10 بہترین فرینکلن ٹیمپلٹن ایس آئی پی میوچل فنڈز 2022

Updated on March 9, 2026 , 18175 views

فرینکلن ٹیمپلٹن کا انتخاب کرکےگھونٹ منصوبوں کے سرمایہ کار ہر ماہ پہلے سے منتخب شدہ تاریخ کو اس اسکیم میں تھوڑی سی رقم لگا سکتے ہیں جس میں آپ سرمایہ کاری کرنا چاہتے ہیں۔ SIP ایکویٹی میں داخل ہونے کے بہترین طریقوں میں سے ایک ہے۔مارکیٹجیسا کہ یہ سرمایہ کاری کے لیے نظم و ضبط اور عادت لاتا ہے۔سرمایہ کار. مزید یہ کہ فرینکلن ایس آئی پی حاصل کرنے میں مدد کرتا ہے۔مالی اہداف وقت پر. سرمایہ کار ماہانہ پر چھوٹی رقم کی سرمایہ کاری کر سکتے ہیں۔بنیادجو آپ کے اہداف کو پورا کرنے کے لیے بالآخر ایک اضافی کارپس بنائے گا۔ آپ شروع کر سکتے ہیں۔سرمایہ کاری INR 500 تک کم رقم کے ساتھ، جو اسے زیادہ تر سرمایہ کاروں کے لیے سستی بناتا ہے۔

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فرینکلن ایس آئی پی میوچل فنڈز میں کیوں سرمایہ کاری کریں؟

SIPs کے کچھ فوائد یہ ہیں:

کمپاؤنڈنگ کی طاقت
روپے کی اوسط لاگت
مارکیٹ میں وقت لگانے کی ضرورت نہیں ہے۔
سستی

سرمایہ کاری کرنے کے خواہاں سرمایہ کار نیچے دیے گئے بہترین فرینکلن ٹیمپلٹن SIP سے فنڈز کا انتخاب کر سکتے ہیں۔باہمی چندہ ایکویٹی کے زمرے میں سرمایہ کاری کرنا۔ ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ اوسط واپسی، وغیرہ۔

SIP سرمایہ کاری کیسے بڑھتی ہے؟

جاننا چاہتے ہیں کہ آپ کیسا ہے۔SIP سرمایہ کاری اگر آپ ایک مخصوص مدت کے لیے ماہانہ ایک خاص رقم کی سرمایہ کاری کریں گے تو ترقی ہوگی؟ ہم آپ کو ایک مثال سے سمجھاتے ہیں۔

