2022 కోసం 10 ఉత్తమ ఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్ పథకాలు

Updated on January 25, 2026 , 51003 views

ప్రపంచవ్యాప్త ఉనికితో,ఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్ లో విశిష్ట స్థానాన్ని సృష్టించిందిసంత మరియు పెట్టుబడిదారులలో అపారమైన నమ్మకాన్ని పొందింది. ప్రపంచవ్యాప్తంగా 28 దేశాలలో 600 కంటే ఎక్కువ పెట్టుబడి నిపుణులతో, ఫ్రాంక్లిన్ టెంపుల్టన్‌కు ప్రపంచవ్యాప్తంగా అపారమైన కస్టమర్ బేస్ ఉంది. ఫండ్ హౌస్ వంటి పథకాల శ్రేణిని అందిస్తుంది-ఈక్విటీ ఫండ్స్,రుణ నిధి,బ్యాలెన్స్‌డ్ ఫండ్,లిక్విడ్ ఫండ్స్,అంతర్జాతీయ నిధి,ELSS, మొదలైనవి

పెట్టుబడిదారులు తమ స్వల్ప, మధ్య మరియు దీర్ఘకాలిక ప్రణాళికలు చేసుకోవచ్చుఆర్థిక లక్ష్యాలు ద్వారాపెట్టుబడి పెడుతున్నారు ఈ పథకాలలో. ఫండ్ హౌస్ ELSS పథకాలను కూడా అందిస్తుందిపన్ను ప్రణాళిక కిందసెకను 80C. అధిక పెట్టుబడిదారులుఅపాయకరమైన ఆకలి ఈక్విటీ ఫండ్స్‌లో పెట్టుబడి పెట్టవచ్చు మరియు సగటు రిస్క్ ఆకలి ఉన్న వ్యక్తి డెట్ ఫండ్లలో ఆదర్శంగా పెట్టుబడి పెట్టవచ్చు. దిగువ జాబితా చేయబడిన టాప్ 10 అత్యుత్తమ ఫ్రాంక్లిన్ టెంపుల్టన్ నుండి పెట్టుబడిదారులు ఫండ్‌ను ఎంచుకోవచ్చుమ్యూచువల్ ఫండ్ పథకాలు.

AUM వంటి కొన్ని ముఖ్యమైన పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మరియు ఇతర సమాచార నిష్పత్తులు.

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ఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

1. బీమా

ఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్‌కు రెండు దశాబ్దాలకు పైగా అద్భుతమైన చరిత్ర ఉంది. సంవత్సరాలుగా, ఇది ఎల్లప్పుడూ పెట్టుబడిదారుల ప్రయోజనాలను చూసుకుంటుంది.

2. పన్ను ప్రయోజనాలు

కంపెనీ స్కీమ్‌లు పన్నును తగ్గించే అవకాశాన్ని అందిస్తాయిఆదాయం అందువలన, పన్ను ఆదా. ఫ్రాంక్లిన్ ఇండియాపన్ను షీల్డ్ అటువంటి పథకం ఒకటి.

3. నిపుణుల మార్కెట్ ఐ

మార్కెట్‌లో దాగి ఉన్న అధిక సంభావ్య షేర్లను గుర్తించడంలో కంపెనీకి ఆసక్తి ఉంది. ఇది తక్కువ అస్థిరతతో నిధులను కనుగొనడంలో కూడా నిపుణుడు.

4. రిస్క్ మేనేజ్‌మెంట్

ఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్ ప్రమాదాన్ని తగ్గించడం లక్ష్యంగా పెట్టుకుందికారకం తగ్గింపు తక్కువ విలువ కలిగిన స్టాక్‌లను కోరడం ద్వారా.

