About Franklin Templeton Mutual Fund

Franklin Templeton Mutual Funds has an AUM of Rs 65,293 crores as of February 2023. Learn about the Franklin Templeton Mutual Fund plans and their historical results in order to compare and invest in the best schemes. Consider investing in mutual fund plans that match your investment goals, risk tolerance, and fund alternatives.

Franklin Templeton Mutual Funds Key Information

Founding date February 19, 1996
AMC Incorporation date October 6, 1995
Headquarters in Elphinstone Road, Mumbai (Originally San Mateo California)
Name of the sponsors Templeton International Inc.
Trustee organisation Franklin Templeton Trustee Services Pvt. Ltd.
MD and CEO Mr. Sanjay Sapre
Chief Investment Officer Mr. Anand Radhakrishnan (Franklin Equity) / Mr. Santosh Kamath (Fixed Income)
Compliance Officer Mr. Saurabh Gangrade

How to Invest in Edelweiss Mutual Fund via Angel One?

Investing in the Franklin Templeton Mutual Fund can be easy if you use your Angel One account. All you need to do is follow these steps:

Step 1: Log in to your Angel One account by providing your mobile number and validating the OTP. Then, enter your MPIN to access your account.

Note: If you don’t have an account with Angel One, you can quickly open a demat account by submitting the necessary documents.

Step 2: Determine which fund best suits your investment needs and risk profile. You can review information about each fund on the Angel One app. Consider the following factors during this stage:

  1. Search for the fund you want to invest in or take guidance from Angel One’s recommended funds.
  2. Analyse the fund’s past performance, tax implications, and investment holdings. Use the calculator to estimate potential returns.
  3. Assess the fund’s level of risk and compare it to your risk tolerance.
  4. Check the fund’s ratings provided by well-known rating agencies, usually rated from 1 to 5.
  5. Consider the fund’s expense ratio to estimate the cost of investing in it.

Step 3: After you have chosen the fund(s) to invest in, go to the Mutual Funds section of your Angel One account and locate the fund. Since this is a long-term investment, take caution when choosing the fund to invest in.

  1. Decide whether you want to invest a lump sum or opt for monthly SIP.
  2. Enter the amount you want to invest and choose your preferred payment method. UPI is recommended, but net banking is also an option.
  3. If you select the SIP route, you can create a mandate for future hassle-free instalments.

You can learn more about each fund on the Angel One app.

Documents Required To Invest in Franklin Templeton Mutual Fund

Investing in Franklin Templeton Mutual Funds through Angel One is a hassle-free, fully digital experience. To complete the KYC process and kickstart your investment journey, you’ll need to furnish these essential documents:

  1. PAN Card Details (Required)
  2. Personal Information, including your Full Name, Mobile Number, and Email Address.
  3. Address Proof – Aadhar Card, both front and back sides recommended.
  4. Bank Account Details, along with a cancelled cheque, if requested.
  5. Nominee details and FATCA Declarations

Angel One simplifies the KYC verification, providing swift access to Franklin Templeton Mutual Funds, whether you’re a new or returning investor. Our user-friendly platform is designed to make your financial goals easily attainable. Expect your KYC process to be completed in just 48-72 business hours, enabling you to start your mutual fund journey promptly.

Top 10 Franklin Templeton Mutual Funds To invest In

Name of the Fund Sub Category AUM (₹in crore) Minimum Investment (₹) CAGR 3Y (%) CAGR 5Y (%)
Franklin Build India Fund Sectoral Fund – Infrastructure 1,506.53 5,000 42.59 20.79
Franklin India Smaller Cos Fund Small Cap Fund 9,595.27 5,000 39.57 20.73
Templeton India Value Fund Value Fund 1,266.68 5,000 37.86 18.21
Franklin India Focused Equity Fund Focused Fund 9,359.03 5,000 31.94 17.69
Templeton India Equity Income Fund Dividend Yield Fund 1,565.76 5,000 30.47 18.08
Franklin India Opportunities Fund Thematic Fund 11,77.68 500 30.24 18.37
Franklin India Flexi Cap Fund Flexi Cap Fund 11,749.24 500 30.08 16.71
Franklin India Taxshield Equity Linked Savings Scheme (ELSS) 5,246.97 500 29.15 15.49
Franklin India Prima Fund Mid Cap Fund 8,744.77 500 27 16.75
Franklin India Equity Advantage Fund Large & Mid Cap Fund 2,846.24 500 25.77 13.29

**All data as of October 4, 2023.

Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.