سرمایہ کاری کے لیے بہترین فرینکلن ایس آئی پی میوچل فنڈز

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Franklin India Opportunities Fund Growth	₹240.144 ↓ -3.15	₹8,271	500	-6.3	-7.2	10.3	25.7	18.2	3.1
Franklin Build India Fund Growth	₹140.224 ↓ -0.33	₹3,003	500	0.2	-0.3	15.6	25.3	22	3.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹79.1889 ↑ 0.05	₹4,573	500	-3.8	-2.1	18.4	23.8	10.4	11.4
Franklin India Prima Fund Growth	₹2,559.17 ↓ -9.72	₹12,223	500	-7	-6.6	7.9	19.7	14.7	1.6
Franklin India Equity Fund Growth	₹1,531.35 ↓ -14.15	₹19,528	500	-6.8	-5	6.6	16.7	14.1	3.3
Franklin India Smaller Companies Fund Growth	₹154.055 ↓ -0.24	₹12,764	500	-5.4	-9.4	5.9	16.6	17.4	-8.4
Franklin India Taxshield Growth	₹1,367.85 ↓ -11.94	₹6,440	500	-7.6	-6.1	5.2	16.3	13.7	2.1
Templeton India Value Fund Growth	₹688.361 ↓ -3.38	₹2,265	500	-5.6	-2.6	8.7	15.8	15.9	6.8
Franklin Asian Equity Fund Growth	₹38.0746 ↑ 0.22	₹372	500	8.5	15.6	34.4	15.8	3.3	23.7
Templeton India Equity Income Fund Growth	₹134.681 ↓ -0.78	₹2,417	500	-2.9	-1.5	4.4	15.2	16.1	1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	Franklin India Opportunities Fund	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Prima Fund	Franklin India Equity Fund	Franklin India Smaller Companies Fund	Franklin India Taxshield	Templeton India Value Fund	Franklin Asian Equity Fund	Templeton India Equity Income Fund
Point 1	Upper mid AUM (₹8,271 Cr).	Lower mid AUM (₹3,003 Cr).	Lower mid AUM (₹4,573 Cr).	Upper mid AUM (₹12,223 Cr).	Highest AUM (₹19,528 Cr).	Top quartile AUM (₹12,764 Cr).	Upper mid AUM (₹6,440 Cr).	Bottom quartile AUM (₹2,265 Cr).	Bottom quartile AUM (₹372 Cr).	Bottom quartile AUM (₹2,417 Cr).
Point 2	Established history (26+ yrs).	Established history (16+ yrs).	Established history (14+ yrs).	Oldest track record among peers (32 yrs).	Established history (31+ yrs).	Established history (20+ yrs).	Established history (26+ yrs).	Established history (29+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).
Point 3	Rating: 3★ (upper mid).	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (bottom quartile).	Rating: 5★ (top quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately 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.	Risk profile: Moderately High.
Point 5	5Y return: 18.20% (top quartile).	5Y return: 21.98% (top quartile).	5Y return: 10.42% (bottom quartile).	5Y return: 14.68% (lower mid).	5Y return: 14.10% (lower mid).	5Y return: 17.41% (upper mid).	5Y return: 13.71% (bottom quartile).	5Y return: 15.94% (upper mid).	5Y return: 3.30% (bottom quartile).	5Y return: 16.13% (upper mid).
Point 6	3Y return: 25.69% (top quartile).	3Y return: 25.32% (top quartile).	3Y return: 23.78% (upper mid).	3Y return: 19.72% (upper mid).	3Y return: 16.67% (upper mid).	3Y return: 16.62% (lower mid).	3Y return: 16.28% (lower mid).	3Y return: 15.81% (bottom quartile).	3Y return: 15.78% (bottom quartile).	3Y return: 15.19% (bottom quartile).
Point 7	1Y return: 10.32% (upper mid).	1Y return: 15.64% (upper mid).	1Y return: 18.42% (top quartile).	1Y return: 7.88% (lower mid).	1Y return: 6.59% (lower mid).	1Y return: 5.94% (bottom quartile).	1Y return: 5.17% (bottom quartile).	1Y return: 8.69% (upper mid).	1Y return: 34.39% (top quartile).	1Y return: 4.36% (bottom quartile).
Point 8	Alpha: -1.01 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: -11.40 (bottom quartile).	Alpha: -4.07 (bottom quartile).	Alpha: -1.66 (upper mid).	Alpha: -4.41 (bottom quartile).	Alpha: -3.02 (lower mid).	Alpha: -0.11 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: -2.96 (lower mid).
Point 9	Sharpe: 0.12 (upper mid).	Sharpe: 0.21 (top quartile).	Sharpe: 0.16 (upper mid).	Sharpe: -0.01 (lower mid).	Sharpe: 0.07 (lower mid).	Sharpe: -0.38 (bottom quartile).	Sharpe: -0.04 (bottom quartile).	Sharpe: 0.18 (upper mid).	Sharpe: 2.24 (top quartile).	Sharpe: -0.12 (bottom quartile).
Point 10	Information ratio: 1.66 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: -1.97 (bottom quartile).	Information ratio: -0.54 (bottom quartile).	Information ratio: 0.58 (top quartile).	Information ratio: -0.19 (bottom quartile).	Information ratio: 0.47 (upper mid).	Information ratio: 0.32 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.09 (upper mid).

Franklin India Opportunities Fund

Upper mid AUM (₹8,271 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.20% (top quartile).
3Y return: 25.69% (top quartile).
1Y return: 10.32% (upper mid).
Alpha: -1.01 (upper mid).
Sharpe: 0.12 (upper mid).
Information ratio: 1.66 (top quartile).

Franklin Build India Fund

Lower mid AUM (₹3,003 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 21.98% (top quartile).
3Y return: 25.32% (top quartile).
1Y return: 15.64% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.21 (top quartile).
Information ratio: 0.00 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,573 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 10.42% (bottom quartile).
3Y return: 23.78% (upper mid).
1Y return: 18.42% (top quartile).
Alpha: -11.40 (bottom quartile).
Sharpe: 0.16 (upper mid).
Information ratio: -1.97 (bottom quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,223 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.68% (lower mid).
3Y return: 19.72% (upper mid).
1Y return: 7.88% (lower mid).
Alpha: -4.07 (bottom quartile).
Sharpe: -0.01 (lower mid).
Information ratio: -0.54 (bottom quartile).

Franklin India Equity Fund

Highest AUM (₹19,528 Cr).
Established history (31+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.10% (lower mid).
3Y return: 16.67% (upper mid).
1Y return: 6.59% (lower mid).
Alpha: -1.66 (upper mid).
Sharpe: 0.07 (lower mid).
Information ratio: 0.58 (top quartile).

