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10 ఉత్తమ ఫ్రాంక్లిన్ టెంపుల్టన్ SIP మ్యూచువల్ ఫండ్‌లు 2022

Updated on November 2, 2025 , 17965 views

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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Franklin

ఫ్రాంక్లిన్ SIP మ్యూచువల్ ఫండ్స్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

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.

SIP పెట్టుబడి ఎలా పెరుగుతుంది?

మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.

పెట్టుబడుల కోసం ఉత్తమ ఫ్రాంక్లిన్ SIP మ్యూచువల్ ఫండ్స్

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin India Opportunities Fund Growth ₹263.504
↑ 1.41
₹7,509 500 5.711.56.630.127.737.3
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹82.3616
↑ 0.14
₹4,282 500 721.819.127.112.527.1
Franklin Build India Fund Growth ₹145.441
↓ -1.28
₹2,884 500 3.310.13.426.832.627.8
Franklin India Technology Fund Growth ₹527.396
↑ 1.28
₹1,882 500 5.611.21.923.918.728.4
Franklin India Prima Fund Growth ₹2,812.17
↓ -4.50
₹12,251 500 39.54.421.923.931.8
Franklin India Smaller Companies Fund Growth ₹172.251
↓ -0.73
₹13,302 500 0.99.1-2.921.62923.2
Templeton India Equity Income Fund Growth ₹140.416
↑ 0.16
₹2,317 500 4.54.2-1.118.424.320.4
Franklin India Taxshield Growth ₹1,505.17
↓ -8.20
₹6,537 500 2.75.44.518.223.122.4
Franklin India Equity Fund Growth ₹1,677.95
↑ 9.90
₹18,727 500 4.16.24.818.223.721.8
Franklin Asian Equity Fund Growth ₹35.6578
↑ 0.34
₹260 500 14.626.123.617.74.814.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Nov 25

Research Highlights & Commentary of 10 Funds showcased

CommentaryFranklin India Opportunities FundFranklin India Feeder - Franklin U S Opportunities FundFranklin Build India FundFranklin India Technology FundFranklin India Prima FundFranklin India Smaller Companies FundTempleton India Equity Income FundFranklin India TaxshieldFranklin India Equity FundFranklin Asian Equity Fund
Point 1Upper mid AUM (₹7,509 Cr).Lower mid AUM (₹4,282 Cr).Lower mid AUM (₹2,884 Cr).Bottom quartile AUM (₹1,882 Cr).Upper mid AUM (₹12,251 Cr).Top quartile AUM (₹13,302 Cr).Bottom quartile AUM (₹2,317 Cr).Upper mid AUM (₹6,537 Cr).Highest AUM (₹18,727 Cr).Bottom quartile AUM (₹260 Cr).
Point 2Established history (25+ yrs).Established history (13+ yrs).Established history (16+ yrs).Established history (27+ yrs).Oldest track record among peers (31 yrs).Established history (19+ yrs).Established history (19+ yrs).Established history (26+ yrs).Established history (31+ yrs).Established history (17+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 4★ (upper mid).Top rated.Rating: 1★ (bottom quartile).Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 3★ (bottom quartile).Rating: 5★ (top quartile).
Point 4Risk profile: Moderately High.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.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 27.75% (upper mid).5Y return: 12.49% (bottom quartile).5Y return: 32.63% (top quartile).5Y return: 18.66% (bottom quartile).5Y return: 23.87% (upper mid).5Y return: 28.98% (top quartile).5Y return: 24.31% (upper mid).5Y return: 23.06% (lower mid).5Y return: 23.74% (lower mid).5Y return: 4.79% (bottom quartile).
Point 63Y return: 30.07% (top quartile).3Y return: 27.06% (top quartile).3Y return: 26.82% (upper mid).3Y return: 23.87% (upper mid).3Y return: 21.92% (upper mid).3Y return: 21.56% (lower mid).3Y return: 18.36% (lower mid).3Y return: 18.18% (bottom quartile).3Y return: 18.17% (bottom quartile).3Y return: 17.71% (bottom quartile).
Point 71Y return: 6.65% (upper mid).1Y return: 19.10% (top quartile).1Y return: 3.37% (lower mid).1Y return: 1.91% (bottom quartile).1Y return: 4.41% (lower mid).1Y return: -2.95% (bottom quartile).1Y return: -1.08% (bottom quartile).1Y return: 4.47% (upper mid).1Y return: 4.75% (upper mid).1Y return: 23.61% (top quartile).
Point 8Alpha: 2.40 (top quartile).Alpha: -10.09 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 2.80 (top quartile).Alpha: 0.07 (upper mid).Alpha: -5.08 (bottom quartile).Alpha: -11.18 (bottom quartile).Alpha: -1.19 (lower mid).Alpha: -0.72 (lower mid).Alpha: 0.00 (upper mid).
Point 9Sharpe: -0.43 (upper mid).Sharpe: 0.54 (top quartile).Sharpe: -0.64 (upper mid).Sharpe: -0.87 (bottom quartile).Sharpe: -0.48 (upper mid).Sharpe: -0.76 (bottom quartile).Sharpe: -1.65 (bottom quartile).Sharpe: -0.69 (lower mid).Sharpe: -0.66 (lower mid).Sharpe: 0.49 (top quartile).
Point 10Information ratio: 1.75 (top quartile).Information ratio: -1.87 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 1.25 (top quartile).Information ratio: -0.01 (bottom quartile).Information ratio: 0.02 (lower mid).Information ratio: 0.18 (upper mid).Information ratio: 1.11 (upper mid).Information ratio: 1.05 (upper mid).Information ratio: 0.00 (bottom quartile).

