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ఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్ 2022 ద్వారా టాప్ 4 ఉత్తమ ఈక్విటీ ఫండ్‌లు

ఫిన్‌క్యాష్ »ఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్ »ఈక్విటీలు

ఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్ 2022 ద్వారా 7 ఉత్తమ ఈక్విటీ ఫండ్‌లు

Updated on December 19, 2024 , 4133 views

నుండిఫ్రాంక్లిన్ టెంపుల్టన్ మ్యూచువల్ ఫండ్ పురాతనమైన వాటిలో ఒకటిAMCలు భారతదేశంలో, పెట్టుబడిదారులు అటువంటి ఫండ్ హౌస్‌తో పెట్టుబడి పెడతారు. ఫండ్ హౌస్ ప్రధానంగా పెద్ద మరియు స్థిరమైన వ్యాపారాన్ని నిర్వహించే మరియు స్థిరమైన సుదీర్ఘ ట్రాక్ రికార్డ్‌ను కలిగి ఉన్న కంపెనీలలో పెట్టుబడి పెడుతుంది. ఇటువంటి కంపెనీలు తరచుగా దీర్ఘకాలంలో అధిక రాబడిని అందిస్తాయి.

పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులుఈక్విటీ ఫండ్స్ ఎక్కువ కాలం పెట్టుబడి పెట్టాలి మరియు అధిక మొత్తం కలిగి ఉండాలిఅపాయకరమైన ఆకలి. ఈక్విటీ ఫండ్లలో పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులు, ఇక్కడ టాప్ 4 జాబితా ఉందిఉత్తమ ఈక్విటీ ఫండ్స్ ఫ్రాంక్లిన్ టెంపుల్టన్ ద్వారామ్యూచువల్ ఫండ్. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శకులు, పీర్ సగటు రాబడి మరియు ఇతర సమాచార నిష్పత్తులు.

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Franklin

ఫ్రాంక్లిన్ మ్యూచువల్ ఫండ్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

a. దీర్ఘకాలిక పెట్టుబడి లక్ష్యాలు

పెట్టుబడిదారులు తమ దీర్ఘకాలిక ప్రణాళికను రూపొందించుకోవచ్చుఆర్థిక లక్ష్యాలు ద్వారాపెట్టుబడి పెడుతున్నారు ఫ్రాంక్లిన్ యొక్క ఈక్విటీ ఫండ్లలో. కానీ, ఈ లక్ష్యాలను చక్కగా నెరవేర్చుకోవడానికి, ఎక్కువ కాలం పాటు తమ పెట్టుబడులను ప్లాన్ చేసుకోవాలి.

బి. పన్ను ప్రయోజనాలు

ఫ్రాంక్లిన్ మ్యూచువల్ ఫండ్ కింద పన్ను ప్రయోజనాలను అందిస్తుందిసెకను 80C పెట్టుబడిదారులకు. పన్ను ఆదా ఫండ్ పేరుఫ్రాంక్లిన్ ఇండియా ట్యాక్స్‌షీల్డ్ ఇందులో పెట్టుబడిదారులు తమ పన్ను పొదుపులను ప్లాన్ చేసుకోవచ్చు అలాగే దీర్ఘకాలిక ప్రయోజనాలను పొందవచ్చురాజధాని వృద్ధి.

సి. అద్భుతమైన రేటింగ్‌లు

అనేక ఫ్రాంక్లిన్ ఈక్విటీ పథకాలు మూడు మరియు అంతకంటే ఎక్కువ CRISIL రేటింగ్‌ను కలిగి ఉన్నాయి.

డి. స్థిరమైన రిటర్న్స్

ఫ్రాంక్లిన్ యొక్క అనేక ఈక్విటీ పథకాలు సంవత్సరాలుగా స్థిరమైన రాబడిని అందించాయి. ఈ ఈక్విటీ పథకాలలో మంచి రాబడిని పొందాలనుకునే పెట్టుబడిదారులు ఎక్కువ కాలం పెట్టుబడి పెట్టాలి.

