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fincash number+91-22-4891390910 ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

ಫಿನ್ಕಾಶ್ »ಫ್ರಾಂಕ್ಲಿನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ »ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ SIP ನಿಧಿಗಳು

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10 ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Updated on March 30, 2025 , 17512 views

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಆಯ್ಕೆ ಮಾಡುವ ಮೂಲಕSIP ಯೋಜನೆಗಳ ಹೂಡಿಕೆದಾರರು ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಯೋಜನೆಯಲ್ಲಿ ಪ್ರತಿ ತಿಂಗಳು ಪೂರ್ವ-ಆಯ್ಕೆಮಾಡಿದ ದಿನಾಂಕದಂದು ಸಣ್ಣ ಪ್ರಮಾಣದ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಈಕ್ವಿಟಿಯಲ್ಲಿ ಪ್ರವೇಶಿಸಲು SIP ಒಂದು ಉತ್ತಮ ಮಾರ್ಗವಾಗಿದೆ.ಮಾರುಕಟ್ಟೆ, ಇದು ಹೂಡಿಕೆಯ ಶಿಸ್ತು ಮತ್ತು ಅಭ್ಯಾಸವನ್ನು ತರುತ್ತದೆಹೂಡಿಕೆದಾರ. ಇದಲ್ಲದೆ, ಫ್ರಾಂಕ್ಲಿನ್ SIP ಸಾಧಿಸಲು ಸಹಾಯ ಮಾಡುತ್ತದೆಹಣಕಾಸಿನ ಗುರಿಗಳು ಸಮಯಕ್ಕೆ ಸರಿಯಾಗಿ. ಹೂಡಿಕೆದಾರರು ಮಾಸಿಕ ಸಣ್ಣ ಮೊತ್ತದ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡಬಹುದುಆಧಾರ, ಇದು ಅಂತಿಮವಾಗಿ ನಿಮ್ಮ ಗುರಿಗಳನ್ನು ಪೂರೈಸಲು ಹೆಚ್ಚುವರಿ ಕಾರ್ಪಸ್ ಅನ್ನು ರಚಿಸುತ್ತದೆ. ನೀವು ಪ್ರಾರಂಭಿಸಬಹುದುಹೂಡಿಕೆ INR 500 ಕ್ಕಿಂತ ಕಡಿಮೆ ಮೊತ್ತದೊಂದಿಗೆ, ಇದು ಹೆಚ್ಚಿನ ಹೂಡಿಕೆದಾರರಿಗೆ ಕೈಗೆಟುಕುವಂತೆ ಮಾಡುತ್ತದೆ.

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Franklin

ಫ್ರಾಂಕ್ಲಿನ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?

SIP ಗಳ ಕೆಲವು ಪ್ರಯೋಜನಗಳೆಂದರೆ:

  • ಸಂಯೋಜನೆಯ ಶಕ್ತಿ
  • ರೂಪಾಯಿ ವೆಚ್ಚ ಸರಾಸರಿ
  • ಮಾರುಕಟ್ಟೆಗೆ ಸಮಯ ತೆಗೆದುಕೊಳ್ಳುವ ಅಗತ್ಯವಿಲ್ಲ
  • ಕೈಗೆಟುಕುವ

ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ಕೆಳಗೆ ಪಟ್ಟಿ ಮಾಡಲಾದ ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ SIP ನಿಂದ ಹಣವನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದುಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಈಕ್ವಿಟಿ ವಿಭಾಗದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು. AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಇತ್ಯಾದಿ.

SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ?

ನಿಮ್ಮದು ಹೇಗೆ ಎಂದು ತಿಳಿಯಲು ಬಯಸುವಿರಾSIP ಹೂಡಿಕೆ ನೀವು ನಿರ್ದಿಷ್ಟ ಅವಧಿಗೆ ಮಾಸಿಕ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಿದರೆ ಬೆಳೆಯುತ್ತದೆಯೇ? ನಾವು ನಿಮಗೆ ಒಂದು ಉದಾಹರಣೆಯೊಂದಿಗೆ ವಿವರಿಸುತ್ತೇವೆ.

