10 சிறந்த பிராங்க்ளின் டெம்பிள்டன் SIP மியூச்சுவல் ஃபண்டுகள் 2022

Updated on September 7, 2026 , 18738 views

பிராங்க்ளின் டெம்பிள்டனைத் தேர்ந்தெடுப்பதன் மூலம்எஸ்ஐபி நீங்கள் முதலீடு செய்ய விரும்பும் திட்டத்தில் ஒவ்வொரு மாதமும் முன்தேர்ந்தெடுக்கப்பட்ட தேதியில் ஒரு சிறிய தொகையை முதலீட்டாளர்கள் முதலீடு செய்யலாம். பங்குகளில் நுழைவதற்கான சிறந்த வழிகளில் SIP ஒன்றாகும்சந்தை, இது முதலீட்டுக்கான ஒழுக்கத்தையும் பழக்கத்தையும் கொண்டுவருகிறதுமுதலீட்டாளர். மேலும், பிராங்க்ளின் SIP அடைய உதவுகிறதுநிதி இலக்குகள் சரியான நேரத்தில். முதலீட்டாளர்கள் மாதந்தோறும் சிறிய தொகையை முதலீடு செய்யலாம்அடிப்படை, இது இறுதியில் உங்கள் இலக்குகளை நிறைவேற்ற ஒரு உபரி கார்பஸை உருவாக்கும். நீங்கள் தொடங்கலாம்முதலீடு 500 ரூபாய்க்கும் குறைவான தொகையுடன், இது பெரும்பாலான முதலீட்டாளர்களுக்கு மலிவு விலையில் உள்ளது.

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ஃபிராங்க்ளின் SIP மியூச்சுவல் ஃபண்டுகளில் ஏன் முதலீடு செய்ய வேண்டும்?

SIP களின் சில நன்மைகள்:

கலவையின் சக்தி
ரூபாய் செலவு சராசரி
சந்தைக்கு நேரம் தேவை இல்லை
மலிவு

முதலீடு செய்ய விரும்பும் முதலீட்டாளர்கள் கீழே பட்டியலிடப்பட்டுள்ள சிறந்த ஃபிராங்க்ளின் டெம்பிள்டன் SIP இலிருந்து நிதிகளைத் தேர்ந்தெடுக்கலாம்பரஸ்பர நிதி ஈக்விட்டி பிரிவில் முதலீடு செய்ய. AUM போன்ற சில அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சக சராசரி வருமானம் போன்றவை.

SIP முதலீடு எப்படி வளரும்?

உங்கள் எப்படி என்பதை அறிய வேண்டும்SIP முதலீடு ஒரு குறிப்பிட்ட காலத்திற்கு ஒரு குறிப்பிட்ட தொகையை மாதந்தோறும் முதலீடு செய்தால் வளரும்? ஒரு உதாரணத்துடன் உங்களுக்கு விளக்குவோம்.