Franklin Build India Fund

This mutual fund falls into the category of a Sectoral Fund, specifically focusing on the Infrastructure sector. It manages assets totalling ₹1,506.53 crore and maintains an expense ratio of 1.09%. Over the past 3 years, the fund has delivered a Compound Annual Growth Rate (CAGR) of 42.59%. You can start investing with a minimum amount of ₹5,000. The fund primarily invests in companies associated with the infrastructure sector, such as construction, utilities, and related industries.

Franklin India Smaller Cos Fund

Categorised as a Small Cap Fund, this fund manages assets amounting to ₹9,595.27 crore with an expense ratio of 0.96%. Over the last 3 years, it has generated a CAGR of 39.57%. The minimum investment requirement for this fund is ₹5,000. It primarily focuses on investing in smaller companies with the potential for growth and expansion.

Templeton India Value Fund

Templeton India Value Fund falls under the Value Fund category, with assets under management (AUM) totaling ₹1,266.68 crore and an expense ratio of 0.99%. Over the past 3 years, the fund has demonstrated a CAGR of 37.86%. The minimum investment amount for this fund is ₹5,000. It seeks to invest in undervalued stocks with the aim of long-term capital appreciation.

Franklin India Focused Equity Fund

This fund belongs to the focused fund category and manages an AUM of ₹9,359.03 crore, with an expense ratio of 0.96%. Over the last 3 years, it has provided a CAGR of 31.94%. The minimum investment requirement for this fund is ₹5,000. It focuses on a concentrated portfolio of select stocks to achieve its investment objectives.

Templeton India Equity Income Fund

Categorised as a dividend yield fund, this fund manages an AUM of ₹1,565.76 crore and maintains an expense ratio of 1.33%. Over the past 3 years, it has delivered a CAGR of 30.47%. The minimum investment amount for this fund is ₹5,000. The fund aims to invest in stocks that provide regular dividends to investors.

Franklin India Opportunities Fund

This mutual fund is categorised as a Thematic Fund and has an AUM of ₹1,177.68 crore, with an expense ratio of 1.46%. Over the last 3 years, it has demonstrated a CAGR of 30.24%. The minimum investment required for this fund is ₹500. It focuses on specific investment themes or sectors to potentially benefit from unique opportunities.

Franklin India Flexi Cap Fund

Falling into the Flexi Cap Fund category, this fund manages assets worth ₹11,749.24 crore and maintains an expense ratio of 0.96%. Over the past 3 years, it has provided a CAGR of 30.08%. The minimum investment amount for this fund is ₹500. It offers flexibility in allocating investments across various market cap.

Franklin India Taxshield

This Equity Linked Savings Scheme (ELSS) manages an AUM of ₹5246.97 crore and has an expense ratio of 1.01%. Over the last 3 years, it has generated a CAGR of 29.15%. The minimum investment requirement for this ELSS fund is ₹500. It provides tax benefits while focusing on equity investments.

Franklin India Prima Fund

Categorised as a Mid Cap Fund, this fund manages assets totaling ₹8744.77 crore and maintains an expense ratio of 0.92%. Over the past 3 years, it has delivered a CAGR of 27%. The minimum investment amount for this fund is ₹5,000. It primarily focuses on mid-cap stocks for potential growth.

Franklin India Equity Advantage Fund

Falling into the Large & Mid Cap Fund category, this fund manages an AUM of ₹2846.24 crore with an expense ratio of 1.26%. Over the last 3 years, it has demonstrated a CAGR of 25.77%. The minimum investment requirement for this fund is ₹500. It aims to provide investors with exposure to both large and mid-cap stocks.

Mutual Funds Calculators

Franklin Templeton Mutual Fund FAQs

How to start Franklin Templeton Mutual Funds SIP online?

Search for your desired scheme on Angel One under the Mutual Fund section. Enter a comfortable instalment amount and click on proceed. Before doing this, ensure you have enough funds in your account for the transaction to go through. Alternatively, you can also start an online SIP via the AMC website.

Which scheme is the best in Franklin Templeton Mutual Funds?

No one scheme can be said to be the best in the Franklin Templeton Mutual Funds because it depends on your investment goal and risk tolerance. On top of these, consider factors such as the fund's performance history, risks, and expenses involved to make an informed decision on the best-suited scheme for you.

How to redeem Franklin Templeton Mutual Funds online?

You can redeem your units at Templeton Asset Management India Pvt. Ltd. in two ways - via AMC’s website and Angel One. For the latter route, head to the Mutual Funds section under Angel One App or visit https://www.angelone.in/mutual-funds/.

Are Franklin Templeton Mutual Funds schemes tax-free?

Some funds fall under the category of equity-linked savings schemes or ELSS that allow you to claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year from your taxable income.

Who owns the Franklin Templeton Mutual Funds?

Charles Johnson is the second largest shareholder in Franklin Resources. In India, Sanjay Sapre is the president of Franklin Templeton India.