Franklin India Opportunities Fund

  • Upper mid AUM (₹7,509 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.75% (upper mid).
  • 3Y return: 30.07% (top quartile).
  • 1Y return: 6.65% (upper mid).
  • Alpha: 2.40 (top quartile).
  • Sharpe: -0.43 (upper mid).
  • Information ratio: 1.75 (top quartile).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹4,282 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.49% (bottom quartile).
  • 3Y return: 27.06% (top quartile).
  • 1Y return: 19.10% (top quartile).
  • Alpha: -10.09 (bottom quartile).
  • Sharpe: 0.54 (top quartile).
  • Information ratio: -1.87 (bottom quartile).

Franklin Build India Fund

  • Lower mid AUM (₹2,884 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 32.63% (top quartile).
  • 3Y return: 26.82% (upper mid).
  • 1Y return: 3.37% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.64 (upper mid).
  • Information ratio: 0.00 (lower mid).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,882 Cr).
  • Established history (27+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.66% (bottom quartile).
  • 3Y return: 23.87% (upper mid).
  • 1Y return: 1.91% (bottom quartile).
  • Alpha: 2.80 (top quartile).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 1.25 (top quartile).

Franklin India Prima Fund

  • Upper mid AUM (₹12,251 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.87% (upper mid).
  • 3Y return: 21.92% (upper mid).
  • 1Y return: 4.41% (lower mid).
  • Alpha: 0.07 (upper mid).
  • Sharpe: -0.48 (upper mid).
  • Information ratio: -0.01 (bottom quartile).

Franklin India Smaller Companies Fund

  • Top quartile AUM (₹13,302 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.98% (top quartile).
  • 3Y return: 21.56% (lower mid).
  • 1Y return: -2.95% (bottom quartile).
  • Alpha: -5.08 (bottom quartile).
  • Sharpe: -0.76 (bottom quartile).
  • Information ratio: 0.02 (lower mid).

Templeton India Equity Income Fund

  • Bottom quartile AUM (₹2,317 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.31% (upper mid).
  • 3Y return: 18.36% (lower mid).
  • 1Y return: -1.08% (bottom quartile).
  • Alpha: -11.18 (bottom quartile).
  • Sharpe: -1.65 (bottom quartile).
  • Information ratio: 0.18 (upper mid).

Franklin India Taxshield

  • Upper mid AUM (₹6,537 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.06% (lower mid).
  • 3Y return: 18.18% (bottom quartile).
  • 1Y return: 4.47% (upper mid).
  • Alpha: -1.19 (lower mid).
  • Sharpe: -0.69 (lower mid).
  • Information ratio: 1.11 (upper mid).

Franklin India Equity Fund

  • Highest AUM (₹18,727 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.74% (lower mid).
  • 3Y return: 18.17% (bottom quartile).
  • 1Y return: 4.75% (upper mid).
  • Alpha: -0.72 (lower mid).
  • Sharpe: -0.66 (lower mid).
  • Information ratio: 1.05 (upper mid).