முதலீடுகளுக்கான சிறந்த பிராங்க்ளின் SIP மியூச்சுவல் ஃபண்டுகள்

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Franklin Asian Equity Fund Growth	₹45.716 ↓ -0.01	₹954	500	3.1	23.7	40.4	22.7	8.7	23.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹90.5428 ↓ -0.38	₹5,800	500	-0.6	16.6	13.7	20.3	8.6	11.4
Franklin India Opportunities Fund Growth	₹268.259 ↑ 0.85	₹9,344	500	9.4	9.5	4.4	19.1	17.6	3.1
Franklin Build India Fund Growth	₹140.573 ↓ -0.66	₹3,199	500	-0.7	0.1	0.7	15.1	17.7	3.7
Franklin India Prima Fund Growth	₹2,820.07 ↓ -13.21	₹12,871	500	6.2	10.1	3.1	14.4	13.1	1.6
Franklin India Smaller Companies Fund Growth	₹180.853 ↓ -0.65	₹14,467	500	6.7	18.7	7.2	12	15.5	-8.4
Franklin India Equity Advantage Fund Growth	₹189.912 ↓ -1.72	₹3,576	500	5.4	6.9	-1.3	10.6	9.6	7.6
Templeton India Equity Income Fund Growth	₹135.4 ↓ -0.28	₹2,300	500	1	-1.1	0.7	10.4	12	1.7
Franklin India Equity Fund Growth	₹1,578.79 ↓ -9.88	₹19,509	500	3.2	1.7	-2.3	10	11.4	3.3
Franklin India Taxshield Growth	₹1,408.22 ↓ -9.83	₹6,239	500	3.2	1.6	-3.5	9.6	11.1	2.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Sep 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	Franklin Asian Equity Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Opportunities Fund	Franklin Build India Fund	Franklin India Prima Fund	Franklin India Smaller Companies Fund	Franklin India Equity Advantage Fund	Templeton India Equity Income Fund	Franklin India Equity Fund	Franklin India Taxshield
Point 1	Bottom quartile AUM (₹954 Cr).	Lower mid AUM (₹5,800 Cr).	Upper mid AUM (₹9,344 Cr).	Bottom quartile AUM (₹3,199 Cr).	Upper mid AUM (₹12,871 Cr).	Top quartile AUM (₹14,467 Cr).	Lower mid AUM (₹3,576 Cr).	Bottom quartile AUM (₹2,300 Cr).	Highest AUM (₹19,509 Cr).	Upper mid AUM (₹6,239 Cr).
Point 2	Established history (18+ yrs).	Established history (14+ yrs).	Established history (26+ yrs).	Established history (17+ yrs).	Oldest track record among peers (32 yrs).	Established history (20+ yrs).	Established history (21+ yrs).	Established history (20+ yrs).	Established history (31+ yrs).	Established history (27+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (upper mid).	Rating: 5★ (top quartile).	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately 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: 8.66% (bottom quartile).	5Y return: 8.57% (bottom quartile).	5Y return: 17.64% (top quartile).	5Y return: 17.70% (top quartile).	5Y return: 13.11% (upper mid).	5Y return: 15.51% (upper mid).	5Y return: 9.62% (bottom quartile).	5Y return: 12.00% (upper mid).	5Y return: 11.38% (lower mid).	5Y return: 11.13% (lower mid).
Point 6	3Y return: 22.68% (top quartile).	3Y return: 20.32% (top quartile).	3Y return: 19.13% (upper mid).	3Y return: 15.08% (upper mid).	3Y return: 14.42% (upper mid).	3Y return: 11.97% (lower mid).	3Y return: 10.64% (lower mid).	3Y return: 10.40% (bottom quartile).	3Y return: 9.97% (bottom quartile).	3Y return: 9.58% (bottom quartile).
Point 7	1Y return: 40.44% (top quartile).	1Y return: 13.67% (top quartile).	1Y return: 4.43% (upper mid).	1Y return: 0.66% (lower mid).	1Y return: 3.06% (upper mid).	1Y return: 7.15% (upper mid).	1Y return: -1.31% (bottom quartile).	1Y return: 0.66% (lower mid).	1Y return: -2.33% (bottom quartile).	1Y return: -3.48% (bottom quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -3.68 (lower mid).	Alpha: -0.23 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: -5.64 (bottom quartile).	Alpha: -2.93 (upper mid).	Alpha: -4.21 (lower mid).	Alpha: -3.27 (upper mid).	Alpha: -4.89 (bottom quartile).	Alpha: -6.21 (bottom quartile).
Point 9	Sharpe: 1.27 (top quartile).	Sharpe: 0.48 (top quartile).	Sharpe: -0.05 (upper mid).	Sharpe: -0.11 (lower mid).	Sharpe: -0.06 (upper mid).	Sharpe: -0.05 (upper mid).	Sharpe: -0.21 (lower mid).	Sharpe: -0.27 (bottom quartile).	Sharpe: -0.35 (bottom quartile).	Sharpe: -0.44 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -1.22 (bottom quartile).	Information ratio: 1.18 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.41 (lower mid).	Information ratio: -0.56 (bottom quartile).	Information ratio: -0.44 (bottom quartile).	Information ratio: -0.08 (upper mid).	Information ratio: 0.01 (top quartile).	Information ratio: -0.13 (lower mid).

Franklin Asian Equity Fund

Bottom quartile AUM (₹954 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 8.66% (bottom quartile).
3Y return: 22.68% (top quartile).
1Y return: 40.44% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.27 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹5,800 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 8.57% (bottom quartile).
3Y return: 20.32% (top quartile).
1Y return: 13.67% (top quartile).
Alpha: -3.68 (lower mid).
Sharpe: 0.48 (top quartile).
Information ratio: -1.22 (bottom quartile).

Franklin India Opportunities Fund

Upper mid AUM (₹9,344 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.64% (top quartile).
3Y return: 19.13% (upper mid).
1Y return: 4.43% (upper mid).
Alpha: -0.23 (upper mid).
Sharpe: -0.05 (upper mid).
Information ratio: 1.18 (top quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,199 Cr).
Established history (17+ yrs).
Rating: 5★ (top quartile).
Risk profile: High.
5Y return: 17.70% (top quartile).
3Y return: 15.08% (upper mid).
1Y return: 0.66% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.11 (lower mid).
Information ratio: 0.00 (upper mid).