ఉత్తమ ఫ్రాంక్లిన్ టెంపుల్టన్ ఈక్విటీ మ్యూచువల్ ఫండ్స్

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹28.7679
↓ -0.25
₹2450.7418.2-0.83.30.70.58
Franklin Build India Fund Growth ₹138.114
↓ -2.93
₹2,848-5.9-231.930.727.251.12.3
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹72.1988
↑ 0.10
₹3,7763.76.526.76.91637.91.85
Franklin India Smaller Companies Fund Growth ₹179.247
↓ -3.58
₹14,045-3.90.627.227.629.652.11.42
Franklin India Focused Equity Fund Growth ₹104.656
↓ -1.63
₹12,183-8.50.722.518.82023.51.61
Franklin India Taxshield Growth ₹1,455.92
↓ -24.61
₹6,890-5.84.725.820.620.431.21.88
Franklin India Prima Fund Growth ₹2,747.64
↓ -60.88
₹12,441-2.8536.62423.636.82.13
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Dec 24
Note: Ratio's shown as on 30 Nov 24

1. Franklin Asian Equity Fund

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

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 6.4% since its launch.  Ranked 1 in Global category.  Return for 2023 was 0.7% , 2022 was -14.5% and 2021 was -5.9% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (19 Dec 24) ₹28.7679 ↓ -0.25   (-0.85 %)
Net Assets (Cr) ₹245 on 30 Nov 24
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.5
Sharpe Ratio 0.58
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
30 Nov 19₹10,000
30 Nov 20₹12,871
30 Nov 21₹12,547
30 Nov 22₹10,641
30 Nov 23₹10,458
30 Nov 24₹12,028

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 ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for Franklin Asian Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Dec 24

DurationReturns
1 Month 1.9%
3 Month 0.7%
6 Month 4%
1 Year 18.2%
3 Year -0.8%
5 Year 3.3%
10 Year
15 Year
Since launch 6.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 0.7%
2022 -14.5%
2021 -5.9%
2020 25.8%
2019 28.2%
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Sandeep Manam18 Oct 213.12 Yr.
Shyam Sriram26 Sep 240.18 Yr.

Data below for Franklin Asian Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Technology24.05%
Financial Services22.57%
Consumer Cyclical21.02%
Industrials8.5%
Consumer Defensive8.08%
Communication Services4.88%
Health Care4.27%
Real Estate2.97%
Energy1.15%
Basic Materials1.06%
Asset Allocation
Asset ClassValue
Cash1.45%
Equity98.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
13%₹33 Cr122,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | ICICIBANK
5%₹13 Cr103,868
↓ -5,255
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
5%₹12 Cr27,900
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK
4%₹9 Cr52,213
↓ -1,525
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
4%₹9 Cr86,704
↑ 21,600
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
3%₹9 Cr23,765
↓ -1,712
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
3%₹7 Cr111,800
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹7 Cr296,717
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT
3%₹7 Cr19,650
↓ -1,872
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 17 | OBEROIRLTY
2%₹6 Cr31,199

2. Franklin Build India Fund

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

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (20 Dec 24) ₹138.114 ↓ -2.93   (-2.08 %)
Net Assets (Cr) ₹2,848 on 30 Nov 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 2.3
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
30 Nov 19₹10,000
30 Nov 20₹9,471
30 Nov 21₹15,112
30 Nov 22₹17,331
30 Nov 23₹23,607
30 Nov 24₹33,637

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 ₹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 19 Dec 24

DurationReturns
1 Month 1.2%
3 Month -5.9%
6 Month -2%
1 Year 31.9%
3 Year 30.7%
5 Year 27.2%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.12 Yr.
Kiran Sebastian7 Feb 222.82 Yr.
Sandeep Manam18 Oct 213.12 Yr.

