ఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్ 2022 ద్వారా 7 ఉత్తమ ఈక్విటీ ఫండ్‌లు

Updated on November 25, 2025 , 4554 views

నుండిఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్ పురాతనమైన వాటిలో ఒకటిAMCలు భారతదేశంలో, పెట్టుబడిదారులు అటువంటి ఫండ్ హౌస్‌తో పెట్టుబడి పెడతారు. ఫండ్ హౌస్ ప్రధానంగా పెద్ద మరియు స్థిరమైన వ్యాపారాన్ని నిర్వహించే మరియు స్థిరమైన సుదీర్ఘ ట్రాక్ రికార్డ్‌ను కలిగి ఉన్న కంపెనీలలో పెట్టుబడి పెడుతుంది. ఇటువంటి కంపెనీలు తరచుగా దీర్ఘకాలంలో అధిక రాబడిని అందిస్తాయి.

పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులుఈక్విటీ ఫండ్స్ ఎక్కువ కాలం పెట్టుబడి పెట్టాలి మరియు అధిక మొత్తం కలిగి ఉండాలిఅపాయకరమైన ఆకలి. ఈక్విటీ ఫండ్లలో పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులు, ఇక్కడ టాప్ 4 జాబితా ఉందిఉత్తమ ఈక్విటీ ఫండ్స్ ఫ్రాంక్లిన్ టెంపుల్టన్ ద్వారామ్యూచువల్ ఫండ్. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శకులు, పీర్ సగటు రాబడి మరియు ఇతర సమాచార నిష్పత్తులు.

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ఫ్రాంక్లిన్ మ్యూచువల్ ఫండ్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

a. దీర్ఘకాలిక పెట్టుబడి లక్ష్యాలు

పెట్టుబడిదారులు తమ దీర్ఘకాలిక ప్రణాళికను రూపొందించుకోవచ్చుఆర్థిక లక్ష్యాలు ద్వారాపెట్టుబడి పెడుతున్నారు ఫ్రాంక్లిన్ యొక్క ఈక్విటీ ఫండ్లలో. కానీ, ఈ లక్ష్యాలను చక్కగా నెరవేర్చుకోవడానికి, ఎక్కువ కాలం పాటు తమ పెట్టుబడులను ప్లాన్ చేసుకోవాలి.

బి. పన్ను ప్రయోజనాలు

ఫ్రాంక్లిన్ మ్యూచువల్ ఫండ్ కింద పన్ను ప్రయోజనాలను అందిస్తుందిసెకను 80C పెట్టుబడిదారులకు. పన్ను ఆదా ఫండ్ పేరుఫ్రాంక్లిన్ ఇండియా ట్యాక్స్‌షీల్డ్ ఇందులో పెట్టుబడిదారులు తమ పన్ను పొదుపులను ప్లాన్ చేసుకోవచ్చు అలాగే దీర్ఘకాలిక ప్రయోజనాలను పొందవచ్చురాజధాని వృద్ధి.

సి. అద్భుతమైన రేటింగ్‌లు

అనేక ఫ్రాంక్లిన్ ఈక్విటీ పథకాలు మూడు మరియు అంతకంటే ఎక్కువ CRISIL రేటింగ్‌ను కలిగి ఉన్నాయి.

డి. స్థిరమైన రిటర్న్స్

ఫ్రాంక్లిన్ యొక్క అనేక ఈక్విటీ పథకాలు సంవత్సరాలుగా స్థిరమైన రాబడిని అందించాయి. ఈ ఈక్విటీ పథకాలలో మంచి రాబడిని పొందాలనుకునే పెట్టుబడిదారులు ఎక్కువ కాలం పెట్టుబడి పెట్టాలి.

ఉత్తమ ఫ్రాంక్లిన్ టెంపుల్టన్ ఈక్విటీ మ్యూచువల్ ఫండ్స్

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹34.5672 ↑ 0.41	₹297	8.2	18	22	12.8	2.8	14.4	1.41
Franklin Build India Fund Growth	₹145.613 ↓ -0.22	₹3,088	4.4	5.5	2.6	26.1	29.4	27.8	-0.11
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹80.4236 ↑ 0.72	₹4,520	2	14.6	9.1	23.4	10.9	27.1	0.69
Franklin India Smaller Companies Fund Growth	₹168.492 ↓ -1.22	₹13,790	0.8	-1	-5.6	20.8	25.2	23.2	-0.41
Franklin India Focused Equity Fund Growth	₹111.943 ↓ -0.02	₹12,669	3.4	6.8	5.1	15.7	21.1	19.9	-0.04
Franklin India Taxshield Growth	₹1,514.6 ↓ -2.59	₹6,788	3.9	3.5	2.9	17.6	20.5	22.4	-0.13
Franklin India Prima Fund Growth	₹2,823.61 ↑ 0.33	₹12,770	3.8	4.8	3.8	22.2	21.1	31.8	-0.09
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25
Note: Ratio's shown as on 31 Oct 25