Franklin India Prima Fund

Upper mid AUM (₹12,871 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.11% (upper mid).
3Y return: 14.42% (upper mid).
1Y return: 3.06% (upper mid).
Alpha: -5.64 (bottom quartile).
Sharpe: -0.06 (upper mid).
Information ratio: -0.41 (lower mid).

Franklin India Smaller Companies Fund

Top quartile AUM (₹14,467 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.51% (upper mid).
3Y return: 11.97% (lower mid).
1Y return: 7.15% (upper mid).
Alpha: -2.93 (upper mid).
Sharpe: -0.05 (upper mid).
Information ratio: -0.56 (bottom quartile).

Franklin India Equity Advantage Fund

Lower mid AUM (₹3,576 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.62% (bottom quartile).
3Y return: 10.64% (lower mid).
1Y return: -1.31% (bottom quartile).
Alpha: -4.21 (lower mid).
Sharpe: -0.21 (lower mid).
Information ratio: -0.44 (bottom quartile).

Templeton India Equity Income Fund

Bottom quartile AUM (₹2,300 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.00% (upper mid).
3Y return: 10.40% (bottom quartile).
1Y return: 0.66% (lower mid).
Alpha: -3.27 (upper mid).
Sharpe: -0.27 (bottom quartile).
Information ratio: -0.08 (upper mid).

Franklin India Equity Fund

Highest AUM (₹19,509 Cr).
Established history (31+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.38% (lower mid).
3Y return: 9.97% (bottom quartile).
1Y return: -2.33% (bottom quartile).
Alpha: -4.89 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.01 (top quartile).

Franklin India Taxshield

Upper mid AUM (₹6,239 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.13% (lower mid).
3Y return: 9.58% (bottom quartile).
1Y return: -3.48% (bottom quartile).
Alpha: -6.21 (bottom quartile).
Sharpe: -0.44 (bottom quartile).
Information ratio: -0.13 (lower mid).

*அடிப்படையிலான நிதிகளின் பட்டியல்சொத்துக்கள் > 100 கோடி & அடிப்படையில் வரிசைப்படுத்தப்பட்டது3 வருடம்சிஏஜிஆர் திரும்பு.

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 (₹954 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 8.66% (bottom quartile).
3Y return: 22.68% (top quartile).
1Y return: 40.44% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.27 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~10.0%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (09 Sep 26)	₹45.716 ↓ -0.01 (-0.02 %)
Net Assets (Cr)	₹954 on 31 Jul 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	1.27
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 Aug 21	₹10,000
31 Aug 22	₹8,227
31 Aug 23	₹8,219
31 Aug 24	₹9,438
31 Aug 25	₹10,545
31 Aug 26	₹15,148

Franklin Asian Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 9 Sep 26

Duration	Returns
1 Month	3.3%
3 Month	3.1%
6 Month	23.7%
1 Year	40.4%
3 Year	22.7%
5 Year	8.7%
10 Year
15 Year
Since launch	8.5%

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	4.79 Yr.
Shyam Sriram	26 Sep 24	1.85 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	32.47%
Consumer Cyclical	12.7%
Financial Services	12.28%
Industrials	10.32%
Health Care	7.66%
Communication Services	5.12%
Real Estate	4.79%
Basic Materials	2.82%
Utility	2.59%
Consumer Defensive	1.87%
Energy	1.59%

Asset Allocation

Asset Class	Value
Cash	5.8%
Equity	94.2%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	10%	₹95 Cr	133,000 ↑ 3,000
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	7%	₹71 Cr	41,012 ↑ 4,902
SK hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	5%	₹51 Cr	4,450 ↑ 611
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	3%	₹33 Cr	57,000 ↑ 14,300
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| ICICIBANK	3%	₹33 Cr	226,594
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| TORNTPHARM	2%	₹23 Cr	45,546
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 26 \| DIVISLAB	2%	₹23 Cr	28,750
Oberoi Realty Ltd (Real Estate) Equity, Since 31 May 17 \| OBEROIRLTY	2%	₹21 Cr	114,827
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	2%	₹20 Cr	19,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| ETERNAL	2%	₹18 Cr	590,802 ↓ -48,361

2. 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 (₹5,800 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 8.57% (bottom quartile).
3Y return: 20.32% (top quartile).
1Y return: 13.67% (top quartile).
Alpha: -3.68 (lower mid).
Sharpe: 0.48 (top quartile).
Information ratio: -1.22 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Franklin US Opportunities I(acc)USD (~96.0%).
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 (09 Sep 26)	₹90.5428 ↓ -0.38 (-0.42 %)
Net Assets (Cr)	₹5,800 on 31 Jul 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.48
Information Ratio	-1.22
Alpha Ratio	-3.68
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 Aug 21	₹10,000
31 Aug 22	₹7,503
31 Aug 23	₹8,841
31 Aug 24	₹11,481
31 Aug 25	₹13,292
31 Aug 26	₹15,278