Franklin India Smaller Companies Fund

Top quartile AUM (₹12,764 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.41% (upper mid).
3Y return: 16.62% (lower mid).
1Y return: 5.94% (bottom quartile).
Alpha: -4.41 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: -0.19 (bottom quartile).

Franklin India Taxshield

Upper mid AUM (₹6,440 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.71% (bottom quartile).
3Y return: 16.28% (lower mid).
1Y return: 5.17% (bottom quartile).
Alpha: -3.02 (lower mid).
Sharpe: -0.04 (bottom quartile).
Information ratio: 0.47 (upper mid).

Templeton India Value Fund

Bottom quartile AUM (₹2,265 Cr).
Established history (29+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.94% (upper mid).
3Y return: 15.81% (bottom quartile).
1Y return: 8.69% (upper mid).
Alpha: -0.11 (upper mid).
Sharpe: 0.18 (upper mid).
Information ratio: 0.32 (upper mid).

Franklin Asian Equity Fund

Bottom quartile AUM (₹372 Cr).
Established history (18+ yrs).
Rating: 5★ (top quartile).
Risk profile: High.
5Y return: 3.30% (bottom quartile).
3Y return: 15.78% (bottom quartile).
1Y return: 34.39% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 2.24 (top quartile).
Information ratio: 0.00 (lower mid).

Templeton India Equity Income Fund

Bottom quartile AUM (₹2,417 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.13% (upper mid).
3Y return: 15.19% (bottom quartile).
1Y return: 4.36% (bottom quartile).
Alpha: -2.96 (lower mid).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.09 (upper mid).

*فنڈز کی فہرست پر مبنی ہے۔اثاثے> 100 کروڑ & کی بنیاد پر ترتیب دیا گیا ہے۔3 سالسی اے جی آر واپسی.

1. Franklin India Opportunities Fund

The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy.

Research Highlights for Franklin India Opportunities Fund

Upper mid AUM (₹8,271 Cr).
Established history (26+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.20% (top quartile).
3Y return: 25.69% (top quartile).
1Y return: 10.32% (upper mid).
Alpha: -1.01 (upper mid).
Sharpe: 0.12 (upper mid).
Information ratio: 1.66 (top quartile).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund Growth
Launch Date	21 Feb 00
NAV (11 Mar 26)	₹240.144 ↓ -3.15 (-1.29 %)
Net Assets (Cr)	₹8,271 on 31 Jan 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	0.12
Information Ratio	1.66
Alpha Ratio	-1.01
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
28 Feb 21	₹10,000
28 Feb 22	₹11,025
28 Feb 23	₹11,799
29 Feb 24	₹19,769
28 Feb 25	₹21,260
28 Feb 26	₹25,304

Franklin India Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Franklin India 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 11 Mar 26

Duration	Returns
1 Month	-7.9%
3 Month	-6.3%
6 Month	-7.2%
1 Year	10.3%
3 Year	25.7%
5 Year	18.2%
10 Year
15 Year
Since launch	13%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.1%
2023	37.3%
2022	53.6%
2021	-1.9%
2020	29.7%
2019	27.3%
2018	5.4%
2017	-10.1%
2016	35.6%
2015	4.2%

Fund Manager information for Franklin India Opportunities Fund

Name	Since	Tenure
Kiran Sebastian	7 Feb 22	3.99 Yr.
R. Janakiraman	1 Apr 13	12.85 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.

Data below for Franklin India Opportunities Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	22.63%
Consumer Cyclical	14.83%
Technology	13.93%
Health Care	10.16%
Industrials	10.13%
Energy	7.84%
Basic Materials	7.79%
Communication Services	5.27%
Utility	2.73%
Real Estate	0.39%

Asset Allocation

Asset Class	Value
Cash	4.29%
Equity	95.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| AXISBANK	7%	₹541 Cr	3,948,707
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Jan 26 \| ONGC	4%	₹354 Cr	13,166,446 ↑ 13,166,446
State Bank of India (Financial Services) Equity, Since 31 Oct 25 \| SBIN	4%	₹320 Cr	2,969,724 ↓ -2,011,282
Amphenol Corp Class A (Technology) Equity, Since 31 Jul 25 \| APH	4%	₹311 Cr	234,384
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹294 Cr	2,107,409 ↑ 445,890
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Oct 24 \| APLAPOLLO	3%	₹264 Cr	1,289,735
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Nov 25 \| HAL	3%	₹246 Cr	531,519
NTPC Ltd (Utilities) Equity, Since 31 Aug 22 \| NTPC	3%	₹225 Cr	6,333,312
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	3%	₹216 Cr	25,878,858
AIA Engineering Ltd (Industrials) Equity, Since 30 Nov 25 \| AIAENG	3%	₹215 Cr	538,094 ↑ 145,777

