ஃபிராங்க்ளின் டெம்பிள்டன் மியூச்சுவல் ஃபண்ட் 2022 வழங்கிய 7 சிறந்த ஈக்விட்டி ஃபண்டுகள்

Updated on May 12, 2026 , 4936 views

இருந்துபிராங்க்ளின் டெம்பிள்டன் மியூச்சுவல் ஃபண்ட் பழமையான ஒன்றாகும்AMCகள் இந்தியாவில், முதலீட்டாளர்கள் அத்தகைய ஃபண்ட் ஹவுஸில் முதலீடு செய்ய முனைகின்றனர். ஃபண்ட் ஹவுஸ் முக்கியமாக பெரிய மற்றும் நிறுவப்பட்ட வணிகத்தை நடத்தும் மற்றும் நிலையான நீண்ட சாதனைப் பதிவைக் கொண்ட நிறுவனங்களில் முதலீடு செய்கிறது. இத்தகைய நிறுவனங்கள் நீண்ட காலத்திற்கு அதிக வருமானத்தை உறுதி செய்கின்றன.

முதலீடு செய்ய விரும்பும் முதலீட்டாளர்கள்ஈக்விட்டி நிதிகள் நீண்ட காலத்திற்கு முதலீடு செய்ய வேண்டும் மற்றும் அதிக அளவில் முதலீடு செய்ய வேண்டும்ஆபத்து பசியின்மை. ஈக்விட்டி ஃபண்டுகளில் முதலீடு செய்ய விரும்பும் முதலீட்டாளர்கள், முதல் 4 இடங்களின் பட்டியல் இங்கேசிறந்த பங்கு நிதிகள் ஃபிராங்க்ளின் டெம்பிள்டன் மூலம்பரஸ்பர நிதி. AUM போன்ற சில அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்த கால செயல்திறன், சக சராசரி வருமானம் மற்றும் பிற தகவல் விகிதங்கள்.

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ஃபிராங்க்ளின் மியூச்சுவல் ஃபண்டில் ஏன் முதலீடு செய்ய வேண்டும்?

அ. நீண்ட கால முதலீட்டு இலக்குகள்

முதலீட்டாளர்கள் தங்கள் நீண்ட கால திட்டங்களைத் திட்டமிடலாம்நிதி இலக்குகள் மூலம்முதலீடு பிராங்க்ளின் ஈக்விட்டி ஃபண்டுகளில். ஆனால், இந்த இலக்குகளை சிறப்பாக நிறைவேற்ற, ஒருவர் தங்கள் முதலீடுகளை நீண்ட காலத்திற்கு திட்டமிட வேண்டும்.

பி. வரி நன்மைகள்

ஃபிராங்க்ளின் மியூச்சுவல் ஃபண்ட் கீழ் வரிச் சலுகைகளை வழங்குகிறதுபிரிவு 80C முதலீட்டாளர்களுக்கு. வரி சேமிப்பு நிதியின் பெயர்பிராங்க்ளின் இந்தியா டாக்ஸ்ஷீல்டு இதில் முதலீட்டாளர்கள் தங்கள் வரிச் சேமிப்பைத் திட்டமிடலாம் மற்றும் நீண்ட காலப் பலன்களைப் பெறலாம்மூலதனம் வளர்ச்சி.

c. சிறந்த மதிப்பீடுகள்

பல ஃபிராங்க்ளின் ஈக்விட்டி திட்டங்கள் மூன்று மற்றும் அதற்கு மேல் CRISIL மதிப்பீட்டைக் கொண்டுள்ளன.

ஈ. நிலையான வருமானம்

ஃபிராங்க்ளினின் பல பங்குத் திட்டங்கள் பல ஆண்டுகளாக நிலையான வருமானத்தை அளித்துள்ளன. இந்த ஈக்விட்டி திட்டங்களில் நல்ல வருமானம் பெற விரும்பும் முதலீட்டாளர்கள் நீண்ட காலத்திற்கு முதலீடு செய்ய வேண்டும்.