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 9 Sep 26

Duration	Returns
1 Month	-2.2%
3 Month	-0.6%
6 Month	16.6%
1 Year	13.7%
3 Year	20.3%
5 Year	8.6%
10 Year
15 Year
Since launch	16.3%

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	4.87 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	46.66%
Industrials	11.51%
Communication Services	9.44%
Consumer Cyclical	8.71%
Health Care	8.29%
Financial Services	1.57%
Basic Materials	1.46%
Utility	1%
Consumer Defensive	0.56%

Asset Allocation

Asset Class	Value
Cash	5.01%
Equity	92.46%
Other	2.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	96%	₹5,567 Cr	5,385,147 ↑ 17,929
Call, Cash & Other Assets CBLO \| -	4%	₹233 Cr

3. Franklin India Opportunities Fund

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.

Research Highlights for Franklin India Opportunities Fund

Upper mid AUM (₹9,344 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.64% (top quartile).
3Y return: 19.13% (upper mid).
1Y return: 4.43% (upper mid).
Alpha: -0.23 (upper mid).
Sharpe: -0.05 (upper mid).
Information ratio: 1.18 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
High-quality debt (AAA/AA ~100%).
Largest holding Hindustan Aeronautics Ltd Ordinary Shares (~7.7%).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund Growth
Launch Date	21 Feb 00
NAV (08 Sep 26)	₹268.259 ↑ 0.85 (0.32 %)
Net Assets (Cr)	₹9,344 on 31 Jul 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	-0.05
Information Ratio	1.18
Alpha Ratio	-0.23
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
31 Aug 21	₹10,000
31 Aug 22	₹10,292
31 Aug 23	₹13,101
31 Aug 24	₹22,029
31 Aug 25	₹21,638
31 Aug 26	₹23,025

Franklin India Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Franklin India 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 9 Sep 26

Duration	Returns
1 Month	0.6%
3 Month	9.4%
6 Month	9.5%
1 Year	4.4%
3 Year	19.1%
5 Year	17.6%
10 Year
15 Year
Since launch	13.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.1%
2023	37.3%
2022	53.6%
2021	-1.9%
2020	29.7%
2019	27.3%
2018	5.4%
2017	-10.1%
2016	35.6%
2015	4.2%

Fund Manager information for Franklin India Opportunities Fund

Name	Since	Tenure
Kiran Sebastian	7 Feb 22	4.56 Yr.
R. Janakiraman	1 Apr 13	13.42 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.

Data below for Franklin India Opportunities Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Industrials	21.47%
Financial Services	16.52%
Consumer Cyclical	14.27%
Technology	12.38%
Health Care	11.26%
Basic Materials	8.55%
Energy	3.02%
Utility	2.78%
Communication Services	2.69%

Asset Allocation

Asset Class	Value
Cash	7.07%
Equity	92.93%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 25 \| HAL	8%	₹723 Cr	1,555,200 ↑ 265,030
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 26 \| HDFCBANK	5%	₹429 Cr	5,739,950 ↑ 2,342,278
TBO Tek Ltd (Consumer Cyclical) Equity, Since 31 Jul 26 \| TBOTEK	4%	₹375 Cr	2,446,567 ↑ 2,446,567
Amphenol Corp Class A (Technology) Equity, Since 31 Jul 25 \| APH	4%	₹359 Cr	234,384
Syrma SGS Technology Ltd (Technology) Equity, Since 31 May 24 \| SYRMA	4%	₹327 Cr	2,393,073 ↑ 73,361
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| 532343	3%	₹320 Cr	741,718
AIA Engineering Ltd (Industrials) Equity, Since 30 Nov 25 \| AIAENG	3%	₹318 Cr	692,096 ↑ 50,686
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Oct 24 \| APLAPOLLO	3%	₹303 Cr	1,662,735
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Jul 22 \| KIRLOSENG	3%	₹282 Cr	1,288,353
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	3%	₹282 Cr	2,154,638 ↓ -915,968

