Franklin Templeton Mutual Fund

Franklin Templeton Asst Mgmt(IND)Pvt Ltd Company is engaged in investment management and investment advisory services. The firm offers active and index-based equity, fixed income, and balanced funds. It also provides high net worth individuals, institutions, and corporate clients with investment advisory services.

Franklin Templeton Mutual Fund India was established in the year 1985. Founded by John Templeton, Franklin Templeton Mutual Fund India has Fidelity Asset Management Company India Ltd. as its Managing Company. This Company is based in Mumbai, Maharashtra. Franklin Templeton Mutual Fund India’s registered office is in Mumbai, Maharashtra. Franklin Templeton Mutual Fund India’s head office is in Mumbai, Maharashtra. Franklin Templeton Mutual Fund India is a unit of a global group and has offices in other countries like the USA, the U.K., Australia, Canada, and South Africa.

Top 10 Franklin Templeton Mutual Fund Schemes –

Fund Name
Category
Rating
Fund Size (in Cr)
1Y Returns
3Y Returns
5Y Returns
Franklin India Smaller Companies Fund Equity 2 7,032 5.2 24.2 11.7
Templeton India Value Fund Equity 3 756 8.9 23.8 11.7
Templeton India Equity Income Fund Equity - 1,329 3 22.4 13.5
Franklin India Technology Fund Equity - 686 -21.2 21.2 18.5
Franklin India Focused Equity Fund Equity 3 8,184 5 20.5 14.3
Franklin India Flexi Cap Fund Equity 3 10,245 2.2 20.2 12.9
Franklin Build India Fund Equity 3 1,174 5.5 19.7 13.3
Franklin India Opportunities Fund Equity - 681 -1.4 19.4 11.8
Franklin India Prima Fund Equity 2 7,581 -1.1 18.6 11.7
Franklin India Taxshield – Direct Growth Equity 3 4,862 2.3 16.8 11.7
Franklin India Equity Advantage Fund Equity 2 2,779 -1.3 16.7 10.7
Franklin India Bluechip Fund Equity 2 6,574 -4.7 15.6 10.1
Franklin India LDF – Direct (G)(Wound up) Debt - 51 -1.6 15.4 14
Franklin India USB – Direct (G) (Wound up) Debt - 296 -1.6 15.4 14
Franklin India FMP – Sr.5 Debt - 25 -1.6 15.4 14
Franklin India FMP – Sr.6 Debt - 54 -1.6 15.4 14
Franklin India FMP – Sr.5 Debt - 77 -1.6 15.4 14
Franklin India FMP – Sr.5 Debt - 42 -1.6 15.4 14
Franklin India FMP – Sr.5 Debt - 41 -1.6 15.4 14
Franklin India Dynamic Accrual – Dir (G)(Wound up) Debt - 99 -1.6 15.4 14
Franklin India Equity Hybrid Fund Hybrid 3 1,379 0.7 14.9 11
Franklin India NSE Nifty 50 Index Fund Other 3 491 -1.9 14.8 12.3
Franklin India FMP – Sr.4 Debt - 56 11.1 14.4 14
Franklin India FMP – Sr.5 Debt - 51 11.1 14.4 14
Franklin India Life Stage Fund Other 2 11 -0.6 14.3 9
Franklin India Dynamic Asset Allocation FoFs-Dir-G Other 3 1,093 6.8 10.9 9.4
Franklin India Life Stage Fund Other - 5.94 1.1 10.8 7.8
Franklin India Feeder – Franklin U.S. Opp.-Dir Growth Other - 3,106 -27 10.7 12.9
Franklin India Equity Savings Fund Hybrid 2 152 3.3 9.8 -
Franklin India Pension Plan – Direct Growth Solution Oriented - 450 1.3 8.3 7.2
Franklin India Life Stage FOF-50s + FRP – Dir Growth Other 3 19 3.6 8 7.3
Franklin India Life Stage Fund Other 1 16 3.5 7.3 6.3
Franklin India Debt Hybrid Fund Hybrid 3 262 2.7 7.2 6.6
Franklin India Corporate Debt Fund Debt 3 763 2.8 6.2 6.9
Franklin India Banking & PSU Debt Fund Debt 3 744 2.7 5.9 7
Franklin India Floating Rate Fund Debt - 292 3.7 5.3 6.1
Franklin India Savings Fund Debt 3 921 3.8 4.8 6.1
Franklin India G-Sec Fund Debt 2 154 1.6 4.6 4.6
Franklin India Multi-Asset Solution Fund Other 1 46 3.5 4.5 4.6
Franklin India Credit Risk Fund Debt - 185 0.3 4.4 5.5
Franklin India Liquid Fund Debt 3 1,529 4.1 4.1 5.4
Franklin India Overnight Fund Debt 2 173 3.9 3.5 -
Franklin India STI – Direct (G) (Wound up) Debt - 504 1.7 3.3 5.1
Franklin Asian Equity Fund Equity - 280 -24.5 1.4 1.9
Franklin India Life Stage Fund Other 1 14 4.2 1.3 2.9
Franklin India Balanced Advantage Fund Hybrid - - - - -
Franklin India CRF-SP2 – Dir (G) (Wound up) Debt - 131 - - -
Franklin India DAF-SP2-Dir (G) (Wound up) Debt - 36 - - -
Franklin India LDF-SP2-Dir Growth Debt - 59 - - -
Franklin India Income Oppt-SP2-Dir (G) (Wound up) Debt - 56 - - -
Franklin India STI-RP-SP2-Dir(G) (Wound up) Debt - 204 - - -