சிறந்த பிராங்க்ளின் டெம்பிள்டன் ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள்

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹43.7068 ↑ 0.19	₹400	12.6	23.8	50.3	20.7	7	23.7	1.02
Franklin Build India Fund Growth	₹145.618 ↑ 1.43	₹2,858	-0.9	0	7.3	24.8	23.4	3.7	-0.11
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹91.226 ↑ 0.96	₹4,408	17.2	16.1	28	25.6	13.3	11.4	0.99
Franklin India Smaller Companies Fund Growth	₹169.485 ↑ 0.64	₹11,724	3.9	-0.7	2.2	17.9	19.5	-8.4	-0.55
Franklin India Focused Equity Fund Growth	₹99.487 ↑ 1.24	₹10,716	-7.7	-10.3	-4.6	11.9	13.1	5.1	-0.67
Franklin India Taxshield Growth	₹1,368.9 ↑ 11.93	₹5,684	-6.7	-9.2	-5.6	14.4	14.1	2.1	-0.77
Franklin India Prima Fund Growth	₹2,661.6 ↑ 17.37	₹10,899	-2.8	-5.3	0.4	19.6	16.3	1.6	-0.58
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 May 26
Note: Ratio's shown as on 31 Mar 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 (₹400 Cr).	Bottom quartile AUM (₹2,858 Cr).	Lower mid AUM (₹4,408 Cr).	Highest AUM (₹11,724 Cr).	Upper mid AUM (₹10,716 Cr).	Lower mid AUM (₹5,684 Cr).	Upper mid AUM (₹10,899 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).	Established history (18+ 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: 7.01% (bottom quartile).	5Y return: 23.40% (top quartile).	5Y return: 13.31% (lower mid).	5Y return: 19.54% (upper mid).	5Y return: 13.08% (bottom quartile).	5Y return: 14.12% (lower mid).	5Y return: 16.34% (upper mid).
Point 6	3Y return: 20.74% (upper mid).	3Y return: 24.83% (upper mid).	3Y return: 25.56% (top quartile).	3Y return: 17.88% (lower mid).	3Y return: 11.93% (bottom quartile).	3Y return: 14.43% (bottom quartile).	3Y return: 19.64% (lower mid).
Point 7	1Y return: 50.28% (top quartile).	1Y return: 7.30% (upper mid).	1Y return: 28.01% (upper mid).	1Y return: 2.17% (lower mid).	1Y return: -4.61% (bottom quartile).	1Y return: -5.64% (bottom quartile).	1Y return: 0.43% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -7.19 (bottom quartile).	Alpha: -1.36 (upper mid).	Alpha: -2.89 (lower mid).	Alpha: -4.06 (lower mid).	Alpha: -7.23 (bottom quartile).
Point 9	Sharpe: 1.02 (top quartile).	Sharpe: -0.11 (upper mid).	Sharpe: 0.99 (upper mid).	Sharpe: -0.55 (lower mid).	Sharpe: -0.67 (bottom quartile).	Sharpe: -0.77 (bottom quartile).	Sharpe: -0.58 (lower mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: -1.70 (bottom quartile).	Information ratio: -0.65 (lower mid).	Information ratio: -0.36 (lower mid).	Information ratio: 0.30 (top quartile).	Information ratio: -0.72 (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹400 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 7.01% (bottom quartile).
3Y return: 20.74% (upper mid).
1Y return: 50.28% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.02 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin Build India Fund

Bottom quartile AUM (₹2,858 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 23.40% (top quartile).
3Y return: 24.83% (upper mid).
1Y return: 7.30% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.11 (upper mid).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,408 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 13.31% (lower mid).
3Y return: 25.56% (top quartile).
1Y return: 28.01% (upper mid).
Alpha: -7.19 (bottom quartile).
Sharpe: 0.99 (upper mid).
Information ratio: -1.70 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹11,724 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.54% (upper mid).
3Y return: 17.88% (lower mid).
1Y return: 2.17% (lower mid).
Alpha: -1.36 (upper mid).
Sharpe: -0.55 (lower mid).
Information ratio: -0.65 (lower mid).