2. Franklin Build India Fund

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

Research Highlights for Franklin Build India Fund

Lower mid AUM (₹3,003 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 21.98% (top quartile).
3Y return: 25.32% (top quartile).
1Y return: 15.64% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.21 (top quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (12 Mar 26)	₹140.224 ↓ -0.33 (-0.23 %)
Net Assets (Cr)	₹3,003 on 31 Jan 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	0.21
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
28 Feb 21	₹10,000
28 Feb 22	₹12,098
28 Feb 23	₹13,800
29 Feb 24	₹23,698
28 Feb 25	₹23,292
28 Feb 26	₹29,368

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for Franklin 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 11 Mar 26

Duration	Returns
1 Month	-5.7%
3 Month	0.2%
6 Month	-0.3%
1 Year	15.6%
3 Year	25.3%
5 Year	22%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.7%
2023	27.8%
2022	51.1%
2021	11.2%
2020	45.9%
2019	5.4%
2018	6%
2017	-10.7%
2016	43.3%
2015	8.4%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.29 Yr.
Kiran Sebastian	7 Feb 22	3.99 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.

Data below for Franklin Build India Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Industrials	33.81%
Financial Services	16.07%
Utility	14.48%
Energy	13.67%
Communication Services	8.08%
Basic Materials	5.58%
Real Estate	2.64%
Consumer Cyclical	1.25%
Technology	1.16%

Asset Allocation

Asset Class	Value
Cash	3.26%
Equity	96.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹261 Cr	665,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| ONGC	6%	₹184 Cr	6,825,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹176 Cr	1,260,000 ↑ 60,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	5%	₹161 Cr	350,000 ↑ 24,659
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹142 Cr	3,978,727 ↓ -371,273
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹140 Cr	710,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	5%	₹139 Cr	1,500,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	5%	₹137 Cr	1,000,000
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	4%	₹108 Cr	1,000,000
REC Ltd (Financial Services) Equity, Since 30 Sep 25 \| RECLTD	3%	₹98 Cr	2,700,000 ↑ 400,000

3. Franklin India Feeder - Franklin U S Opportunities Fund

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

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

Lower mid AUM (₹4,573 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 10.42% (bottom quartile).
3Y return: 23.78% (upper mid).
1Y return: 18.42% (top quartile).
Alpha: -11.40 (bottom quartile).
Sharpe: 0.16 (upper mid).
Information ratio: -1.97 (bottom quartile).

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

Franklin India Feeder - Franklin U S Opportunities Fund Growth
Launch Date	6 Feb 12
NAV (11 Mar 26)	₹79.1889 ↑ 0.05 (0.06 %)
Net Assets (Cr)	₹4,573 on 31 Jan 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.16
Information Ratio	-1.97
Alpha Ratio	-11.4
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
28 Feb 21	₹10,000
28 Feb 22	₹10,085
28 Feb 23	₹8,678
29 Feb 24	₹12,677
28 Feb 25	₹14,698
28 Feb 26	₹15,828

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 26

Duration	Returns
1 Month	-0.6%
3 Month	-3.8%
6 Month	-2.1%
1 Year	18.4%
3 Year	23.8%
5 Year	10.4%
10 Year
15 Year
Since launch	15.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.4%
2023	27.1%
2022	37.9%
2021	-30.3%
2020	17.9%
2019	45.2%
2018	34.2%
2017	6.5%
2016	18.1%
2015	-0.8%

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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.29 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Technology	40.88%
Communication Services	13.17%
Consumer Cyclical	13.16%
Health Care	10.29%
Industrials	8.13%
Financial Services	4.27%
Basic Materials	1.55%
Consumer Defensive	0.83%
Real Estate	0.51%

Asset Allocation

Asset Class	Value
Cash	1.3%
Equity	96.59%
Other	0.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹4,521 Cr	4,793,725 ↑ 41,033
Call, Cash & Other Assets CBLO \| -	1%	₹52 Cr