4. 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 (₹3,199 Cr).
Established history (17+ yrs).
Rating: 5★ (top quartile).
Risk profile: High.
5Y return: 17.70% (top quartile).
3Y return: 15.08% (upper mid).
1Y return: 0.66% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.11 (lower mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Larsen & Toubro Ltd (~8.9%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (09 Sep 26)	₹140.573 ↓ -0.66 (-0.47 %)
Net Assets (Cr)	₹3,199 on 31 Jul 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
31 Aug 21	₹10,000
31 Aug 22	₹11,249
31 Aug 23	₹14,629
31 Aug 24	₹24,175
31 Aug 25	₹22,699
31 Aug 26	₹23,454

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 9 Sep 26

Duration	Returns
1 Month	-3.2%
3 Month	-0.7%
6 Month	0.1%
1 Year	0.7%
3 Year	15.1%
5 Year	17.7%
10 Year
15 Year
Since launch	16.8%

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	4.87 Yr.
Kiran Sebastian	7 Feb 22	4.56 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	40.02%
Utility	17.35%
Financial Services	13.13%
Energy	10.45%
Basic Materials	5.3%
Communication Services	4.94%
Real Estate	2.35%
Consumer Cyclical	1%
Technology	0.85%

Asset Allocation

Asset Class	Value
Cash	4.62%
Equity	95.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹286 Cr	725,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	7%	₹220 Cr	425,597 ↑ 5,597
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	5%	₹160 Cr	1,225,000 ↓ -75,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	5%	₹160 Cr	4,600,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹140 Cr	710,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	4%	₹131 Cr	5,400,000 ↓ -1,425,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹129 Cr	1,725,000 ↑ 100,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹123 Cr	1,000,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	4%	₹118 Cr	3,100,000
REC Ltd (Financial Services) Equity, Since 30 Sep 25 \| 532955	4%	₹116 Cr	3,100,000

5. 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 (₹12,871 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.11% (upper mid).
3Y return: 14.42% (upper mid).
1Y return: 3.06% (upper mid).
Alpha: -5.64 (bottom quartile).
Sharpe: -0.06 (upper mid).
Information ratio: -0.41 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Kalyan Jewellers India Ltd (~3.2%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (09 Sep 26)	₹2,820.07 ↓ -13.21 (-0.47 %)
Net Assets (Cr)	₹12,871 on 31 Jul 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.06
Information Ratio	-0.41
Alpha Ratio	-5.64
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 Aug 21	₹10,000
31 Aug 22	₹10,214
31 Aug 23	₹12,337
31 Aug 24	₹18,838
31 Aug 25	₹18,168
31 Aug 26	₹19,410

Franklin India Prima 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 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 9 Sep 26

Duration	Returns
1 Month	-2.1%
3 Month	6.2%
6 Month	10.1%
1 Year	3.1%
3 Year	14.4%
5 Year	13.1%
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	15.59 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.
Akhil Kalluri	7 Feb 22	4.56 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.35%
Industrials	18.2%
Consumer Cyclical	14.93%
Basic Materials	9.97%
Health Care	9.54%
Technology	8.79%
Real Estate	5.03%
Communication Services	2.98%
Utility	1.75%
Consumer Defensive	1.2%
Energy	0.94%

Asset Allocation

Asset Class	Value
Cash	2.33%
Equity	97.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	3%	₹411 Cr	6,704,921 ↑ 1,800,000
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹346 Cr	9,649,683 ↓ -675,000
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	3%	₹345 Cr	8,094,684 ↑ 1,875,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹312 Cr	36,893,177
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| BALKRISIND	2%	₹291 Cr	1,175,000
Coforge Ltd (Technology) Equity, Since 31 Jul 22 \| COFORGE	2%	₹280 Cr	1,625,747 ↑ 177,363
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹264 Cr	1,631,918
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jan 23 \| HAL	2%	₹260 Cr	559,715
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹256 Cr	6,648,740 ↓ -1,764,616
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| POLICYBZR	2%	₹256 Cr	1,600,578 ↑ 550,000

6. 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

Top quartile AUM (₹14,467 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.51% (upper mid).
3Y return: 11.97% (lower mid).
1Y return: 7.15% (upper mid).
Alpha: -2.93 (upper mid).
Sharpe: -0.05 (upper mid).
Information ratio: -0.56 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Equitas Small Finance Bank Ltd Ordinary Shares (~2.5%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (09 Sep 26)	₹180.853 ↓ -0.65 (-0.36 %)
Net Assets (Cr)	₹14,467 on 31 Jul 26
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.05
Information Ratio	-0.56
Alpha Ratio	-2.93
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 Aug 21	₹10,000
31 Aug 22	₹10,857
31 Aug 23	₹14,936
31 Aug 24	₹22,137
31 Aug 25	₹19,759
31 Aug 26	₹21,455