ಹೂಡಿಕೆಗಾಗಿ ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin Build India Fund Growth ₹128.291
↓ -0.70 		₹2,406 500 -7.8-12.84.426.336.727.8
Franklin India Opportunities Fund Growth ₹225.511
↓ -1.56 		₹5,517 500 -10.6-12.812.42634.637.3
Franklin India Prima Fund Growth ₹2,479.17
↓ -29.49 		₹10,594 500 -10.5-12.812.819.929.731.8
Franklin India Smaller Companies Fund Growth ₹151.216
↓ -0.42 		₹11,257 500 -16.4-190.818.835.423.2
Templeton India Value Fund Growth ₹656.492
↓ -3.00 		₹1,979 500 -5.8-14.21.817.433.315.2
Templeton India Equity Income Fund Growth ₹132.299
↓ -0.47 		₹2,201 500 -4-12.36.117.131.420.4
Franklin India Taxshield Growth ₹1,355.35
↓ -20.09 		₹5,986 500 -7.9-11.76.216.32922.4
Franklin India Equity Fund Growth ₹1,500.95
↓ -19.57 		₹16,139 500 -7.3-11.26.615.930.321.8
Franklin India Focused Equity Fund Growth ₹97.65
↓ -1.23 		₹10,907 500 -7.4-13.72.5142819.9
Franklin India Equity Advantage Fund Growth ₹170.217
↓ -2.34 		₹3,121 500 -7.1-13.37.612.327.218.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25
*ಆಧಾರಿತ ನಿಧಿಗಳ ಪಟ್ಟಿಆಸ್ತಿ > 100 ಕೋಟಿ & ಆಧರಿಸಿ ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿ.

1. 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 17.8% 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 (01 Apr 25) ₹128.291 ↓ -0.70   (-0.54 %)
Net Assets (Cr) ₹2,406 on 28 Feb 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆☆
Risk High
Expense Ratio 2.13
Sharpe Ratio -0.41
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 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

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840 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 1 Apr 25

DurationReturns
1 Month 8.8%
3 Month -7.8%
6 Month -12.8%
1 Year 4.4%
3 Year 26.3%
5 Year 36.7%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.8%
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.37 Yr.
Kiran Sebastian7 Feb 223.06 Yr.
Sandeep Manam18 Oct 213.37 Yr.

Data below for Franklin Build India Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials35.61%
Utility12.65%
Financial Services11.45%
Energy11.44%
Communication Services8.02%
Basic Materials7.35%
Real Estate3.12%
Consumer Cyclical2.86%
Technology1.72%
Asset Allocation
Asset ClassValue
Cash5.78%
Equity94.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT		9%₹228 Cr720,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK		6%₹144 Cr1,200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO		6%₹134 Cr300,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555		5%₹128 Cr4,125,000
↑ 195,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE		5%₹126 Cr1,050,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312		5%₹113 Cr5,000,000
↑ 500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL		5%₹111 Cr710,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215		4%₹91 Cr900,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898		4%₹84 Cr3,365,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 500400		3%₹68 Cr2,000,000
↑ 545,843

2. 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.

Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 47 in Sectoral category.  Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (01 Apr 25) ₹225.511 ↓ -1.56   (-0.69 %)
Net Assets (Cr) ₹5,517 on 28 Feb 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 0.12
Information Ratio 1.45
Alpha Ratio 8.88
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 Mar 20₹10,000
31 Mar 21₹18,903
31 Mar 22₹21,132
31 Mar 23₹23,026
31 Mar 24₹37,539
31 Mar 25₹43,201

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 ₹705,310.
Net Profit of ₹405,310 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 1 Apr 25

DurationReturns
1 Month 6%
3 Month -10.6%
6 Month -12.8%
1 Year 12.4%
3 Year 26%
5 Year 34.6%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 37.3%
2023 53.6%
2022 -1.9%
2021 29.7%
2020 27.3%
2019 5.4%
2018 -10.1%
2017 35.6%
2016 4.2%
2015 2.3%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 223.06 Yr.
R. Janakiraman1 Apr 1311.92 Yr.
Sandeep Manam18 Oct 213.37 Yr.

