فرینکلن ٹیمپلٹن میوچل فنڈ 2022 کے 4 بہترین ایکویٹی فنڈز

Table of Contents

فرینکلن میوچل فنڈ میں کیوں سرمایہ کاری کریں؟
بہترین فرینکلن ٹیمپلٹن ایکویٹی میوچل فنڈز
فرینکلن میوچل فنڈ میں آن لائن سرمایہ کاری کیسے کی جائے؟
Top 7 Funds

فرینکلن ٹیمپلٹن میوچل فنڈ 2022 کے 7 بہترین ایکویٹی فنڈز

Updated on April 27, 2025 , 4324 views

چونکہفرینکلن ٹیمپلٹن میوچل فنڈ سب سے قدیم میں سے ایک ہےAMCs ہندوستان میں، سرمایہ کار ایسے فنڈ ہاؤس کے ساتھ سرمایہ کاری کرتے ہیں۔ فنڈ ہاؤس بنیادی طور پر ان کمپنیوں میں سرمایہ کاری کرتا ہے جو بڑے اور قائم شدہ کاروبار چلاتی ہیں اور ان کا طویل ٹریک ریکارڈ ہے۔ ایسی کمپنیاں اکثر طویل مدت میں زیادہ منافع کو یقینی بناتی ہیں۔

سرمایہ کار جو سرمایہ کاری کرنا چاہتے ہیں۔ایکویٹی فنڈز طویل عرصے کے لئے سرمایہ کاری کرنی چاہئے اور اعلی ہونا چاہئےخطرے کی بھوک. وہ سرمایہ کار جو ایکویٹی فنڈز میں سرمایہ کاری کرنا چاہتے ہیں، یہاں سرفہرست 4 کی فہرست ہے۔بہترین ایکویٹی فنڈز فرینکلن ٹیمپلٹن کے ذریعہمشترکہ فنڈ. ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کے اداکار، ہم مرتبہ کی اوسط واپسی، اور دیگر معلوماتی تناسب۔

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فرینکلن میوچل فنڈ میں کیوں سرمایہ کاری کریں؟

a طویل مدتی سرمایہ کاری کے اہداف

سرمایہ کار اپنی طویل مدتی منصوبہ بندی کر سکتے ہیں۔مالی اہداف کی طرف سےسرمایہ کاری فرینکلن کے ایکویٹی فنڈز میں۔ لیکن، ان اہداف کو اچھی طرح سے پورا کرنے کے لیے، ایک طویل مدت کے لیے اپنی سرمایہ کاری کی منصوبہ بندی کرنی چاہیے۔

ب ٹیکس فوائد

فرینکلن میوچل فنڈ کے تحت ٹیکس فوائد پیش کرتا ہے۔سیکنڈ 80C سرمایہ کاروں کو. ٹیکس سیونگ فنڈ کا نامفرینکلن انڈیا ٹیکس شیلڈ جس میں سرمایہ کار اپنی ٹیکس بچت کی منصوبہ بندی کرنے کے ساتھ ساتھ طویل مدتی فائدہ حاصل کر سکتے ہیں۔سرمایہ ترقی

c بہترین ریٹنگز

فرینکلن ایکویٹی اسکیموں میں سے کئی کی CRISIL ریٹنگ تین اور اس سے اوپر ہے۔

d مسلسل ریٹرن

فرینکلن کی بہت سی ایکویٹی اسکیموں نے سالوں میں مسلسل منافع دیا ہے۔ جو سرمایہ کار ان ایکویٹی اسکیموں میں اچھا منافع حاصل کرنا چاہتے ہیں انہیں طویل مدت تک سرمایہ کاری میں رہنا چاہیے۔

بہترین فرینکلن ٹیمپلٹن ایکویٹی میوچل فنڈز

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)	Sharpe Ratio
Franklin Asian Equity Fund Growth	₹27.6248 ↑ 0.04	₹239	-1.7	-5.5	7.1	3.9	4.6	14.4	0.11
Franklin Build India Fund Growth	₹132.846 ↓ -0.24	₹2,642	3.5	-5.5	2	28.1	34.8	27.8	0.09
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹65.3277 ↓ -0.43	₹3,452	-14.4	-8.3	5.1	11.2	12.5	27.1	-0.23
Franklin India Smaller Companies Fund Growth	₹159.873 ↑ 0.62	₹11,970	-0.3	-9	-0.4	21.2	34.2	23.2	-0.06
Franklin India Focused Equity Fund Growth	₹103.121 ↑ 0.15	₹11,396	3.8	-2.7	5.8	17.4	26.1	19.9	-0.06
Franklin India Taxshield Growth	₹1,428.82 ↑ 0.80	₹6,359	4	-2.5	8.8	19.3	27.3	22.4	0.19
Franklin India Prima Fund Growth	₹2,589.11 ↑ 11.24	₹11,443	2.5	-4.6	13.2	21.8	27.8	31.8	0.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25
Note: Ratio's shown as on 31 Mar 25

1. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 6.1% since its launch. Ranked 1 in Global category. Return for 2024 was 14.4% , 2023 was 0.7% and 2022 was -14.5% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (28 Apr 25)	₹27.6248 ↑ 0.04 (0.16 %)
Net Assets (Cr)	₹239 on 31 Mar 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.5
Sharpe Ratio	0.11
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹15,243
31 Mar 22	₹13,017
31 Mar 23	₹12,479
31 Mar 24	₹12,627
31 Mar 25	₹13,589

Franklin Asian Equity Fund SIP 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 28 Apr 25

Duration	Returns
1 Month	-3%
3 Month	-1.7%
6 Month	-5.5%
1 Year	7.1%
3 Year	3.9%
5 Year	4.6%
10 Year
15 Year
Since launch	6.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	14.4%
2022	0.7%
2021	-14.5%
2020	-5.9%
2019	25.8%
2018	28.2%
2017	-13.6%
2016	35.5%
2015	7.2%
2014	-4.6%

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.45 Yr.
Shyam Sriram	26 Sep 24	0.51 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	25.35%
Financial Services	22.44%
Technology	20.88%
Industrials	6.97%
Consumer Defensive	6.86%
Communication Services	5.9%
Health Care	4.45%
Real Estate	2.23%
Basic Materials	1.47%
Utility	1.16%

Asset Allocation

Asset Class	Value
Cash	2.29%
Equity	97.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	11%	₹26 Cr	111,000 ↓ -2,000
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	6%	₹14 Cr	25,800 ↑ 800
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| ICICIBANK	6%	₹14 Cr	103,868
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| HDFCBANK	4%	₹10 Cr	52,213
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	4%	₹9 Cr	65,204
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	3%	₹7 Cr	20,922
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 500850	3%	₹7 Cr	85,863
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 24 \| LT	3%	₹6 Cr	18,306
AIA Group Ltd (Financial Services) Equity, Since 31 Mar 12 \| 01299	3%	₹6 Cr	95,600
Yum China Holdings Inc (Consumer Cyclical) Equity, Since 31 Jan 20 \| YUMC	3%	₹6 Cr	13,766 ↓ -1,052

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (29 Apr 25)	₹132.846 ↓ -0.24 (-0.18 %)
Net Assets (Cr)	₹2,642 on 31 Mar 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.13
Sharpe Ratio	0.09
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 Mar 20	₹10,000
31 Mar 21	₹18,042
31 Mar 22	₹22,684
31 Mar 23	₹25,531
31 Mar 24	₹43,699
31 Mar 25	₹46,685

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310 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 28 Apr 25

Duration	Returns
1 Month	3%
3 Month	3.5%
6 Month	-5.5%
1 Year	2%
3 Year	28.1%
5 Year	34.8%
10 Year
15 Year
Since launch	18%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	2.1%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.45 Yr.
Kiran Sebastian	7 Feb 22	3.15 Yr.
Sandeep Manam	18 Oct 21	3.45 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	34.52%
Utility	13.44%
Energy	12.09%
Financial Services	11.98%
Communication Services	7.87%
Basic Materials	7.07%
Consumer Cyclical	3.06%
Real Estate	2.9%
Technology	1.74%

Asset Allocation

Asset Class	Value
Cash	5.33%
Equity	94.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹232 Cr	665,000 ↓ -55,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| ICICIBANK	6%	₹162 Cr	1,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹153 Cr	300,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹153 Cr	1,200,000 ↑ 150,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	6%	₹148 Cr	4,125,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	5%	₹123 Cr	5,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹123 Cr	710,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹110 Cr	1,000,000 ↑ 100,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	4%	₹98 Cr	3,365,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	3%	₹75 Cr	2,000,000

3. Franklin India Feeder - Franklin U S Opportunities Fund

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

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 15.2% since its launch. Ranked 6 in Global category. Return for 2024 was 27.1% , 2023 was 37.9% and 2022 was -30.3% .

