Please Wait...
Please Wait...
Please Wait...
Please Wait...
Please Wait...
Please Wait...
Please Wait...
Please Wait...
Please Wait...
Please Wait...
Please Wait...
Please Wait...
Fund Name
|
Ratings
|
Risk
|
3Y Returns
|
AUM
|
|
---|---|---|---|---|---|
Franklin Build India Fund Equity Sectoral / Thematic |
Very High |
34.18% |
₹2,880.67 cr. |
||
Franklin Build India Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
34.17% |
₹2,880.67 cr. |
||
Franklin Build India Fund Direct IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
34.17% |
₹2,880.67 cr. |
||
Franklin India Opportunities Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
31.37% |
₹5,026.36 cr. |
||
Franklin India Opportunities Fund Direct IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
31.37% |
₹5,026.36 cr. |
||
Franklin India Smaller Companies Fund Equity Small Cap Fund |
Very High |
30.72% |
₹14,474.51 cr. |
||
Franklin India Smaller Companies Fund Direct IDCW Payout Equity Small Cap Fund |
Very High |
30.71% |
₹14,474.51 cr. |
||
Franklin India Smaller Companies Fund Direct IDCW Reinvestment Equity Small Cap Fund |
Very High |
30.71% |
₹14,474.51 cr. |
||
Franklin India Opportunities Fund Equity Sectoral / Thematic |
Very High |
30.6% |
₹5,026.36 cr. |
||
Templeton India Value Fund Equity Value Fund |
Very High |
27.78% |
₹2,246.77 cr. |
||
Templeton India Value Fund Direct IDCW Payout Equity Value Fund |
Very High |
27.76% |
₹2,246.77 cr. |
||
Templeton India Value Fund Direct IDCW Reinvestment Equity Value Fund |
Very High |
27.76% |
₹2,246.77 cr. |
||
Templeton India Equity Income Fund Equity Dividend Yield Fund |
Very High |
25.9% |
₹2,510.47 cr. |
||
Templeton India Equity Income Fund Direct IDCW Payout Equity Dividend Yield Fund |
Very High |
25.86% |
₹2,510.47 cr. |
||
Templeton India Equity Income Fund Direct IDCW Reinvestment Equity Dividend Yield Fund |
Very High |
25.86% |
₹2,510.47 cr. |
||
Franklin India Prima Fund Equity Mid Cap Fund |
Very High |
23.97% |
₹12,529.29 cr. |
||
Franklin India Prima Fund Direct IDCW Payout Equity Mid Cap Fund |
Very High |
23.96% |
₹12,529.29 cr. |
||
Franklin India Prima Fund Direct IDCW Reinvestment Equity Mid Cap Fund |
Very High |
23.96% |
₹12,529.29 cr. |
||
Franklin India ELSS Tax Saver Fund Equity ELSS |
Very High |
23.03% |
₹7,059.91 cr. |
||
Franklin India ELSS Tax Saver Fund Direct IDCW Payout Equity ELSS |
Very High |
23.02% |
₹7,059.91 cr. |
||
Franklin India Flexi Cap Fund Equity Flexi Cap Fund |
Very High |
22.82% |
₹17,417.27 cr. |
||
Franklin India Flexi Cap Fund Direct IDCW Payout Equity Flexi Cap Fund |
Very High |
22.81% |
₹17,417.27 cr. |
||
Franklin India Flexi Cap Fund Direct IDCW Reinvestment Equity Flexi Cap Fund |
Very High |
22.81% |
₹17,417.27 cr. |
||
Franklin India Focused Equity Fund Equity Focused Fund |
Very High |
20.97% |
₹12,545.87 cr. |
||
Franklin India Focused Equity Fund Direct IDCW Payout Equity Focused Fund |
Very High |
20.97% |
₹12,545.87 cr. |
||
Franklin India Focused Equity Fund Direct IDCW Reinvestment Equity Focused Fund |
Very High |
20.97% |
₹12,545.87 cr. |
||
Franklin India Technology Fund Equity Sectoral / Thematic |
Very High |
17.84% |
₹1,774.27 cr. |
||
Franklin India Technology Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
17.82% |
₹1,774.27 cr. |
||
Franklin India Technology Fund Direct IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