Franklin India Focused Equity Fund

Upper mid AUM (₹10,716 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.08% (bottom quartile).
3Y return: 11.93% (bottom quartile).
1Y return: -4.61% (bottom quartile).
Alpha: -2.89 (lower mid).
Sharpe: -0.67 (bottom quartile).
Information ratio: -0.36 (lower mid).

Franklin India Taxshield

Lower mid AUM (₹5,684 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.12% (lower mid).
3Y return: 14.43% (bottom quartile).
1Y return: -5.64% (bottom quartile).
Alpha: -4.06 (lower mid).
Sharpe: -0.77 (bottom quartile).
Information ratio: 0.30 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹10,899 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.34% (upper mid).
3Y return: 19.64% (lower mid).
1Y return: 0.43% (lower mid).
Alpha: -7.23 (bottom quartile).
Sharpe: -0.58 (lower mid).
Information ratio: -0.72 (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 (₹400 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 7.01% (bottom quartile).
3Y return: 20.74% (upper mid).
1Y return: 50.28% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.02 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~9.4%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (13 May 26)	₹43.7068 ↑ 0.19 (0.45 %)
Net Assets (Cr)	₹400 on 31 Mar 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	1.02
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
30 Apr 21	₹10,000
30 Apr 22	₹7,808
30 Apr 23	₹7,667
30 Apr 24	₹7,967
30 Apr 25	₹8,517
30 Apr 26	₹12,384

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 13 May 26

Duration	Returns
1 Month	14.3%
3 Month	12.6%
6 Month	23.8%
1 Year	50.3%
3 Year	20.7%
5 Year	7%
10 Year
15 Year
Since launch	8.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.7%
2023	14.4%
2022	0.7%
2021	-14.5%
2020	-5.9%
2019	25.8%
2018	28.2%
2017	-13.6%
2016	35.5%
2015	7.2%

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.54 Yr.
Shyam Sriram	26 Sep 24	1.59 Yr.

Data below for Franklin Asian Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Technology	24.98%
Consumer Cyclical	19.65%
Financial Services	16.22%
Industrials	8.67%
Health Care	6.25%
Communication Services	5.14%
Real Estate	3.39%
Basic Materials	3.37%
Utility	2.39%
Energy	1.91%
Consumer Defensive	0.49%

Asset Allocation

Asset Class	Value
Cash	7.53%
Equity	92.47%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	9%	₹38 Cr	73,000 ↑ 3,000
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	5%	₹19 Cr	18,255
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| ICICIBANK	4%	₹18 Cr	147,235 ↑ 22,962
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	4%	₹17 Cr	29,200 ↑ 2,700
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| HDFCBANK	4%	₹16 Cr	212,624 ↓ -16,590
SK Hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	3%	₹13 Cr	2,567
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 24 \| LT	3%	₹11 Cr	31,555
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| TORNTPHARM	3%	₹10 Cr	23,997
Contemporary Amperex Technology Co Ltd Class A (Industrials) Equity, Since 30 Apr 24 \| 300750	2%	₹10 Cr	18,100
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| MAXHEALTH	2%	₹10 Cr	98,772 ↑ 21,627

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 (₹2,858 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 23.40% (top quartile).
3Y return: 24.83% (upper mid).
1Y return: 7.30% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.11 (upper mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Larsen & Toubro Ltd (~7.4%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (14 May 26)	₹145.618 ↑ 1.43 (0.99 %)
Net Assets (Cr)	₹2,858 on 31 Mar 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.11
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
30 Apr 21	₹10,000
30 Apr 22	₹12,746
30 Apr 23	₹14,773
30 Apr 24	₹26,326
30 Apr 25	₹26,665
30 Apr 26	₹29,695

Franklin Build India Fund 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 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 13 May 26

Duration	Returns
1 Month	1.8%
3 Month	-0.9%
6 Month	0%
1 Year	7.3%
3 Year	24.8%
5 Year	23.4%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.7%
2023	27.8%
2022	51.1%
2021	11.2%
2020	45.9%
2019	5.4%
2018	6%
2017	-10.7%
2016	43.3%
2015	8.4%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.54 Yr.
Kiran Sebastian	7 Feb 22	4.23 Yr.
Sandeep Manam	18 Oct 21	4.54 Yr.