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 (₹297 Cr).	Bottom quartile AUM (₹3,088 Cr).	Lower mid AUM (₹4,520 Cr).	Highest AUM (₹13,790 Cr).	Upper mid AUM (₹12,669 Cr).	Lower mid AUM (₹6,788 Cr).	Upper mid AUM (₹12,770 Cr).
Point 2	Established history (17+ yrs).	Established history (16+ yrs).	Established history (13+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (26+ 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: 2.84% (bottom quartile).	5Y return: 29.43% (top quartile).	5Y return: 10.86% (bottom quartile).	5Y return: 25.23% (upper mid).	5Y return: 21.14% (upper mid).	5Y return: 20.46% (lower mid).	5Y return: 21.14% (lower mid).
Point 6	3Y return: 12.79% (bottom quartile).	3Y return: 26.10% (top quartile).	3Y return: 23.39% (upper mid).	3Y return: 20.83% (lower mid).	3Y return: 15.70% (bottom quartile).	3Y return: 17.64% (lower mid).	3Y return: 22.24% (upper mid).
Point 7	1Y return: 21.97% (top quartile).	1Y return: 2.56% (bottom quartile).	1Y return: 9.11% (upper mid).	1Y return: -5.60% (bottom quartile).	1Y return: 5.05% (upper mid).	1Y return: 2.94% (lower mid).	1Y return: 3.80% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -13.31 (bottom quartile).	Alpha: -3.92 (bottom quartile).	Alpha: -0.70 (upper mid).	Alpha: -1.98 (lower mid).	Alpha: -2.98 (lower mid).
Point 9	Sharpe: 1.41 (top quartile).	Sharpe: -0.11 (lower mid).	Sharpe: 0.69 (upper mid).	Sharpe: -0.40 (bottom quartile).	Sharpe: -0.04 (upper mid).	Sharpe: -0.12 (bottom quartile).	Sharpe: -0.09 (lower mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: -1.95 (bottom quartile).	Information ratio: -0.26 (lower mid).	Information ratio: -0.17 (lower mid).	Information ratio: 0.58 (top quartile).	Information ratio: -0.49 (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹297 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 2.84% (bottom quartile).
3Y return: 12.79% (bottom quartile).
1Y return: 21.97% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.41 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin Build India Fund

Bottom quartile AUM (₹3,088 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 29.43% (top quartile).
3Y return: 26.10% (top quartile).
1Y return: 2.56% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.11 (lower mid).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,520 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 10.86% (bottom quartile).
3Y return: 23.39% (upper mid).
1Y return: 9.11% (upper mid).
Alpha: -13.31 (bottom quartile).
Sharpe: 0.69 (upper mid).
Information ratio: -1.95 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,790 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 25.23% (upper mid).
3Y return: 20.83% (lower mid).
1Y return: -5.60% (bottom quartile).
Alpha: -3.92 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: -0.26 (lower mid).

Franklin India Focused Equity Fund

Upper mid AUM (₹12,669 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.14% (upper mid).
3Y return: 15.70% (bottom quartile).
1Y return: 5.05% (upper mid).
Alpha: -0.70 (upper mid).
Sharpe: -0.04 (upper mid).
Information ratio: -0.17 (lower mid).

