10 മികച്ച ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2022

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ഫ്രാങ്ക്ലിൻ ടെമ്പിൾട്ടൺ മ്യൂച്വൽ ഫണ്ടിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
മികച്ച 10 ഫ്രാങ്ക്ലിൻ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ
ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ മ്യൂച്വൽ ഫണ്ടിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Top 10 Funds

2022-ലെ 10 മികച്ച ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ

Updated on March 7, 2025 , 50133 views

ലോകമെമ്പാടുമുള്ള സാന്നിധ്യത്തോടെ,ഫ്രാങ്ക്ലിൻ ടെമ്പിൾട്ടൺ മ്യൂച്വൽ ഫണ്ട് എന്നതിൽ സവിശേഷമായ സ്ഥാനം സൃഷ്ടിച്ചുവിപണി നിക്ഷേപകർക്കിടയിൽ വലിയ വിശ്വാസവും നേടിയിട്ടുണ്ട്. ലോകമെമ്പാടുമുള്ള 28 രാജ്യങ്ങളിലായി 600-ലധികം നിക്ഷേപ പ്രൊഫഷണലുകളുള്ള ഫ്രാങ്ക്ലിൻ ടെംപിൾടണിന് ലോകമെമ്പാടുമുള്ള ഒരു വലിയ ഉപഭോക്തൃ അടിത്തറയുണ്ട്. ഫണ്ട് ഹൗസ് ഇതുപോലുള്ള സ്കീമുകളുടെ ഒരു നിര വാഗ്ദാനം ചെയ്യുന്നു-ഇക്വിറ്റി ഫണ്ടുകൾ,ഡെറ്റ് ഫണ്ട്,ബാലൻസ്ഡ് ഫണ്ട്,ലിക്വിഡ് ഫണ്ടുകൾ,അന്താരാഷ്ട്ര ഫണ്ട്,ELSS, തുടങ്ങിയവ.

നിക്ഷേപകർക്ക് അവരുടെ ഹ്രസ്വ, മധ്യ, ദീർഘകാല പദ്ധതികൾ ആസൂത്രണം ചെയ്യാൻ കഴിയുംസാമ്പത്തിക ലക്ഷ്യങ്ങൾ വഴിനിക്ഷേപിക്കുന്നു ഈ സ്കീമുകളിൽ. ഫണ്ട് ഹൗസ് ELSS സ്കീമുകളും വാഗ്ദാനം ചെയ്യുന്നുനികുതി ആസൂത്രണം കീഴിൽസെക്ഷൻ 80 സി. ഉയർന്ന നിക്ഷേപമുള്ള നിക്ഷേപകർ-റിസ്ക് വിശപ്പ് ഇക്വിറ്റി ഫണ്ടുകളിൽ നിക്ഷേപിക്കാം, ശരാശരി റിസ്‌ക് വിശപ്പുള്ള ഒരാൾക്ക് ഡെറ്റ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കാം. നിക്ഷേപകർക്ക് താഴെ ലിസ്റ്റ് ചെയ്തിട്ടുള്ള മികച്ച 10 ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടണിൽ നിന്ന് ഒരു ഫണ്ട് തിരഞ്ഞെടുക്കാംമ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ.

AUM പോലുള്ള ചില പ്രധാന പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്യപ്പെടുന്നു,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം, മറ്റ് വിവര അനുപാതങ്ങൾ.

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ഫ്രാങ്ക്ലിൻ ടെമ്പിൾട്ടൺ മ്യൂച്വൽ ഫണ്ടിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

1. ഇൻഷുറൻസ്

ഫ്രാങ്ക്ലിൻ ടെംപിൾട്ടൺ മ്യൂച്വൽ ഫണ്ടിന് രണ്ട് പതിറ്റാണ്ടിലധികം തിളങ്ങുന്ന ചരിത്രമുണ്ട്. വർഷങ്ങളായി, ഇത് എല്ലായ്പ്പോഴും നിക്ഷേപകരുടെ മികച്ച താൽപ്പര്യങ്ങൾ സംരക്ഷിക്കുന്നു.