Data below for Franklin India Opportunities Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Consumer Cyclical19.47%
Financial Services13.37%
Health Care11.56%
Communication Services9.09%
Basic Materials8.49%
Technology7.97%
Industrials6.9%
Energy4.32%
Consumer Defensive3.74%
Real Estate2.22%
Utility1.37%
Asset Allocation
Asset ClassValue
Cash8.98%
Equity91.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK		5%₹301 Cr1,735,296
↑ 676,365
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE		4%₹238 Cr1,987,098
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL		4%₹211 Cr1,342,233
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M		3%₹165 Cr637,966
Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 526299		3%₹160 Cr710,533
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE		3%₹156 Cr12,833,401
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 24 | NAUKRI		3%₹151 Cr216,138
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO		3%₹144 Cr998,385
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320		3%₹142 Cr6,398,413
CE Info Systems Ltd (Technology)
Equity, Since 31 Mar 24 | 543425		3%₹139 Cr835,883
↑ 76,164

3. 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 19.2% 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 (01 Apr 25) ₹2,479.17 ↓ -29.49   (-1.18 %)
Net Assets (Cr) ₹10,594 on 28 Feb 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.09
Information Ratio -0.21
Alpha Ratio 6.7
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 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

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 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 1 Apr 25

DurationReturns
1 Month 6.6%
3 Month -10.5%
6 Month -12.8%
1 Year 12.8%
3 Year 19.9%
5 Year 29.7%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 31.8%
2023 36.8%
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.09 Yr.
Sandeep Manam18 Oct 213.37 Yr.
Akhil Kalluri7 Feb 223.06 Yr.

Data below for Franklin India Prima Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services20.42%
Consumer Cyclical18.35%
Basic Materials14.61%
Industrials10.62%
Health Care10.4%
Technology7.65%
Real Estate5.62%
Consumer Defensive4.21%
Communication Services2.68%
Utility1.18%
Energy0.62%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK		4%₹390 Cr21,939,752
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT		2%₹227 Cr427,652
↓ -12,338
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 524494		2%₹222 Cr1,641,580
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO		2%₹216 Cr1,499,891
↑ 100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK		2%₹212 Cr1,223,175
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH		2%₹211 Cr2,153,205
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON		2%₹205 Cr6,391,052
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395		2%₹205 Cr1,229,856
↓ -81,372
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR		2%₹204 Cr1,100,123
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299		2%₹203 Cr901,105

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 15.2% 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 (01 Apr 25) ₹151.216 ↓ -0.42   (-0.28 %)
Net Assets (Cr) ₹11,257 on 28 Feb 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.43
Information Ratio 0.28
Alpha Ratio 0.6
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 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

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906 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 1 Apr 25

DurationReturns
1 Month 5.6%
3 Month -16.4%
6 Month -19%
1 Year 0.8%
3 Year 18.8%
5 Year 35.4%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.2%
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.09 Yr.
Sandeep Manam18 Oct 213.37 Yr.
Akhil Kalluri8 Sep 222.48 Yr.

Data below for Franklin India Smaller Companies Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services19.73%
Industrials19.62%
Consumer Cyclical14.7%
Health Care10.79%
Basic Materials10.23%
Technology4.9%
Real Estate4.7%
Consumer Defensive3.61%
Utility2.57%
Energy0.9%
Communication Services0.05%
Asset Allocation
Asset ClassValue
Cash6.86%
Equity92.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929		3%₹366 Cr3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM		3%₹323 Cr8,018,630
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003		3%₹282 Cr13,998,917
↓ -156,763
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK		2%₹273 Cr48,064,081
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR		2%₹257 Cr1,387,967
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM		2%₹238 Cr1,448,723
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL		2%₹229 Cr4,963,469
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH		2%₹226 Cr3,062,700
↓ -200,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON		2%₹222 Cr6,900,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS		2%₹221 Cr1,866,828

5. 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.

Templeton India Value Fund is a Equity - Value fund was launched on 10 Sep 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 35 in Value category.  Return for 2024 was 15.2% , 2023 was 33.7% and 2022 was 15.5% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (01 Apr 25) ₹656.492 ↓ -3.00   (-0.45 %)
Net Assets (Cr) ₹1,979 on 28 Feb 25
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio -0.46
Information Ratio 1.41
Alpha Ratio -1.1
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 Mar 20₹10,000
31 Mar 21₹19,620
31 Mar 22₹24,794
31 Mar 23₹27,426
31 Mar 24₹39,608
31 Mar 25₹41,042

Templeton India Value Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048 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 1 Apr 25

DurationReturns
1 Month 3.8%
3 Month -5.8%
6 Month -14.2%
1 Year 1.8%
3 Year 17.4%
5 Year 33.3%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.2%
2023 33.7%
2022 15.5%
2021 44.5%
2020 11.5%
2019 -0.3%
2018 -12.8%
2017 37.6%
2016 9.5%
2015 0.1%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Ajay Argal1 Dec 231.25 Yr.
Rajasa Kakulavarapu6 Sep 213.49 Yr.

