fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
فرینکلن ٹیمپلٹن میوچل فنڈ 2022 کے 4 بہترین ایکویٹی فنڈز

فنکاش »فرینکلن ٹیمپلٹن میوچل فنڈ »ایکوئٹیز

فرینکلن ٹیمپلٹن میوچل فنڈ 2022 کے 7 بہترین ایکویٹی فنڈز

Updated on March 31, 2025 , 4292 views

چونکہفرینکلن ٹیمپلٹن میوچل فنڈ سب سے قدیم میں سے ایک ہےAMCs ہندوستان میں، سرمایہ کار ایسے فنڈ ہاؤس کے ساتھ سرمایہ کاری کرتے ہیں۔ فنڈ ہاؤس بنیادی طور پر ان کمپنیوں میں سرمایہ کاری کرتا ہے جو بڑے اور قائم شدہ کاروبار چلاتی ہیں اور ان کا طویل ٹریک ریکارڈ ہے۔ ایسی کمپنیاں اکثر طویل مدت میں زیادہ منافع کو یقینی بناتی ہیں۔

سرمایہ کار جو سرمایہ کاری کرنا چاہتے ہیں۔ایکویٹی فنڈز طویل عرصے کے لئے سرمایہ کاری کرنی چاہئے اور اعلی ہونا چاہئےخطرے کی بھوک. وہ سرمایہ کار جو ایکویٹی فنڈز میں سرمایہ کاری کرنا چاہتے ہیں، یہاں سرفہرست 4 کی فہرست ہے۔بہترین ایکویٹی فنڈز فرینکلن ٹیمپلٹن کے ذریعہمشترکہ فنڈ. ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کے اداکار، ہم مرتبہ کی اوسط واپسی، اور دیگر معلوماتی تناسب۔

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Franklin

فرینکلن میوچل فنڈ میں کیوں سرمایہ کاری کریں؟

a طویل مدتی سرمایہ کاری کے اہداف

سرمایہ کار اپنی طویل مدتی منصوبہ بندی کر سکتے ہیں۔مالی اہداف کی طرف سےسرمایہ کاری فرینکلن کے ایکویٹی فنڈز میں۔ لیکن، ان اہداف کو اچھی طرح سے پورا کرنے کے لیے، ایک طویل مدت کے لیے اپنی سرمایہ کاری کی منصوبہ بندی کرنی چاہیے۔

ب ٹیکس فوائد

فرینکلن میوچل فنڈ کے تحت ٹیکس فوائد پیش کرتا ہے۔سیکنڈ 80C سرمایہ کاروں کو. ٹیکس سیونگ فنڈ کا نامفرینکلن انڈیا ٹیکس شیلڈ جس میں سرمایہ کار اپنی ٹیکس بچت کی منصوبہ بندی کرنے کے ساتھ ساتھ طویل مدتی فائدہ حاصل کر سکتے ہیں۔سرمایہ ترقی

c بہترین ریٹنگز

فرینکلن ایکویٹی اسکیموں میں سے کئی کی CRISIL ریٹنگ تین اور اس سے اوپر ہے۔

d مسلسل ریٹرن

فرینکلن کی بہت سی ایکویٹی اسکیموں نے سالوں میں مسلسل منافع دیا ہے۔ جو سرمایہ کار ان ایکویٹی اسکیموں میں اچھا منافع حاصل کرنا چاہتے ہیں انہیں طویل مدت تک سرمایہ کاری میں رہنا چاہیے۔

بہترین فرینکلن ٹیمپلٹن ایکویٹی میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹28.1336
↑ 0.12
₹240-2.3-6.58.11.66.814.40.53
Franklin Build India Fund Growth ₹128.991
↑ 0.70
₹2,406-8-12.34.326.536.827.8-0.41
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹65.8101
↑ 0.69
₹3,892-9.1-4.72.37.916.727.10.66
Franklin India Smaller Companies Fund Growth ₹153.273
↑ 2.06
₹11,257-15.7-17.91.219.435.723.2-0.43
Franklin India Focused Equity Fund Growth ₹98.8662
↑ 1.22
₹10,907-7.5-12.73.814.528.419.9-0.23
Franklin India Taxshield Growth ₹1,369.42
↑ 14.07
₹5,986-8.4-10.8716.729.222.4-0.19
Franklin India Prima Fund Growth ₹2,510.83
↑ 31.65
₹10,594-10.4-11.712.720.43031.80.09
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25
Note: Ratio's shown as on 28 Feb 25