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 9 Sep 26

Duration	Returns
1 Month	0.2%
3 Month	6.7%
6 Month	18.7%
1 Year	7.2%
3 Year	12%
5 Year	15.5%
10 Year
15 Year
Since launch	15%

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	15.51 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 31 Jul 26

Equity Sector Allocation

Sector	Value
Industrials	19.44%
Consumer Cyclical	18.56%
Financial Services	17.91%
Health Care	10.45%
Technology	10.4%
Basic Materials	9.15%
Real Estate	3.57%
Consumer Defensive	3.22%
Utility	2.92%

Asset Allocation

Asset Class	Value
Cash	4.32%
Equity	95.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹361 Cr	48,064,081
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| 500233	2%	₹336 Cr	2,804,114 ↓ -67,127
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	2%	₹321 Cr	1,465,251 ↓ -173,349
Pine Labs Ltd (Technology) Equity, Since 30 Nov 25 \| PINELABS	2%	₹316 Cr	22,713,252 ↑ 4,700,000
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	2%	₹308 Cr	5,311,513 ↑ 153,259
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹303 Cr	2,233,791
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 25 \| HAL	2%	₹286 Cr	615,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹273 Cr	4,463,469 ↓ -500,000
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹264 Cr	1,934,070 ↓ -444,832
PNB Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| PNBHOUSING	2%	₹259 Cr	2,461,959 ↓ -259,175

7. Franklin India Equity Advantage Fund

(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

Lower mid AUM (₹3,576 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.62% (bottom quartile).
3Y return: 10.64% (lower mid).
1Y return: -1.31% (bottom quartile).
Alpha: -4.21 (lower mid).
Sharpe: -0.21 (lower mid).
Information ratio: -0.44 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding ICICI Bank Ltd (~4.9%).

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund Growth
Launch Date	2 Mar 05
NAV (09 Sep 26)	₹189.912 ↓ -1.72 (-0.90 %)
Net Assets (Cr)	₹3,576 on 31 Jul 26
Category	Equity - Large & Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.02
Sharpe Ratio	-0.21
Information Ratio	-0.44
Alpha Ratio	-4.21
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 Aug 21	₹10,000
31 Aug 22	₹10,418
31 Aug 23	₹11,517
31 Aug 24	₹16,021
31 Aug 25	₹16,041
31 Aug 26	₹16,552

Franklin India Equity Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for Franklin India Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26

Duration	Returns
1 Month	-2.8%
3 Month	5.4%
6 Month	6.9%
1 Year	-1.3%
3 Year	10.6%
5 Year	9.6%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.6%
2023	18.8%
2022	27%
2021	-2.8%
2020	39.1%
2019	12%
2018	2.1%
2017	-5%
2016	31.1%
2015	4%

Fund Manager information for Franklin India Equity Advantage Fund

Name	Since	Tenure
Venkatesh Sanjeevi	18 Oct 21	4.87 Yr.
R. Janakiraman	28 Feb 14	12.51 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.

Data below for Franklin India Equity Advantage Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	30.38%
Consumer Cyclical	18.08%
Industrials	9.66%
Technology	8.58%
Health Care	7.86%
Consumer Defensive	5.24%
Basic Materials	4.6%
Communication Services	3.58%
Real Estate	2.91%
Utility	2.83%
Energy	1.98%

Asset Allocation

Asset Class	Value
Cash	4.32%
Equity	95.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹176 Cr	1,227,369
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 23 \| M&M	4%	₹160 Cr	470,598 ↑ 126,330
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| ETERNAL	4%	₹136 Cr	4,497,627 ↓ -917,075
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 24 \| 540611	3%	₹113 Cr	1,074,712 ↑ 413,175
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 21 \| KOTAKBANK	3%	₹110 Cr	2,827,755 ↑ 288,785
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jul 26 \| TORNTPHARM	3%	₹106 Cr	206,455 ↓ -01
Max Financial Services Ltd (Financial Services) Equity, Since 31 May 24 \| 500271	3%	₹102 Cr	680,020 ↑ 263,840
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 25 \| 532215	3%	₹90 Cr	734,160 ↓ -306,816
Swiggy Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| SWIGGY	2%	₹81 Cr	2,849,233 ↑ 459,422
Marico Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| 531642	2%	₹81 Cr	924,927

8. Templeton India Equity Income Fund

An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield.

Research Highlights for Templeton India Equity Income Fund

Bottom quartile AUM (₹2,300 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.00% (upper mid).
3Y return: 10.40% (bottom quartile).
1Y return: 0.66% (lower mid).
Alpha: -3.27 (upper mid).
Sharpe: -0.27 (bottom quartile).
Information ratio: -0.08 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding State Bank of India (~5.8%).