2. നികുതി ആനുകൂല്യങ്ങൾ

കമ്പനി സ്കീമുകൾ നികുതി കുറയ്ക്കുന്നതിനുള്ള ഓപ്ഷൻ വാഗ്ദാനം ചെയ്യുന്നുവരുമാനം അങ്ങനെ, നികുതി ലാഭിക്കുന്നു. ഫ്രാങ്ക്ലിൻ ഇന്ത്യനികുതി ഷീൽഡ് അത്തരത്തിലുള്ള ഒരു പദ്ധതിയാണ്.

3. വിദഗ്ധ മാർക്കറ്റ് ഐ

വിപണിയിൽ മറഞ്ഞിരിക്കുന്ന ഉയർന്ന സാധ്യതയുള്ള ഓഹരികൾ കണ്ടെത്തുന്നതിന് കമ്പനിക്ക് ശ്രദ്ധയുണ്ട്. കുറഞ്ഞ ചാഞ്ചാട്ടമുള്ള ഫണ്ടുകൾ കണ്ടെത്തുന്നതിലും ഇത് വിദഗ്ധനാണ്.

4. റിസ്ക് മാനേജ്മെന്റ്

ഫ്രാങ്ക്ലിൻ ടെമ്പിൾട്ടൺ മ്യൂച്വൽ ഫണ്ട് അപകടസാധ്യത കുറയ്ക്കാൻ ലക്ഷ്യമിടുന്നുഘടകം വിലക്കുറവുള്ള ഓഹരികൾ തേടിക്കൊണ്ട്.

മികച്ച 10 ഫ്രാങ്ക്ലിൻ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Franklin Build India Fund Growth	₹122.414 ↓ -0.33	₹2,659	-15.6	-14.7	0.1	28.5	27.4	27.8
Franklin India Opportunities Fund Growth	₹219.518 ↓ -0.05	₹5,948	-14.4	-13.6	10.1	28.2	26.5	37.3
Franklin India Smaller Companies Fund Growth	₹148.45 ↑ 0.48	₹12,862	-19.3	-20.2	-0.4	22.3	25.6	23.2
Franklin India Prima Fund Growth	₹2,392.09 ↓ -10.10	₹11,656	-14.8	-13.7	9.6	22.3	21.1	31.8
Templeton India Value Fund Growth	₹646.642 ↑ 0.77	₹2,107	-10.8	-14	-0.4	20.4	24.8	15.2
Franklin India Taxshield Growth	₹1,317.28 ↓ -5.15	₹6,438	-12.7	-11.4	2.9	19.1	20.2	22.4
Franklin India Equity Fund Growth	₹1,454.74 ↓ -6.00	₹17,203	-12.3	-11.2	3	18.7	21.8	21.8
Templeton India Equity Income Fund Growth	₹130.779 ↑ 1.21	₹2,341	-8.6	-11.6	1.9	17.7	24.9	20.4
Franklin India Focused Equity Fund Growth	₹96.1259 ↓ -0.25	₹11,553	-11.9	-11.9	2.2	17.6	20.5	19.9
Franklin India Technology Fund Growth	₹485.058 ↑ 0.83	₹1,960	-13.5	-10.6	7.9	15.5	23.6	28.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Mar 25

*ഫണ്ടുകളുടെ ലിസ്റ്റ് അടിസ്ഥാനമാക്കിയുള്ളതാണ്AUM >= 100 കോടി & മാനേജ്മെന്റ് കീഴിൽകുറഞ്ഞത് 3 വർഷംക്രമീകരിച്ചു3 വർഷംസിഎജിആർ മടങ്ങുക.