Franklin Templeton Asset Management India Private Limited was formerly known as Franklin Templeton Asset Management Private Limited. Franklin Templeton Asset Management India Private Limited is authorized and regulated by the Securities and Exchange Board of India (SEBI). The Company has its registered address at the Axis House, Plot No. 53, P.J. Ramchandani Marg, Ballard Estate, Mumbai 400001.

Some of their investment options include equity, fixed-income, and alternative investments. They currently have more than 3,000 employees worldwide. They have a client base of more than 12 million people. Their headquarters are in San Mateo, California.

There are a number of  Famous Franklin Templeton Mutual Funds, but the one that is relatively lesser known is Franklin Templeton Tax Savings Fund. This fund was launched in 1994 and is a long-term debt fund. This fund invests in government securities and corporate bonds. The objective of this fund is to generate tax-free income for the investors.

This fund is open for subscriptions throughout the year, but the amount that one can invest every financial year is limited. For example, during the financial year 2014-15, the amount that an individual investor can invest is ₹ 1.5 lakh. However, there is an option of investing in this fund on a regular basis in which the amount that can be invested every financial year is ₹ 15,000.

Key Information About Franklin Templeton Asset Management India Private Limited

Mutual Fund – Franklin Templeton Mutual Fund

Setup Date – Feb-19-1996

Incorporation Date – Oct-06-1995

Sponsor – Templeton International Inc.

Trustee – Franklin Templeton Trustee Services Pvt. Ltd.

Chairman – N.A

CEO / MD – N.A.

CIO – Mr Anand Radhakrishnan / Mr Santosh Kamath

Compliance Officer Mr Saurabh Gangrade

Investor Service Officer – Ms Rini K Krishnan

Assets Managed – Rs. 82552.87 crores (Mar-31-2021)

 

Franklin Templeton Mutual Fund – Top Fund Managers

Mr. Anand Vasudevan

Mr. Anand Vasudevan is the Senior Vice President (SVP) and head of Equity at Franklin Templeton Mutual Fund India. He joined the company in 2007 and manages Franklin India Bluechip Fund and Franklin India Flexi Cap Fund, along with other Equity-related schemes.

He is a Tech from the Indian Institute of Technology (IIT), Madras, and a Post Graduate Diploma in Management from the Indian Institute of Management, Kolkata. Additionally, he has completed a Master of Finance from London Business School and worked at several companies such as Dresden Kleinwort Wasserstein, and Keeffe, Bruyette & Woods, Inc.

Mr Anand Radhakrishnan

Mr Anand Radhakrishnan is a top fund manager at Franklin Templeton Mutual Fund. He has been managing the India Fund for over five years now and has been associated with Franklin Templeton for nearly a decade, and has an impressive record.

Mr Radhakrishnan is glad about his association with the Franklin Templeton Mutual Fund. The fund manager appreciates the Company’s financial management principles, philosophy, and strong global presence. He is also very pleased with the Company’s support, training, and career development programs. 