Data below for Franklin Build India Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials37.2%
Financial Services14.7%
Energy9.85%
Utility9.5%
Communication Services7.1%
Basic Materials6.81%
Consumer Cyclical3.68%
Real Estate3.3%
Technology2.71%
Asset Allocation
Asset ClassValue
Cash5.15%
Equity94.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹261 Cr720,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
6%₹160 Cr3,930,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹155 Cr1,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
4%₹120 Cr4,500,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 22 | MCX
4%₹117 Cr180,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹117 Cr880,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹114 Cr710,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
4%₹110 Cr663,983
↓ -143,864
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹108 Cr3,365,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
3%₹96 Cr825,000
↑ 100,000

3. Franklin India Feeder - Franklin U S Opportunities Fund

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

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 6 in Global category.  Return for 2023 was 37.9% , 2022 was -30.3% and 2021 was 17.9% .

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 (19 Dec 24) ₹72.1988 ↑ 0.10   (0.14 %)
Net Assets (Cr) ₹3,776 on 30 Nov 24
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.52
Sharpe Ratio 1.85
Information Ratio -1.94
Alpha Ratio -5.03
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
30 Nov 19₹10,000
30 Nov 20₹14,198
30 Nov 21₹17,661
30 Nov 22₹12,643
30 Nov 23₹15,835
30 Nov 24₹21,426

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 ₹458,689.
Net Profit of ₹158,689
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 19 Dec 24

DurationReturns
1 Month -0.1%
3 Month 3.7%
6 Month 6.5%
1 Year 26.7%
3 Year 6.9%
5 Year 16%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.9%
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 213.12 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Technology41.33%
Health Care12.58%
Communication Services11.03%
Consumer Cyclical10.26%
Financial Services7.68%
Industrials7.37%
Basic Materials2.35%
Consumer Defensive2.14%
Real Estate0.51%
Asset Allocation
Asset ClassValue
Cash1.21%
Equity97.76%
Other0.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹3,479 Cr4,439,617
↓ -26,548
Call, Cash & Other Assets
CBLO | -
1%₹34 Cr

4. Franklin India Smaller Companies Fund

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

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (20 Dec 24) ₹179.247 ↓ -3.58   (-1.96 %)
Net Assets (Cr) ₹14,045 on 30 Nov 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.42
Information Ratio 0.16
Alpha Ratio 1.2
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
30 Nov 19₹10,000
30 Nov 20₹11,034
30 Nov 21₹18,187
30 Nov 22₹19,620
30 Nov 23₹27,946
30 Nov 24₹36,275

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 ₹627,226.
Net Profit of ₹327,226
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 19 Dec 24

DurationReturns
1 Month 4.4%
3 Month -3.9%
6 Month 0.6%
1 Year 27.2%
3 Year 27.6%
5 Year 29.6%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.84 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Akhil Kalluri8 Sep 222.23 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials25.32%
Financial Services18.01%
Consumer Cyclical13.73%
Health Care9.23%
Basic Materials8.71%
Technology5.59%
Real Estate4.72%
Consumer Defensive4.37%
Utility2.71%
Energy0.86%
Communication Services0.16%
Asset Allocation
Asset ClassValue
Cash5.42%
Equity94.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹456 Cr3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹377 Cr8,473,781
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹366 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹348 Cr15,398,917
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹336 Cr48,064,081
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹326 Cr4,963,469
↓ -2,000,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹284 Cr1,448,723
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹270 Cr6,900,000
360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 360ONE
2%₹267 Cr2,452,684
Amara Raja Energy & Mobility Ltd (Industrials)
Equity, Since 31 Dec 23 | 500008
2%₹253 Cr1,819,819

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (20 Dec 24) ₹104.656 ↓ -1.63   (-1.54 %)
Net Assets (Cr) ₹12,183 on 30 Nov 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 1.61
Information Ratio 0.32
Alpha Ratio 2.75
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
30 Nov 19₹10,000
30 Nov 20₹10,061
30 Nov 21₹15,096
30 Nov 22₹17,106
30 Nov 23₹19,449
30 Nov 24₹24,957

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 ₹493,520.
Net Profit of ₹193,520
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 19 Dec 24

