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10 بہترین فرینکلن ٹیمپلٹن ایس آئی پی میوچل فنڈز 2022

Updated on September 8, 2026 , 18741 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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Franklin

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

SIPs کے کچھ فوائد یہ ہیں:

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin Asian Equity Fund Growth ₹45.5605
↓ -0.16
₹954 500 520.338.822.58.623.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹89.9392
↓ -0.60
₹5,800 500 -0.113.512.720.18.611.4
Franklin India Opportunities Fund Growth ₹266.926
↓ -0.50
₹9,344 500 7.811.83.61917.53.1
Franklin Build India Fund Growth ₹140.675
↑ 0.10
₹3,199 500 0.1-0.80.315.117.73.7
Franklin India Prima Fund Growth ₹2,815.37
↓ -4.70
₹12,871 500 7.18.52.314.413.11.6
Franklin India Smaller Companies Fund Growth ₹180.217
↓ -0.64
₹14,467 500 7.416.45.811.815.4-8.4
Franklin India Equity Advantage Fund Growth ₹189.697
↓ -0.21
₹3,576 500 5.55.4-2.210.69.67.6
Templeton India Equity Income Fund Growth ₹134.795
↑ 0.02
₹2,300 500 -0.30.6-0.210.211.81.7
Franklin India Equity Fund Growth ₹1,577.86
↓ -0.93
₹19,509 500 3.50.5-2.99.911.43.3
Franklin India Taxshield Growth ₹1,407.98
↓ -0.24
₹6,239 500 3.40.5-49.611.12.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 26

Research Highlights & Commentary of 10 Funds showcased

CommentaryFranklin Asian Equity FundFranklin India Feeder - Franklin U S Opportunities FundFranklin India Opportunities FundFranklin Build India FundFranklin India Prima FundFranklin India Smaller Companies FundFranklin India Equity Advantage FundTempleton India Equity Income FundFranklin India Equity FundFranklin India Taxshield
Point 1Bottom quartile AUM (₹954 Cr).Lower mid AUM (₹5,800 Cr).Upper mid AUM (₹9,344 Cr).Bottom quartile AUM (₹3,199 Cr).Upper mid AUM (₹12,871 Cr).Top quartile AUM (₹14,467 Cr).Lower mid AUM (₹3,576 Cr).Bottom quartile AUM (₹2,300 Cr).Highest AUM (₹19,509 Cr).Upper mid AUM (₹6,239 Cr).
Point 2Established history (18+ yrs).Established history (14+ yrs).Established history (26+ yrs).Established history (17+ yrs).Oldest track record among peers (32 yrs).Established history (20+ yrs).Established history (21+ yrs).Established history (20+ yrs).Established history (31+ yrs).Established history (27+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (upper mid).Rating: 5★ (top quartile).Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 8.59% (bottom quartile).5Y return: 8.59% (bottom quartile).5Y return: 17.46% (top quartile).5Y return: 17.71% (top quartile).5Y return: 13.07% (upper mid).5Y return: 15.43% (upper mid).5Y return: 9.59% (bottom quartile).5Y return: 11.82% (upper mid).5Y return: 11.36% (lower mid).5Y return: 11.13% (lower mid).
Point 63Y return: 22.54% (top quartile).3Y return: 20.15% (top quartile).3Y return: 19.01% (upper mid).3Y return: 15.11% (upper mid).3Y return: 14.35% (upper mid).3Y return: 11.84% (lower mid).3Y return: 10.60% (lower mid).3Y return: 10.23% (bottom quartile).3Y return: 9.95% (bottom quartile).3Y return: 9.58% (bottom quartile).
Point 71Y return: 38.85% (top quartile).1Y return: 12.67% (top quartile).1Y return: 3.61% (upper mid).1Y return: 0.31% (lower mid).1Y return: 2.27% (upper mid).1Y return: 5.82% (upper mid).1Y return: -2.17% (bottom quartile).1Y return: -0.22% (lower mid).1Y return: -2.87% (bottom quartile).1Y return: -4.01% (bottom quartile).
Point 8Alpha: 0.00 (top quartile).Alpha: -3.68 (lower mid).Alpha: -0.23 (upper mid).Alpha: 0.00 (top quartile).Alpha: -5.64 (bottom quartile).Alpha: -2.93 (upper mid).Alpha: -4.21 (lower mid).Alpha: -3.27 (upper mid).Alpha: -4.89 (bottom quartile).Alpha: -6.21 (bottom quartile).
Point 9Sharpe: 1.27 (top quartile).Sharpe: 0.48 (top quartile).Sharpe: -0.05 (upper mid).Sharpe: -0.11 (lower mid).Sharpe: -0.06 (upper mid).Sharpe: -0.05 (upper mid).Sharpe: -0.21 (lower mid).Sharpe: -0.27 (bottom quartile).Sharpe: -0.35 (bottom quartile).Sharpe: -0.44 (bottom quartile).
Point 10Information ratio: 0.00 (upper mid).Information ratio: -1.22 (bottom quartile).Information ratio: 1.18 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.41 (lower mid).Information ratio: -0.56 (bottom quartile).Information ratio: -0.44 (bottom quartile).Information ratio: -0.08 (upper mid).Information ratio: 0.01 (top quartile).Information ratio: -0.13 (lower mid).