Data below for Franklin Build India Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	31.88%
Utility	16.03%
Financial Services	14.02%
Energy	13.73%
Communication Services	7.21%
Basic Materials	7.11%
Real Estate	2.27%
Consumer Cyclical	1.15%
Technology	1.04%

Asset Allocation

Asset Class	Value
Cash	5.57%
Equity	94.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	7%	₹210 Cr	600,000 ↓ -65,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	7%	₹194 Cr	6,825,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹169 Cr	1,260,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹166 Cr	420,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	6%	₹163 Cr	4,400,000 ↑ 421,273
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹127 Cr	710,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	4%	₹121 Cr	4,100,000 ↑ 500,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹119 Cr	1,625,000 ↑ 125,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹116 Cr	1,000,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	3%	₹83 Cr	2,200,000 ↑ 200,000

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 (₹4,408 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 13.31% (lower mid).
3Y return: 25.56% (top quartile).
1Y return: 28.01% (upper mid).
Alpha: -7.19 (bottom quartile).
Sharpe: 0.99 (upper mid).
Information ratio: -1.70 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Corporate.
Equity-heavy allocation (~97%).
Largest holding Franklin US Opportunities I(acc)USD (~98.9%).
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 (13 May 26)	₹91.226 ↑ 0.96 (1.06 %)
Net Assets (Cr)	₹4,408 on 31 Mar 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.99
Information Ratio	-1.7
Alpha Ratio	-7.19
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
30 Apr 21	₹10,000
30 Apr 22	₹8,491
30 Apr 23	₹8,576
30 Apr 24	₹11,456
30 Apr 25	₹12,320
30 Apr 26	₹16,413

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 13 May 26

Duration	Returns
1 Month	11%
3 Month	17.2%
6 Month	16.1%
1 Year	28%
3 Year	25.6%
5 Year	13.3%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.4%
2023	27.1%
2022	37.9%
2021	-30.3%
2020	17.9%
2019	45.2%
2018	34.2%
2017	6.5%
2016	18.1%
2015	-0.8%

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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.53 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Technology	40.89%
Communication Services	13.17%
Consumer Cyclical	13.16%
Health Care	10.3%
Industrials	8.13%
Financial Services	4.27%
Basic Materials	1.55%
Consumer Defensive	0.83%
Real Estate	0.51%

Asset Allocation

Asset Class	Value
Cash	1.28%
Equity	96.7%
Other	0.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹4,359 Cr	4,886,238 ↑ 49,511
Call, Cash & Other Assets CBLO \| -	1%	₹49 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 (₹11,724 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.54% (upper mid).
3Y return: 17.88% (lower mid).
1Y return: 2.17% (lower mid).
Alpha: -1.36 (upper mid).
Sharpe: -0.55 (lower mid).
Information ratio: -0.65 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Syrma SGS Technology Ltd (~2.6%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (14 May 26)	₹169.485 ↑ 0.64 (0.38 %)
Net Assets (Cr)	₹11,724 on 31 Mar 26
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.55
Information Ratio	-0.65
Alpha Ratio	-1.36
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
30 Apr 21	₹10,000
30 Apr 22	₹13,110
30 Apr 23	₹14,641
30 Apr 24	₹23,522
30 Apr 25	₹23,078
30 Apr 26	₹24,888

Franklin India Smaller Companies 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 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 13 May 26