టాప్ 10 ఫ్రాంక్లిన్ మ్యూచువల్ ఫండ్ పథకాలు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Franklin India Opportunities Fund Growth	₹248.358 ↑ 1.34	₹8,380	-5.8	-1.3	8.2	29.8	21.2	3.1
Franklin Build India Fund Growth	₹140.077 ↑ 2.59	₹3,036	-5.8	-2.5	8.2	25.3	25.1	3.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹83.1563 ↑ 0.97	₹4,465	0.8	7.4	11.5	24	11.3	11.4
Franklin India Prima Fund Growth	₹2,672.07 ↑ 30.50	₹12,831	-5.6	-4.3	6.5	21.5	18.2	1.6
Franklin India Technology Fund Growth	₹523.36 ↓ -1.48	₹1,996	-1.3	2	0.4	21.3	13.8	-1.5
Franklin India Smaller Companies Fund Growth	₹156.829 ↑ 2.40	₹13,238	-10.2	-11.1	-2.2	18.5	20.8	-8.4
Franklin India Equity Fund Growth	₹1,615.64 ↑ 17.27	₹19,972	-4.8	-2.4	7.5	18	17.5	3.3
Franklin India Taxshield Growth	₹1,446.14 ↑ 13.12	₹6,693	-5.4	-3.1	6.2	17.8	17.3	2.1
Templeton India Value Fund Growth	₹723.997 ↑ 8.14	₹2,326	-2.4	0.6	8.7	17.7	20.4	6.8
Templeton India Equity Income Fund Growth	₹139.467 ↑ 0.77	₹2,402	-0.6	1.9	5.5	16.8	19.3	1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	Franklin India Opportunities Fund	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Prima Fund	Franklin India Technology Fund	Franklin India Smaller Companies Fund	Franklin India Equity Fund	Franklin India Taxshield	Templeton India Value Fund	Templeton India Equity Income Fund
Point 1	Upper mid AUM (₹8,380 Cr).	Lower mid AUM (₹3,036 Cr).	Lower mid AUM (₹4,465 Cr).	Upper mid AUM (₹12,831 Cr).	Bottom quartile AUM (₹1,996 Cr).	Top quartile AUM (₹13,238 Cr).	Highest AUM (₹19,972 Cr).	Upper mid AUM (₹6,693 Cr).	Bottom quartile AUM (₹2,326 Cr).	Bottom quartile AUM (₹2,402 Cr).
Point 2	Established history (25+ yrs).	Established history (16+ yrs).	Established history (13+ yrs).	Oldest track record among peers (32 yrs).	Established history (27+ yrs).	Established history (20+ yrs).	Established history (31+ yrs).	Established history (26+ yrs).	Established history (29+ yrs).	Established history (19+ yrs).
Point 3	Rating: 3★ (upper mid).	Top rated.	Rating: 4★ (top quartile).	Rating: 3★ (upper mid).	Rating: 1★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	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.
Point 5	5Y return: 21.22% (top quartile).	5Y return: 25.13% (top quartile).	5Y return: 11.31% (bottom quartile).	5Y return: 18.23% (lower mid).	5Y return: 13.81% (bottom quartile).	5Y return: 20.83% (upper mid).	5Y return: 17.48% (lower mid).	5Y return: 17.27% (bottom quartile).	5Y return: 20.42% (upper mid).	5Y return: 19.32% (upper mid).
Point 6	3Y return: 29.82% (top quartile).	3Y return: 25.32% (top quartile).	3Y return: 23.99% (upper mid).	3Y return: 21.53% (upper mid).	3Y return: 21.33% (upper mid).	3Y return: 18.51% (lower mid).	3Y return: 17.98% (lower mid).	3Y return: 17.78% (bottom quartile).	3Y return: 17.68% (bottom quartile).	3Y return: 16.80% (bottom quartile).
Point 7	1Y return: 8.24% (upper mid).	1Y return: 8.21% (upper mid).	1Y return: 11.53% (top quartile).	1Y return: 6.54% (lower mid).	1Y return: 0.40% (bottom quartile).	1Y return: -2.20% (bottom quartile).	1Y return: 7.53% (upper mid).	1Y return: 6.20% (lower mid).	1Y return: 8.74% (top quartile).	1Y return: 5.46% (bottom quartile).
Point 8	Alpha: -4.27 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: -9.96 (bottom quartile).	Alpha: -4.31 (lower mid).	Alpha: -0.78 (upper mid).	Alpha: -5.23 (lower mid).	Alpha: -4.14 (upper mid).	Alpha: -5.39 (bottom quartile).	Alpha: -0.62 (top quartile).	Alpha: -5.43 (bottom quartile).
Point 9	Sharpe: -0.10 (upper mid).	Sharpe: -0.05 (upper mid).	Sharpe: 0.36 (top quartile).	Sharpe: -0.16 (lower mid).	Sharpe: -0.42 (bottom quartile).	Sharpe: -0.60 (bottom quartile).	Sharpe: -0.13 (upper mid).	Sharpe: -0.22 (lower mid).	Sharpe: 0.12 (top quartile).	Sharpe: -0.37 (bottom quartile).
Point 10	Information ratio: 1.69 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: -2.15 (bottom quartile).	Information ratio: -0.42 (bottom quartile).	Information ratio: 1.25 (top quartile).	Information ratio: -0.26 (bottom quartile).	Information ratio: 0.51 (upper mid).	Information ratio: 0.45 (upper mid).	Information ratio: 0.35 (upper mid).	Information ratio: 0.15 (lower mid).