DurationReturns
1 Month 1.6%
3 Month -8.5%
6 Month 0.7%
1 Year 22.5%
3 Year 18.8%
5 Year 20%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 79.6%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 213.12 Yr.
Venkatesh Sanjeevi4 Oct 240.16 Yr.
Sandeep Manam18 Oct 213.12 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services34.46%
Consumer Cyclical11.89%
Health Care9.58%
Industrials8.38%
Basic Materials6.33%
Energy5.92%
Technology5.82%
Communication Services5.21%
Consumer Defensive3.95%
Real Estate3.31%
Asset Allocation
Asset ClassValue
Cash5.14%
Equity94.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
10%₹1,180 Cr6,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹1,073 Cr8,300,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
6%₹703 Cr4,000,000
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹638 Cr5,500,000
↑ 700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹629 Cr3,900,000
↓ -150,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹629 Cr3,400,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹568 Cr23,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹559 Cr4,200,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹528 Cr3,400,000
↑ 200,000
PB Fintech Ltd (Financial Services)
Equity, Since 30 Sep 23 | 543390
3%₹391 Cr2,300,000

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 21.4% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (20 Dec 24) ₹1,455.92 ↓ -24.61   (-1.66 %)
Net Assets (Cr) ₹6,890 on 30 Nov 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 1.88
Information Ratio 1.1
Alpha Ratio 5.24
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,421
30 Nov 21₹14,790
30 Nov 22₹16,419
30 Nov 23₹19,355
30 Nov 24₹25,622

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 ₹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 19 Dec 24

DurationReturns
1 Month 2.3%
3 Month -5.8%
6 Month 4.7%
1 Year 25.8%
3 Year 20.6%
5 Year 20.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 168.59 Yr.
Rajasa Kakulavarapu1 Dec 231 Yr.

Data below for Franklin India Taxshield as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services28.37%
Consumer Cyclical13.11%
Industrials12.76%
Technology10.31%
Basic Materials6.62%
Consumer Defensive6.29%
Communication Services5.75%
Health Care5.73%
Utility3.77%
Energy3.71%
Real Estate0.69%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹588 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹566 Cr3,260,417
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹365 Cr2,263,637
↓ -93,165
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹338 Cr1,922,741
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹320 Cr883,853
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹261 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹258 Cr1,462,587
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
3%₹235 Cr1,625,000
↓ -25,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹187 Cr4,581,067
↓ -505,782
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹182 Cr1,364,806

7. Franklin India Prima Fund

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

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.8% since its launch.  Ranked 29 in Mid Cap category.  Return for 2023 was 36.8% , 2022 was 2.2% and 2021 was 32.6% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (20 Dec 24) ₹2,747.64 ↓ -60.88   (-2.17 %)
Net Assets (Cr) ₹12,441 on 30 Nov 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.13
Information Ratio -0.34
Alpha Ratio 8.23
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
30 Nov 19₹10,000
30 Nov 20₹11,196
30 Nov 21₹15,410
30 Nov 22₹16,226
30 Nov 23₹20,290
30 Nov 24₹28,279

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 ₹543,623.
Net Profit of ₹243,623
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 19 Dec 24

DurationReturns
1 Month 4.1%
3 Month -2.8%
6 Month 5%
1 Year 36.6%
3 Year 24%
5 Year 23.6%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 78.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.84 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Akhil Kalluri7 Feb 222.82 Yr.

Data below for Franklin India Prima Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services20.94%
Consumer Cyclical16.8%
Industrials13.59%
Basic Materials13.59%
Health Care10.47%
Technology8.09%
Real Estate5.32%
Consumer Defensive4.24%
Communication Services2.56%
Utility1.81%
Energy0.7%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹478 Cr23,439,752
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹290 Cr1,100,123
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹281 Cr976,105
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500271
2%₹268 Cr2,092,030
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹267 Cr1,631,918
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 524494
2%₹261 Cr1,641,580
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹261 Cr1,561,228
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹252 Cr353,937
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
2%₹250 Cr6,391,052
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹250 Cr464,990
↓ -25,000

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