Franklin Templeton Mutual Fund

Updated on Mar 13, 2019 - 01:10:46 AM

Incorporated in 1995, Franklin Templeton Asset Management India Private Limited caters to investment companies and individuals. The privately owned investment company manages fixed income securities, equities, and balanced mutual funds, investing in public equity as well as fixed income markets. The AMC has a strong in-house research team that guides its investment decisions.

This article on Franklin Templeton Mutual Fund covers the following:

Table of Content

About Franklin Templeton Mutual Funds
How to invest in Franklin Templeton Funds
Top 5 Franklin Templeton Funds
Franklin Templeton Debt Funds
Franklin Templeton Hybrid Funds
Fund Managers
All Franklin Templeton Funds
Best Franklin Templeton Mutual Fund Schemes

1. About Franklin Templeton Mutual Funds

Franklin Templeton shares its association with India as an investor since over two decades ago. The India office of Templeton Asset Management India Pvt. Ltd was established in 1996. This witnessed the commencement of the group’s mutual fund business in India when the Templeton India Growth Fund was launched in India the same year. The company has registered a steady growth since its launch, having acquired another fund house in India, Pioneer ITI in 2002. Together the entity boasts of strong investment experience through the course of various market cycles and a solid portfolio of products. The company also has an in-house shareholder service set up for its clients. It is, in fact, one of the top fund houses in India at present. Franklin Templeton Asset Management India Private Ltd is sponsored by Templeton International Group with Franklin Templeton Trustee Services Pvt Ltd. as its Trustee. The trust is set under the provisions listed in the Indian Trusts Act of 1882 and registered with the Securities and Exchange Board of India (SEBI) vide Registration Number MF/026/96/8.

2. How to invest in Franklin Templeton Funds

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a. Process and documents required to invest in Franklin Templeton Mutual Fund via ClearTax

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3. Top 5 Franklin Templeton Funds

Top 5 Franklin Templeton Mutual Funds	1yr	3yr	5yr	10yr
Franklin Asian Equity Fund	-3.37	11.53	7.20	11.38
Franklin Build India Fund	-6.49	7.86	22.51	–
Franklin India Banking & PSU Debt Fund	4.38	6.83
Franklin India Bluechip Fund	-2.66	6.57	13.34	13.97
Franklin India Corporate Debt Fund	4.70	7.27	8.61	8.90

4. Franklin Templeton Debt Funds

Franklin Templeton Debt Fund is designed specifically to cater to investors looking for tax-saving benefits along with generating medium returns. The debt fund is expertly curated and is much safer than its equity counterparts.

Debt Fund Name	Risk	5-yr Return	Objective
Franklin India Banking & PSU Debt Fund	Moderate	– 3 yr return 6.83	The aim of the fund is to invest primarily in debt securities that are issued by Banks and PSUs/PFIs and in Municipal Bonds
Franklin India Corporate Debt Fund	Moderate	8.61	The scheme seeks to generate regular income and Capital appreciation for its investors.
Franklin India Credit Risk Fund	Moderate	9.00	The objective of the fund is to provide a regular stream of income and capital appreciation by focusing on corporate securities.
Franklin India Dynamic Accrual Fund	Moderate	9.33	The prime objective of the fund is to generate a steady income and achieve capital appreciation by focusing their investments on high credit quality along with highly liquid money market instruments.
Franklin India Fixed Maturity Plan Series 1 Plan A (1108 Days) – Regular Plan	Moderate	– 1 yr return 4.65	The aim of the scheme is to generate income through investments in a portfolio of fixed income securities/ debt instruments that have their maturity on or before the maturity of the Scheme.

5. Franklin Templeton Hybrid Funds

Franklin Templeton Hybrid Funds seek to give investors risk-adjusted returns by investing in schemes that have a mix of equities and fixed income instruments. This optimizes the growth potential while at the same time offering a good amount of stability to the investment.

Hybrid Fund Name	Risk	5-yr Return	Objective
Franklin India Debt Hybrid Fund	Moderate	9.23	With a maximum exposure of 20 percent to equities, this fund aims to offer a regular stream of income to investors by investing in a portfolio of mostly fixed income
Franklin India Dynamic PE Ratio Fund of Funds	Moderately High	11.43	The fund seeks to achieve the long-term appreciation of capital with lower volatility through its investments in a balanced portfolio comprising income funds and equity.
Franklin India Equity Fund	Moderately High	17.13	The fund seeks to achieve a regular stream of income along with capital appreciation over the medium to long term by investing in equity and equity-related securities.
Franklin India Life Stage Fund of Funds 20s	Moderately High	13.80	The scheme seeks to offer a higher risk-adjusted return that is in line with the chosen asset allocation of the investor.
Franklin India Life Stage Fund of Funds 30s	Moderately High	11.69	The prime objective of the fund is to offer good risk-adjusted returns to investors in line with their asset allocation.

6. Fund Managers

The management team at Franklin Templeton India bring local as well global expertise to the company with long-term investment horizon as a key focus. The team is well equipped to spot potential investment opportunities and possible threats of risk alike.