Franklin India Opportunities Fund

Upper mid AUM (₹8,380 Cr).
Established history (25+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 21.22% (top quartile).
3Y return: 29.82% (top quartile).
1Y return: 8.24% (upper mid).
Alpha: -4.27 (upper mid).
Sharpe: -0.10 (upper mid).
Information ratio: 1.69 (top quartile).

Franklin Build India Fund

Lower mid AUM (₹3,036 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 25.13% (top quartile).
3Y return: 25.32% (top quartile).
1Y return: 8.21% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.05 (upper mid).
Information ratio: 0.00 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,465 Cr).
Established history (13+ yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 11.31% (bottom quartile).
3Y return: 23.99% (upper mid).
1Y return: 11.53% (top quartile).
Alpha: -9.96 (bottom quartile).
Sharpe: 0.36 (top quartile).
Information ratio: -2.15 (bottom quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,831 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.23% (lower mid).
3Y return: 21.53% (upper mid).
1Y return: 6.54% (lower mid).
Alpha: -4.31 (lower mid).
Sharpe: -0.16 (lower mid).
Information ratio: -0.42 (bottom quartile).

Franklin India Technology Fund

Bottom quartile AUM (₹1,996 Cr).
Established history (27+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 13.81% (bottom quartile).
3Y return: 21.33% (upper mid).
1Y return: 0.40% (bottom quartile).
Alpha: -0.78 (upper mid).
Sharpe: -0.42 (bottom quartile).
Information ratio: 1.25 (top quartile).

Franklin India Smaller Companies Fund

Top quartile AUM (₹13,238 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.83% (upper mid).
3Y return: 18.51% (lower mid).
1Y return: -2.20% (bottom quartile).
Alpha: -5.23 (lower mid).
Sharpe: -0.60 (bottom quartile).
Information ratio: -0.26 (bottom quartile).

Franklin India Equity Fund

Highest AUM (₹19,972 Cr).
Established history (31+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.48% (lower mid).
3Y return: 17.98% (lower mid).
1Y return: 7.53% (upper mid).
Alpha: -4.14 (upper mid).
Sharpe: -0.13 (upper mid).
Information ratio: 0.51 (upper mid).

Franklin India Taxshield

Upper mid AUM (₹6,693 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.27% (bottom quartile).
3Y return: 17.78% (bottom quartile).
1Y return: 6.20% (lower mid).
Alpha: -5.39 (bottom quartile).
Sharpe: -0.22 (lower mid).
Information ratio: 0.45 (upper mid).

Templeton India Value Fund

Bottom quartile AUM (₹2,326 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.42% (upper mid).
3Y return: 17.68% (bottom quartile).
1Y return: 8.74% (top quartile).
Alpha: -0.62 (top quartile).
Sharpe: 0.12 (top quartile).
Information ratio: 0.35 (upper mid).

Templeton India Equity Income Fund

Bottom quartile AUM (₹2,402 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.32% (upper mid).
3Y return: 16.80% (bottom quartile).
1Y return: 5.46% (bottom quartile).
Alpha: -5.43 (bottom quartile).
Sharpe: -0.37 (bottom quartile).
Information ratio: 0.15 (lower mid).

*నిధుల జాబితా ఆధారంగా ఉంటుందిAUM >= 100 కోట్లు & నిర్వహణలో ఉందికనీసం 3 సంవత్సరాలుక్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి.

