ఫ్రాంక్లిన్ టెంపుల్టన్ ఎంచుకోవడం ద్వారాSIP మీరు పెట్టుబడి పెట్టాలనుకునే స్కీమ్లో ప్రతి నెలా ముందుగా ఎంచుకున్న తేదీలో పెట్టుబడిదారులు కొద్ది మొత్తంలో డబ్బు పెట్టుబడి పెట్టవచ్చు. ఈక్విటీలో ప్రవేశించడానికి SIP ఉత్తమ మార్గాలలో ఒకటి.సంత, ఇది పెట్టుబడి క్రమశిక్షణ & అలవాటును తెస్తుందిపెట్టుబడిదారుడు. అంతేకాకుండా, ఫ్రాంక్లిన్ SIP సాధించడానికి సహాయపడుతుందిఆర్థిక లక్ష్యాలు సమయానికి. పెట్టుబడిదారులు నెలవారీ చిన్న మొత్తాలను పెట్టుబడి పెట్టవచ్చుఆధారంగా, ఇది మీ లక్ష్యాలను నెరవేర్చడానికి చివరికి మిగులు కార్పస్ను సృష్టిస్తుంది. మీరు ప్రారంభించవచ్చుపెట్టుబడి పెడుతున్నారు INR 500 కంటే తక్కువ మొత్తంతో, ఇది చాలా మంది పెట్టుబడిదారులకు అందుబాటులో ఉంటుంది.
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SIPల యొక్క కొన్ని ప్రయోజనాలు:
పెట్టుబడి పెట్టాలని చూస్తున్న పెట్టుబడిదారులు దిగువ జాబితా చేయబడిన ఉత్తమ ఫ్రాంక్లిన్ టెంపుల్టన్ SIP నుండి ఫండ్లను ఎంచుకోవచ్చుమ్యూచువల్ ఫండ్స్ ఈక్విటీ కేటగిరీలో పెట్టుబడి పెట్టడానికి. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.
మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Opportunities Fund Growth ₹262.306
↑ 2.73 ₹8,189 500 3.1 6.5 6.2 29 25.2 37.3 Franklin Build India Fund Growth ₹145.613
↓ -0.22 ₹3,088 500 4.4 5.5 2.6 26.1 29.4 27.8 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹80.4236
↑ 0.72 ₹4,520 500 2 14.6 9.1 23.4 10.9 27.1 Franklin India Prima Fund Growth ₹2,823.61
↑ 0.33 ₹12,770 500 3.8 4.8 3.8 22.2 21.1 31.8 Franklin India Technology Fund Growth ₹530.234
↑ 2.61 ₹1,951 500 2.6 6.3 -2.8 21.7 17.4 28.4 Franklin India Smaller Companies Fund Growth ₹168.492
↓ -1.22 ₹13,790 500 0.8 -1 -5.6 20.8 25.2 23.2 Franklin India Equity Fund Growth ₹1,683.8
↑ 18.88 ₹19,796 500 4.2 3.3 4.5 17.7 21.4 21.8 Franklin India Taxshield Growth ₹1,514.6
↓ -2.59 ₹6,788 500 3.9 3.5 2.9 17.6 20.5 22.4 Franklin India Equity Advantage Fund Growth ₹197.915
↑ 1.79 ₹3,688 500 2.5 6.5 6.9 17.2 19 18.8 Templeton India Value Fund Growth ₹736.789
↓ -0.92 ₹2,260 500 4.6 4.3 3.2 16.9 23.8 15.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 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 Franklin India Equity Advantage Fund Templeton India Value Fund Point 1 Upper mid AUM (₹8,189 Cr). Bottom quartile AUM (₹3,088 Cr). Lower mid AUM (₹4,520 Cr). Upper mid AUM (₹12,770 Cr). Bottom quartile AUM (₹1,951 Cr). Top quartile AUM (₹13,790 Cr). Highest AUM (₹19,796 Cr). Upper mid AUM (₹6,788 Cr). Lower mid AUM (₹3,688 Cr). Bottom quartile AUM (₹2,260 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 (19+ yrs). Established history (31+ yrs). Established history (26+ yrs). Established history (20+ yrs). Established history (29+ 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: 2★ (bottom quartile). Rating: 3★ (lower mid). 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: 25.22% (upper mid). 5Y return: 29.43% (top quartile). 5Y return: 10.86% (bottom quartile). 5Y return: 21.14% (lower mid). 5Y return: 17.41% (bottom quartile). 5Y return: 25.23% (top quartile). 5Y return: 21.35% (upper mid). 5Y return: 20.46% (lower mid). 5Y return: 18.99% (bottom quartile). 5Y return: 23.82% (upper mid). Point 6 3Y return: 28.95% (top quartile). 3Y return: 26.10% (top quartile). 3Y return: 23.39% (upper mid). 3Y return: 22.24% (upper mid). 3Y return: 21.66% (upper mid). 3Y return: 20.83% (lower mid). 3Y return: 17.73% (lower mid). 3Y return: 17.64% (bottom quartile). 3Y return: 17.21% (bottom quartile). 3Y return: 16.89% (bottom quartile). Point 7 1Y return: 6.21% (upper mid). 1Y return: 2.56% (bottom quartile). 1Y return: 9.11% (top quartile). 1Y return: 3.80% (upper mid). 1Y return: -2.83% (bottom quartile). 1Y return: -5.60% (bottom quartile). 1Y return: 4.49% (upper mid). 1Y return: 2.94% (lower mid). 1Y return: 6.91% (top quartile). 1Y return: 3.21% (lower mid). Point 8 Alpha: 0.68 (upper mid). Alpha: 0.00 (upper mid). Alpha: -13.31 (bottom quartile). Alpha: -2.98 (lower mid). Alpha: 3.16 (top quartile). Alpha: -3.92 (bottom quartile). Alpha: -1.45 (upper mid). Alpha: -1.98 (lower mid). Alpha: 1.17 (top quartile). Alpha: -4.59 (bottom quartile). Point 9 Sharpe: 0.06 (upper mid). Sharpe: -0.11 (lower mid). Sharpe: 0.69 (top quartile). Sharpe: -0.09 (upper mid). Sharpe: -0.21 (bottom quartile). Sharpe: -0.40 (bottom quartile). Sharpe: -0.09 (upper mid). Sharpe: -0.12 (lower mid). Sharpe: 0.16 (top quartile). Sharpe: -0.35 (bottom quartile). Point 10 Information ratio: 1.78 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -1.95 (bottom quartile). Information ratio: -0.49 (bottom quartile). Information ratio: 1.46 (top quartile). Information ratio: -0.26 (lower mid). Information ratio: 0.52 (upper mid). Information ratio: 0.58 (upper mid). Information ratio: -0.36 (bottom quartile). Information ratio: 0.27 (upper mid). 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