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 (28 Apr 25)	₹65.3277 ↓ -0.43 (-0.66 %)
Net Assets (Cr)	₹3,452 on 31 Mar 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.52
Sharpe Ratio	-0.23
Information Ratio	-1.51
Alpha Ratio	-8.32
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 Mar 20	₹10,000
31 Mar 21	₹15,381
31 Mar 22	₹16,341
31 Mar 23	₹14,264
31 Mar 24	₹20,244
31 Mar 25	₹20,451

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

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

Returns for 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 28 Apr 25

Duration	Returns
1 Month	-0.2%
3 Month	-14.4%
6 Month	-8.3%
1 Year	5.1%
3 Year	11.2%
5 Year	12.5%
10 Year
15 Year
Since launch	15.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	8.8%

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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.45 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	39.28%
Communication Services	12.66%
Health Care	11.12%
Consumer Cyclical	10.91%
Industrials	7.67%
Financial Services	7.37%
Basic Materials	2.16%
Consumer Defensive	1.76%
Utility	0.77%
Real Estate	0.57%

Asset Allocation

Asset Class	Value
Cash	2.34%
Equity	96.59%
Other	0.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹3,415 Cr	4,604,839 ↓ -5,496
Call, Cash & Other Assets Net Current Assets \| -	1%	₹36 Cr

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (29 Apr 25)	₹159.873 ↑ 0.62 (0.39 %)
Net Assets (Cr)	₹11,970 on 31 Mar 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	-0.06
Information Ratio	0.27
Alpha Ratio	-3.3
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 Mar 20	₹10,000
31 Mar 21	₹19,999
31 Mar 22	₹26,272
31 Mar 23	₹28,549
31 Mar 24	₹43,647
31 Mar 25	₹44,921

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310 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 28 Apr 25

Duration	Returns
1 Month	5.4%
3 Month	-0.3%
6 Month	-9%
1 Year	-0.4%
3 Year	21.2%
5 Year	34.2%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	9.6%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.17 Yr.
Sandeep Manam	18 Oct 21	3.45 Yr.
Akhil Kalluri	8 Sep 22	2.56 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	19.26%
Financial Services	18.94%
Consumer Cyclical	15.15%
Health Care	11.27%
Basic Materials	10.48%
Technology	4.67%
Real Estate	4.54%
Consumer Defensive	3.5%
Utility	2.72%
Energy	0.93%
Communication Services	0.01%

Asset Allocation

Asset Class	Value
Cash	7.22%
Equity	92.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹388 Cr	8,018,630
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	3%	₹378 Cr	3,868,691
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| 590003	2%	₹293 Cr	13,998,917
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹275 Cr	1,387,967
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹265 Cr	1,866,828
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹264 Cr	48,064,081
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| CROMPTON	2%	₹244 Cr	6,900,000
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 21 \| ICICIBANK	2%	₹237 Cr	1,759,945
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹235 Cr	1,448,723
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹232 Cr	4,963,469

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch. Ranked 28 in Focused category. Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (29 Apr 25)	₹103.121 ↑ 0.15 (0.14 %)
Net Assets (Cr)	₹11,396 on 31 Mar 25
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	-0.06
Information Ratio	0.28
Alpha Ratio	-1.53
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 Mar 20	₹10,000
31 Mar 21	₹17,926
31 Mar 22	₹22,227
31 Mar 23	₹23,021
31 Mar 24	₹32,243
31 Mar 25	₹33,828

Franklin India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	4.3%
3 Month	3.8%
6 Month	-2.7%
1 Year	5.8%
3 Year	17.4%
5 Year	26.1%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.9%
2022	23.5%
2021	8.9%
2020	39.4%
2019	10.9%
2018	10.9%
2017	-8.8%
2016	37.4%
2015	5%
2014	1.5%

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.45 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.49 Yr.
Sandeep Manam	18 Oct 21	3.45 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	35.63%
Consumer Cyclical	11.95%
Health Care	9.3%
Industrials	7.39%
Technology	6.91%
Communication Services	5.93%
Basic Materials	5.52%
Energy	5.15%
Consumer Defensive	4.14%
Real Estate	2.89%

