Want to invest in mutual funds, don’t know which scheme is the best? Well, it is obvious that questions like these might come in the mind of those who are willing to invest in MFs as there are plenty of options available.
So how do you know which scheme is the best to invest? However, if you are someone who is willing to park the money in mutual funds, all your worries come to an end as we are here to help.
That’s Right! This article is worth reading for you as we are going to talk about Franklin Templeton mutual fund schemes. One of the renowned names in the industry, it would not be wrong to say that this fund house with its widest range of schemes is surely one of the ideal options to invest.
Right from equity, hybrid to debt, it offers a long list of funds to meet all your financial goals. So, what are you waiting for? Just read this article further to know more about the same…
Equity Funds
Franklin India Taxshield
NAV:536
Return Since Inception:23.98%
Started On:10 April, 1999
1 Year Return:14.34%
10 Year SIP Returns:16.83%
AUM:₹ 3199.9 Cr
Minimum Investment:₹ 500
Expense Ratio:2.37%
Exit Load:NIL
Fund Manager: R Janakiraman and Lakshmikanth Reddy
Portfolio Holdings:HDFC Bank Ltd (9.91%), Axis Bank Ltd. (6.21%), Mahindra & Mahindra Ltd (4.27%), Yes Bank Ltd. (3.67%), State Bank of India (3.21%), Indusind Bank Ltd. (3.16%), Hindustan Unilever Ltd. (2.9%), National Thermal Power Corp. Ltd. (2.81%), Bharti Airtel Ltd (2.58%), Infosys Ltd. (2.53%)
Sectoral Holdings: Financial (32.66%), Automobile (13.24%), Energy (10.86%), FMCG (6.58%), Technology (5.69%), Services (4.11%), Healthcare (3.9%), Engineering (2.59%), Communication (2.58%), Cons Durable (2.37%)
Franklin India Bluechip Fund
NAV:445.65
Return Since Inception:21.58%
Started On:01 December, 1993
1 Year Return:15.96%
10 Year SIP Returns:13.83%
AUM:₹ 8315.08 Cr
Minimum Investment:₹ 5,000
Expense Ratio:2.23%
Exit Load:1%
Fund Manager: R Janakiraman and Lakshmikanth Reddy
Portfolio Holdings:HDFC Bank Ltd (10.21%), Yes Bank Ltd. (4.8%), Infosys Ltd. (4.55%), ICICI Bank Ltd (4.49%), Larsen & Toubro Ltd (4.33%), Bharti Airtel Ltd (4.03%), State Bank of India (3.45%),Indusind Bank Ltd. (3.24%), Mahindra & Mahindra Ltd. (3.09%), Kotak Mahindra Bank Ltd. (2.98%)
Sectoral Holdings: Financial (32.42%), Automobile (11.1%), Energy (10.61%), Healthcare (8.57%), Technology (8.46%), Construction (7.97%), FMCG (6.65%), Communication (4.03%), Engineering (1.56%), Chemicals (1.36%)
Debt Funds
Franklin India Corporate Bond Opportunities Fund
NAV:17.52
Return Since Inception:10.06%
Started On:07 December, 2011
1 Year Return:9.10%
AUM:₹ 6702.82 Cr
Minimum Investment:₹ 5,000
Expense Ratio:1.83%
Exit Load:1%-3%
Fund Manager: Sumit Gupta and Santosh Kamath
Portfolio Holdings: Dolvi Minerals and Metals Ltd. 22/10/2019 8.96% (6.04%), Reliance Communications Ltd. 22/12/2017 12.33%(4.33%), Renew Power Ventures Pvt Ltd. 09/09/2020 11.00%(4.17%), Essel Infraprojects Ltd 22/05/2020 (4.03%),Tata Teleservices (Maharashtra) Ltd. 22/05/2018 11.30% (3.75%), Yes Bank Ltd. 9.50% (3.26%), Reliance Project Ventures & Management Ltd. 22/12/2017 12.33% (2.51%), Aditya Birla Retail Ltd. 20/09/2019 (2.16%), OPJ Trading Pvt. Ltd. 20/10/2017 (2.11%), DLF Ltd. 10/08/2018 12.25% (1.96%)
Franklin India Government Securities Fund - Composite Plan
NAV:56.99
Return Since Inception:9.96%
Started On:22 June,1999
1 Year Return:4.55%
AUM:₹ 64.31 Cr
Minimum Investment:₹ 10000
Expense Ratio:1.78%
Exit Load:0.50%
Fund Manager: Sachin Padwal-Desai and Umesh Sharma
Portfolio Holdings: GOI 15/05/2027 6.79% (70.2%), GOI 26/12/2029 6.79% (22.28%)
Hybrid Funds
Franklin India Dynamic P E Ratio Fund Of Funds
NAV:76.15
Return Since Inception:15.65%
Started On:31 October, 2003
1 Year Return:12.01%
10 Year SIP Returns:11.3%
AUM:₹ 833.65 Cr
Minimum Investment:₹ 5,000
Expense Ratio:1.92%
Exit Load:1%
Fund Manager: Anand Radhakrishnan
Sectoral Holdings: Financial (11.3 %), Automobile (4.33%), Healthcare (3.43%), Energy (3.3%), Technology (3.19%), Construction (3.05%), FMCG (2.57%), Communication (1.55%), Diversified (1.12%), Engineering (0.63%)
Franklin India Balanced Fund
NAV:112.99
Return Since Inception:14.55%
Started On:10 December, 1999
1 Year Return:11.75%
10 Year SIP Returns:14.25%
AUM:₹ 2087.21 Cr
Minimum Investment:₹ 5,000
Expense Ratio:2.52%
Exit Load:1%
Fund Manager: Sachin Padwal-Desai, Umesh Sharma and Lakshmikanth Reddy
Portfolio Holdings: HDFC Bank Ltd. (6.84%), Export-Import Bank Of India 30/04/2099 8.60% (4.34%), Axis Bank Ltd. (4.12%), Housing Development Finance Corpn. Ltd. 11/12/2018 7.33% (3.84%), JM Financial Products Ltd. 25/07/2019 8.70% (3.83%), Mahindra & Mahindra Ltd. (3.02%), GOI 15/05/2027 6.79% (2.92%), Hindustan Unilever Ltd. (2.89%), National Thermal Power Corp. Ltd. (2.68%), State Bank of India (2.56%)
Sectoral Holdings: Financial (21.09 %), Automobile (11.01%), Energy (8.21%), FMCG (5.14%), Technology (4.37%), Services (4.3%), Healthcare (3.37%), ), Communication (1.84%), Cons Durable (1.65%), Metals (1.46%)
Disclaimer - Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.
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