Franklin Asian Equity Fund

  • Bottom quartile AUM (₹260 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 4.79% (bottom quartile).
  • 3Y return: 17.71% (bottom quartile).
  • 1Y return: 23.61% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.49 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
* ఆధారంగా నిధుల జాబితాఆస్తులు > 100 కోట్లు & ఆధారంగా క్రమబద్ధీకరించబడింది3 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 (₹7,509 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.75% (upper mid).
  • 3Y return: 30.07% (top quartile).
  • 1Y return: 6.65% (upper mid).
  • Alpha: 2.40 (top quartile).
  • Sharpe: -0.43 (upper mid).
  • Information ratio: 1.75 (top quartile).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~5.0%).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (03 Nov 25) ₹263.504 ↑ 1.41   (0.54 %)
Net Assets (Cr) ₹7,509 on 31 Aug 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.43
Information Ratio 1.75
Alpha Ratio 2.4
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.

DateValue
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

Franklin India Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
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 3 Nov 25

DurationReturns
1 Month 2.9%
3 Month 5.7%
6 Month 11.5%
1 Year 6.6%
3 Year 30.1%
5 Year 27.7%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kiran Sebastian7 Feb 223.65 Yr.
R. Janakiraman1 Apr 1312.51 Yr.
Sandeep Manam18 Oct 213.96 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical20.07%
Financial Services18.85%
Health Care12.76%
Technology11.87%
Basic Materials9.66%
Communication Services5.71%
Industrials4.42%
Energy4.34%
Utility2.78%
Consumer Defensive1.74%
Real Estate0.5%
Asset Allocation
Asset ClassValue
Cash7.28%
Equity92.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK
5%₹389 Cr4,087,942
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹337 Cr2,472,229
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 532215
4%₹334 Cr2,950,277
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
4%₹311 Cr9,548,090
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTI
4%₹272 Cr169,582
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M
3%₹219 Cr637,966
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
3%₹218 Cr1,158,502
Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 526299
3%₹216 Cr814,231
NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 532555
3%₹216 Cr6,333,312
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE
3%₹213 Cr12,833,401

2. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹4,282 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.49% (bottom quartile).
  • 3Y return: 27.06% (top quartile).
  • 1Y return: 19.10% (top quartile).
  • Alpha: -10.09 (bottom quartile).
  • Sharpe: 0.54 (top quartile).
  • Information ratio: -1.87 (bottom quartile).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Corporate.
  • Equity-heavy allocation (~97%).
  • Largest holding Franklin US Opportunities I(acc)USD (~98.9%).
  • Top-3 holdings concentration ~100.0%.

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (03 Nov 25) ₹82.3616 ↑ 0.14   (0.17 %)
Net Assets (Cr) ₹4,282 on 31 Aug 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.54
Information Ratio -1.87
Alpha Ratio -10.09
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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
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 3 Nov 25

DurationReturns
1 Month 1.5%
3 Month 7%
6 Month 21.8%
1 Year 19.1%
3 Year 27.1%
5 Year 12.5%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sandeep Manam18 Oct 213.96 Yr.

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

Equity Sector Allocation
SectorValue
Technology38.99%
Communication Services18.52%
Consumer Cyclical9.26%
Industrials8.3%
Financial Services7.33%
Health Care7.29%
Basic Materials2.27%
Consumer Defensive1.88%
Real Estate0.67%
Asset Allocation
Asset ClassValue
Cash1.03%
Equity97.26%
Other0.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹4,388 Cr4,685,691
↑ 13,104
Call, Cash & Other Assets
CBLO | -
1%₹49 Cr

3. 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 (₹2,884 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 32.63% (top quartile).
  • 3Y return: 26.82% (upper mid).
  • 1Y return: 3.37% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.64 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Larsen & Toubro Ltd (~8.3%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (04 Nov 25) ₹145.441 ↓ -1.28   (-0.87 %)
Net Assets (Cr) ₹2,884 on 31 Aug 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.01
Sharpe Ratio -0.64
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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
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 3 Nov 25

DurationReturns
1 Month 2.6%
3 Month 3.3%
6 Month 10.1%
1 Year 3.4%
3 Year 26.8%
5 Year 32.6%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal18 Oct 213.96 Yr.
Kiran Sebastian7 Feb 223.65 Yr.
Sandeep Manam18 Oct 213.96 Yr.