I. Mr. M.K. Sivasubramanian

Mr. Sivasubramanian is the Senior Vice President and Portfolio Manager of Equities for various Portfolio at Franklin Templeton Asset Management (India) Private Limited.

II. Mr. Anand Vasudevan

Mr. Vasudevan is the Fund Manager for Equity Schemes of Franklin Templeton with over 10 years of experience in this domain. He joined Franklin Templeton in 2007.

III. Mr. Rajat Malhotra

Mr. Malhotra joined Franklin Templeton in 2008 and has been overseeing the responsibilities related to investments and fund management. He brings computational finance expertise to the table.

7. All Franklin Templeton Funds

Fund Name	Risk	5-yr Return	Objective
Franklin India Life Stage Fund of Funds 40s	Moderately High	10.60	The aim of the fund is to offer superior risk-adjusted returns to investors in line with their chosen asset allocation.
Franklin India Life Stage Fund of Funds 50s Plus – Floating Rate	Moderately High	9.01	The aim of this life stages solution plan is to offer superior risk-adjusted returns to investors in accordance with their chosen asset allocation.
Franklin India Multi-Asset Solution Fund-Direct Plan	–	– 3yr return 6.14	The fund seeks to achieve capital appreciation and diversification through investment allocation to various asset classes like equity, debt, gold, and cash.
Franklin India Pension Fund	Moderately High	11.39	The fund seeks to offer a regular stream of income to its investors under the Dividend Plan and appreciation of capital under the Growth Plan.
Franklin India Floating Rate Fund	Moderate	6.35	The objective of the scheme is to offer investors income and liquidity along with a portfolio that has a floating rate return and fixed rate money market and debt instruments.
Franklin India Government Securities Fund-Direct Plan	Moderate	8.36	The aim of the fund is to generate returns by investing in government securities.
Franklin India Income Opportunities Fund	Moderate	8.91	The fund aims to offer a regular stream of income to its investors along with capital appreciation through investments in fixed income securities.
Franklin India Low Duration Fund	Moderate	9.17	Te aim of the fund is to generate a regular stream of income for investors by investing primarily in highly rated debt securities.
Franklin India Savings Fund-Retail Plan	Moderately Low	8.03	The objective of the scheme is to generate income and liquidity that is consistent with the prudent risk from a portfolio is made up of money market instruments
Franklin India Short Term Income Plan – Retail Plan	Moderate	8.93	The aim of the scheme is to offer investors stable returns through investments in fixed income securities.
Franklin India Ultra-Short Bond Fund – Super Institutional Plan	Moderate	9.21	The fund seeks to offer a mix of high liquidity and a regular stream of income through investments in short-term debt and money market instruments.
Franklin India Taxshield Fund-Direct Plan	Moderately High	17.78	The scheme seeks to offer investors medium to long-term capital growth along with income tax rebate.
Franklin India Equity Advantage Fund	Moderately High	16.05	The aim of the fund is to offer medium to long-term appreciation of capital appreciation through investments in stocks across all market capitalization range.
Franklin India Equity Fund	Moderately High	17.13	The objective of the fund is to offer capital growth with regular dividends from a portfolio comprising equity, debt and money market instruments. It invests in companies from all sectors and across all market cap ranges.
Franklin India Focused Equity Fund	Moderately High	18.92	The prime objective of the fund is to provide investors with capital appreciation by investing significantly in Indian companies and sectors that have a high growth rate or potential.
Franklin India Index Fund – NSE Nifty Plan	Moderately High	11.47	The fund aims to make investments in companies with securities in the Nifty, subject to tracking.
Franklin India Opportunities Fund	Moderately High	15.92	This fund aims to generate superior risk-adjusted returns for investors keeping in line with their chosen asset allocation
Franklin India Prima Fund	Moderately High	21.72	The scheme seeks to offer long-term capital appreciation and income to its investors.
Franklin India Smaller Companies	Moderately High	24.19	The aim of the fund is to provide long-term capital appreciation to its investors by investing in mid and small cap companies
Franklin India Technology Fund	High	13.14	The fund seeks to generate long-term capital appreciation through predominant investments in equity and equity related
Templeton India Equity Income Fund	Moderately High	13.57	The objective of the scheme is to provide Investors a regular stream of income and long-term capital appreciation through investments in stocks that have the potential to attractive dividend yield.
Templeton India Value Fund	Moderately High	15.04	The objective of the fund is to follow a value investment strategy and generate long-term capital appreciation.
Franklin India Feeder – Franklin European Growth Fund	High	– 3 yr return 4.88	With the objective of long-term capital gains, the fund makes investments in the stocks of European companies
Franklin India Feeder Franklin US Opportunities Fund	High	15.50	The fund seeks to achieve capital appreciation through investments in units of the Franklin U.S. Opportunities Fund.
Franklin India Liquid Fund – Super Institutional Plan	Low	7.99	The focus of the fund is to provide current income to its investors along with high liquidity.