Asset Allocation

Asset Class	Value
Cash	5.19%
Equity	94.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	11%	₹1,243 Cr	6,800,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	10%	₹1,119 Cr	8,300,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹676 Cr	3,900,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	6%	₹661 Cr	6,000,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	5%	₹587 Cr	4,600,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	5%	₹555 Cr	3,200,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	4%	₹505 Cr	1,400,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| 500087	4%	₹505 Cr	3,500,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	4%	₹474 Cr	23,500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	4%	₹403 Cr	350,000 ↑ 30,000

6. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch. Ranked 28 in ELSS category. Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (29 Apr 25)	₹1,428.82 ↑ 0.80 (0.06 %)
Net Assets (Cr)	₹6,359 on 31 Mar 25
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	0.19
Information Ratio	1.32
Alpha Ratio	2.32
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,793
31 Mar 22	₹21,613
31 Mar 23	₹22,171
31 Mar 24	₹32,145
31 Mar 25	₹35,012

Franklin India Taxshield SIP 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 Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	3.9%
3 Month	4%
6 Month	-2.5%
1 Year	8.8%
3 Year	19.3%
5 Year	27.3%
10 Year
15 Year
Since launch	21%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	4%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	8.92 Yr.
Rajasa Kakulavarapu	1 Dec 23	1.33 Yr.

Data below for Franklin India Taxshield as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	30.99%
Consumer Cyclical	12.49%
Industrials	10.42%
Technology	9.55%
Health Care	6.71%
Consumer Defensive	5.38%
Communication Services	5.3%
Utility	4.91%
Basic Materials	4.87%
Energy	2.83%
Real Estate	1.65%

Asset Allocation

Asset Class	Value
Cash	4.17%
Equity	95.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	10%	₹613 Cr	4,546,914
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹596 Cr	3,260,417
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	5%	₹310 Cr	1,786,745 ↓ -176,892
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹309 Cr	883,853
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	5%	₹302 Cr	1,922,741
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	4%	₹248 Cr	2,252,948
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	4%	₹233 Cr	1,462,587
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹183 Cr	843,530
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Oct 18 \| UNITDSPR	3%	₹179 Cr	1,276,457
Grasim Industries Ltd (Basic Materials) Equity, Since 30 Jun 11 \| GRASIM	3%	₹179 Cr	685,013

7. Franklin India Prima Fund

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

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.4% since its launch. Ranked 29 in Mid Cap category. Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (29 Apr 25)	₹2,589.11 ↑ 11.24 (0.44 %)
Net Assets (Cr)	₹11,443 on 31 Mar 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.8
Sharpe Ratio	0.5
Information Ratio	0.05
Alpha Ratio	7.13
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 Mar 20	₹10,000
31 Mar 21	₹18,132
31 Mar 22	₹20,621
31 Mar 23	₹21,353
31 Mar 24	₹31,269
31 Mar 25	₹36,290

Franklin India Prima Fund SIP 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 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 28 Apr 25

Duration	Returns
1 Month	3.2%
3 Month	2.5%
6 Month	-4.6%
1 Year	13.2%
3 Year	21.8%
5 Year	27.8%
10 Year
15 Year
Since launch	19.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	6.8%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.17 Yr.
Sandeep Manam	18 Oct 21	3.45 Yr.
Akhil Kalluri	7 Feb 22	3.15 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	19.82%
Consumer Cyclical	18.48%
Basic Materials	14.85%
Health Care	11.05%
Industrials	11.01%
Technology	7.13%
Real Estate	5.59%
Consumer Defensive	4.16%
Communication Services	2.69%
Utility	1.19%
Energy	0.71%

Asset Allocation

Asset Class	Value
Cash	3.33%
Equity	96.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	4%	₹423 Cr	21,939,752
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| 524494	2%	₹247 Cr	1,641,580
Coromandel International Ltd (Basic Materials) Equity, Since 31 May 11 \| 506395	2%	₹240 Cr	1,211,228 ↓ -18,628
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 28 Feb 22 \| MAXHEALTH	2%	₹236 Cr	2,153,205
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹229 Cr	1,499,891
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical) Equity, Since 31 May 16 \| CROMPTON	2%	₹226 Cr	6,391,052
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹225 Cr	901,105
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 14 \| HDFCBANK	2%	₹224 Cr	1,223,175
JK Cement Ltd (Basic Materials) Equity, Since 31 Jul 12 \| JKCEMENT	2%	₹218 Cr	442,739
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 21 \| DEEPAKNTR	2%	₹218 Cr	1,100,123

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