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 17.5% 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 (07 Mar 25)	₹122.414 ↓ -0.33 (-0.27 %)
Net Assets (Cr)	₹2,659 on 31 Jan 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.13
Sharpe Ratio	0.47
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
29 Feb 20	₹10,000
28 Feb 21	₹13,297
28 Feb 22	₹16,088
28 Feb 23	₹18,350
29 Feb 24	₹31,512
28 Feb 25	₹30,972

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for Franklin 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 7 Mar 25

Duration	Returns
1 Month	-4.7%
3 Month	-15.6%
6 Month	-14.7%
1 Year	0.1%
3 Year	28.5%
5 Year	27.4%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27.8%
2022	51.1%
2021	11.2%
2020	45.9%
2019	5.4%
2018	6%
2017	-10.7%
2016	43.3%
2015	8.4%
2014	2.1%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.37 Yr.
Kiran Sebastian	7 Feb 22	3.06 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	37.8%
Financial Services	12.39%
Utility	11.4%
Energy	10.96%
Communication Services	7.6%
Basic Materials	7.09%
Consumer Cyclical	3.4%
Real Estate	2.85%
Technology	2%

Asset Allocation

Asset Class	Value
Cash	4.19%
Equity	95.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	10%	₹257 Cr	720,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| ICICIBANK	6%	₹150 Cr	1,200,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	5%	₹133 Cr	1,050,000 ↑ 170,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	5%	₹130 Cr	300,000 ↑ 65,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	5%	₹127 Cr	3,930,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	4%	₹118 Cr	4,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹115 Cr	710,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	4%	₹102 Cr	3,365,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	3%	₹89 Cr	900,000
NCC Ltd (Industrials) Equity, Since 31 Aug 23 \| NCC	3%	₹78 Cr	3,100,000

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 13.1% 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 (07 Mar 25)	₹219.518 ↓ -0.05 (-0.02 %)
Net Assets (Cr)	₹5,948 on 31 Jan 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.12
Sharpe Ratio	0.94
Information Ratio	1.44
Alpha Ratio	10.74
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
29 Feb 20	₹10,000
28 Feb 21	₹14,549
28 Feb 22	₹16,040
28 Feb 23	₹17,166
29 Feb 24	₹28,762
28 Feb 25	₹30,931

Franklin India Opportunities Fund SIP Returns

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

Returns for Franklin India 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 7 Mar 25

Duration	Returns
1 Month	-7.7%
3 Month	-14.4%
6 Month	-13.6%
1 Year	10.1%
3 Year	28.2%
5 Year	26.5%
10 Year
15 Year
Since launch	13.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	2.3%

Fund Manager information for Franklin India Opportunities Fund

Name	Since	Tenure
Kiran Sebastian	7 Feb 22	3.06 Yr.
R. Janakiraman	1 Apr 13	11.92 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	18.72%
Health Care	13.23%
Financial Services	10.86%
Communication Services	9.89%
Industrials	9.89%
Technology	8.54%
Basic Materials	8.23%
Energy	4.23%
Consumer Defensive	3.9%
Real Estate	2.5%
Utility	1.62%

Asset Allocation

Asset Class	Value
Cash	5.56%
Equity	94.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹251 Cr	1,987,098 ↑ 869,146
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 24 \| BHARTIARTL	4%	₹218 Cr	1,342,233
Mphasis Ltd (Technology) Equity, Since 30 Nov 24 \| 526299	3%	₹204 Cr	710,533 ↑ 215,452
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	3%	₹191 Cr	637,966
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 24 \| HDFCBANK	3%	₹180 Cr	1,058,931
Lemon Tree Hotels Ltd (Consumer Cyclical) Equity, Since 31 Aug 24 \| LEMONTREE	3%	₹175 Cr	12,833,401 ↑ 1,882,185
Intellect Design Arena Ltd. Equity, Since 30 Jun 24 \| -	3%	₹168 Cr	2,076,823 ↑ 1,100,798
Info Edge (India) Ltd (Communication Services) Equity, Since 31 Jul 24 \| NAUKRI	3%	₹167 Cr	216,138
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Oct 24 \| APLAPOLLO	3%	₹151 Cr	998,385 ↑ 16,400
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Aug 23 \| ASTERDM	3%	₹150 Cr	3,049,105

3. 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 15.1% 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 (07 Mar 25)	₹148.45 ↑ 0.48 (0.32 %)
Net Assets (Cr)	₹12,862 on 31 Jan 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	0.16
Information Ratio	0.49
Alpha Ratio	2.19
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
29 Feb 20	₹10,000
28 Feb 21	₹13,706
28 Feb 22	₹17,681
28 Feb 23	₹19,861
29 Feb 24	₹31,030
28 Feb 25	₹29,522