Mr Varun Sharma

Mr Varun Sharma has over a decade of experience in the mutual fund industry. He started his career with Franklin Mutual Fund in 2006. He is very passionate about financial markets and enjoys reading about the working of various markets. He graduated from Lucknow University and holds a bachelor’s degree in Commerce. Here is a list of some of the things he has done. 

He has served Franklin Templeton as the Fund Design and Research Manager. He was also instrumental in the launch of a new fund. He organizes seminars and conferences for new and existing investors. In the long run, Mr Varun Sharma is looking forward to expanding the purview of Franklin Templeton Mutual Fund in India.

Mr Rajasa Kakulavarapu

Mr Rajasa Kakulavarapu, who was born in India and brought up in Singapore, has been in the fund management field for more than 15 years, working extensively with Franklin Templeton’s Singapore office. He is currently the fund manager of the Franklin Templeton Mutual Fund. His previous jobs included working as the head of research in a leading asset management company with two Indian-based companies. He was a stock analyst with an Indian brokerage company before that. He is a CFA charter holder, a Certified Financial Planner, and holds a Bachelor of Commerce degree.

Mr Ajay Argal

Mr Ajay Argal is a top manager for Franklin Templeton Mutual Fund, and he’s known for his great management skills and strong business expertise. He’s been working with Franklin Templeton since 1988 and has been ranked as one of the best fund managers in the business. 

Besides his business expertise, Ajay is also known for his commitment to the growth and success of employees. He believes that the Company’s overall success is due to each employee’s work and supports their advancement through the Company by attending events and conferences. He is also a popular speaker and has appeared at various events such as the Annual Investor Forum and the Mutual Fund Leadership Forum.

Mr Anil Prabhudas

Mr. Anil Prabhudas is the Assistant Vice President and Portfolio Manager for Franklin Templeton India and has been with the company for many years holding multiple positions. He is the Fund Manager for Franklin India Opportunities Fund, Franklin India Taxshield Fund, Franklin Templeton India Monthly Income Plan, Franklin Templeton India Balanced Fund, Franklin Templeton India Pension Plan, and Franklin Templeton India Children’s Asset Plan.

Before joining Franklin Templeton, Mr. Prabhudas was with Pioneer ITI, which Templeton Asset Management India Pvt Ltd acquired in 1994. He is a Chartered Accountant from the Institute of Chartered Accountants of India and holds a Bachelor of Commerce from the University of Mumbai. 

Mr Janakirman Rengaraju

Mr. Janakiraman Rengaraju is the Assistant Vice President (AVP), Portfolio Manager, and Senior Research Analyst for Equities at Franklin Templeton, India. At Franklin Templeton Mutual Funds, he oversees several funds, primarily Franklin India Prima Plus and Franklin India Prima Fund. 

Mr. Rengaraju is a Chartered Financial Analyst (CFA). He has completed his BTech from Government College of Technology, Coimbatore, and a Post Graduate Diploma in Management from the Indian Institute of Management (IIM). Before joining Franklin Templeton Mutual Funds, he worked with UTI Securities and later joined the Indian Syntans Group. 

How can you invest in Franklin Templeton Fund?

Investing in the Franklin Templeton mutual fund scheme is extremely simple on the 5Paisa platform. 5Paisa offers an online investment platform that is one of the largest in the country, with an extensive list of mutual fund schemes, including Franklin Templeton and others. To invest in any Franklin Templeton mutual fund scheme, all you need to do is:

Step 1: Log in to your 5Paisa Account. If you do not have one, click the link to register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device.

Step 2: Search for the Franklin Templeton Mutual Fund scheme that you want to invest in

Step 3: Select the option that is apt for your requirement and risk appetite

Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum

Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now’ button

And you’re done! Once you hit the invest now button, the amount selected will be invested in the Franklin Templeton scheme of your choice once the payment is successful. You can see the amount reflected in your 5Paisa account against Franklin Templeton mutual fund scheme in 3-4 working days. In case you have selected the SIP option, the amount that you selected will be automatically deducted on a monthly basis, with the first installment starting on the date you made the payment. If you want to stop the SIP or pause it, it can be done easily before the due date of your SIP installment.