4. Franklin India Prima Fund

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

Research Highlights for Franklin India Prima Fund

Upper mid AUM (₹12,223 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.68% (lower mid).
3Y return: 19.72% (upper mid).
1Y return: 7.88% (lower mid).
Alpha: -4.07 (bottom quartile).
Sharpe: -0.01 (lower mid).
Information ratio: -0.54 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (12 Mar 26)	₹2,559.17 ↓ -9.72 (-0.38 %)
Net Assets (Cr)	₹12,223 on 31 Jan 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.01
Information Ratio	-0.54
Alpha Ratio	-4.07
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.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,156
28 Feb 23	₹11,889
29 Feb 24	₹17,361
28 Feb 25	₹18,581
28 Feb 26	₹21,529

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 11 Mar 26

Duration	Returns
1 Month	-7.6%
3 Month	-7%
6 Month	-6.6%
1 Year	7.9%
3 Year	19.7%
5 Year	14.7%
10 Year
15 Year
Since launch	18.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.6%
2023	31.8%
2022	36.8%
2021	2.2%
2020	32.6%
2019	17.8%
2018	3.5%
2017	-9.4%
2016	39.7%
2015	8.5%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.01 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.
Akhil Kalluri	7 Feb 22	3.99 Yr.

Data below for Franklin India Prima Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	22.47%
Industrials	14.31%
Consumer Cyclical	14.13%
Basic Materials	11.94%
Health Care	10.2%
Technology	8.57%
Real Estate	5.62%
Consumer Defensive	4.25%
Communication Services	3.69%
Utility	1.42%
Energy	1.08%

Asset Allocation

Asset Class	Value
Cash	2.33%
Equity	97.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹319 Cr	11,074,683 ↓ -1,000,000
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	3%	₹307 Cr	1,499,891
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| MPHASIS	2%	₹290 Cr	1,052,885
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹278 Cr	7,413,356 ↓ -125,830
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹265 Cr	7,219,684 ↑ 1,357,404
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹262 Cr	31,393,177
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹239 Cr	1,631,918
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| IPCALAB	2%	₹217 Cr	1,473,633
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹213 Cr	1,175,000 ↑ 325,000
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	2%	₹210 Cr	10,850,000

5. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

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

Research Highlights for Franklin India Equity Fund

Highest AUM (₹19,528 Cr).
Established history (31+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.10% (lower mid).
3Y return: 16.67% (upper mid).
1Y return: 6.59% (lower mid).
Alpha: -1.66 (upper mid).
Sharpe: 0.07 (lower mid).
Information ratio: 0.58 (top quartile).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund Growth
Launch Date	29 Sep 94
NAV (12 Mar 26)	₹1,531.35 ↓ -14.15 (-0.92 %)
Net Assets (Cr)	₹19,528 on 31 Jan 26
Category	Equity - Multi Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.07
Information Ratio	0.58
Alpha Ratio	-1.66
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
28 Feb 21	₹10,000
28 Feb 22	₹12,056
28 Feb 23	₹12,511
29 Feb 24	₹18,022
28 Feb 25	₹18,575
28 Feb 26	₹21,172

Franklin India Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 11 Mar 26

Duration	Returns
1 Month	-7.4%
3 Month	-6.8%
6 Month	-5%
1 Year	6.6%
3 Year	16.7%
5 Year	14.1%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.3%
2023	21.8%
2022	30.8%
2021	5.3%
2020	40.3%
2019	16%
2018	3.3%
2017	-4.4%
2016	30.6%
2015	5%

Fund Manager information for Franklin India Equity Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.01 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.17 Yr.

Data below for Franklin India Equity Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	30.17%
Industrials	14.32%
Consumer Cyclical	8.95%
Technology	8.54%
Basic Materials	6.83%
Consumer Defensive	5.49%
Health Care	5.39%
Energy	5.07%
Utility	4.96%
Communication Services	4.27%
Real Estate	1.4%

Asset Allocation

Asset Class	Value
Cash	4.83%
Equity	95.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| HDFCBANK	8%	₹1,623 Cr	17,469,284 ↑ 600,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	6%	₹1,205 Cr	8,891,035
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	5%	₹947 Cr	6,911,448 ↑ 150,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 13 \| LT	4%	₹838 Cr	2,131,779
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 06 \| BHARTIARTL	4%	₹833 Cr	4,233,252 ↓ -100,000
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹741 Cr	4,515,580
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	4%	₹701 Cr	6,506,362 ↑ 300,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹627 Cr	4,493,052
HCL Technologies Ltd (Technology) Equity, Since 31 Dec 13 \| HCLTECH	3%	₹603 Cr	3,555,589
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| KOTAKBANK	3%	₹566 Cr	13,862,470 ↑ 500,000