Franklin India Taxshield

Lower mid AUM (₹6,788 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.46% (lower mid).
3Y return: 17.64% (lower mid).
1Y return: 2.94% (lower mid).
Alpha: -1.98 (lower mid).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.58 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,770 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.14% (lower mid).
3Y return: 22.24% (upper mid).
1Y return: 3.80% (lower mid).
Alpha: -2.98 (lower mid).
Sharpe: -0.09 (lower mid).
Information ratio: -0.49 (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 (₹297 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 2.84% (bottom quartile).
3Y return: 12.79% (bottom quartile).
1Y return: 21.97% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.41 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~9.8%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (26 Nov 25)	₹34.5672 ↑ 0.41 (1.19 %)
Net Assets (Cr)	₹297 on 31 Oct 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	1.41
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 Oct 20	₹10,000
31 Oct 21	₹11,140
31 Oct 22	₹7,637
31 Oct 23	₹8,339
31 Oct 24	₹10,369
31 Oct 25	₹12,693

Franklin Asian Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701 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 26 Nov 25

Duration	Returns
1 Month	-0.2%
3 Month	8.2%
6 Month	18%
1 Year	22%
3 Year	12.8%
5 Year	2.8%
10 Year
15 Year
Since launch	7.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	-4.6%

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.04 Yr.
Shyam Sriram	26 Sep 24	1.1 Yr.

Data below for Franklin Asian Equity Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Technology	29.12%
Consumer Cyclical	21.82%
Financial Services	20.16%
Industrials	6.99%
Communication Services	5.68%
Health Care	4%
Real Estate	3.43%
Basic Materials	2.95%
Consumer Defensive	1.56%
Utility	1.13%

Asset Allocation

Asset Class	Value
Cash	2.61%
Equity	97.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	10%	₹29 Cr	67,000 ↓ -4,000
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	6%	₹17 Cr	23,500
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| HDFCBANK	5%	₹16 Cr	162,069 ↑ 18,827
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	5%	₹14 Cr	20,911 ↑ 1,932
SK Hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	4%	₹12 Cr	3,567
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| ICICIBANK	4%	₹11 Cr	82,151 ↓ -10,395
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	4%	₹10 Cr	55,304 ↓ -1,600
Contemporary Amperex Technology Co Ltd Class A (Industrials) Equity, Since 30 Apr 24 \| 300750	3%	₹9 Cr	18,100
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	3%	₹8 Cr	21,000
Hyundai Motor Co (Consumer Cyclical) Equity, Since 31 Aug 22 \| 005380	2%	₹7 Cr	4,114

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 (₹3,088 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 29.43% (top quartile).
3Y return: 26.10% (top quartile).
1Y return: 2.56% (bottom quartile).
Alpha: 0.00 (upper mid).
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 (~97%).
Largest holding Larsen & Toubro Ltd (~8.7%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (27 Nov 25)	₹145.613 ↓ -0.22 (-0.15 %)
Net Assets (Cr)	₹3,088 on 31 Oct 25
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 Oct 20	₹10,000
31 Oct 21	₹18,842
31 Oct 22	₹20,613
31 Oct 23	₹26,259
31 Oct 24	₹41,161
31 Oct 25	₹42,290

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 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 26 Nov 25

Duration	Returns
1 Month	-0.3%
3 Month	4.4%
6 Month	5.5%
1 Year	2.6%
3 Year	26.1%
5 Year	29.4%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	2.1%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.04 Yr.
Kiran Sebastian	7 Feb 22	3.73 Yr.
Sandeep Manam	18 Oct 21	4.04 Yr.

Data below for Franklin Build India Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Industrials	34.4%
Utility	14.04%
Financial Services	13.76%
Energy	13.21%
Communication Services	7.83%
Basic Materials	5.11%
Real Estate	3.2%
Consumer Cyclical	2.32%
Technology	1.78%

Asset Allocation

Asset Class	Value
Cash	3.46%
Equity	96.54%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹268 Cr	665,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹178 Cr	1,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹177 Cr	315,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	6%	₹174 Cr	6,825,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	5%	₹148 Cr	1,500,000 ↑ 1,500,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	5%	₹147 Cr	4,350,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹146 Cr	710,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹123 Cr	1,000,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	3%	₹104 Cr	3,600,000
GAIL (India) Ltd (Utilities) Equity, Since 31 Jan 25 \| 532155	3%	₹102 Cr	5,600,000 ↑ 400,000

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 (₹4,520 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 10.86% (bottom quartile).
3Y return: 23.39% (upper mid).
1Y return: 9.11% (upper mid).
Alpha: -13.31 (bottom quartile).
Sharpe: 0.69 (upper mid).
Information ratio: -1.95 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
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 (26 Nov 25)	₹80.4236 ↑ 0.72 (0.90 %)
Net Assets (Cr)	₹4,520 on 31 Oct 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.69
Information Ratio	-1.95
Alpha Ratio	-13.31
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 Oct 20	₹10,000
31 Oct 21	₹13,696
31 Oct 22	₹9,508
31 Oct 23	₹10,752
31 Oct 24	₹15,419
31 Oct 25	₹18,332