Data below for Templeton India Value Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services32.93%
Consumer Cyclical11.48%
Energy9.48%
Basic Materials8.34%
Health Care7.2%
Technology6.51%
Utility5.3%
Consumer Defensive4.67%
Industrials3.16%
Communication Services2.83%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity91.9%
Debt3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK		8%₹165 Cr950,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE		6%₹114 Cr950,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215		5%₹107 Cr1,050,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK		5%₹96 Cr800,000
Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | 500087		4%₹70 Cr500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI		3%₹68 Cr57,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC		3%₹63 Cr1,600,000
Brookfield India Real Estate Trust
Unlisted bonds | -		3%₹59 Cr1,982,958
↑ 232,958
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK		3%₹57 Cr300,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH		3%₹55 Cr350,000

6. 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.

Templeton India Equity Income Fund is a Equity - Dividend Yield fund was launched on 18 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2024 was 20.4% , 2023 was 33.3% and 2022 was 5.3% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (31 Mar 25) ₹132.299 ↓ -0.47   (-0.36 %)
Net Assets (Cr) ₹2,201 on 28 Feb 25
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio -0.35
Information Ratio 0.48
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,768
31 Mar 22₹24,332
31 Mar 23₹26,112
31 Mar 24₹36,858
31 Mar 25₹39,119

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 ₹657,502.
Net Profit of ₹357,502 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 1 Apr 25

DurationReturns
1 Month 4%
3 Month -4%
6 Month -12.3%
1 Year 6.1%
3 Year 17.1%
5 Year 31.4%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.4%
2023 33.3%
2022 5.3%
2021 43.1%
2020 22.9%
2019 5.3%
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Ajay Argal1 Dec 231.25 Yr.
Sandeep Manam18 Oct 213.37 Yr.
Rajasa Kakulavarapu6 Sep 213.48 Yr.

Data below for Templeton India Equity Income Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Technology22.1%
Utility19.36%
Energy13.11%
Consumer Defensive9.69%
Financial Services6.37%
Basic Materials4.2%
Consumer Cyclical3.7%
Industrials3.09%
Communication Services1.89%
Real Estate0.81%
Asset Allocation
Asset ClassValue
Cash8.81%
Equity84.32%
Debt6.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555		5%₹118 Cr3,800,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY		5%₹116 Cr686,814
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC		5%₹102 Cr14,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH		5%₹101 Cr640,932
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK		4%₹99 Cr570,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC		4%₹81 Cr2,050,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312		4%₹79 Cr3,500,000
Embassy Office Parks Reit
Unlisted bonds | -		4%₹77 Cr2,124,224
Brookfield India Real Estate Trust
Unlisted bonds | -		3%₹74 Cr2,480,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898		3%₹72 Cr2,879,000

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

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 20.8% 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 (01 Apr 25) ₹1,355.35 ↓ -20.09   (-1.46 %)
Net Assets (Cr) ₹5,986 on 28 Feb 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 1.13
Alpha Ratio 2.84
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
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

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

Returns for Franklin India Taxshield

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

DurationReturns
1 Month 4.8%
3 Month -7.9%
6 Month -11.7%
1 Year 6.2%
3 Year 16.3%
5 Year 29%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.4%
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 168.84 Yr.
Rajasa Kakulavarapu1 Dec 231.25 Yr.

Data below for Franklin India Taxshield as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services30.86%
Consumer Cyclical13.13%
Technology10.95%
Industrials9.83%
Health Care6.41%
Communication Services5.59%
Consumer Defensive5.31%
Basic Materials4.65%
Utility4.03%
Energy3.03%
Real Estate1.63%
Asset Allocation
Asset ClassValue
Cash3.86%
Equity96.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK		9%₹565 Cr3,260,417
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK		9%₹547 Cr4,546,914
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		5%₹325 Cr1,922,741
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL		5%₹308 Cr1,963,637
↓ -250,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT		5%₹280 Cr883,853
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH		4%₹230 Cr1,462,587
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215		4%₹229 Cr2,252,948
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320		3%₹167 Cr7,500,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR		3%₹164 Cr1,276,457
↓ -298,543
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK		3%₹161 Cr843,530

8. 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.