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund Growth
Launch Date	18 May 06
NAV (08 Sep 26)	₹135.4 ↓ -0.28 (-0.20 %)
Net Assets (Cr)	₹2,300 on 31 Jul 26
Category	Equity - Dividend Yield
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	-0.27
Information Ratio	-0.08
Alpha Ratio	-3.27
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 Aug 21	₹10,000
31 Aug 22	₹11,255
31 Aug 23	₹12,648
31 Aug 24	₹19,771
31 Aug 25	₹17,526
31 Aug 26	₹17,849

Templeton India Equity Income Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Templeton India Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26

Duration	Returns
1 Month	-2.2%
3 Month	1%
6 Month	-1.1%
1 Year	0.7%
3 Year	10.4%
5 Year	12%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.7%
2023	20.4%
2022	33.3%
2021	5.3%
2020	43.1%
2019	22.9%
2018	5.3%
2017	-8.6%
2016	34.1%
2015	9.4%

Fund Manager information for Templeton India Equity Income Fund

Name	Since	Tenure
Ajay Argal	1 Dec 23	2.75 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.
Rajasa Kakulavarapu	6 Sep 21	4.99 Yr.

Data below for Templeton India Equity Income Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	22.34%
Technology	14.71%
Utility	11.52%
Real Estate	9.43%
Energy	8.97%
Consumer Defensive	8.78%
Industrials	5.52%
Consumer Cyclical	5.26%
Basic Materials	4.55%
Health Care	3.1%
Communication Services	1.73%

Asset Allocation

Asset Class	Value
Cash	4.09%
Equity	95.91%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 30 Jun 25 \| SBIN	6%	₹134 Cr	1,300,000 ↑ 100,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	5%	₹107 Cr	1,430,000 ↑ 130,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 26 \| ICICIBANK	4%	₹100 Cr	700,000
Embassy Office Parks REIT (Real Estate) -, Since 30 Apr 25 \| EMBASSY	4%	₹95 Cr	2,166,455
Infosys Ltd (Technology) Equity, Since 30 Apr 13 \| INFY	4%	₹94 Cr	833,600 ↑ 113,324
NTPC Ltd (Utilities) Equity, Since 31 Jan 19 \| 532555	4%	₹92 Cr	2,650,000
MediaTek Inc (Technology) Equity, Since 30 Sep 21 \| 2454	4%	₹84 Cr	80,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	3%	₹67 Cr	2,400,000 ↑ 150,000
HCL Technologies Ltd (Technology) Equity, Since 31 Jan 22 \| HCLTECH	3%	₹67 Cr	500,000 ↓ -90,000
Coal India Ltd (Energy) Equity, Since 31 Jan 14 \| COALINDIA	3%	₹62 Cr	1,496,000

9. Franklin India Equity Fund

(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

Highest AUM (₹19,509 Cr).
Established history (31+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.38% (lower mid).
3Y return: 9.97% (bottom quartile).
1Y return: -2.33% (bottom quartile).
Alpha: -4.89 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.01 (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 (~7.3%).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund Growth
Launch Date	29 Sep 94
NAV (09 Sep 26)	₹1,578.79 ↓ -9.88 (-0.62 %)
Net Assets (Cr)	₹19,509 on 31 Jul 26
Category	Equity - Multi Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.35
Information Ratio	0.01
Alpha Ratio	-4.89
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
31 Aug 21	₹10,000
31 Aug 22	₹10,855
31 Aug 23	₹12,679
31 Aug 24	₹18,402
31 Aug 25	₹17,674
31 Aug 26	₹17,858

Franklin India Equity 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 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 9 Sep 26

Duration	Returns
1 Month	-3.3%
3 Month	3.2%
6 Month	1.7%
1 Year	-2.3%
3 Year	10%
5 Year	11.4%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.3%
2023	21.8%
2022	30.8%
2021	5.3%
2020	40.3%
2019	16%
2018	3.3%
2017	-4.4%
2016	30.6%
2015	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 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	28.64%
Industrials	15.45%
Consumer Cyclical	10.23%
Technology	8.16%
Basic Materials	7.41%
Health Care	6.4%
Consumer Defensive	4.99%
Energy	4.67%
Utility	4.25%
Communication Services	3.42%
Real Estate	1.07%

Asset Allocation

Asset Class	Value
Cash	5.3%
Equity	94.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| HDFCBANK	7%	₹1,415 Cr	18,909,124
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	7%	₹1,276 Cr	8,891,035
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹980 Cr	7,968,423
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 13 \| LT	4%	₹728 Cr	1,849,010
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	3%	₹668 Cr	6,506,362
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 06 \| BHARTIARTL	3%	₹667 Cr	3,383,167
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹588 Cr	4,493,052
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| M&M	3%	₹580 Cr	1,707,271
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| KOTAKBANK	3%	₹580 Cr	14,862,470
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| ETERNAL	3%	₹550 Cr	18,182,409 ↓ -600,751

