launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR return of 17.9% since its launch.  Ranked 50 in Multi Cap category.  Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% .

Below is the key information for Franklin India Equity Fund

NAV as on 13 Aug 25₹1,613.9 ↑ 11.36  (0.71 %)
Net Assets (AUM) as on 30 Jun 2025 ₹19,365 Cr.
Launch Date29 Sep 1994
CategoryEquity - Multi Cap
Rating
TypeOpen Ended Fund
RiskModerately High
AMCFranklin Templeton Asst Mgmt(IND)Pvt Ltd
Alpha Ratio1.0
Expense Ratio1.77 %
Sharpe Ratio0.08
Information Ratio0.94
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Aug 25

DurationReturns
1 Month -1.9%
3 Month 1%
6 Month 7.9%
1 Year 1.7%
3 Year 18.6%
5 Year 24.1%
10 Year
15 Year
Since launch 17.9%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
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%

Growth of 10k Over Years

DateValue
31 Jul 20₹10,000
31 Jul 21₹16,256
31 Jul 22₹17,573
31 Jul 23₹21,380
31 Jul 24₹30,710
31 Jul 25₹30,677
Franklin India Equity Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash5.67%
Equity94.33%
Franklin India Equity Fund Asset Allocation

Sector Allocation

SectorValue
Financial Services29.04%
Consumer Cyclical11.5%
Industrials11.19%
Technology8.05%
Health Care7.23%
Communication Services5.62%
Basic Materials5.48%
Utility5.06%
Consumer Defensive4.81%
Energy4.24%
Real Estate2.12%
Franklin India Equity Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
Banks - Regional9%₹1,688 Cr8,434,642
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 532174
Banks - Regional8%₹1,577 Cr10,908,206
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
Telecom Services4%₹861 Cr4,286,537
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
Banks - Regional4%₹811 Cr6,761,448
↑ 700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
Engineering & Construction4%₹782 Cr2,131,779
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
Information Technology Services4%₹741 Cr4,627,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
Oil & Gas Refining & Marketing3%₹628 Cr4,184,430
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
Information Technology Services3%₹615 Cr3,555,589
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK
Banks - Regional3%₹526 Cr2,429,027
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
Internet Retail3%₹496 Cr18,783,160
↓ -1,466,840
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Fund Managers

NameSinceTenure
R. Janakiraman1 Feb 1114.51 Yr.
Sandeep Manam18 Oct 213.79 Yr.
Rajasa Kakulavarapu1 Dec 231.67 Yr.

Custodians

CompanyAddress
The Hongkong and Shanghai Bankg Corp Ltd37, Chilpae-ro, Jung-gu

Registrar & Transfer Agent

Computer Age Management Services Ltd
AddressNew No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam
FAX91-44-28283610
Emailenq_L@camsonline.com

Administrator Companies

CompanyAddress
Franklin Templeton Asst Mgmt(IND)Pvt LtdOne International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai

Auditors

CompanyAddress
BSR & Co. LLPBSR & Co. LLP

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Franklin India Equity Fund
Growth
₹1,613.9
↑ 11.36
7.95 %1.69 %18.56 %24.09 %
Franklin India Equity Fund
Normal Dividend, Payout
₹66.5445
↑ 0.47
7.95 %1.69 %18.56 %24.09 %
Franklin India Equity Fund
Normal Dividend, Reinvestment
₹66.5445
↑ 0.47
7.95 %1.69 %18.56 %24.09 %
Data as on 13 Aug 25

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.