17.82% |
₹1,774.27 cr. |
||
Franklin India Equity Advantage Fund Equity Large & Mid Cap Fund |
Very High |
17.48% |
₹3,635.35 cr. |
||
Franklin India Equity Advantage Fund Direct IDCW Payout Equity Large & Mid Cap Fund |
Very High |
17.46% |
₹3,635.35 cr. |
||
Franklin India Equity Advantage Fund Direct IDCW Reinvestment Equity Large & Mid Cap Fund |
Very High |
17.46% |
₹3,635.35 cr. |
||
Franklin India Dynamic Asset Allocation Fund of Funds Other FoFs Domestic |
Moderately High |
16.63% |
₹1,330.49 cr. |
||
Franklin India Equity Hybrid Fund Hybrid Aggressive Hybrid Fund |
Very High |
16.31% |
₹1,985.36 cr. |
||
Franklin India Equity Hybrid Fund Direct IDCW Payout Hybrid Aggressive Hybrid Fund |
Very High |
16.29% |
₹1,985.36 cr. |
||
Franklin India Equity Hybrid Fund Direct IDCW Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
16.29% |
₹1,985.36 cr. |
||
Franklin India Dynamic Asset Allocation Fund of Funds Direct IDCW Payout Other FoFs Domestic |
Moderately High |
15.93% |
₹1,330.49 cr. |
||
Franklin India Dynamic Asset Allocation Fund of Funds Direct IDCW Reinvestment Other FoFs Domestic |
Moderately High |
15.93% |
₹1,330.49 cr. |
||
Franklin India Bluechip Fund Equity Large Cap Fund |
Very High |
14.48% |
₹8,256.86 cr. |
||
Franklin India Bluechip Fund Direct IDCW Payout Equity Large Cap Fund |
Very High |
14.47% |
₹8,256.86 cr. |
||
Franklin India Bluechip Fund Direct IDCW Reinvestment Equity Large Cap Fund |
Very High |
14.47% |
₹8,256.86 cr. |
||
Franklin India Index Fund NSE Nifty 50 Index Fund Other Index Fund |
Very High |
14.17% |
₹718.89 cr. |
||
Franklin India Index Fund NSE Nifty 50 Index Fund Direct IDCW Payout Other Index Fund |
Very High |
14.17% |
₹718.89 cr. |
||
Franklin India Index Fund NSE Nifty 50 Index Fund Direct IDCW Reinvestment Other Index Fund |
Very High |
14.17% |
₹718.89 cr. |
||
Franklin India Multi Asset Solution Fund of Funds Other FoFs Domestic |
Moderately High |
12.02% |
₹54.80 cr. |
||
Franklin India Multi Asset Solution Fund of Funds Direct IDCW Payout Other FoFs Domestic |
Moderately High |
12.02% |
₹54.80 cr. |
||
Franklin India Multi Asset Solution Fund of Funds Direct IDCW Reinvestment Other FoFs Domestic |
Moderately High |
12.02% |
₹54.80 cr. |
||
Franklin India Equity Savings Fund Direct Monthly IDCW Reinvestment Hybrid Equity Savings |
Moderate |
11.56% |
₹631.84 cr. |
||
Franklin India Equity Savings Fund Direct Monthly IDCW Payout Hybrid Equity Savings |
Moderate |
11.56% |
₹631.84 cr. |
||
Franklin India Pension Plan Solution Oriented Retirement Fund |
Moderately High |
10.81% |
₹523.13 cr. |
||
Franklin India Pension Plan Direct IDCW Payout Solution Oriented Retirement Fund |
Moderately High |
10.77% |
₹523.13 cr. |
||
Franklin India Pension Plan Direct IDCW Reinvestment Solution Oriented Retirement Fund |
Moderately High |
10.77% |
₹523.13 cr. |
||
Franklin India Debt Hybrid Fund Hybrid Conservative Hybrid Fund |
Moderately High |
9.3% |
₹246.45 cr. |
||
Franklin India Debt Hybrid Fund Plan A Direct Monthly IDCW Payout Hybrid Conservative Hybrid Fund |
Moderately High |
9.26% |
₹246.45 cr. |
||
Franklin India Debt Hybrid Fund Plan A Direct Monthly IDCW Reinvestment Hybrid Conservative Hybrid Fund |
Moderately High |
9.26% |
₹246.45 cr. |
||
Franklin India Equity Savings Fund Direct IDCW Reinvestment Hybrid Equity Savings |
