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Franklin Templeton Mutual Fund – Latest NAV, Franklin Templeton MF Performance, Scheme & Returns ’19

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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

  1. About Franklin Templeton Mutual Funds
  2. How to invest in Franklin Templeton Funds
  3. Top 5 Franklin Templeton Funds
  4. Franklin Templeton Debt Funds
  5. Franklin Templeton Hybrid Funds
  6. Fund Managers
  7. All Franklin Templeton Funds
  8. 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

Investing in Franklin Templeton Funds is made very simple, regardless of whether you are a seasoned investor or a novice in this area. Visit ClearTax to sample our diverse list of handpicked funds that have been designed by finance experts. The funds are curated keeping in mind various the risk profiles and investment objectives of investors. invest in Franklin Templeton Mutual Funds through Cleartax     How to invest in Franklin Templeton Mutual Fund via ClearTax  

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

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

b. One time KYC through ClearTax

KYC is mandatory for all fund houses but if you are investing through ClearTax, one time KYC is all you need to do. The same KYC will be used for all your future investments. KYC-verification-through-ClearTax

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.

8. Best Franklin Templeton Mutual Fund Schemes

Kotak Standard Multicap Fund
Kotak Equity Savings
Kotak Nifty ETF
Kotak PSU Bank ETF
Kotak Gold ETF
Kotak Low Duration Fund
Kotak Dynamic Bond Fund
Kotak NV 20 ETF
Kotak World Gold Fund
Kotak Bond Fund
Kotak Bluechip Fund
Kotak Equity Arbitrage
Kotak Bond S/T
Kotak India EQ Contra
Kotak Savings Fund
Kotak Liquid
Kotak Banking & PSU Debt
Kotak Taxsaver
Kotak Equity Opportunities Fund
Kotak Small Cap Fund
Kotak Gilt Investment
Kotak Debt Hybrid Fund
Kotak Gilt Investment
Kotak Money Market Scheme
Kotak Asset Allocator Fund
Kotak US Equity Fund
Kotak Infra and Economic Reform
Kotak Credit Risk Fund
Kotak Corporate Bond Fund
Kotak Balanced Advantage Fund
Kotak Sensex ETF
Kotak M/T
Kotak Global Emerging Market
Kotak Emerging Equity Scheme
Kotak Equity Hybrid Fund
Kotak Gold
Kotak Banking ETF