Franklin Asian Equity Fund

  • Bottom quartile AUM (₹954 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 8.59% (bottom quartile).
  • 3Y return: 22.54% (top quartile).
  • 1Y return: 38.85% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.27 (top quartile).
  • Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹5,800 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 8.59% (bottom quartile).
  • 3Y return: 20.15% (top quartile).
  • 1Y return: 12.67% (top quartile).
  • Alpha: -3.68 (lower mid).
  • Sharpe: 0.48 (top quartile).
  • Information ratio: -1.22 (bottom quartile).

Franklin India Opportunities Fund

  • Upper mid AUM (₹9,344 Cr).
  • Established history (26+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.46% (top quartile).
  • 3Y return: 19.01% (upper mid).
  • 1Y return: 3.61% (upper mid).
  • Alpha: -0.23 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 1.18 (top quartile).

Franklin Build India Fund

  • Bottom quartile AUM (₹3,199 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 17.71% (top quartile).
  • 3Y return: 15.11% (upper mid).
  • 1Y return: 0.31% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.11 (lower mid).
  • Information ratio: 0.00 (upper mid).

Franklin India Prima Fund

  • Upper mid AUM (₹12,871 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.07% (upper mid).
  • 3Y return: 14.35% (upper mid).
  • 1Y return: 2.27% (upper mid).
  • Alpha: -5.64 (bottom quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: -0.41 (lower mid).

Franklin India Smaller Companies Fund

  • Top quartile AUM (₹14,467 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.43% (upper mid).
  • 3Y return: 11.84% (lower mid).
  • 1Y return: 5.82% (upper mid).
  • Alpha: -2.93 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: -0.56 (bottom quartile).

Franklin India Equity Advantage Fund

  • Lower mid AUM (₹3,576 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.59% (bottom quartile).
  • 3Y return: 10.60% (lower mid).
  • 1Y return: -2.17% (bottom quartile).
  • Alpha: -4.21 (lower mid).
  • Sharpe: -0.21 (lower mid).
  • Information ratio: -0.44 (bottom quartile).

Templeton India Equity Income Fund

  • Bottom quartile AUM (₹2,300 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.82% (upper mid).
  • 3Y return: 10.23% (bottom quartile).
  • 1Y return: -0.22% (lower mid).
  • Alpha: -3.27 (upper mid).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: -0.08 (upper mid).

Franklin India Equity Fund

  • Highest AUM (₹19,509 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.36% (lower mid).
  • 3Y return: 9.95% (bottom quartile).
  • 1Y return: -2.87% (bottom quartile).
  • Alpha: -4.89 (bottom quartile).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.01 (top quartile).