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 (₹12,764 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.41% (upper mid).
3Y return: 16.62% (lower mid).
1Y return: 5.94% (bottom quartile).
Alpha: -4.41 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: -0.19 (bottom quartile).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (12 Mar 26)	₹154.055 ↓ -0.24 (-0.15 %)
Net Assets (Cr)	₹12,764 on 31 Jan 26
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.38
Information Ratio	-0.19
Alpha Ratio	-4.41
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
28 Feb 21	₹10,000
28 Feb 22	₹12,900
28 Feb 23	₹14,491
29 Feb 24	₹22,639
28 Feb 25	₹21,539
28 Feb 26	₹24,128

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Franklin India 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 11 Mar 26

Duration	Returns
1 Month	-7.1%
3 Month	-5.4%
6 Month	-9.4%
1 Year	5.9%
3 Year	16.6%
5 Year	17.4%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-8.4%
2023	23.2%
2022	52.1%
2021	3.6%
2020	56.4%
2019	18.7%
2018	-5%
2017	-17.4%
2016	43.5%
2015	10.2%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.01 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.
Akhil Kalluri	8 Sep 22	3.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	18.78%
Financial Services	18.23%
Industrials	17.62%
Basic Materials	10.53%
Health Care	10.11%
Technology	8.81%
Real Estate	4%
Consumer Defensive	3.95%
Utility	3.34%

Asset Allocation

Asset Class	Value
Cash	4.62%
Equity	95.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	3%	₹337 Cr	48,064,081
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹296 Cr	3,895,864
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹292 Cr	3,010,279
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| BRIGADE	2%	₹291 Cr	3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	2%	₹258 Cr	4,675,704
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹257 Cr	1,866,828
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	2%	₹247 Cr	2,100,935 ↑ 117,972
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹246 Cr	1,316,741 ↓ -131,982
DCB Bank Ltd (Financial Services) Equity, Since 31 May 18 \| DCBBANK	2%	₹244 Cr	12,199,095
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹237 Cr	3,640,478

7. 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 (₹6,440 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.71% (bottom quartile).
3Y return: 16.28% (lower mid).
1Y return: 5.17% (bottom quartile).
Alpha: -3.02 (lower mid).
Sharpe: -0.04 (bottom quartile).
Information ratio: 0.47 (upper mid).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (12 Mar 26)	₹1,367.85 ↓ -11.94 (-0.87 %)
Net Assets (Cr)	₹6,440 on 31 Jan 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.04
Information Ratio	0.47
Alpha Ratio	-3.02
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,879
28 Feb 23	₹12,421
29 Feb 24	₹17,984
28 Feb 25	₹18,525
28 Feb 26	₹20,775

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 26

Duration	Returns
1 Month	-7.6%
3 Month	-7.6%
6 Month	-6.1%
1 Year	5.2%
3 Year	16.3%
5 Year	13.7%
10 Year
15 Year
Since launch	20.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.1%
2023	22.4%
2022	31.2%
2021	5.4%
2020	36.7%
2019	9.8%
2018	5.1%
2017	-3%
2016	29.1%
2015	4.7%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	9.76 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.17 Yr.

Data below for Franklin India Taxshield as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	33.36%
Industrials	13.55%
Technology	10%
Consumer Cyclical	9.37%
Basic Materials	6.18%
Consumer Defensive	6.08%
Utility	5.05%
Health Care	4.42%
Communication Services	4.35%
Energy	3.19%
Real Estate	1.28%

Asset Allocation

Asset Class	Value
Cash	3.17%
Equity	96.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹606 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹447 Cr	3,297,903
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹348 Cr	883,853
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	5%	₹340 Cr	2,477,634
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	5%	₹308 Cr	1,876,441
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹305 Cr	2,833,344
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	4%	₹280 Cr	1,421,571 ↓ -50,000
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	4%	₹248 Cr	1,462,587
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹206 Cr	1,472,922
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543320	3%	₹205 Cr	7,500,000

8. Templeton India Value Fund

(Erstwhile Templeton India Growth Fund)

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

Research Highlights for Templeton India Value Fund

Bottom quartile AUM (₹2,265 Cr).
Established history (29+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.94% (upper mid).
3Y return: 15.81% (bottom quartile).
1Y return: 8.69% (upper mid).
Alpha: -0.11 (upper mid).
Sharpe: 0.18 (upper mid).
Information ratio: 0.32 (upper mid).