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 26 Nov 25

Duration	Returns
1 Month	-0.7%
3 Month	2%
6 Month	14.6%
1 Year	9.1%
3 Year	23.4%
5 Year	10.9%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	8.8%

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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.04 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Technology	40.04%
Communication Services	18.6%
Consumer Cyclical	10.22%
Industrials	7.5%
Health Care	6.61%
Financial Services	6.3%
Basic Materials	2.25%
Consumer Defensive	2.11%
Real Estate	0.63%

Asset Allocation

Asset Class	Value
Cash	1.59%
Equity	97.14%
Other	0.25%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹4,471 Cr	4,721,960 ↑ 36,269
Call, Cash & Other Assets Net Current Assets \| -	1%	₹50 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 (₹13,790 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 25.23% (upper mid).
3Y return: 20.83% (lower mid).
1Y return: -5.60% (bottom quartile).
Alpha: -3.92 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: -0.26 (lower mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Brigade Enterprises Ltd (~2.9%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (27 Nov 25)	₹168.492 ↓ -1.22 (-0.72 %)
Net Assets (Cr)	₹13,790 on 31 Oct 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.41
Information Ratio	-0.26
Alpha Ratio	-3.92
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 Oct 20	₹10,000
31 Oct 21	₹18,656
31 Oct 22	₹19,820
31 Oct 23	₹26,123
31 Oct 24	₹37,370
31 Oct 25	₹35,778

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 26 Nov 25

Duration	Returns
1 Month	-2%
3 Month	0.8%
6 Month	-1%
1 Year	-5.6%
3 Year	20.8%
5 Year	25.2%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	9.6%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.76 Yr.
Sandeep Manam	18 Oct 21	4.04 Yr.
Akhil Kalluri	8 Sep 22	3.15 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	20.09%
Financial Services	17.93%
Industrials	17.12%
Health Care	10.96%
Basic Materials	10.48%
Technology	7.98%
Real Estate	4.69%
Consumer Defensive	3.71%
Utility	3.49%
Energy	1.02%

Asset Allocation

Asset Class	Value
Cash	1.79%
Equity	98.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	3%	₹401 Cr	3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹381 Cr	5,618,134 ↓ -1,111,274
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹327 Cr	4,023,411
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹297 Cr	1,866,828
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹280 Cr	3,260,279
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹274 Cr	48,064,081
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹257 Cr	3,220,340
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹253 Cr	4,963,469
Sobha Ltd (Real Estate) Equity, Since 31 Mar 12 \| SOBHA	2%	₹245 Cr	1,513,099
Whirlpool of India Ltd (Consumer Cyclical) Equity, Since 30 Apr 25 \| 500238	2%	₹245 Cr	1,750,000 ↑ 450,000

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 (₹12,669 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.14% (upper mid).
3Y return: 15.70% (bottom quartile).
1Y return: 5.05% (upper mid).
Alpha: -0.70 (upper mid).
Sharpe: -0.04 (upper mid).
Information ratio: -0.17 (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 (~9.5%).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (27 Nov 25)	₹111.943 ↓ -0.02 (-0.02 %)
Net Assets (Cr)	₹12,669 on 31 Oct 25
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.04
Information Ratio	-0.17
Alpha Ratio	-0.7
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 Oct 20	₹10,000
31 Oct 21	₹17,815
31 Oct 22	₹19,065
31 Oct 23	₹20,813
31 Oct 24	₹28,130
31 Oct 25	₹29,578

Franklin India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 26 Nov 25

Duration	Returns
1 Month	0.2%
3 Month	3.4%
6 Month	6.8%
1 Year	5.1%
3 Year	15.7%
5 Year	21.1%
10 Year
15 Year
Since launch	14.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.9%
2023	23.5%
2022	8.9%
2021	39.4%
2020	10.9%
2019	10.9%
2018	-8.8%
2017	37.4%
2016	5%
2015	1.5%

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.04 Yr.
Venkatesh Sanjeevi	4 Oct 24	1.08 Yr.
Sandeep Manam	18 Oct 21	4.04 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	33.67%
Consumer Cyclical	12.77%
Industrials	10.54%
Health Care	8.42%
Communication Services	6.32%
Technology	6.28%
Energy	5.63%
Basic Materials	4.66%
Consumer Defensive	4.04%
Real Estate	3.44%