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 7 Mar 25

Duration	Returns
1 Month	-9.6%
3 Month	-19.3%
6 Month	-20.2%
1 Year	-0.4%
3 Year	22.3%
5 Year	25.6%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	23.2%
2022	52.1%
2021	3.6%
2020	56.4%
2019	18.7%
2018	-5%
2017	-17.4%
2016	43.5%
2015	10.2%
2014	9.6%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.09 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.
Akhil Kalluri	8 Sep 22	2.48 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	21.19%
Financial Services	19.04%
Consumer Cyclical	13.99%
Basic Materials	10.49%
Health Care	10.39%
Technology	6.22%
Real Estate	4.75%
Consumer Defensive	3.48%
Utility	2.37%
Energy	0.92%
Communication Services	0.05%

Asset Allocation

Asset Class	Value
Cash	5.53%
Equity	94.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	4%	₹453 Cr	3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹394 Cr	8,018,630 ↓ -455,151
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| 590003	3%	₹337 Cr	14,155,680 ↓ -1,243,237
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	3%	₹323 Cr	1,387,967
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹320 Cr	48,064,081
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹284 Cr	3,262,700 ↑ 300,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹256 Cr	1,448,723
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹250 Cr	4,963,469
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| CROMPTON	2%	₹237 Cr	6,900,000
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹229 Cr	1,866,828

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.

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 19.1% 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 (07 Mar 25)	₹2,392.09 ↓ -10.10 (-0.42 %)
Net Assets (Cr)	₹11,656 on 31 Jan 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.8
Sharpe Ratio	0.77
Information Ratio	-0.24
Alpha Ratio	6.71
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
29 Feb 20	₹10,000
28 Feb 21	₹13,255
28 Feb 22	₹14,788
28 Feb 23	₹15,760
29 Feb 24	₹23,012
28 Feb 25	₹24,630

Franklin India Prima 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 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 7 Mar 25

Duration	Returns
1 Month	-7.4%
3 Month	-14.8%
6 Month	-13.7%
1 Year	9.6%
3 Year	22.3%
5 Year	21.1%
10 Year
15 Year
Since launch	19.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	31.8%
2022	36.8%
2021	2.2%
2020	32.6%
2019	17.8%
2018	3.5%
2017	-9.4%
2016	39.7%
2015	8.5%
2014	6.8%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.09 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.
Akhil Kalluri	7 Feb 22	3.06 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	20.15%
Consumer Cyclical	15.67%
Basic Materials	14.43%
Industrials	13.27%
Health Care	10.25%
Technology	8.72%
Real Estate	5.96%
Consumer Defensive	4.24%
Communication Services	2.63%
Utility	1.14%
Energy	0.69%

Asset Allocation

Asset Class	Value
Cash	2.83%
Equity	97.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	4%	₹411 Cr	21,939,752 ↓ -1,500,000
Persistent Systems Ltd (Technology) Equity, Since 30 Apr 21 \| PERSISTENT	2%	₹265 Cr	439,990 ↓ -25,000
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹258 Cr	901,105
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 21 \| DEEPAKNTR	2%	₹256 Cr	1,100,123
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Apr 23 \| DIXON	2%	₹246 Cr	164,000
Coromandel International Ltd (Basic Materials) Equity, Since 31 May 11 \| 506395	2%	₹237 Cr	1,311,228 ↓ -150,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| 524494	2%	₹237 Cr	1,641,580
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 28 Feb 22 \| MAXHEALTH	2%	₹229 Cr	2,153,205
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| 543390	2%	₹225 Cr	1,300,578
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹222 Cr	1,631,918

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 (07 Mar 25)	₹646.642 ↑ 0.77 (0.12 %)
Net Assets (Cr)	₹2,107 on 31 Jan 25
Category	Equity - Value
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.16
Sharpe Ratio	0.24
Information Ratio	1.06
Alpha Ratio	-0.47
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
29 Feb 20	₹10,000
28 Feb 21	₹14,513
28 Feb 22	₹17,653
28 Feb 23	₹19,941
29 Feb 24	₹28,928
28 Feb 25	₹28,731