1. 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 (₹8,380 Cr).
Established history (25+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 21.22% (top quartile).
3Y return: 29.82% (top quartile).
1Y return: 8.24% (upper mid).
Alpha: -4.27 (upper mid).
Sharpe: -0.10 (upper mid).
Information ratio: 1.69 (top quartile).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund Growth
Launch Date	21 Feb 00
NAV (27 Jan 26)	₹248.358 ↑ 1.34 (0.54 %)
Net Assets (Cr)	₹8,380 on 31 Dec 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	-0.1
Information Ratio	1.69
Alpha Ratio	-4.27
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

Franklin India Opportunities 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 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 27 Jan 26

Duration	Returns
1 Month	-3.9%
3 Month	-5.8%
6 Month	-1.3%
1 Year	8.2%
3 Year	29.8%
5 Year	21.2%
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

Data below for Franklin India Opportunities Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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

Lower mid AUM (₹3,036 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 25.13% (top quartile).
3Y return: 25.32% (top quartile).
1Y return: 8.21% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.05 (upper mid).
Information ratio: 0.00 (lower mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (28 Jan 26)	₹140.077 ↑ 2.59 (1.88 %)
Net Assets (Cr)	₹3,036 on 31 Dec 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.05
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

Franklin Build India 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 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 27 Jan 26

Duration	Returns
1 Month	-3.4%
3 Month	-5.8%
6 Month	-2.5%
1 Year	8.2%
3 Year	25.3%
5 Year	25.1%
10 Year
15 Year
Since launch	17.3%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹4,465 Cr).
Established history (13+ yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 11.31% (bottom quartile).
3Y return: 23.99% (upper mid).
1Y return: 11.53% (top quartile).
Alpha: -9.96 (bottom quartile).
Sharpe: 0.36 (top quartile).
Information ratio: -2.15 (bottom quartile).

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 (27 Jan 26)	₹83.1563 ↑ 0.97 (1.18 %)
Net Assets (Cr)	₹4,465 on 31 Dec 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.36
Information Ratio	-2.15
Alpha Ratio	-9.96
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

Franklin India Feeder - Franklin U S Opportunities 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 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 27 Jan 26

Duration	Returns
1 Month	1.5%
3 Month	0.8%
6 Month	7.4%
1 Year	11.5%
3 Year	24%
5 Year	11.3%
10 Year
15 Year
Since launch	16.4%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. 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 (₹12,831 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.23% (lower mid).
3Y return: 21.53% (upper mid).
1Y return: 6.54% (lower mid).
Alpha: -4.31 (lower mid).
Sharpe: -0.16 (lower mid).
Information ratio: -0.42 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (28 Jan 26)	₹2,672.07 ↑ 30.50 (1.15 %)
Net Assets (Cr)	₹12,831 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.17
Information Ratio	-0.42
Alpha Ratio	-4.31
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

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 27 Jan 26

Duration	Returns
1 Month	-5.7%
3 Month	-5.6%
6 Month	-4.3%
1 Year	6.5%
3 Year	21.5%
5 Year	18.2%
10 Year
15 Year
Since launch	18.9%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Research Highlights for Franklin India Technology Fund

Bottom quartile AUM (₹1,996 Cr).
Established history (27+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 13.81% (bottom quartile).
3Y return: 21.33% (upper mid).
1Y return: 0.40% (bottom quartile).
Alpha: -0.78 (upper mid).
Sharpe: -0.42 (bottom quartile).
Information ratio: 1.25 (top quartile).

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund Growth
Launch Date	22 Aug 98
NAV (27 Jan 26)	₹523.36 ↓ -1.48 (-0.28 %)
Net Assets (Cr)	₹1,996 on 31 Dec 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	High
Expense Ratio	2.08
Sharpe Ratio	-0.43
Information Ratio	1.25
Alpha Ratio	-0.78
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

Franklin India Technology 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 Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26

Duration	Returns
1 Month	-4.5%
3 Month	-1.3%
6 Month	2%
1 Year	0.4%
3 Year	21.3%
5 Year	13.8%
10 Year
15 Year
Since launch	18.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-1.5%
2023	28.4%
2022	51.1%
2021	-22.3%
2020	39%
2019	56.8%
2018	12.4%
2017	11.9%
2016	19.1%
2015	-2.6%

Fund Manager information for Franklin India Technology Fund

Name	Since	Tenure

Data below for Franklin India Technology Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹13,238 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.83% (upper mid).
3Y return: 18.51% (lower mid).
1Y return: -2.20% (bottom quartile).
Alpha: -5.23 (lower mid).
Sharpe: -0.60 (bottom quartile).
Information ratio: -0.26 (bottom quartile).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (28 Jan 26)	₹156.829 ↑ 2.40 (1.55 %)
Net Assets (Cr)	₹13,238 on 31 Dec 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.6
Information Ratio	-0.26
Alpha Ratio	-5.23
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

Franklin India Smaller Companies Fund 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 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 27 Jan 26