Franklin India Taxshield

  • Upper mid AUM (₹6,239 Cr).
  • Established history (27+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.13% (lower mid).
  • 3Y return: 9.58% (bottom quartile).
  • 1Y return: -4.01% (bottom quartile).
  • Alpha: -6.21 (bottom quartile).
  • Sharpe: -0.44 (bottom quartile).
  • Information ratio: -0.13 (lower 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 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 (₹954 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 8.59% (bottom quartile).
  • 3Y return: 22.54% (top quartile).
  • 1Y return: 38.85% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.27 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • Largest holding Taiwan Semiconductor Manufacturing Co Ltd (~10.0%).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (10 Sep 26) ₹45.5605 ↓ -0.16   (-0.34 %)
Net Assets (Cr) ₹954 on 31 Jul 26
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.54
Sharpe Ratio 1.27
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 Aug 21₹10,000
31 Aug 22₹8,227
31 Aug 23₹8,219
31 Aug 24₹9,438
31 Aug 25₹10,545
31 Aug 26₹15,148

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 ₹376,357.
Net Profit of ₹76,357
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 10 Sep 26

DurationReturns
1 Month 2.4%
3 Month 5%
6 Month 20.3%
1 Year 38.8%
3 Year 22.5%
5 Year 8.6%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sandeep Manam18 Oct 214.79 Yr.
Shyam Sriram26 Sep 241.85 Yr.

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

Equity Sector Allocation
SectorValue
Technology32.47%
Consumer Cyclical12.7%
Financial Services12.28%
Industrials10.32%
Health Care7.66%
Communication Services5.12%
Real Estate4.79%
Basic Materials2.82%
Utility2.59%
Consumer Defensive1.87%
Energy1.59%
Asset Allocation
Asset ClassValue
Cash5.8%
Equity94.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
10%₹95 Cr133,000
↑ 3,000
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
7%₹71 Cr41,012
↑ 4,902
SK hynix Inc (Technology)
Equity, Since 30 Jun 20 | 000660
5%₹51 Cr4,450
↑ 611
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
3%₹33 Cr57,000
↑ 14,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIBANK
3%₹33 Cr226,594
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | TORNTPHARM
2%₹23 Cr45,546
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 26 | DIVISLAB
2%₹23 Cr28,750
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 17 | OBEROIRLTY
2%₹21 Cr114,827
MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 2454
2%₹20 Cr19,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL
2%₹18 Cr590,802
↓ -48,361

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 (₹5,800 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 8.59% (bottom quartile).
  • 3Y return: 20.15% (top quartile).
  • 1Y return: 12.67% (top quartile).
  • Alpha: -3.68 (lower mid).
  • Sharpe: 0.48 (top quartile).
  • Information ratio: -1.22 (bottom quartile).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~92%).
  • Largest holding Franklin US Opportunities I(acc)USD (~96.0%).
  • 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 (10 Sep 26) ₹89.9392 ↓ -0.60   (-0.67 %)
Net Assets (Cr) ₹5,800 on 31 Jul 26
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.48
Information Ratio -1.22
Alpha Ratio -3.68
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 Aug 21₹10,000
31 Aug 22₹7,503
31 Aug 23₹8,841
31 Aug 24₹11,481
31 Aug 25₹13,292
31 Aug 26₹15,278

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 ₹376,357.
Net Profit of ₹76,357
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 10 Sep 26

DurationReturns
1 Month -2.6%
3 Month -0.1%
6 Month 13.5%
1 Year 12.7%
3 Year 20.1%
5 Year 8.6%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sandeep Manam18 Oct 214.87 Yr.

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

Equity Sector Allocation
SectorValue
Technology46.66%
Industrials11.51%
Communication Services9.44%
Consumer Cyclical8.71%
Health Care8.29%
Financial Services1.57%
Basic Materials1.46%
Utility1%
Consumer Defensive0.56%
Asset Allocation
Asset ClassValue
Cash5.01%
Equity92.46%
Other2.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
96%₹5,567 Cr5,385,147
↑ 17,929
Call, Cash & Other Assets
CBLO | -
4%₹233 Cr

3. 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 (₹9,344 Cr).
  • Established history (26+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.46% (top quartile).
  • 3Y return: 19.01% (upper mid).
  • 1Y return: 3.61% (upper mid).
  • Alpha: -0.23 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 1.18 (top quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Hindustan Aeronautics Ltd Ordinary Shares (~7.7%).