Below is the key information for Templeton India Value Fund

Templeton India Value Fund Growth
Launch Date	10 Sep 96
NAV (12 Mar 26)	₹688.361 ↓ -3.38 (-0.49 %)
Net Assets (Cr)	₹2,265 on 31 Jan 26
Category	Equity - Value
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.05
Sharpe Ratio	0.18
Information Ratio	0.32
Alpha Ratio	-0.11
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
28 Feb 21	₹10,000
28 Feb 22	₹12,164
28 Feb 23	₹13,739
29 Feb 24	₹19,932
28 Feb 25	₹19,796
28 Feb 26	₹22,827

Templeton India Value Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Templeton India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 26

Duration	Returns
1 Month	-6.9%
3 Month	-5.6%
6 Month	-2.6%
1 Year	8.7%
3 Year	15.8%
5 Year	15.9%
10 Year
15 Year
Since launch	15.9%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Templeton India Value Fund

Name	Since	Tenure
Ajay Argal	1 Dec 23	2.17 Yr.
Rajasa Kakulavarapu	6 Sep 21	4.41 Yr.

Data below for Templeton India Value Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	32.43%
Energy	10.86%
Technology	10.14%
Consumer Cyclical	8.35%
Utility	6.87%
Industrials	6.33%
Health Care	5.7%
Basic Materials	5.52%
Consumer Defensive	3.98%
Communication Services	3.13%
Real Estate	3.12%

Asset Allocation

Asset Class	Value
Cash	3.55%
Equity	96.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 14 \| HDFCBANK	8%	₹177 Cr	1,900,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 20 \| AXISBANK	7%	₹151 Cr	1,100,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 23 \| RELIANCE	6%	₹133 Cr	950,000
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 25 \| TCS	5%	₹112 Cr	360,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	5%	₹105 Cr	775,000
State Bank of India (Financial Services) Equity, Since 28 Feb 19 \| SBIN	5%	₹102 Cr	950,000
Infosys Ltd (Technology) Equity, Since 30 Jun 24 \| INFY	4%	₹93 Cr	564,959
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Sep 22 \| ONGC	4%	₹81 Cr	3,000,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| MARUTI	3%	₹76 Cr	52,000
Brookfield India Real Estate Trust (Real Estate) -, Since 30 Apr 25 \| BIRET	3%	₹71 Cr	2,000,000

9. 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 (₹372 Cr).
Established history (18+ yrs).
Rating: 5★ (top quartile).
Risk profile: High.
5Y return: 3.30% (bottom quartile).
3Y return: 15.78% (bottom quartile).
1Y return: 34.39% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 2.24 (top quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (11 Mar 26)	₹38.0746 ↑ 0.22 (0.57 %)
Net Assets (Cr)	₹372 on 31 Jan 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.54
Sharpe Ratio	2.24
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
28 Feb 21	₹10,000
28 Feb 22	₹8,504
28 Feb 23	₹7,614
29 Feb 24	₹7,584
28 Feb 25	₹8,556
28 Feb 26	₹12,188

Franklin Asian Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978 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 11 Mar 26

Duration	Returns
1 Month	-2.7%
3 Month	8.5%
6 Month	15.6%
1 Year	34.4%
3 Year	15.8%
5 Year	3.3%
10 Year
15 Year
Since launch	7.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.7%
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%

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.29 Yr.
Shyam Sriram	26 Sep 24	1.35 Yr.

Data below for Franklin Asian Equity Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Technology	30.83%
Consumer Cyclical	22.8%
Financial Services	17.15%
Industrials	8.16%
Communication Services	5.67%
Health Care	4.72%
Basic Materials	2.87%
Real Estate	2.54%
Utility	0.92%

Asset Allocation

Asset Class	Value
Cash	4.34%
Equity	95.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	10%	₹36 Cr	70,000
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	6%	₹21 Cr	20,911
SK Hynix Inc (Technology) Equity, Since 30 Jun 20 \| 000660	6%	₹21 Cr	3,567
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	5%	₹18 Cr	25,200
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| HDFCBANK	5%	₹17 Cr	187,442
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 25 \| ICICIBANK	3%	₹13 Cr	93,555 ↑ 6,860
Hyundai Motor Co (Consumer Cyclical) Equity, Since 31 Aug 22 \| 005380	3%	₹10 Cr	3,275 ↓ -839
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	3%	₹10 Cr	52,104
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	3%	₹10 Cr	19,000 ↓ -2,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 24 \| LT	3%	₹10 Cr	24,471 ↑ 7,009

10. Templeton India Equity Income Fund

An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield.

Research Highlights for Templeton India Equity Income Fund

Bottom quartile AUM (₹2,417 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.13% (upper mid).
3Y return: 15.19% (bottom quartile).
1Y return: 4.36% (bottom quartile).
Alpha: -2.96 (lower mid).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.09 (upper mid).