Duration	Returns
1 Month	-6.4%
3 Month	-10.2%
6 Month	-11.1%
1 Year	-2.2%
3 Year	18.5%
5 Year	20.8%
10 Year
15 Year
Since launch	14.6%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

7. 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 (₹19,972 Cr).
Established history (31+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.48% (lower mid).
3Y return: 17.98% (lower mid).
1Y return: 7.53% (upper mid).
Alpha: -4.14 (upper mid).
Sharpe: -0.13 (upper mid).
Information ratio: 0.51 (upper mid).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund Growth
Launch Date	29 Sep 94
NAV (28 Jan 26)	₹1,615.64 ↑ 17.27 (1.08 %)
Net Assets (Cr)	₹19,972 on 31 Dec 25
Category	Equity - Multi Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.13
Information Ratio	0.51
Alpha Ratio	-4.14
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

Franklin India Equity 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 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 27 Jan 26

Duration	Returns
1 Month	-3.9%
3 Month	-4.8%
6 Month	-2.4%
1 Year	7.5%
3 Year	18%
5 Year	17.5%
10 Year
15 Year
Since launch	17.6%

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

Data below for Franklin India Equity Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

8. 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 (₹6,693 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.27% (bottom quartile).
3Y return: 17.78% (bottom quartile).
1Y return: 6.20% (lower mid).
Alpha: -5.39 (bottom quartile).
Sharpe: -0.22 (lower mid).
Information ratio: 0.45 (upper mid).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (28 Jan 26)	₹1,446.14 ↑ 13.12 (0.92 %)
Net Assets (Cr)	₹6,693 on 31 Dec 25
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.22
Information Ratio	0.45
Alpha Ratio	-5.39
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value

Franklin India Taxshield 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 Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26

Duration	Returns
1 Month	-4.1%
3 Month	-5.4%
6 Month	-3.1%
1 Year	6.2%
3 Year	17.8%
5 Year	17.3%
10 Year
15 Year
Since launch	20.4%

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

Data below for Franklin India Taxshield as on 31 Dec 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

9. Templeton India Value Fund

(Erstwhile Templeton India Growth Fund)

The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders.

Research Highlights for Templeton India Value Fund

Bottom quartile AUM (₹2,326 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.42% (upper mid).
3Y return: 17.68% (bottom quartile).
1Y return: 8.74% (top quartile).
Alpha: -0.62 (top quartile).
Sharpe: 0.12 (top quartile).
Information ratio: 0.35 (upper mid).

Below is the key information for Templeton India Value Fund

Templeton India Value Fund Growth
Launch Date	10 Sep 96
NAV (28 Jan 26)	₹723.997 ↑ 8.14 (1.14 %)
Net Assets (Cr)	₹2,326 on 31 Dec 25
Category	Equity - Value
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.05
Sharpe Ratio	0.12
Information Ratio	0.35
Alpha Ratio	-0.62
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

Templeton India Value Fund 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 Templeton India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26

Duration	Returns
1 Month	-3.3%
3 Month	-2.4%
6 Month	0.6%
1 Year	8.7%
3 Year	17.7%
5 Year	20.4%
10 Year
15 Year
Since launch	16.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.8%
2023	15.2%
2022	33.7%
2021	15.5%
2020	44.5%
2019	11.5%
2018	-0.3%
2017	-12.8%
2016	37.6%
2015	9.5%

Fund Manager information for Templeton India Value Fund

Name	Since	Tenure

Data below for Templeton India Value Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

10. 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 (₹2,402 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.32% (upper mid).
3Y return: 16.80% (bottom quartile).
1Y return: 5.46% (bottom quartile).
Alpha: -5.43 (bottom quartile).
Sharpe: -0.37 (bottom quartile).
Information ratio: 0.15 (lower mid).

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund Growth
Launch Date	18 May 06
NAV (27 Jan 26)	₹139.467 ↑ 0.77 (0.55 %)
Net Assets (Cr)	₹2,402 on 31 Dec 25
Category	Equity - Dividend Yield
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	-0.37
Information Ratio	0.15
Alpha Ratio	-5.43
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

Templeton India Equity Income 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 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 27 Jan 26

Duration	Returns
1 Month	-0.2%
3 Month	-0.6%
6 Month	1.9%
1 Year	5.5%
3 Year	16.8%
5 Year	19.3%
10 Year
15 Year
Since launch	14.3%

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

Data below for Templeton India Equity Income Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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