Duration	Returns
1 Month	6.3%
3 Month	3.9%
6 Month	-0.7%
1 Year	2.2%
3 Year	17.9%
5 Year	19.5%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-8.4%
2023	23.2%
2022	52.1%
2021	3.6%
2020	56.4%
2019	18.7%
2018	-5%
2017	-17.4%
2016	43.5%
2015	10.2%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.25 Yr.
Sandeep Manam	18 Oct 21	4.54 Yr.
Akhil Kalluri	8 Sep 22	3.65 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	18.2%
Consumer Cyclical	17.75%
Financial Services	16.92%
Health Care	10.83%
Basic Materials	10.41%
Technology	8.99%
Real Estate	3.68%
Consumer Defensive	3.64%
Utility	3.48%

Asset Allocation

Asset Class	Value
Cash	6.1%
Equity	93.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	3%	₹301 Cr	3,895,864
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹290 Cr	2,233,791 ↑ 366,963
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	2%	₹263 Cr	3,925,704 ↓ -750,000
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	2%	₹252 Cr	3,868,691
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹249 Cr	48,064,081
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| 500233	2%	₹244 Cr	2,649,656 ↑ 150,000
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	2%	₹238 Cr	1,788,600 ↓ -62,335
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹214 Cr	4,149,779 ↑ 509,301
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹209 Cr	2,011,880 ↓ -604,774
CESC Ltd (Utilities) Equity, Since 30 Apr 24 \| CESC	2%	₹201 Cr	13,401,420

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 (₹10,716 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.08% (bottom quartile).
3Y return: 11.93% (bottom quartile).
1Y return: -4.61% (bottom quartile).
Alpha: -2.89 (lower mid).
Sharpe: -0.67 (bottom quartile).
Information ratio: -0.36 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~8.7%).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (14 May 26)	₹99.487 ↑ 1.24 (1.26 %)
Net Assets (Cr)	₹10,716 on 31 Mar 26
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.67
Information Ratio	-0.36
Alpha Ratio	-2.89
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
30 Apr 21	₹10,000
30 Apr 22	₹12,109
30 Apr 23	₹13,179
30 Apr 24	₹18,522
30 Apr 25	₹19,676
30 Apr 26	₹19,118

Franklin India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 13 May 26

Duration	Returns
1 Month	0.1%
3 Month	-7.7%
6 Month	-10.3%
1 Year	-4.6%
3 Year	11.9%
5 Year	13.1%
10 Year
15 Year
Since launch	13%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.1%
2023	19.9%
2022	23.5%
2021	8.9%
2020	39.4%
2019	10.9%
2018	10.9%
2017	-8.8%
2016	37.4%
2015	5%

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.54 Yr.
Venkatesh Sanjeevi	4 Oct 24	1.57 Yr.
Sandeep Manam	18 Oct 21	4.54 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	34.81%
Consumer Cyclical	11.36%
Technology	8.75%
Health Care	8.66%
Industrials	8.15%
Energy	6.57%
Basic Materials	6.5%
Communication Services	5.82%
Real Estate	2.96%
Consumer Defensive	2.3%

Asset Allocation

Asset Class	Value
Cash	4.1%
Equity	95.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	9%	₹929 Cr	12,700,000 ↑ 500,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹814 Cr	6,750,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	7%	₹755 Cr	6,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	7%	₹704 Cr	5,240,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	6%	₹625 Cr	2,650,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹624 Cr	3,500,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	5%	₹538 Cr	23,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	5%	₹518 Cr	2,950,000
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	4%	₹422 Cr	22,000,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| 500087	4%	₹410 Cr	3,350,000