Templeton India Value Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for Templeton India 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 7 Mar 25

Duration	Returns
1 Month	-5.2%
3 Month	-10.8%
6 Month	-14%
1 Year	-0.4%
3 Year	20.4%
5 Year	24.8%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	0.1%

Fund Manager information for Templeton India Value Fund

Name	Since	Tenure
Ajay Argal	1 Dec 23	1.25 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.48 Yr.

Data below for Templeton India Value Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	31.9%
Consumer Cyclical	10.68%
Energy	9.68%
Basic Materials	8.83%
Health Care	7.65%
Technology	7.13%
Utility	5.62%
Consumer Defensive	4.94%
Industrials	4.08%
Communication Services	2.83%

Asset Allocation

Asset Class	Value
Cash	4.17%
Equity	93.36%
Debt	2.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 14 \| HDFCBANK	8%	₹161 Cr	950,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 23 \| RELIANCE	6%	₹120 Cr	950,000 ↑ 75,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 20 \| 532215	5%	₹104 Cr	1,050,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	5%	₹100 Cr	800,000
Cipla Ltd (Healthcare) Equity, Since 29 Feb 24 \| 500087	4%	₹74 Cr	500,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 19 \| ITC	3%	₹72 Cr	1,600,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| MARUTI	3%	₹70 Cr	57,000 ↑ 7,000
HCL Technologies Ltd (Technology) Equity, Since 28 Feb 21 \| HCLTECH	3%	₹60 Cr	350,000 ↓ -25,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 May 24 \| KOTAKBANK	3%	₹57 Cr	300,000
Infosys Ltd (Technology) Equity, Since 30 Jun 24 \| INFY	3%	₹56 Cr	300,000

6. Franklin India Taxshield

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

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.7% 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 (07 Mar 25)	₹1,317.28 ↓ -5.15 (-0.39 %)
Net Assets (Cr)	₹6,438 on 31 Jan 25
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	0.52
Information Ratio	0.76
Alpha Ratio	2.98
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹13,007
28 Feb 22	₹15,451
28 Feb 23	₹16,156
29 Feb 24	₹23,391
28 Feb 25	₹24,095

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 7 Mar 25

Duration	Returns
1 Month	-5.7%
3 Month	-12.7%
6 Month	-11.4%
1 Year	2.9%
3 Year	19.1%
5 Year	20.2%
10 Year
15 Year
Since launch	20.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	22.4%
2022	31.2%
2021	5.4%
2020	36.7%
2019	9.8%
2018	5.1%
2017	-3%
2016	29.1%
2015	4.7%
2014	4%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	8.84 Yr.
Rajasa Kakulavarapu	1 Dec 23	1.25 Yr.

Data below for Franklin India Taxshield as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	29.08%
Industrials	12.84%
Consumer Cyclical	12.27%
Technology	11.29%
Health Care	6.4%
Consumer Defensive	6.25%
Communication Services	6.03%
Basic Materials	4.87%
Utility	3.79%
Energy	3.11%
Real Estate	1.73%

Asset Allocation

Asset Class	Value
Cash	1.4%
Equity	98.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	9%	₹570 Cr	4,546,914
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹554 Cr	3,260,417
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	6%	₹361 Cr	1,922,741
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	6%	₹360 Cr	2,213,637
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹315 Cr	883,853
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	4%	₹252 Cr	1,462,587
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Oct 18 \| UNITDSPR	3%	₹224 Cr	1,575,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	3%	₹222 Cr	2,252,948
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹168 Cr	1,324,806
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543320	3%	₹165 Cr	7,500,000

7. 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 17.8% 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 (07 Mar 25)	₹1,454.74 ↓ -6.00 (-0.41 %)
Net Assets (Cr)	₹17,203 on 31 Jan 25
Category	Equity - Multi Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	0.5
Information Ratio	0.65
Alpha Ratio	2.74
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
29 Feb 20	₹10,000
28 Feb 21	₹13,850
28 Feb 22	₹16,698
28 Feb 23	₹17,327
29 Feb 24	₹24,960
28 Feb 25	₹25,727