Franklin Templeton Funds Performance and Minimum Investment

1. Templeton India Value Fund 

  • Fund Size in INR (CR): 632.62
  • Benchmark(s): S&P BSE 500
  • Fund Managers: Anand Radhakrishnan & Rajasa Kakulavarapu
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that

Franklin Templeton India Value Fund is a diversified equity portfolio fund with a value investment strategy that invests in companies that are undervalued but have the potential to offer long-term capital appreciation. This fund is ideal for a long-term investment horizon of up to 5 years or more. 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (10/09/1996)
5.32% 14.13% 9.21% 16.64%

2. Franklin India Technology Fund

  • Fund Size in INR (CR): 6.57 Billion
  • Benchmark(s): S&P BSE Information Technology
  • Fund Managers: Varun Sharma, Anand Radhakrishnan & Sandeep Manam
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that

Franklin India Technology Fund is an equity fund that invests mainly in technology companies across market capitalization in India and global markets. The fund has a high-risk rating but is ideal for those looking for long-term wealth creation. 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (22/08/1998)
-10.21% 19.62% 18.56% 18.28%

3. Franklin India Taxshield

  • Fund Size in INR (CR): 43.12 Billion
  • Benchmark(s): Nifty 500
  • Fund Managers: Anand Radhakrishnan & Janakiraman Rengaraju
  • SIP (Minimum Amount): INR 500/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 500/- and any amount after that

Franklin India Taxshield is an Equity Linked Savings Scheme (ELSS) that offers capital appreciation and a tax deduction for an investment up to Rs. 1.5 lakh under Sec 80 C. The scheme is ideal for Tax Saving and Long-Term Wealth Creation. 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (10/04/1999)
-0.96% 10.21% 8.71% 20.57%

4. Franklin India Smaller Companies Fund

  • Fund Size in INR (CR): 62.08 Billion
  • Benchmark(s): Nifty Smallcap 250
  • Fund Managers: Janakiraman Rengaraju & Sandeep Manam
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that

Franklin India Smaller Companies Fund focuses on investing in small cap companies and is a good investment option for capital appreciation with a long-term horizon. The fund is ideal for those wanting to invest in Retirement Corpus, Long Term Wealth Creation, and Education Corpus for their child. 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (13/01/2006)
3.07% 14.59% 8.24% 13.44%

5. Templeton India Equity Income Fund

  • Fund Size in INR (CR): 12.16 Billion
  • Benchmark(s): Nifty Dividend Opportunities 50
  • Fund Managers: Anand Radhakrishnan, Rajasa Kakulavarapu & Sandeep Manam
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that

Franklin Templeton India Equity Income Fund invests primarily in Indian and emerging markets that have the potential to provide exceptional growth through capital appreciation and dividends. The fund is ideal for long-term investment and can be suitable for Retirement Corpus, Long Term Wealth Creation, or Education Corpus. 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (18/05/2006)
7.68% 19.35% 13.68% 13.70%

6. Franklin India Prima Fund

  • Fund Size in INR (CR): 65.23 Billion
  • Benchmark(s): Nifty Midcap 150
  • Fund Managers: Janakiraman Rengaraju, Akhil Kalluri & Sandeep Manam
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that

Franklin India Prima Fund focuses on investing predominantly in the mid-cap companies either in the early stage of their business or later stage but with a potential to exhibit high growth potential in the future. The fund is suitable for a long-term investment with an investment horizon of 5 years or more. 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (01/12/1993)
-7.32% 10.33% 7.79% 18.51%

7. Franklin India Flexi Cap Fund

  • Fund Size in INR (CR): 90.83 Billion
  • Benchmark(s): Nifty 500
  • Fund Managers: Anand Radhakrishnan, Janakiraman Rengaraju & Sandeep Manam
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that

Franklin India Flexi Cap Fund is a diversified equity portfolio fund that invests primarily in large, mid, and small-cap stocks. The fund has declared dividends every year for the past 20 years and is ideal for those with a long-term horizon to save for Retirement, Long-term Wealth Creation, or Education Corpus. 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (29/09/1994)
2.03% 13.52% 10.05% 17.40%

8. Franklin India Bluechip Fund

  • Fund Size in INR (CR): 59.27 Billion
  • Benchmark(s): Nifty 100
  • Fund Managers: Venkatesh Sanjeevi, Janakiraman Rengaraju, Anand Radhakrishnan & Sandeep Manam
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that