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 (₹5,684 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.12% (lower mid).
3Y return: 14.43% (bottom quartile).
1Y return: -5.64% (bottom quartile).
Alpha: -4.06 (lower mid).
Sharpe: -0.77 (bottom quartile).
Information ratio: 0.30 (top quartile).
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 (~8.4%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (14 May 26)	₹1,368.9 ↑ 11.93 (0.88 %)
Net Assets (Cr)	₹5,684 on 31 Mar 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.77
Information Ratio	0.3
Alpha Ratio	-4.06
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,016
30 Apr 23	₹12,878
30 Apr 24	₹18,738
30 Apr 25	₹20,446
30 Apr 26	₹19,879

Franklin India Taxshield 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 Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 May 26

Duration	Returns
1 Month	-1.1%
3 Month	-6.7%
6 Month	-9.2%
1 Year	-5.6%
3 Year	14.4%
5 Year	14.1%
10 Year
15 Year
Since launch	19.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.1%
2023	22.4%
2022	31.2%
2021	5.4%
2020	36.7%
2019	9.8%
2018	5.1%
2017	-3%
2016	29.1%
2015	4.7%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	10 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.42 Yr.

Data below for Franklin India Taxshield as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	32.37%
Industrials	14.07%
Technology	8.8%
Consumer Cyclical	8.76%
Basic Materials	8.01%
Consumer Defensive	5.94%
Health Care	4.71%
Utility	4.33%
Communication Services	3.57%
Energy	3.48%
Real Estate	1.24%

Asset Allocation

Asset Class	Value
Cash	4.72%
Equity	95.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	8%	₹477 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹398 Cr	3,297,903
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹302 Cr	860,648 ↓ -23,205
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹288 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹277 Cr	2,833,344
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹235 Cr	1,876,441
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	4%	₹203 Cr	1,139,052 ↓ -53,251
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹198 Cr	1,472,922
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹196 Cr	1,462,587
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹176 Cr	4,981,055

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 (₹10,899 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.34% (upper mid).
3Y return: 19.64% (lower mid).
1Y return: 0.43% (lower mid).
Alpha: -7.23 (bottom quartile).
Sharpe: -0.58 (lower mid).
Information ratio: -0.72 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~2.6%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (14 May 26)	₹2,661.6 ↑ 17.37 (0.66 %)
Net Assets (Cr)	₹10,899 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.58
Information Ratio	-0.72
Alpha Ratio	-7.23
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
30 Apr 21	₹10,000
30 Apr 22	₹11,423
30 Apr 23	₹12,161
30 Apr 24	₹18,328
30 Apr 25	₹20,545
30 Apr 26	₹21,186

Franklin India Prima 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 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 13 May 26

Duration	Returns
1 Month	3.2%
3 Month	-2.8%
6 Month	-5.3%
1 Year	0.4%
3 Year	19.6%
5 Year	16.3%
10 Year
15 Year
Since launch	18.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.6%
2023	31.8%
2022	36.8%
2021	2.2%
2020	32.6%
2019	17.8%
2018	3.5%
2017	-9.4%
2016	39.7%
2015	8.5%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.25 Yr.
Sandeep Manam	18 Oct 21	4.53 Yr.
Akhil Kalluri	7 Feb 22	4.23 Yr.

Data below for Franklin India Prima Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	21.36%
Industrials	14.54%
Consumer Cyclical	13.66%
Basic Materials	11.32%
Health Care	10.41%
Technology	8.17%
Real Estate	5.5%
Consumer Defensive	3.71%
Communication Services	3.18%
Utility	2.14%
Energy	0.95%

Asset Allocation

Asset Class	Value
Cash	5.06%
Equity	94.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹287 Cr	11,074,683
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹261 Cr	7,219,684
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹237 Cr	1,152,885
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| 524494	2%	₹236 Cr	1,473,633
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹232 Cr	1,199,891
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹222 Cr	1,295,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹212 Cr	7,413,356
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 28 Feb 22 \| TIINDIA	2%	₹210 Cr	836,172 ↑ 175,145
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	2%	₹208 Cr	10,850,000
Mankind Pharma Ltd (Healthcare) Equity, Since 28 Feb 26 \| MANKIND	2%	₹206 Cr	1,029,108 ↑ 552,543

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