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

Equity Sector Allocation
SectorValue
Industrials35.44%
Utility14.2%
Financial Services13.18%
Energy12.89%
Communication Services7.62%
Basic Materials5.03%
Real Estate3.16%
Consumer Cyclical2.74%
Technology2.21%
Asset Allocation
Asset ClassValue
Cash3.52%
Equity96.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
8%₹243 Cr665,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
6%₹176 Cr315,000
↑ 15,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
6%₹164 Cr1,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
6%₹163 Cr6,825,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹162 Cr1,200,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹148 Cr4,350,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹133 Cr710,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹113 Cr1,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
3%₹101 Cr3,600,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | 532155
3%₹92 Cr5,200,000
↑ 400,000

4. 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 (₹1,882 Cr).
  • Established history (27+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.66% (bottom quartile).
  • 3Y return: 23.87% (upper mid).
  • 1Y return: 1.91% (bottom quartile).
  • Alpha: 2.80 (top quartile).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 1.25 (top quartile).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Infosys Ltd (~17.7%).
  • Top-3 holdings concentration ~44.6%.

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (03 Nov 25) ₹527.396 ↑ 1.28   (0.24 %)
Net Assets (Cr) ₹1,882 on 31 Aug 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.88
Information Ratio 1.25
Alpha Ratio 2.8
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.

DateValue
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

Franklin India Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 3 Nov 25

DurationReturns
1 Month 4.1%
3 Month 5.6%
6 Month 11.2%
1 Year 1.9%
3 Year 23.9%
5 Year 18.7%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venkatesh Sanjeevi4 Oct 240.99 Yr.
R. Janakiraman1 Dec 231.84 Yr.
Sandeep Manam18 Oct 213.96 Yr.

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

Equity Sector Allocation
SectorValue
Technology55.04%
Communication Services21.07%
Consumer Cyclical13.66%
Financial Services4.9%
Industrials1.04%
Health Care0.06%
Asset Allocation
Asset ClassValue
Cash3.89%
Equity95.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
18%₹331 Cr2,298,906
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
15%₹281 Cr1,493,480
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
12%₹221 Cr764,559
Franklin Technology I Acc USD
Investment Fund | -
8%₹141 Cr174,810
↓ -41,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
7%₹137 Cr4,196,521
↓ -1,170,621
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
5%₹88 Cr517,479
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
4%₹69 Cr500,267
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY
3%₹57 Cr1,346,780
Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH
3%₹49 Cr642,259
Intellect Design Arena Ltd (Technology)
Equity, Since 31 Dec 22 | INTELLECT
2%₹45 Cr460,931

5. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Research Highlights for Franklin India Prima Fund

  • Upper mid AUM (₹12,251 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.87% (upper mid).
  • 3Y return: 21.92% (upper mid).
  • 1Y return: 4.41% (lower mid).
  • Alpha: 0.07 (upper mid).
  • Sharpe: -0.48 (upper mid).
  • Information ratio: -0.01 (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 (04 Nov 25) ₹2,812.17 ↓ -4.50   (-0.16 %)
Net Assets (Cr) ₹12,251 on 31 Aug 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.48
Information Ratio -0.01
Alpha Ratio 0.07
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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Franklin 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 3 Nov 25

DurationReturns
1 Month 3.8%
3 Month 3%
6 Month 9.5%
1 Year 4.4%
3 Year 21.9%
5 Year 23.9%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1114.67 Yr.
Sandeep Manam18 Oct 213.96 Yr.
Akhil Kalluri7 Feb 223.65 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.02%
Consumer Cyclical17.05%
Industrials12.93%
Basic Materials12.78%
Health Care10.78%
Technology6.75%
Real Estate5.49%
Consumer Defensive4.74%
Communication Services3.4%
Utility1.33%
Energy1.3%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹369 Cr19,143,234
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 500480
2%₹282 Cr717,366
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹280 Cr1,052,885
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO
2%₹253 Cr1,499,891
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹246 Cr1,631,918
PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543390
2%₹221 Cr1,300,578
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 524494
2%₹220 Cr1,641,580
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500271
2%₹220 Cr1,393,160
↓ -298,870
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN
2%₹217 Cr7,894,616
↑ 415,420
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT
2%₹212 Cr337,051