Franklin India Bluechip Fund invests in companies with significant and established businesses and a strong track record of being the market leaders in the industry. The fund has declared dividends every year and is ideal for investing in large-cap companies with a horizon of 5 years or more. 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (01/12/1993)
-3.52% 10.42% 8.38% 19.18%

9. Franklin India Dynamic Asset Allocation Fund Of Funds

  • Fund Size in INR (CR): 10.53 Billion 
  • Benchmark(s): CRISIL Hybrid 35+65 – Aggressive Index
  • Fund Managers: Rajasa Kakulavarapu
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that

The fund of funds scheme is a dynamically balanced portfolio of equity and debt funds of Franklin Templeton Mutual Fund (FTMF). It is suitable for those with an investment horizon of 5 years or more and with a goal for investing for Retirement Corpus, Childs Marriage, or Long Term Wealth Creation.  

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (31/10/2003)
8.39% 7.50% 7.34% 13.38%

10. Franklin Build India Fund

  • Fund Size in INR (CR): 10.28 Billion
  • Benchmark(s): S&P BSE India Infrastructure Index
  • Fund Managers: Ajay Argal, Kiran Sebastian & Sandeep Manam
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that

Franklin Build India Fund is an equity fund that invests in Indian stocks around infrastructure and allied sectors such as banking, industrial products, construction, power, petroleum, telecom, oil & gas, aerospace and defence, and others. The fund is suitable for those looking for a long-term investment option and is ideal as a Retirement Corpus, Long Term Wealth Creation, or Education Corpus. 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns Since Inception (04/09/2009)
4.42% 10.66% 9.62% 14.85%

 

Frequently Asked Questions

Depending on the type of investor you are, your choice of fund can make or break you. There are more than 400 Franklin Mutual Funds, each with a different approach to investing. The different growth schemes of Franklin Templeton Mutual Fund are Equity Growth Plan (EGPl), Equity Fund of Funds (EFOF), Equity Fund (EQF), Global Growth Plan (GGP), Balanced Fund (BBF), Value Fund (V.B.), Debt Fund (DFF) and Short Term Debt Fund (DFF).

To invest in Franklin Templeton Mutual Fund, you need to choose the right investment platform and fix the amount that you would like to invest. To know the right amount to invest, it is always best to understand the risks, the outcome expected and the financial goal that one has in mind.

The minimum amount required to invest in a Franklin Templeton mutual fund depends on your selected option. However, the lowest amount you can choose for an IDFC mutual fund SIP is INR 500, while it is INR 5000 for a lump sum investment.

Yes, you can easily increase the SIP amount at any time. To do so, simply follow the process below:

  • Go to the SIP section and select the SIP that you want to increase/revise the amount for
  • Once you have selected the SIP of your choice, choose the EDIT SIP option
  • Update the SIP amount, frequency, or installment date as per your preference
  • Once you have updated the details, you will receive a notification about the revisions to your SIP

With 5Paisa, you can easily invest in Franklin Templeton Mutual Fund and other investment options at ZERO commission. In addition, investing with 5Paisa is safe and enables you to the benefits such as:

  • Professional Management
  • Simple SIP or lump sum investment process
  • Liquidity Transparency
  • You can invest in mutual funds by starting a SIP as low as INR 500 or with
  • Flexibility to choose from a wide range of options

You don’t necessarily have to open a DEMAT account to buy Franklin Templeton Mutual Funds or invest in any mutual funds. You can simply download the 5Paisa App and start investing in the mutual fund of your choice.

Yes. You can stop your SIP at any time by logging into your 5paisa account, selecting the Franklin Templeton Mutual Fund option, and hitting stop.

Franklin Templeton Asset Management Company India offers around 197 schemes, with offerings as diverse as:

  • Equity Fund
  • Money Market Fund
  • Retirement Fund
  • Overnight Fund
  • Ultra Short Duration Fund
  • Small Cap Fund
  • Mid Cap Fund
  • Large Cap Fund
  • Value Fund
  • Thematic Fund
  • Liquid Fund
  • Fixed Income Fund
  • ELSS Fund
  • Hybrid Fund
  • International Fund
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