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 50 in Multi Cap category.  Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (01 Apr 25) ₹1,500.95 ↓ -19.57   (-1.29 %)
Net Assets (Cr) ₹16,139 on 28 Feb 25
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.19
Information Ratio 0.94
Alpha Ratio 2.73
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 Mar 20₹10,000
31 Mar 21₹18,490
31 Mar 22₹22,848
31 Mar 23₹23,246
31 Mar 24₹33,541
31 Mar 25₹36,582

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 ₹642,208.
Net Profit of ₹342,208 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 1 Apr 25

DurationReturns
1 Month 5.1%
3 Month -7.3%
6 Month -11.2%
1 Year 6.6%
3 Year 15.9%
5 Year 30.3%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.8%
2023 30.8%
2022 5.3%
2021 40.3%
2020 16%
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.09 Yr.
Sandeep Manam18 Oct 213.37 Yr.
Rajasa Kakulavarapu1 Dec 231.25 Yr.

Data below for Franklin India Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services29.87%
Consumer Cyclical13.13%
Technology9.85%
Industrials9.51%
Health Care7.44%
Communication Services6.1%
Consumer Defensive5.09%
Utility4.94%
Basic Materials4.23%
Energy2.6%
Real Estate2%
Asset Allocation
Asset ClassValue
Cash4.44%
Equity95.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK		9%₹1,461 Cr8,434,642
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK		8%₹1,313 Cr10,908,206
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL		5%₹826 Cr5,258,607
↓ -300,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		5%₹781 Cr4,627,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT		4%₹674 Cr2,131,779
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215		4%₹575 Cr5,661,448
↑ 350,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH		3%₹560 Cr3,555,589
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR		3%₹443 Cr3,452,563
↓ -147,437
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320		3%₹428 Cr19,250,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE		3%₹406 Cr3,384,026

9. 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 13.8% 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 (01 Apr 25) ₹97.65 ↓ -1.23   (-1.24 %)
Net Assets (Cr) ₹10,907 on 28 Feb 25
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio -0.23
Information Ratio 0.43
Alpha Ratio 2.2
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 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

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

Returns for Franklin India 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 1 Apr 25

DurationReturns
1 Month 3%
3 Month -7.4%
6 Month -13.7%
1 Year 2.5%
3 Year 14%
5 Year 28%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.9%
2023 23.5%
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 213.37 Yr.
Venkatesh Sanjeevi4 Oct 240.41 Yr.
Sandeep Manam18 Oct 213.37 Yr.

Data below for Franklin India Focused Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services35.09%
Consumer Cyclical12.84%
Health Care9.19%
Industrials7.37%
Technology7.26%
Basic Materials6.06%
Communication Services5.61%
Energy5.06%
Consumer Defensive4.2%
Real Estate2.96%
Asset Allocation
Asset ClassValue
Cash4.35%
Equity95.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK		11%₹1,178 Cr6,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK		9%₹999 Cr8,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL		6%₹612 Cr3,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215		6%₹609 Cr6,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE		5%₹552 Cr4,600,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320		5%₹522 Cr23,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA		5%₹510 Cr3,200,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087		5%₹493 Cr3,500,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS		4%₹488 Cr1,400,000
↑ 400,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI		4%₹382 Cr320,000

10. 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.

Franklin India Equity Advantage Fund is a Equity - Large & Mid Cap fund was launched on 2 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 60 in Large & Mid Cap category.  Return for 2024 was 18.8% , 2023 was 27% and 2022 was -2.8% .

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund
Growth
Launch Date 2 Mar 05
NAV (01 Apr 25) ₹170.217 ↓ -2.34   (-1.35 %)
Net Assets (Cr) ₹3,121 on 28 Feb 25
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio -0.07
Information Ratio -0.79
Alpha Ratio 3.85
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 Mar 20₹10,000
31 Mar 21₹18,681
31 Mar 22₹22,663
31 Mar 23₹22,065
31 Mar 24₹29,805
31 Mar 25₹32,749

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 ₹598,181.
Net Profit of ₹298,181 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 1 Apr 25

DurationReturns
1 Month 4.3%
3 Month -7.1%
6 Month -13.3%
1 Year 7.6%
3 Year 12.3%
5 Year 27.2%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.8%
2023 27%
2022 -2.8%
2021 39.1%
2020 12%
2019 2.1%
2018 -5%
2017 31.1%
2016 4%
2015 2%
Fund Manager information for Franklin India Equity Advantage Fund
NameSinceTenure
Venkatesh Sanjeevi18 Oct 213.37 Yr.
R. Janakiraman28 Feb 1411.01 Yr.
Sandeep Manam18 Oct 213.37 Yr.