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 (₹13,302 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.98% (top quartile).
  • 3Y return: 21.56% (lower mid).
  • 1Y return: -2.95% (bottom quartile).
  • Alpha: -5.08 (bottom quartile).
  • Sharpe: -0.76 (bottom quartile).
  • Information ratio: 0.02 (lower mid).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.2%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (04 Nov 25) ₹172.251 ↓ -0.73   (-0.42 %)
Net Assets (Cr) ₹13,302 on 31 Aug 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.76
Information Ratio 0.02
Alpha Ratio -5.08
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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 3 Nov 25

DurationReturns
1 Month 2.7%
3 Month 0.9%
6 Month 9.1%
1 Year -2.9%
3 Year 21.6%
5 Year 29%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1114.67 Yr.
Sandeep Manam18 Oct 213.96 Yr.
Akhil Kalluri8 Sep 223.07 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.1%
Industrials16.67%
Financial Services16.38%
Health Care11.71%
Basic Materials10.39%
Technology7.13%
Real Estate4.37%
Consumer Defensive3.84%
Utility3.14%
Energy0.99%
Asset Allocation
Asset ClassValue
Cash5.5%
Equity94.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹422 Cr6,729,408
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹347 Cr3,868,691
Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA
2%₹309 Cr4,023,411
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹296 Cr1,866,828
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
2%₹276 Cr3,260,279
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹275 Cr48,064,081
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹255 Cr1,387,967
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹248 Cr1,448,723
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹246 Cr3,220,340
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA
2%₹233 Cr1,513,099

7. 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 (₹2,317 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.31% (upper mid).
  • 3Y return: 18.36% (lower mid).
  • 1Y return: -1.08% (bottom quartile).
  • Alpha: -11.18 (bottom quartile).
  • Sharpe: -1.65 (bottom quartile).
  • Information ratio: 0.18 (upper mid).
  • Higher exposure to Utility vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • Largest holding NTPC Ltd (~5.2%).

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (03 Nov 25) ₹140.416 ↑ 0.16   (0.12 %)
Net Assets (Cr) ₹2,317 on 31 Aug 25
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio -1.65
Information Ratio 0.18
Alpha Ratio -11.18
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.

DateValue
31 Oct 20₹10,000
31 Oct 21₹16,892
31 Oct 22₹17,857
31 Oct 23₹20,547
31 Oct 24₹29,991
31 Oct 25₹29,633

Templeton India Equity Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
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 3 Nov 25

DurationReturns
1 Month 2.2%
3 Month 4.5%
6 Month 4.2%
1 Year -1.1%
3 Year 18.4%
5 Year 24.3%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.4%
2023 33.3%
2022 5.3%
2021 43.1%
2020 22.9%
2019 5.3%
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Ajay Argal1 Dec 231.84 Yr.
Sandeep Manam18 Oct 213.96 Yr.
Rajasa Kakulavarapu6 Sep 214.07 Yr.

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

Equity Sector Allocation
SectorValue
Utility18.98%
Technology13.46%
Energy11.86%
Real Estate10.57%
Consumer Defensive9.86%
Financial Services9.44%
Consumer Cyclical6.23%
Industrials5.88%
Basic Materials5.13%
Communication Services2.16%
Asset Allocation
Asset ClassValue
Cash6.43%
Equity93.56%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
5%₹123 Cr3,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹108 Cr1,140,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
4%₹102 Cr5,800,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
4%₹99 Cr686,814
Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY
4%₹99 Cr2,335,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
4%₹89 Cr640,932
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
4%₹84 Cr3,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹82 Cr2,050,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
3%₹69 Cr8,000,000
↓ -5,500,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 19 | BEL
3%₹69 Cr1,700,000

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 (₹6,537 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.06% (lower mid).
  • 3Y return: 18.18% (bottom quartile).
  • 1Y return: 4.47% (upper mid).
  • Alpha: -1.19 (lower mid).
  • Sharpe: -0.69 (lower mid).
  • Information ratio: 1.11 (upper mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • 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 (04 Nov 25) ₹1,505.17 ↓ -8.20   (-0.54 %)
Net Assets (Cr) ₹6,537 on 31 Aug 25
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio -0.69
Information Ratio 1.11
Alpha Ratio -1.19
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Franklin 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 3 Nov 25

DurationReturns
1 Month 2.9%
3 Month 2.7%
6 Month 5.4%
1 Year 4.5%
3 Year 18.2%
5 Year 23.1%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman2 May 169.42 Yr.
Rajasa Kakulavarapu1 Dec 231.84 Yr.