10. 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

Upper mid AUM (₹6,239 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.13% (lower mid).
3Y return: 9.58% (bottom quartile).
1Y return: -3.48% (bottom quartile).
Alpha: -6.21 (bottom quartile).
Sharpe: -0.44 (bottom quartile).
Information ratio: -0.13 (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 (~7.8%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (09 Sep 26)	₹1,408.22 ↓ -9.83 (-0.69 %)
Net Assets (Cr)	₹6,239 on 31 Jul 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.44
Information Ratio	-0.13
Alpha Ratio	-6.21
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,757
31 Aug 23	₹12,585
31 Aug 24	₹18,396
31 Aug 25	₹17,582
31 Aug 26	₹17,564

Franklin India Taxshield 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 Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26

Duration	Returns
1 Month	-3.3%
3 Month	3.2%
6 Month	1.6%
1 Year	-3.5%
3 Year	9.6%
5 Year	11.1%
10 Year
15 Year
Since launch	19.8%

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	10.34 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.75 Yr.

Data below for Franklin India Taxshield as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	31.27%
Industrials	16.28%
Consumer Cyclical	9.88%
Technology	8.39%
Basic Materials	6.52%
Health Care	5.66%
Consumer Defensive	5.61%
Energy	4.12%
Utility	3.77%
Communication Services	3.35%
Real Estate	1.07%

Asset Allocation

Asset Class	Value
Cash	4.09%
Equity	95.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	8%	₹488 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	8%	₹473 Cr	3,297,903
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹305 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹291 Cr	2,833,344
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹283 Cr	717,322
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| ETERNAL	4%	₹227 Cr	7,499,624 ↓ -376
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹216 Cr	1,911,441
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	3%	₹209 Cr	1,060,541
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹204 Cr	1,512,587
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹194 Cr	4,981,055

SIP கால்குலேட்டர் அல்லது SIP ரிட்டர்ன் கால்குலேட்டர்

SIP கால்குலேட்டர்கள் பொதுவாக ஒருவர் முதலீடு செய்ய விரும்பும் SIP முதலீட்டுத் தொகை (இலக்கு) போன்ற உள்ளீடுகளை எடுத்துக்கொள்கிறார்கள், எத்தனை ஆண்டுகள் முதலீடு செய்ய வேண்டும், எதிர்பார்க்கப்படுகிறதுவீக்கம் விகிதங்கள் (இதற்கு ஒருவர் கணக்கு வைக்க வேண்டும்!) மற்றும் எதிர்பார்க்கப்படும் வருமானம். எனவே, ஒரு இலக்கை அடைய தேவையான SIP வருமானத்தை ஒருவர் கணக்கிடலாம்!

நீங்கள் 10 ரூபாய் முதலீடு செய்தால், என்று வைத்துக்கொள்வோம்.000 10 ஆண்டுகளுக்கு, உங்கள் SIP முதலீடு எவ்வாறு வளர்கிறது என்பதைப் பார்க்கவும்-

மாதாந்திர முதலீடு: 10,000 ரூபாய்

முதலீட்டு காலம்: 10 ஆண்டுகள்

முதலீடு செய்யப்பட்ட மொத்த தொகை: இந்திய ரூபாய் 12,00,000

நீண்ட கால வளர்ச்சி விகிதம் (தோராயமாக): 15%

இதன்படி எதிர்பார்க்கப்படும் வருமானம்சிப் கால்குலேட்டர்: இந்திய ரூபாய் 27,86,573

நிகர லாபம்: இந்திய ரூபாய் 15,86,573 (முழுமையான வருவாய்= 132.2%)

நீங்கள் 10 ஆண்டுகளுக்கு மாதம் 10,000 ரூபாய் முதலீடு செய்தால் (மொத்தம் INR12,00,000) நீங்கள் சம்பாதிப்பீர்கள்இந்திய ரூபாய் 27,86,573, அதாவது நீங்கள் செய்யும் நிகர லாபம்இந்திய ரூபாய் 15,86,573. நன்றாக இருக்கிறது அல்லவா!

ஆன்லைனில் பிராங்க்ளின் மியூச்சுவல் ஃபண்டில் முதலீடு செய்வது எப்படி?

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ஆவணங்களைப் பதிவேற்றவும் (PAN, ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்ய தயாராக உள்ளீர்கள்!

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Disclaimer:
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவுகளின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.