Asset Allocation

Asset Class	Value
Cash	4.23%
Equity	95.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	10%	₹1,205 Cr	12,200,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	9%	₹1,117 Cr	8,300,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	6%	₹801 Cr	6,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹801 Cr	3,900,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	6%	₹795 Cr	2,600,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	6%	₹747 Cr	23,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	6%	₹713 Cr	4,800,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	4%	₹541 Cr	3,200,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| 500087	4%	₹525 Cr	3,500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	4%	₹499 Cr	308,000

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 (₹6,788 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.46% (lower mid).
3Y return: 17.64% (lower mid).
1Y return: 2.94% (lower mid).
Alpha: -1.98 (lower mid).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.58 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~9.5%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (27 Nov 25)	₹1,514.6 ↓ -2.59 (-0.17 %)
Net Assets (Cr)	₹6,788 on 31 Oct 25
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.13
Information Ratio	0.58
Alpha Ratio	-1.98
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Oct 20	₹10,000
31 Oct 21	₹16,953
31 Oct 22	₹17,705
31 Oct 23	₹20,056
31 Oct 24	₹28,107
31 Oct 25	₹29,113

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 26 Nov 25

Duration	Returns
1 Month	0%
3 Month	3.9%
6 Month	3.5%
1 Year	2.9%
3 Year	17.6%
5 Year	20.5%
10 Year
15 Year
Since launch	20.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	4%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	9.51 Yr.
Rajasa Kakulavarapu	1 Dec 23	1.92 Yr.

Data below for Franklin India Taxshield as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	30.6%
Industrials	12.52%
Consumer Cyclical	10.86%
Technology	8.75%
Basic Materials	5.89%
Consumer Defensive	5.74%
Communication Services	5.46%
Health Care	5.44%
Utility	4.98%
Energy	3.23%
Real Estate	1.89%

Asset Allocation

Asset Class	Value
Cash	4.35%
Equity	95.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹644 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	9%	₹612 Cr	4,546,914
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹356 Cr	883,853
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	5%	₹312 Cr	1,517,753
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹285 Cr	1,922,741
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	4%	₹278 Cr	2,252,948
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543320	4%	₹238 Cr	7,500,000
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹225 Cr	1,462,587
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹219 Cr	1,472,922
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹209 Cr	996,211 ↑ 78,901

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 (₹12,770 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.14% (lower mid).
3Y return: 22.24% (upper mid).
1Y return: 3.80% (lower mid).
Alpha: -2.98 (lower mid).
Sharpe: -0.09 (lower mid).
Information ratio: -0.49 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~3.0%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (27 Nov 25)	₹2,823.61 ↑ 0.33 (0.01 %)
Net Assets (Cr)	₹12,770 on 31 Oct 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.09
Information Ratio	-0.49
Alpha Ratio	-2.98
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 Oct 20	₹10,000
31 Oct 21	₹16,368
31 Oct 22	₹16,439
31 Oct 23	₹19,033
31 Oct 24	₹28,705
31 Oct 25	₹29,614

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 26 Nov 25

Duration	Returns
1 Month	0.9%
3 Month	3.8%
6 Month	4.8%
1 Year	3.8%
3 Year	22.2%
5 Year	21.1%
10 Year
15 Year
Since launch	19.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	6.8%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.76 Yr.
Sandeep Manam	18 Oct 21	4.04 Yr.
Akhil Kalluri	7 Feb 22	3.73 Yr.

Data below for Franklin India Prima Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	21.06%
Consumer Cyclical	15.72%
Industrials	13.05%
Basic Materials	12.05%
Health Care	9.71%
Technology	7.54%
Real Estate	6.38%
Consumer Defensive	4.5%
Communication Services	3.82%
Utility	1.58%
Energy	1.15%

Asset Allocation

Asset Class	Value
Cash	3.45%
Equity	96.55%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹386 Cr	16,324,683 ↓ -2,818,551
Cummins India Ltd (Industrials) Equity, Since 30 Apr 22 \| 500480	2%	₹312 Cr	717,366
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹291 Cr	1,052,885
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹285 Cr	1,631,918
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹272 Cr	8,614,462 ↑ 719,846
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹269 Cr	1,499,891
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹236 Cr	28,893,177 ↑ 6,893,177
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| 543390	2%	₹232 Cr	1,300,578
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹218 Cr	5,862,280
Coforge Ltd (Technology) Equity, Since 31 Jul 22 \| COFORGE	2%	₹216 Cr	1,214,825

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