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (10 Sep 26) ₹266.926 ↓ -0.50   (-0.19 %)
Net Assets (Cr) ₹9,344 on 31 Jul 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.05
Information Ratio 1.18
Alpha Ratio -0.23
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,292
31 Aug 23₹13,101
31 Aug 24₹22,029
31 Aug 25₹21,638
31 Aug 26₹23,025

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 ₹470,047.
Net Profit of ₹170,047
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 10 Sep 26

DurationReturns
1 Month 0.3%
3 Month 7.8%
6 Month 11.8%
1 Year 3.6%
3 Year 19%
5 Year 17.5%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kiran Sebastian7 Feb 224.56 Yr.
R. Janakiraman1 Apr 1313.42 Yr.
Sandeep Manam18 Oct 214.87 Yr.

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

Equity Sector Allocation
SectorValue
Industrials21.47%
Financial Services16.52%
Consumer Cyclical14.27%
Technology12.38%
Health Care11.26%
Basic Materials8.55%
Energy3.02%
Utility2.78%
Communication Services2.69%
Asset Allocation
Asset ClassValue
Cash7.07%
Equity92.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL
8%₹723 Cr1,555,200
↑ 265,030
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | HDFCBANK
5%₹429 Cr5,739,950
↑ 2,342,278
TBO Tek Ltd (Consumer Cyclical)
Equity, Since 31 Jul 26 | TBOTEK
4%₹375 Cr2,446,567
↑ 2,446,567
Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH
4%₹359 Cr234,384
Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 24 | SYRMA
4%₹327 Cr2,393,073
↑ 73,361
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 532343
3%₹320 Cr741,718
AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 25 | AIAENG
3%₹318 Cr692,096
↑ 50,686
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO
3%₹303 Cr1,662,735
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Jul 22 | KIRLOSENG
3%₹282 Cr1,288,353
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
3%₹282 Cr2,154,638
↓ -915,968

4. 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

  • Bottom quartile AUM (₹3,199 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 17.71% (top quartile).
  • 3Y return: 15.11% (upper mid).
  • 1Y return: 0.31% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.11 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding Larsen & Toubro Ltd (~8.9%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (10 Sep 26) ₹140.675 ↑ 0.10   (0.07 %)
Net Assets (Cr) ₹3,199 on 31 Jul 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.01
Sharpe Ratio -0.11
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 21₹10,000
31 Aug 22₹11,249
31 Aug 23₹14,629
31 Aug 24₹24,175
31 Aug 25₹22,699
31 Aug 26₹23,454

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 ₹470,047.
Net Profit of ₹170,047
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 10 Sep 26

DurationReturns
1 Month -3.2%
3 Month 0.1%
6 Month -0.8%
1 Year 0.3%
3 Year 15.1%
5 Year 17.7%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal18 Oct 214.87 Yr.
Kiran Sebastian7 Feb 224.56 Yr.
Sandeep Manam18 Oct 214.87 Yr.

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

Equity Sector Allocation
SectorValue
Industrials40.02%
Utility17.35%
Financial Services13.13%
Energy10.45%
Basic Materials5.3%
Communication Services4.94%
Real Estate2.35%
Consumer Cyclical1%
Technology0.85%
Asset Allocation
Asset ClassValue
Cash4.62%
Equity95.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹286 Cr725,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
7%₹220 Cr425,597
↑ 5,597
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹160 Cr1,225,000
↓ -75,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹160 Cr4,600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹140 Cr710,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
4%₹131 Cr5,400,000
↓ -1,425,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK
4%₹129 Cr1,725,000
↑ 100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹123 Cr1,000,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 500400
4%₹118 Cr3,100,000
REC Ltd (Financial Services)
Equity, Since 30 Sep 25 | 532955
4%₹116 Cr3,100,000