Moderate |
9.16% |
₹631.84 cr. |
||
Franklin India Equity Savings Fund Direct IDCW Payout Hybrid Equity Savings |
Moderate |
9.16% |
₹631.84 cr. |
||
Franklin India Equity Savings Fund Hybrid Equity Savings |
Moderate |
8.99% |
₹631.84 cr. |
||
Franklin India Equity Savings Fund Direct Quarterly IDCW Reinvestment Hybrid Equity Savings |
Moderate |
8.52% |
₹631.84 cr. |
||
Franklin India Equity Savings Fund Direct Quarterly IDCW Payout Hybrid Equity Savings |
Moderate |
8.52% |
₹631.84 cr. |
||
Franklin India Debt Hybrid Fund Plan A Direct Quarterly IDCW Payout Hybrid Conservative Hybrid Fund |
Moderately High |
7.89% |
₹246.45 cr. |
||
Franklin India Debt Hybrid Fund Plan A Direct Quarterly IDCW Reinvestment Hybrid Conservative Hybrid Fund |
Moderately High |
7.89% |
₹246.45 cr. |
||
Franklin India Floating Rate Fund Debt Floater Fund |
Moderately Low |
6.76% |
₹300.22 cr. |
||
Franklin India Floating Rate Fund Direct IDCW Reinvestment Debt Floater Fund |
Moderately Low |
6.56% |
₹300.22 cr. |
||
Franklin India Money Market Fund Retail Option Direct Monthly IDCW Payout Debt Money Market Fund |
Moderately Low |
6.32% |
₹1,924.84 cr. |
||
Franklin India Money Market Fund Retail Option Direct Monthly IDCW Reinvestment Debt Money Market Fund |
Moderately Low |
6.32% |
₹1,924.84 cr. |
||
Franklin India Money Market Fund Debt Money Market Fund |
Moderately Low |
6.16% |
₹1,924.84 cr. |
||
Franklin India Money Market Fund Retail Option Direct Quarterly IDCW Payout Debt Money Market Fund |
Moderately Low |
6.15% |
₹1,924.84 cr. |
||
Franklin India Money Market Fund Retail Option Direct Quarterly IDCW Reinvestment Debt Money Market Fund |
Moderately Low |
6.15% |
₹1,924.84 cr. |
||
Franklin India Liquid Fund Super Institutional Plan Direct Weekly IDCW Payout Debt Liquid Fund |
Moderately Low |
6.08% |
₹3,082.93 cr. |
||
Franklin India Liquid Fund Super Institutional Debt Liquid Fund |
Moderately Low |
6.05% |
₹3,082.93 cr. |
||
Franklin India Corporate Debt Fund Plan A Direct Monthly IDCW Payout Debt Corporate Bond Fund |
Moderately Low |
6.01% |
₹789.99 cr. |
||
Franklin India Corporate Debt Fund Plan A Direct Monthly IDCW Reinvestment Debt Corporate Bond Fund |
Moderately Low |
6.01% |
₹789.99 cr. |
||
Franklin India Corporate Debt Fund Plan A Direct Half Yearly IDCW Payout Debt Corporate Bond Fund |
Moderately Low |
5.75% |
₹789.99 cr. |
||
Franklin India Corporate Debt Fund Plan A Direct Half Yearly IDCW Reinvestment Debt Corporate Bond Fund |
Moderately Low |
5.75% |
₹789.99 cr. |
||
Franklin India Corporate Debt Fund Plan A Direct Quarterly IDCW Payout Debt Corporate Bond Fund |
Moderately Low |
5.75% |
₹789.99 cr. |
||
Franklin India Corporate Debt Fund Plan A Direct Quarterly IDCW Reinvestment Debt Corporate Bond Fund |
Moderately Low |
5.75% |
₹789.99 cr. |
||
Franklin India Corporate Debt Fund Plan A Direct Annual IDCW Payout Debt Corporate Bond Fund |
Moderately Low |
5.75% |
₹789.99 cr. |
||
Franklin India Corporate Debt Fund Plan A Direct Annual IDCW Reinvestment Debt Corporate Bond Fund |
Moderately Low |
5.75% |
₹789.99 cr. |
||
Franklin India Corporate Debt Fund Debt Corporate Bond Fund |
Moderately Low |
5.74% |
₹789.99 cr. |
||
Franklin India Banking and PSU Debt Fund Debt Banking and PSU Fund |
Moderately Low |
5.73% |
₹609.98 cr. |
||
Franklin India Banking and PSU Debt Fund Direct IDCW Payout Debt Banking and PSU Fund |