Franklin India Equity Advantage Fund
Templeton India Value Fund
ఆస్తులు > 100 కోట్లు & ఆధారంగా క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి.
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. Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Franklin Build India Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Prima Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Technology Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Equity Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Taxshield Returns up to 1 year are on (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 Below is the key information for Franklin India Equity Advantage Fund Returns up to 1 year are on (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 Below is the key information for Templeton India Value Fund Returns up to 1 year are on 1. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (26 Nov 25) ₹262.306 ↑ 2.73 (1.05 %) Net Assets (Cr) ₹8,189 on 31 Oct 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.06 Information Ratio 1.78 Alpha Ratio 0.68 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 ₹16,039 31 Oct 22 ₹15,668 31 Oct 23 ₹19,891 31 Oct 24 ₹32,356 31 Oct 25 ₹34,323 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.4% 3 Month 3.1% 6 Month 6.5% 1 Year 6.2% 3 Year 29% 5 Year 25.2% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.3% 2023 53.6% 2022 -1.9% 2021 29.7% 2020 27.3% 2019 5.4% 2018 -10.1% 2017 35.6% 2016 4.2% 2015 2.3% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 3.73 Yr. R. Janakiraman 1 Apr 13 12.59 Yr. Sandeep Manam 18 Oct 21 4.04 Yr. Data below for Franklin India Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 24.53% Consumer Cyclical 16.82% Health Care 13% Technology 12.83% Basic Materials 8.66% Communication Services 5.45% Industrials 4.35% Energy 3.02% Utility 2.61% Consumer Defensive 1.62% Real Estate 0.55% Asset Allocation
Asset Class Value Cash 6.34% Equity 93.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322156% ₹487 Cr 3,948,707
↑ 998,430 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN6% ₹467 Cr 4,981,006
↑ 4,981,006 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹303 Cr 9,548,090 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTI3% ₹274 Cr 169,582 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹247 Cr 1,661,519
↓ -810,710 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹238 Cr 1,158,502 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 5262993% ₹225 Cr 814,231 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹222 Cr 637,966 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹213 Cr 6,333,312 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK3% ₹213 Cr 2,153,280
↓ -1,934,662 2. 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 Returns for Franklin Build India Fund
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 | LT9% ₹268 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹178 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹177 Cr 315,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003126% ₹174 Cr 6,825,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK5% ₹148 Cr 1,500,000
↑ 1,500,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹147 Cr 4,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹146 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹123 Cr 1,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328983% ₹104 Cr 3,600,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | 5321553% ₹102 Cr 5,600,000
↑ 400,000 3. 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 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
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 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 Returns for Franklin India Prima Fund
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 | FEDERALBNK3% ₹386 Cr 16,324,683
↓ -2,818,551 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹312 Cr 717,366 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹291 Cr 1,052,885 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹285 Cr 1,631,918 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹272 Cr 8,614,462
↑ 719,846 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹269 Cr 1,499,891 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹236 Cr 28,893,177
↑ 6,893,177 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹232 Cr 1,300,578 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹218 Cr 5,862,280 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹216 Cr 1,214,825 5. Franklin India Technology Fund
Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (26 Nov 25) ₹530.234 ↑ 2.61 (0.50 %) Net Assets (Cr) ₹1,951 on 31 Oct 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.08 Sharpe Ratio -0.21 Information Ratio 1.46 Alpha Ratio 3.16 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 ₹15,387 31 Oct 22 ₹12,624 31 Oct 23 ₹16,040 31 Oct 24 ₹23,163 31 Oct 25 ₹23,548 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.3% 3 Month 2.6% 6 Month 6.3% 1 Year -2.8% 3 Year 21.7% 5 Year 17.4% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.4% 2023 51.1% 2022 -22.3% 2021 39% 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 1.08 Yr. R. Janakiraman 1 Dec 23 1.92 Yr. Sandeep Manam 18 Oct 21 4.04 Yr. Data below for Franklin India Technology Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Technology 53.65% Communication Services 23.32% Consumer Cyclical 14.42% Financial Services 4.91% Industrials 0.94% Health Care 0.06% Asset Allocation
Asset Class Value Cash 2.37% Equity 97.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY17% ₹341 Cr 2,298,906 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL17% ₹340 Cr 1,652,736
↑ 159,256 Franklin Technology I Acc USD
Investment Fund | -8% ₹148 Cr 174,810 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH7% ₹138 Cr 894,643
↑ 394,376 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹133 Cr 4,196,521 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS6% ₹116 Cr 378,126
↓ -386,433 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH5% ₹103 Cr 159,240
↑ 100,185 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433905% ₹92 Cr 517,479 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | MMYT4% ₹68 Cr 96,146
↑ 49,385 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹55 Cr 1,346,780 6. 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 Returns for Franklin India Smaller Companies Fund
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 | 5329293% ₹401 Cr 3,868,691 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹381 Cr 5,618,134
↓ -1,111,274 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹327 Cr 4,023,411 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹297 Cr 1,866,828 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹280 Cr 3,260,279 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹274 Cr 48,064,081 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹257 Cr 3,220,340 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹253 Cr 4,963,469 Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA2% ₹245 Cr 1,513,099 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | 5002382% ₹245 Cr 1,750,000
↑ 450,000 7. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (26 Nov 25) ₹1,683.8 ↑ 18.88 (1.13 %) Net Assets (Cr) ₹19,796 on 31 Oct 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.09 Information Ratio 0.52 Alpha Ratio -1.45 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 ₹17,370 31 Oct 22 ₹18,110 31 Oct 23 ₹20,484 31 Oct 24 ₹28,487 31 Oct 25 ₹29,664 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1% 3 Month 4.2% 6 Month 3.3% 1 Year 4.5% 3 Year 17.7% 5 Year 21.4% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.8% 2023 30.8% 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% 2015 4.4% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.76 Yr. Sandeep Manam 18 Oct 21 4.04 Yr. Rajasa Kakulavarapu 1 Dec 23 1.92 Yr. Data below for Franklin India Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 28.4% Industrials 12.87% Consumer Cyclical 11.41% Technology 8.04% Health Care 6.84% Communication Services 5.83% Utility 5.67% Consumer Defensive 5.42% Basic Materials 5.36% Energy 4.68% Real Estate 1.81% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,666 Cr 16,869,284 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK7% ₹1,467 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹930 Cr 4,528,105 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹859 Cr 2,131,779 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹834 Cr 6,761,448 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹686 Cr 4,627,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹668 Cr 4,493,052 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹597 Cr 18,783,160 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹562 Cr 1,612,271 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹562 Cr 2,672,494
↑ 243,467 8. 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 Returns for Franklin India Taxshield