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 (₹12,871 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.07% (upper mid).
  • 3Y return: 14.35% (upper mid).
  • 1Y return: 2.27% (upper mid).
  • Alpha: -5.64 (bottom quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: -0.41 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Kalyan Jewellers India Ltd (~3.2%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (10 Sep 26) ₹2,815.37 ↓ -4.70   (-0.17 %)
Net Assets (Cr) ₹12,871 on 31 Jul 26
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.06
Information Ratio -0.41
Alpha Ratio -5.64
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 Aug 21₹10,000
31 Aug 22₹10,214
31 Aug 23₹12,337
31 Aug 24₹18,838
31 Aug 25₹18,168
31 Aug 26₹19,410

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 ₹426,080.
Net Profit of ₹126,080
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 10 Sep 26

DurationReturns
1 Month -2.4%
3 Month 7.1%
6 Month 8.5%
1 Year 2.3%
3 Year 14.4%
5 Year 13.1%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1115.59 Yr.
Sandeep Manam18 Oct 214.87 Yr.
Akhil Kalluri7 Feb 224.56 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.35%
Industrials18.2%
Consumer Cyclical14.93%
Basic Materials9.97%
Health Care9.54%
Technology8.79%
Real Estate5.03%
Communication Services2.98%
Utility1.75%
Consumer Defensive1.2%
Energy0.94%
Asset Allocation
Asset ClassValue
Cash2.33%
Equity97.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
3%₹411 Cr6,704,921
↑ 1,800,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹346 Cr9,649,683
↓ -675,000
Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON
3%₹345 Cr8,094,684
↑ 1,875,000
IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB
2%₹312 Cr36,893,177
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | BALKRISIND
2%₹291 Cr1,175,000
Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE
2%₹280 Cr1,625,747
↑ 177,363
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹264 Cr1,631,918
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 23 | HAL
2%₹260 Cr559,715
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN
2%₹256 Cr6,648,740
↓ -1,764,616
PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | POLICYBZR
2%₹256 Cr1,600,578
↑ 550,000

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 (₹14,467 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.43% (upper mid).
  • 3Y return: 11.84% (lower mid).
  • 1Y return: 5.82% (upper mid).
  • Alpha: -2.93 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: -0.56 (bottom quartile).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Equitas Small Finance Bank Ltd Ordinary Shares (~2.5%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (10 Sep 26) ₹180.217 ↓ -0.64   (-0.35 %)
Net Assets (Cr) ₹14,467 on 31 Jul 26
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.05
Information Ratio -0.56
Alpha Ratio -2.93
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 Aug 21₹10,000
31 Aug 22₹10,857
31 Aug 23₹14,936
31 Aug 24₹22,137
31 Aug 25₹19,759
31 Aug 26₹21,455

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 ₹447,579.
Net Profit of ₹147,579
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 10 Sep 26

DurationReturns
1 Month -0.7%
3 Month 7.4%
6 Month 16.4%
1 Year 5.8%
3 Year 11.8%
5 Year 15.4%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1115.51 Yr.
Sandeep Manam18 Oct 214.79 Yr.
Akhil Kalluri8 Sep 223.9 Yr.

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

Equity Sector Allocation
SectorValue
Industrials19.44%
Consumer Cyclical18.56%
Financial Services17.91%
Health Care10.45%
Technology10.4%
Basic Materials9.15%
Real Estate3.57%
Consumer Defensive3.22%
Utility2.92%
Asset Allocation
Asset ClassValue
Cash4.32%
Equity95.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹361 Cr48,064,081
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 500233
2%₹336 Cr2,804,114
↓ -67,127
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG
2%₹321 Cr1,465,251
↓ -173,349
Pine Labs Ltd (Technology)
Equity, Since 30 Nov 25 | PINELABS
2%₹316 Cr22,713,252
↑ 4,700,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
2%₹308 Cr5,311,513
↑ 153,259
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹303 Cr2,233,791
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL
2%₹286 Cr615,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹273 Cr4,463,469
↓ -500,000
Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA
2%₹264 Cr1,934,070
↓ -444,832
PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING
2%₹259 Cr2,461,959
↓ -259,175

7. Franklin India Equity Advantage Fund

(Erstwhile Franklin India Flexi Cap Fund)

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range.