Data below for Franklin India Taxshield as on 31 Aug 25

Equity Sector Allocation
SectorValue
Financial Services30.44%
Industrials12.56%
Consumer Cyclical11.04%
Technology8.34%
Health Care6.76%
Basic Materials5.79%
Consumer Defensive5.22%
Communication Services5.21%
Utility5.07%
Energy3.08%
Real Estate1.75%
Asset Allocation
Asset ClassValue
Cash4.75%
Equity95.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
9%₹620 Cr6,520,834
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹613 Cr4,546,914
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹323 Cr883,853
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
4%₹285 Cr1,517,753
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹277 Cr1,922,741
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹255 Cr2,252,948
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320
4%₹244 Cr7,500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹203 Cr1,462,587
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹201 Cr1,472,922
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹189 Cr685,013

9. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Research Highlights for Franklin India Equity Fund

  • Highest AUM (₹18,727 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.74% (lower mid).
  • 3Y return: 18.17% (bottom quartile).
  • 1Y return: 4.75% (upper mid).
  • Alpha: -0.72 (lower mid).
  • Sharpe: -0.66 (lower mid).
  • Information ratio: 1.05 (upper mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~8.5%).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (03 Nov 25) ₹1,677.95 ↑ 9.90   (0.59 %)
Net Assets (Cr) ₹18,727 on 31 Aug 25
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.66
Information Ratio 1.05
Alpha Ratio -0.72
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.

DateValue
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

Franklin India Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Franklin 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 3 Nov 25

DurationReturns
1 Month 3.5%
3 Month 4.1%
6 Month 6.2%
1 Year 4.8%
3 Year 18.2%
5 Year 23.7%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1114.67 Yr.
Sandeep Manam18 Oct 213.96 Yr.
Rajasa Kakulavarapu1 Dec 231.84 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.41%
Industrials12.87%
Consumer Cyclical12.05%
Health Care8.04%
Technology7.24%
Utility5.74%
Communication Services5.61%
Basic Materials5.4%
Consumer Defensive5.16%
Energy4.52%
Real Estate1.8%
Asset Allocation
Asset ClassValue
Cash3.16%
Equity96.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹1,604 Cr16,869,284
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,470 Cr10,908,206
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
4%₹851 Cr4,528,105
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹780 Cr2,131,779
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹765 Cr6,761,448
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹667 Cr4,627,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹613 Cr4,493,052
↑ 308,622
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹611 Cr18,783,160
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M
3%₹553 Cr1,612,271
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹492 Cr3,555,589

10. 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 (₹260 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 4.79% (bottom quartile).
  • 3Y return: 17.71% (bottom quartile).
  • 1Y return: 23.61% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.49 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~9.7%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (03 Nov 25) ₹35.6578 ↑ 0.34   (0.97 %)
Net Assets (Cr) ₹260 on 31 Aug 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.54
Sharpe Ratio 0.49
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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
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 3 Nov 25

DurationReturns
1 Month 3.8%
3 Month 14.6%
6 Month 26.1%
1 Year 23.6%
3 Year 17.7%
5 Year 4.8%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sandeep Manam18 Oct 213.96 Yr.
Shyam Sriram26 Sep 241.01 Yr.

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

Equity Sector Allocation
SectorValue
Technology25.99%
Consumer Cyclical22.86%
Financial Services21.73%
Industrials6.81%
Communication Services6.37%
Consumer Defensive3.59%
Health Care3.39%
Basic Materials2.97%
Real Estate2.18%
Utility1.16%
Asset Allocation
Asset ClassValue
Cash2.95%
Equity97.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
10%₹27 Cr71,000
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
6%₹18 Cr23,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK
5%₹14 Cr143,242
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | ICICIBANK
4%₹12 Cr92,546
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
4%₹11 Cr56,904
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
4%₹10 Cr18,979
Contemporary Amperex Technology Co Ltd Class A (Industrials)
Equity, Since 30 Apr 24 | 300750
3%₹9 Cr18,100
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹9 Cr274,237
MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 2454
3%₹8 Cr21,000
SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 000660
3%₹8 Cr3,567

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నెలవారీ పెట్టుబడి: INR 10,000

పెట్టుబడి కాలం: 10 సంవత్సరాల

పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000

దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%

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