Franklin India Equity 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 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 7 Mar 25

Duration	Returns
1 Month	-5.6%
3 Month	-12.3%
6 Month	-11.2%
1 Year	3%
3 Year	18.7%
5 Year	21.8%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	4.4%

Fund Manager information for Franklin India Equity Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.09 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.
Rajasa Kakulavarapu	1 Dec 23	1.25 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.3%
Industrials	12.46%
Consumer Cyclical	11.82%
Technology	10.25%
Health Care	7.12%
Communication Services	6.22%
Consumer Defensive	5.53%
Basic Materials	4.6%
Utility	3.95%
Energy	2.93%
Real Estate	2.22%

Asset Allocation

Asset Class	Value
Cash	3.62%
Equity	96.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| HDFCBANK	8%	₹1,433 Cr	8,434,642
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹1,367 Cr	10,908,206
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 06 \| BHARTIARTL	5%	₹904 Cr	5,558,607
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	5%	₹870 Cr	4,627,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 13 \| LT	4%	₹760 Cr	2,131,779
HCL Technologies Ltd (Technology) Equity, Since 31 Dec 13 \| HCLTECH	4%	₹613 Cr	3,555,589
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	3%	₹524 Cr	5,311,448
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Aug 19 \| UNITDSPR	3%	₹513 Cr	3,600,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	2%	₹428 Cr	3,384,026
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 543320	2%	₹424 Cr	19,250,000 ↑ 2,250,000

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.

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 (06 Mar 25)	₹130.779 ↑ 1.21 (0.94 %)
Net Assets (Cr)	₹2,341 on 31 Jan 25
Category	Equity - Dividend Yield
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.16
Sharpe Ratio	0.43
Information Ratio	0.5
Alpha Ratio	2.3
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹14,291
28 Feb 22	₹18,604
28 Feb 23	₹20,012
29 Feb 24	₹29,034
28 Feb 25	₹29,315

Templeton India Equity Income Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for Templeton India Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25

Duration	Returns
1 Month	-3.3%
3 Month	-8.6%
6 Month	-11.6%
1 Year	1.9%
3 Year	17.7%
5 Year	24.9%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	-1.6%

Fund Manager information for Templeton India Equity Income Fund

Name	Since	Tenure
Ajay Argal	1 Dec 23	1.25 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.48 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	22.09%
Utility	20.32%
Energy	13.48%
Consumer Defensive	9.89%
Financial Services	6.91%
Basic Materials	4.26%
Consumer Cyclical	3.68%
Industrials	3.47%
Communication Services	1.86%
Real Estate	0.8%

Asset Allocation

Asset Class	Value
Cash	6.71%
Equity	86.78%
Debt	6.52%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 30 Apr 13 \| INFY	6%	₹129 Cr	686,814
NTPC Ltd (Utilities) Equity, Since 31 Jan 19 \| 532555	5%	₹123 Cr	3,800,000
NHPC Ltd (Utilities) Equity, Since 31 Mar 20 \| NHPC	5%	₹113 Cr	14,000,000
HCL Technologies Ltd (Technology) Equity, Since 31 Jan 22 \| HCLTECH	5%	₹111 Cr	640,932
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	4%	₹97 Cr	570,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 28 Feb 07 \| 500312	4%	₹92 Cr	3,500,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	4%	₹92 Cr	2,050,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jan 19 \| 532898	4%	₹87 Cr	2,879,000
Embassy Office Parks Reit Unlisted bonds \| -	3%	₹79 Cr	2,124,224
GAIL (India) Ltd (Utilities) Equity, Since 31 Jan 19 \| 532155	3%	₹77 Cr	4,330,000 ↑ 133,000