Research Highlights for Franklin India Equity Advantage Fund

  • Lower mid AUM (₹3,576 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.59% (bottom quartile).
  • 3Y return: 10.60% (lower mid).
  • 1Y return: -2.17% (bottom quartile).
  • Alpha: -4.21 (lower mid).
  • Sharpe: -0.21 (lower mid).
  • Information ratio: -0.44 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding ICICI Bank Ltd (~4.9%).

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund
Growth
Launch Date 2 Mar 05
NAV (10 Sep 26) ₹189.697 ↓ -0.21   (-0.11 %)
Net Assets (Cr) ₹3,576 on 31 Jul 26
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio -0.21
Information Ratio -0.44
Alpha Ratio -4.21
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 Aug 21₹10,000
31 Aug 22₹10,418
31 Aug 23₹11,517
31 Aug 24₹16,021
31 Aug 25₹16,041
31 Aug 26₹16,552

Franklin India Equity Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Franklin India Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26

DurationReturns
1 Month -3%
3 Month 5.5%
6 Month 5.4%
1 Year -2.2%
3 Year 10.6%
5 Year 9.6%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.6%
2023 18.8%
2022 27%
2021 -2.8%
2020 39.1%
2019 12%
2018 2.1%
2017 -5%
2016 31.1%
2015 4%
Fund Manager information for Franklin India Equity Advantage Fund
NameSinceTenure
Venkatesh Sanjeevi18 Oct 214.87 Yr.
R. Janakiraman28 Feb 1412.51 Yr.
Sandeep Manam18 Oct 214.87 Yr.

Data below for Franklin India Equity Advantage Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Financial Services30.38%
Consumer Cyclical18.08%
Industrials9.66%
Technology8.58%
Health Care7.86%
Consumer Defensive5.24%
Basic Materials4.6%
Communication Services3.58%
Real Estate2.91%
Utility2.83%
Energy1.98%
Asset Allocation
Asset ClassValue
Cash4.32%
Equity95.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹176 Cr1,227,369
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M
4%₹160 Cr470,598
↑ 126,330
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | ETERNAL
4%₹136 Cr4,497,627
↓ -917,075
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | 540611
3%₹113 Cr1,074,712
↑ 413,175
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | KOTAKBANK
3%₹110 Cr2,827,755
↑ 288,785
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 26 | TORNTPHARM
3%₹106 Cr206,455
↓ -01
Max Financial Services Ltd (Financial Services)
Equity, Since 31 May 24 | 500271
3%₹102 Cr680,020
↑ 263,840
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | 532215
3%₹90 Cr734,160
↓ -306,816
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY
2%₹81 Cr2,849,233
↑ 459,422
Marico Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 531642
2%₹81 Cr924,927

8. 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 (₹2,300 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.82% (upper mid).
  • 3Y return: 10.23% (bottom quartile).
  • 1Y return: -0.22% (lower mid).
  • Alpha: -3.27 (upper mid).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: -0.08 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding State Bank of India (~5.8%).

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (10 Sep 26) ₹134.795 ↑ 0.02   (0.01 %)
Net Assets (Cr) ₹2,300 on 31 Jul 26
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio -0.27
Information Ratio -0.08
Alpha Ratio -3.27
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 21₹10,000
31 Aug 22₹11,255
31 Aug 23₹12,648
31 Aug 24₹19,771
31 Aug 25₹17,526
31 Aug 26₹17,849

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 ₹405,518.
Net Profit of ₹105,518
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 10 Sep 26

DurationReturns
1 Month -2.6%
3 Month -0.3%
6 Month 0.6%
1 Year -0.2%
3 Year 10.2%
5 Year 11.8%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal1 Dec 232.75 Yr.
Sandeep Manam18 Oct 214.87 Yr.
Rajasa Kakulavarapu6 Sep 214.99 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.34%
Technology14.71%
Utility11.52%
Real Estate9.43%
Energy8.97%
Consumer Defensive8.78%
Industrials5.52%
Consumer Cyclical5.26%
Basic Materials4.55%
Health Care3.1%
Communication Services1.73%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity95.91%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 30 Jun 25 | SBIN
6%₹134 Cr1,300,000
↑ 100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹107 Cr1,430,000
↑ 130,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 26 | ICICIBANK
4%₹100 Cr700,000
Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY
4%₹95 Cr2,166,455
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
4%₹94 Cr833,600
↑ 113,324
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹92 Cr2,650,000
MediaTek Inc (Technology)
Equity, Since 30 Sep 21 | 2454
4%₹84 Cr80,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
3%₹67 Cr2,400,000
↑ 150,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
3%₹67 Cr500,000
↓ -90,000
Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA
3%₹62 Cr1,496,000