Data below for Franklin India Equity Advantage Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services26.69%
Consumer Cyclical17.36%
Industrials12.72%
Technology10.86%
Consumer Defensive8.02%
Health Care7.99%
Basic Materials4.13%
Real Estate3.25%
Energy2.94%
Utility2.04%
Asset Allocation
Asset ClassValue
Cash3.09%
Equity96.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK		5%₹142 Cr820,862
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | 532215		3%₹105 Cr1,031,936
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 22 | RELIANCE		3%₹92 Cr763,848
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320		3%₹86 Cr3,851,215
↑ 1,054,381
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 22 | 532424		3%₹82 Cr819,512
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY		3%₹81 Cr2,426,807
↑ 1,352,609
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 24 | SBICARD		3%₹80 Cr954,827
↓ -800,624
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 24 | TCS		2%₹76 Cr218,271
↑ 47,984
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 543300		2%₹76 Cr1,531,585
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | 540611		2%₹71 Cr1,263,677

SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಅಥವಾ SIP ರಿಟರ್ನ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್

SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್‌ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಇನ್‌ಪುಟ್‌ಗಳನ್ನು ತೆಗೆದುಕೊಳ್ಳುತ್ತಾರೆ ಉದಾಹರಣೆಗೆ SIP ಹೂಡಿಕೆ ಮೊತ್ತ (ಗುರಿ) ಒಬ್ಬರು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುತ್ತಾರೆ, ಎಷ್ಟು ವರ್ಷಗಳ ಹೂಡಿಕೆ ಅಗತ್ಯವಿದೆ, ನಿರೀಕ್ಷಿಸಲಾಗಿದೆಹಣದುಬ್ಬರ ದರಗಳು (ಇದಕ್ಕಾಗಿ ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬೇಕು!) ಮತ್ತು ನಿರೀಕ್ಷಿತ ಆದಾಯ. ಆದ್ದರಿಂದ, ಗುರಿಯನ್ನು ಸಾಧಿಸಲು ಅಗತ್ಯವಿರುವ SIP ರಿಟರ್ನ್‌ಗಳನ್ನು ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬಹುದು!

ನೀವು INR 10 ಹೂಡಿಕೆ ಮಾಡಿದರೆ, ಊಹಿಸೋಣ.000 10 ವರ್ಷಗಳವರೆಗೆ, ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ ಎಂಬುದನ್ನು ನೋಡಿ-

ಮಾಸಿಕ ಹೂಡಿಕೆ: INR 10,000

ಹೂಡಿಕೆಯ ಅವಧಿ: 10 ವರ್ಷಗಳು

ಹೂಡಿಕೆ ಮಾಡಿದ ಒಟ್ಟು ಮೊತ್ತ: INR 12,00,000

ದೀರ್ಘಾವಧಿಯ ಬೆಳವಣಿಗೆಯ ದರ (ಅಂದಾಜು.): 15%

ಪ್ರಕಾರ ನಿರೀಕ್ಷಿತ ಆದಾಯಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್: INR 27,86,573

ನಿವ್ವಳ ಲಾಭ: INR 15,86,573 (ಸಂಪೂರ್ಣ ರಿಟರ್ನ್= 132.2%)

ಮೇಲಿನ ಲೆಕ್ಕಾಚಾರಗಳು ನೀವು 10 ವರ್ಷಗಳವರೆಗೆ ಮಾಸಿಕ INR 10,000 ಹೂಡಿಕೆ ಮಾಡಿದರೆ (ಒಟ್ಟು INR12,00,000) ನೀವು ಗಳಿಸುವಿರಿINR 27,86,573, ಅಂದರೆ ನೀವು ಮಾಡುವ ನಿವ್ವಳ ಲಾಭINR 15,86,573. ಇದು ಅದ್ಭುತವಲ್ಲವೇ!

ಫ್ರಾಂಕ್ಲಿನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

  1. Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.

  2. ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ

  3. ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!

    ಪ್ರಾರಂಭಿಸಿ

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.

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