
 (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.  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  Below is the key information for Franklin India Equity Fund  Returns up to 1 year are on   Historical performance (Yearly) on absolute basis  Franklin India Equity Fund - G
Scheme Objective
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% . NAV as on 29 Oct 25 ₹1,687.01 ↑ 8.01  (0.48 %) Net Assets (AUM) as on 31 Aug 2025  ₹18,727 Cr.  Launch Date 29 Sep 1994 Category Equity - Multi Cap Rating ☆☆☆ Type Open Ended Fund Risk Moderately High AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Alpha Ratio -0.72   Expense Ratio 1.72 %  Sharpe Ratio -0.658   Information Ratio 1.05   Benchmark Not Available Min Investment  ₹5,000  Min SIP Investment  ₹500  Exit Load  0-1 Years (1%),1 Years and above(NIL)  NAV Price Chart
Returns
Annual Compounded Returns
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month  5.4%  3 Month  3.1%  6 Month  6.6%  1 Year  4.5%  3 Year  18.8%  5 Year  24.5%  10 Year    15 Year    Since launch  17.9%  Historical Annual Returns
Year Returns 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
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,613 30 Sep 22 ₹17,883 30 Sep 23 ₹21,810 30 Sep 24 ₹31,383 30 Sep 25 ₹29,704 Asset Allocation
Asset Class Value Cash 3.16% Equity 96.84% Sector Allocation
Sector Value Financial Services 28.41% Industrials 12.87% Consumer Cyclical 12.05% Health Care 8.04% Technology 7.24% Utility 5.74% Communication Services 5.61% Basic Materials 5.4% Consumer Defensive 5.16% Energy 4.52% Real Estate 1.8% Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity  HDFC Bank Ltd (Financial Services) 
Equity, Since 31 Jan 11 | HDFCBANKBanks - Regional 8% ₹1,604 Cr 16,869,284  ICICI Bank Ltd (Financial Services) 
Equity, Since 31 Jan 10 | ICICIBANKBanks - Regional 8% ₹1,470 Cr 10,908,206  Bharti Airtel Ltd (Communication Services) 
Equity, Since 28 Feb 06 | BHARTIARTLTelecom Services 4% ₹851 Cr 4,528,105  Larsen & Toubro Ltd (Industrials) 
Equity, Since 31 Aug 13 | LTEngineering & Construction 4% ₹780 Cr 2,131,779  Axis Bank Ltd (Financial Services) 
Equity, Since 30 Jun 14 | 532215Banks - Regional 4% ₹765 Cr 6,761,448  Infosys Ltd (Technology) 
Equity, Since 29 Feb 12 | INFYInformation Technology Services 4% ₹667 Cr 4,627,000  Reliance Industries Ltd (Energy) 
Equity, Since 31 May 22 | RELIANCEOil & Gas Refining & Marketing 3% ₹613 Cr 4,493,052 
 ↑ 308,622  Eternal Ltd (Consumer Cyclical) 
Equity, Since 31 Jul 21 | 543320Internet Retail 3% ₹611 Cr 18,783,160  Mahindra & Mahindra Ltd (Consumer Cyclical) 
Equity, Since 30 Jun 24 | M&MAuto Manufacturers 3% ₹553 Cr 1,612,271  HCL Technologies Ltd (Technology) 
Equity, Since 31 Dec 13 | HCLTECHInformation Technology Services 3% ₹492 Cr 3,555,589 
Talk to our investment specialistFund Managers
Name Since Tenure R. Janakiraman 1 Feb 11 14.67 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Rajasa Kakulavarapu 1 Dec 23 1.84 Yr. Custodians
Company Address The Hongkong and Shanghai Bankg Corp Ltd 37, Chilpae-ro, Jung-gu Registrar & Transfer Agent
Computer Age Management Services Ltd Address New No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam FAX 91-44-28283610 Email enq_L@camsonline.com Administrator Companies
Company Address Franklin Templeton Asst Mgmt(IND)Pvt Ltd One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai Auditors
Company Address BSR & Co. LLP BSR & Co. LLP All Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 Year  Franklin India Equity Fund 
 Growth ₹1,687.01  
 ↑ 8.01 6.65 % 4.46 % 18.8 % 24.51 %  Franklin India Equity Fund 
 Normal Dividend, Payout ₹69.5591  
 ↑ 0.33 6.65 % 4.46 % 18.8 % 24.51 %  Franklin India Equity Fund 
 Normal Dividend, Reinvestment ₹69.5591  
 ↑ 0.33 6.65 % 4.46 % 18.8 % 24.51 % Data as on 29 Oct 25