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 13.7% 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 (07 Mar 25)	₹96.1259 ↓ -0.25 (-0.26 %)
Net Assets (Cr)	₹11,553 on 31 Jan 25
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	0.42
Information Ratio	0.06
Alpha Ratio	1.8
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹13,561
28 Feb 22	₹16,125
28 Feb 23	₹17,211
29 Feb 24	₹23,523
28 Feb 25	₹24,126

Franklin India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 7 Mar 25

Duration	Returns
1 Month	-5.2%
3 Month	-11.9%
6 Month	-11.9%
1 Year	2.2%
3 Year	17.6%
5 Year	20.5%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.37 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.4 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.91%
Consumer Cyclical	11.96%
Health Care	9.31%
Industrials	7.97%
Technology	7.14%
Energy	6.28%
Basic Materials	6.14%
Communication Services	5.49%
Consumer Defensive	4.33%
Real Estate	2.7%

Asset Allocation

Asset Class	Value
Cash	4.38%
Equity	95.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	10%	₹1,155 Cr	6,800,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	9%	₹1,040 Cr	8,300,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	5%	₹634 Cr	3,900,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	5%	₹592 Cr	6,000,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	5%	₹582 Cr	4,600,000 ↑ 400,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	5%	₹558 Cr	3,200,000 ↓ -200,000
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	4%	₹518 Cr	23,500,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| 500087	4%	₹518 Cr	3,500,000
Infosys Ltd (Technology) Equity, Since 31 Oct 21 \| INFY	4%	₹414 Cr	2,200,000 ↓ -1,800,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	4%	₹411 Cr	1,000,000 ↑ 1,000,000

10. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 18.8% since its launch. Ranked 41 in Sectoral category. Return for 2024 was 28.4% , 2023 was 51.1% and 2022 was -22.3% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund Growth
Launch Date	22 Aug 98
NAV (06 Mar 25)	₹485.058 ↑ 0.83 (0.17 %)
Net Assets (Cr)	₹1,960 on 31 Jan 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	High
Expense Ratio	2.2
Sharpe Ratio	0.79
Information Ratio	0.89
Alpha Ratio	4.23
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.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹16,324
28 Feb 22	₹19,328
28 Feb 23	₹17,601
29 Feb 24	₹27,846
28 Feb 25	₹28,907

Franklin India Technology Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25

Duration	Returns
1 Month	-9.5%
3 Month	-13.5%
6 Month	-10.6%
1 Year	7.9%
3 Year	15.5%
5 Year	23.6%
10 Year
15 Year
Since launch	18.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	28.4%
2022	51.1%
2021	-22.3%
2020	39%
2019	56.8%
2018	12.4%
2017	11.9%
2016	19.1%
2015	-2.6%
2014	3.8%

Fund Manager information for Franklin India Technology Fund

Name	Since	Tenure
Venkatesh Sanjeevi	4 Oct 24	0.4 Yr.
R. Janakiraman	1 Dec 23	1.25 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	65.09%
Communication Services	15.73%
Consumer Cyclical	8.02%
Financial Services	4.07%
Industrials	1.5%
Health Care	0.09%

Asset Allocation

Asset Class	Value
Cash	3.01%
Equity	96.81%
Other	0.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	22%	₹422 Cr	2,242,479
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 04 \| TCS	16%	₹314 Cr	764,559
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 18 \| BHARTIARTL	11%	₹217 Cr	1,331,730
Franklin Technology I Acc USD Investment Fund \| -	7%	₹144 Cr	215,810
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 543320	6%	₹112 Cr	5,067,142 ↑ 1,343,231
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| 543390	4%	₹76 Cr	442,415 ↑ 51,720
Tech Mahindra Ltd (Technology) Equity, Since 28 Feb 14 \| 532755	3%	₹67 Cr	402,443
HCL Technologies Ltd (Technology) Equity, Since 30 Jun 14 \| HCLTECH	3%	₹67 Cr	387,170
Zensar Technologies Ltd (Technology) Equity, Since 31 Jan 23 \| ZENSARTECH	3%	₹58 Cr	672,259 ↑ 80,000
Rategain Travel Technologies Ltd (Technology) Equity, Since 31 Dec 21 \| 543417	2%	₹44 Cr	631,875

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