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 (₹19,509 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.36% (lower mid).
  • 3Y return: 9.95% (bottom quartile).
  • 1Y return: -2.87% (bottom quartile).
  • Alpha: -4.89 (bottom quartile).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.01 (top quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~7.3%).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (10 Sep 26) ₹1,577.86 ↓ -0.93   (-0.06 %)
Net Assets (Cr) ₹19,509 on 31 Jul 26
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.35
Information Ratio 0.01
Alpha Ratio -4.89
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 Aug 21₹10,000
31 Aug 22₹10,855
31 Aug 23₹12,679
31 Aug 24₹18,402
31 Aug 25₹17,674
31 Aug 26₹17,858

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 ₹405,518.
Net Profit of ₹105,518
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 10 Sep 26

DurationReturns
1 Month -3.5%
3 Month 3.5%
6 Month 0.5%
1 Year -2.9%
3 Year 9.9%
5 Year 11.4%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1115.51 Yr.
Sandeep Manam18 Oct 214.79 Yr.
Rajasa Kakulavarapu1 Dec 232.67 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.64%
Industrials15.45%
Consumer Cyclical10.23%
Technology8.16%
Basic Materials7.41%
Health Care6.4%
Consumer Defensive4.99%
Energy4.67%
Utility4.25%
Communication Services3.42%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity94.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹1,415 Cr18,909,124
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
7%₹1,276 Cr8,891,035
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹980 Cr7,968,423
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹728 Cr1,849,010
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹668 Cr6,506,362
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
3%₹667 Cr3,383,167
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹588 Cr4,493,052
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M
3%₹580 Cr1,707,271
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK
3%₹580 Cr14,862,470
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL
3%₹550 Cr18,182,409
↓ -600,751

10. 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 (₹6,239 Cr).
  • Established history (27+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.13% (lower mid).
  • 3Y return: 9.58% (bottom quartile).
  • 1Y return: -4.01% (bottom quartile).
  • Alpha: -6.21 (bottom quartile).
  • Sharpe: -0.44 (bottom quartile).
  • Information ratio: -0.13 (lower mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~7.8%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (10 Sep 26) ₹1,407.98 ↓ -0.24   (-0.02 %)
Net Assets (Cr) ₹6,239 on 31 Jul 26
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio -0.44
Information Ratio -0.13
Alpha Ratio -6.21
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,757
31 Aug 23₹12,585
31 Aug 24₹18,396
31 Aug 25₹17,582
31 Aug 26₹17,564

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 ₹405,518.
Net Profit of ₹105,518
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 10 Sep 26

DurationReturns
1 Month -3.5%
3 Month 3.4%
6 Month 0.5%
1 Year -4%
3 Year 9.6%
5 Year 11.1%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman2 May 1610.34 Yr.
Rajasa Kakulavarapu1 Dec 232.75 Yr.

Data below for Franklin India Taxshield as on 31 Jul 26

Equity Sector Allocation
SectorValue
Financial Services31.27%
Industrials16.28%
Consumer Cyclical9.88%
Technology8.39%
Basic Materials6.52%
Health Care5.66%
Consumer Defensive5.61%
Energy4.12%
Utility3.77%
Communication Services3.35%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity95.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹488 Cr6,520,834
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹473 Cr3,297,903
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹305 Cr2,477,634
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
5%₹291 Cr2,833,344
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹283 Cr717,322
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | ETERNAL
4%₹227 Cr7,499,624
↓ -376
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹216 Cr1,911,441
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
3%₹209 Cr1,060,541
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹204 Cr1,512,587
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
3%₹194 Cr4,981,055

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؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
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۔
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