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 | HDFCBANK9% ₹644 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹612 Cr 4,546,914 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹356 Cr 883,853 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL5% ₹312 Cr 1,517,753 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹285 Cr 1,922,741 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹278 Cr 2,252,948 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433204% ₹238 Cr 7,500,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH3% ₹225 Cr 1,462,587 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹219 Cr 1,472,922 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹209 Cr 996,211
↑ 78,901 9. Franklin India Equity Advantage Fund
Franklin India Equity Advantage Fund
Growth Launch Date 2 Mar 05 NAV (26 Nov 25) ₹197.915 ↑ 1.79 (0.91 %) Net Assets (Cr) ₹3,688 on 31 Oct 25 Category Equity - Large & Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio 0.16 Information Ratio -0.36 Alpha Ratio 1.17 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 ₹17,363 31 Oct 22 ₹16,656 31 Oct 23 ₹18,524 31 Oct 24 ₹25,146 31 Oct 25 ₹27,093 Returns for Franklin India Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2.5% 6 Month 6.5% 1 Year 6.9% 3 Year 17.2% 5 Year 19% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.8% 2023 27% 2022 -2.8% 2021 39.1% 2020 12% 2019 2.1% 2018 -5% 2017 31.1% 2016 4% 2015 2% Fund Manager information for Franklin India Equity Advantage Fund
Name Since Tenure Venkatesh Sanjeevi 18 Oct 21 4.04 Yr. R. Janakiraman 28 Feb 14 11.68 Yr. Sandeep Manam 18 Oct 21 4.04 Yr. Data below for Franklin India Equity Advantage Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 30.45% Consumer Cyclical 18.35% Technology 13.18% Health Care 10.86% Consumer Defensive 8.31% Industrials 6.33% Communication Services 3.44% Real Estate 3.29% Basic Materials 1.61% Utility 1.59% Asset Allocation
Asset Class Value Cash 2.14% Equity 97.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 25 | SBIN4% ₹145 Cr 1,542,634 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Jun 25 | NAUKRI3% ₹127 Cr 920,254
↑ 131,129 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 24 | JBCHEPHARM3% ₹111 Cr 658,035
↑ 83,669 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH3% ₹109 Cr 710,246 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹109 Cr 2,665,283
↑ 756,533 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK3% ₹109 Cr 1,104,111
↑ 377,269 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹109 Cr 311,378 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5406113% ₹106 Cr 1,207,971 Infosys Ltd (Technology)
Equity, Since 31 Jul 25 | INFY3% ₹100 Cr 676,969 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIGI3% ₹98 Cr 491,347
↑ 115,542 10. Templeton India Value Fund
Templeton India Value Fund
Growth Launch Date 10 Sep 96 NAV (27 Nov 25) ₹736.789 ↓ -0.92 (-0.13 %) Net Assets (Cr) ₹2,260 on 31 Oct 25 Category Equity - Value AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio -0.35 Information Ratio 0.27 Alpha Ratio -4.59 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 ₹18,631 31 Oct 22 ₹20,645 31 Oct 23 ₹24,010 31 Oct 24 ₹33,177 31 Oct 25 ₹33,530 Returns for Templeton India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.5% 3 Month 4.6% 6 Month 4.3% 1 Year 3.2% 3 Year 16.9% 5 Year 23.8% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.2% 2023 33.7% 2022 15.5% 2021 44.5% 2020 11.5% 2019 -0.3% 2018 -12.8% 2017 37.6% 2016 9.5% 2015 0.1% Fund Manager information for Templeton India Value Fund
Name Since Tenure Ajay Argal 1 Dec 23 1.92 Yr. Rajasa Kakulavarapu 6 Sep 21 4.16 Yr. Data below for Templeton India Value Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 33.29% Energy 11.06% Consumer Cyclical 8.64% Basic Materials 7.08% Technology 6.47% Industrials 6.32% Health Care 6.13% Utility 6.01% Consumer Defensive 4.87% Real Estate 3.04% Communication Services 2.93% Asset Allocation
Asset Class Value Cash 3.88% Equity 96.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK8% ₹188 Cr 1,900,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE6% ₹141 Cr 950,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322156% ₹136 Cr 1,100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK5% ₹108 Cr 800,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN4% ₹89 Cr 950,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI4% ₹84 Cr 52,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | 5003123% ₹77 Cr 3,000,000 Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | 5000873% ₹75 Cr 500,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 25 | TCS3% ₹73 Cr 240,000 Brookfield India Real Estate Trust (Real Estate)
-, Since 30 Apr 25 | BIRET3% ₹69 Cr 2,000,000
SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్పుట్లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%
అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
Research Highlights for Franklin India Opportunities Fund