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 6.2% since its launch.  Ranked 1 in Global category.  Return for 2024 was 14.4% , 2023 was 0.7% and 2022 was -14.5% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (01 Apr 25) ₹28.1336 ↑ 0.12   (0.42 %)
Net Assets (Cr) ₹240 on 28 Feb 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.5
Sharpe Ratio 0.53
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹15,243
31 Mar 22₹13,017
31 Mar 23₹12,479
31 Mar 24₹12,627
31 Mar 25₹13,589

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 ₹357,992.
Net Profit of ₹57,992
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 1 Apr 25

DurationReturns
1 Month -0.1%
3 Month -2.3%
6 Month -6.5%
1 Year 8.1%
3 Year 1.6%
5 Year 6.8%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.4%
2022 0.7%
2021 -14.5%
2020 -5.9%
2019 25.8%
2018 28.2%
2017 -13.6%
2016 35.5%
2015 7.2%
2014 -4.6%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Sandeep Manam18 Oct 213.37 Yr.
Shyam Sriram26 Sep 240.43 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical24.65%
Technology23.86%
Financial Services21.6%
Industrials6.79%
Consumer Defensive6.45%
Communication Services5.61%
Health Care4.17%
Real Estate2.46%
Basic Materials1.29%
Utility1.05%
Asset Allocation
Asset ClassValue
Cash2.07%
Equity97.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
13%₹31 Cr113,000
↓ -9,000
Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 00700
6%₹13 Cr25,000
↓ -900
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | ICICIBANK
5%₹13 Cr103,868
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 09988
4%₹9 Cr65,204
↓ -3,400
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK
4%₹9 Cr52,213
MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 2454
3%₹7 Cr17,000
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
3%₹7 Cr20,922
↓ -2,843
Meituan Class B (Consumer Cyclical)
Equity, Since 30 Jun 20 | 03690
3%₹6 Cr35,290
↑ 2,300
Yum China Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jan 20 | YUMC
3%₹6 Cr14,818
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
3%₹6 Cr95,600
↓ -6,000

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 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 (02 Apr 25) ₹128.991 ↑ 0.70   (0.55 %)
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 9.4%
3 Month -8%
6 Month -12.3%
1 Year 4.3%
3 Year 26.5%
5 Year 36.8%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
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

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 15.4% since its launch.  Ranked 6 in Global category.  Return for 2024 was 27.1% , 2023 was 37.9% and 2022 was -30.3% .

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 (01 Apr 25) ₹65.8101 ↑ 0.69   (1.05 %)
Net Assets (Cr) ₹3,892 on 28 Feb 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.52
Sharpe Ratio 0.66
Information Ratio -1.59
Alpha Ratio -8.6
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹15,381
31 Mar 22₹16,341
31 Mar 23₹14,264
31 Mar 24₹20,244
31 Mar 25₹20,451

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 1 Apr 25

DurationReturns
1 Month -10.2%
3 Month -9.1%
6 Month -4.7%
1 Year 2.3%
3 Year 7.9%
5 Year 16.7%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.1%
2022 37.9%
2021 -30.3%
2020 17.9%
2019 45.2%
2018 34.2%
2017 6.5%
2016 18.1%
2015 -0.8%
2014 8.8%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 213.45 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Technology39.26%
Communication Services12.65%
Health Care11.12%
Consumer Cyclical10.91%
Industrials7.66%
Financial Services7.37%
Basic Materials2.16%
Consumer Defensive1.76%
Utility0.77%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash2.39%
Equity96.53%
Other0.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹3,849 Cr4,610,336
↑ 61,228
Call, Cash & Other Assets
CBLO | -
1%₹43 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 15.3% 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 (02 Apr 25) ₹153.273 ↑ 2.06   (1.36 %)
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 7%
3 Month -15.7%
6 Month -17.9%
1 Year 1.2%
3 Year 19.4%
5 Year 35.7%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
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. 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 (02 Apr 25) ₹98.8662 ↑ 1.22   (1.25 %)
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 4.3%
3 Month -7.5%
6 Month -12.7%
1 Year 3.8%
3 Year 14.5%
5 Year 28.4%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
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

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 20.8% 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 (02 Apr 25) ₹1,369.42 ↑ 14.07   (1.04 %)
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 ₹627,226.
Net Profit of ₹327,226
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 5.9%
3 Month -8.4%
6 Month -10.8%
1 Year 7%
3 Year 16.7%
5 Year 29.2%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
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

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 19.3% 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 (02 Apr 25) ₹2,510.83 ↑ 31.65   (1.28 %)
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 8%
3 Month -10.4%
6 Month -11.7%
1 Year 12.7%
3 Year 20.4%
5 Year 30%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
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

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

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

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

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

    شروع کرنے کے

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
How helpful was this page ?
Rated 4, based on 4 reviews.
POST A COMMENT