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund Growth
Launch Date	18 May 06
NAV (11 Mar 26)	₹134.681 ↓ -0.78 (-0.58 %)
Net Assets (Cr)	₹2,417 on 31 Jan 26
Category	Equity - Dividend Yield
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	-0.12
Information Ratio	0.09
Alpha Ratio	-2.96
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
28 Feb 21	₹10,000
28 Feb 22	₹13,018
28 Feb 23	₹14,003
29 Feb 24	₹20,316
28 Feb 25	₹20,513
28 Feb 26	₹22,794

Templeton India Equity Income Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 11 Mar 26

Duration	Returns
1 Month	-6.4%
3 Month	-2.9%
6 Month	-1.5%
1 Year	4.4%
3 Year	15.2%
5 Year	16.1%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.7%
2023	20.4%
2022	33.3%
2021	5.3%
2020	43.1%
2019	22.9%
2018	5.3%
2017	-8.6%
2016	34.1%
2015	9.4%

Fund Manager information for Templeton India Equity Income Fund

Name	Since	Tenure
Ajay Argal	1 Dec 23	2.17 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.
Rajasa Kakulavarapu	6 Sep 21	4.41 Yr.

Data below for Templeton India Equity Income Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Technology	16.48%
Utility	14.27%
Financial Services	13.1%
Energy	11.02%
Real Estate	10.05%
Consumer Defensive	9.84%
Industrials	6.54%
Consumer Cyclical	5.7%
Basic Materials	5.3%
Communication Services	2.46%
Health Care	1.21%

Asset Allocation

Asset Class	Value
Cash	3.93%
Equity	96.07%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 31 Jan 19 \| NTPC	5%	₹123 Cr	3,450,000 ↓ -150,000
Infosys Ltd (Technology) Equity, Since 30 Apr 13 \| INFY	5%	₹118 Cr	720,276
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	4%	₹106 Cr	1,140,000
State Bank of India (Financial Services) Equity, Since 30 Jun 25 \| SBIN	4%	₹102 Cr	950,000 ↑ 50,000
HCL Technologies Ltd (Technology) Equity, Since 31 Jan 22 \| HCLTECH	4%	₹95 Cr	560,000
Embassy Office Parks REIT (Real Estate) -, Since 30 Apr 25 \| EMBASSY	4%	₹94 Cr	2,166,455
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 28 Feb 07 \| ONGC	3%	₹80 Cr	2,957,800
Bharat Electronics Ltd (Industrials) Equity, Since 30 Sep 19 \| BEL	3%	₹76 Cr	1,700,000
Coal India Ltd (Energy) Equity, Since 31 Jan 14 \| COALINDIA	3%	₹76 Cr	1,713,809
GAIL (India) Ltd (Utilities) Equity, Since 31 Jan 19 \| GAIL	3%	₹70 Cr	4,200,000

ایس آئی پی کیلکولیٹر یا ایس آئی پی ریٹرن کیلکولیٹر

SIP کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے SIP سرمایہ کاری کی رقم (مقصد) جو کوئی سرمایہ کاری کرنا چاہتا ہے، مطلوبہ سرمایہ کاری کے سالوں کی تعداد، متوقعمہنگائی شرحیں (کسی کو اس کا حساب دینا ہوگا!) اور متوقع منافع۔ لہذا، کوئی ایک مقصد حاصل کرنے کے لیے درکار SIP ریٹرن کا حساب لگا سکتا ہے!

فرض کریں، اگر آپ 10 روپے کی سرمایہ کاری کرتے ہیں،000 10 سالوں کے لیے، دیکھیں کہ آپ کی SIP سرمایہ کاری کیسے بڑھتی ہے-

ماہانہ سرمایہ کاری: INR 10,000

سرمایہ کاری کی مدت: 10 سال

سرمایہ کاری کی کل رقم: INR 12,00,000

طویل مدتی ترقی کی شرح (تقریباً): 15%

کے مطابق متوقع واپسی۔گھونٹ کیلکولیٹر: INR 27,86,573

خالص منافع: 15,86,573 روپے (مطلق واپسی۔= 132.2%)

مندرجہ بالا حسابات سے پتہ چلتا ہے کہ اگر آپ 10 سال کے لیے ماہانہ 10,000 روپے کی سرمایہ کاری کرتے ہیں (کل INR12,00,000) آپ کمائیں گے۔INR 27,86,573، جس کا مطلب ہے کہ آپ جو خالص منافع کماتے ہیں۔15,86,573 روپے. کیا یہ بہت اچھا نہیں ہے!

فرینکلن میوچل فنڈ میں آن لائن سرمایہ کاری کیسے کی جائے؟

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یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