Moderately Low |
5.69% |
₹609.98 cr. |
||
Franklin India Banking and PSU Debt Fund Direct IDCW Reinvestment Debt Banking and PSU Fund |
Moderately Low |
5.69% |
₹609.98 cr. |
||
Franklin India Overnight Fund Debt Overnight Fund |
Low |
5.62% |
₹532.70 cr. |
||
Franklin India Overnight Fund Direct Weekly Dividend Plan Weekly IDCW Payout Debt Overnight Fund |
Low |
5.61% |
₹532.70 cr. |
||
Franklin India Government Securities Fund Debt Gilt Fund |
Moderate |
4.98% |
₹141.86 cr. |
||
Franklin India Government Securities Fund Direct IDCW Payout Debt Gilt Fund |
Moderate |
4.98% |
₹141.86 cr. |
||
Franklin India Government Securities Fund Direct IDCW Reinvestment Debt Gilt Fund |
Moderate |
4.98% |
₹141.86 cr. |
||
Franklin India Feeder Franklin U S Opportunities Fund Direct IDCW Payout Other FoFs Overseas |
Very High |
4.31% |
₹3,433.00 cr. |
||
Franklin India Feeder Franklin U S Opportunities Fund Direct IDCW Reinvestment Other FoFs Overseas |
Very High |
4.31% |
₹3,433.00 cr. |
||
Franklin India Feeder Franklin US Opportunities Fund Other FoFs Overseas |
Very High |
4.31% |
₹3,433.00 cr. |
||
Franklin India Feeder Templeton European Opportunities Fund Other FoFs Overseas |
Very High |
2.82% |
₹16.18 cr. |
||
Franklin India Feeder Templeton European Opportunities Fund Direct IDCW Payout Other FoFs Overseas |
Very High |
2.82% |
₹16.18 cr. |
||
Franklin India Feeder Templeton European Opportunities Fund Direct IDCW Reinvestment Other FoFs Overseas |
Very High |
2.82% |
₹16.18 cr. |
||
Franklin India Multi Cap Fund Direct IDCW Reinvestment Equity Multi Cap Fund |
Very High |
0% |
₹3,988.97 cr. |
||
Franklin India Multi Cap Fund Direct IDCW Payout Equity Multi Cap Fund |
Very High |
0% |
₹3,988.97 cr. |
||
Franklin India Money Market Fund Dp Wkly IDCW R Payout Debt Money Market Fund |
Moderately Low |
0% |
₹1,924.84 cr. |
||
Franklin India Medium To Long Duration Fund Direct Plan IDCW Reinvestment Debt Medium to Long Duration Fund |
Moderate |
0% |
₹0.00 cr. |
||
Franklin India Ultra Short Duration Fund Direct Growth Debt Ultra Short Duration Fund |
Moderate |
0% |
₹0.00 cr. |
||
Franklin India Medium To Long Duration Fund Direct Plan IDCW Payout Debt Medium to Long Duration Fund |
Moderate |
0% |
₹0.00 cr. |
||
Franklin India Ultra Short Duration Fund Direct IDCW Payout Debt Ultra Short Duration Fund |
Moderate |
0% |
₹0.00 cr. |
||
Franklin India Ultra Short Duration Fund Direct IDCW Reinvestment Debt Ultra Short Duration Fund |
Moderate |
0% |
₹0.00 cr. |
||
Franklin India Medium To Long Duration Fund Direct Plan Growth Debt Medium to Long Duration Fund |
Moderate |
0% |
₹0.00 cr. |
||
Franklin India Balanced Advantage Fund Hybrid Dynamic Asset Allocation or Balanced Advantage |
Very High |
0% |
₹2,171.08 cr. |
||
Franklin India Balanced Advantage Fund IDCW Direct Payout Hybrid Dynamic Asset Allocation or Balanced Advantage |
Very High |
0% |
₹2,171.08 cr. |
||
Franklin India Balanced Advantage Fund IDCW Direct Reinvestment Hybrid Dynamic Asset Allocation or Balanced Advantage |
Very High |
0% |
₹2,171.08 cr. |
||
Franklin India Money Market Fund Dp Wkly IDCW R Reinvestment Debt Money Market Fund |
Moderately Low |
0% |
₹1,924.84 cr. |
||
Franklin India Multi Cap Fund Direct Growth Equity Multi Cap Fund |
Very High |
0% |
₹3,988.97 cr. |
||
Franklin Asian Equity Fund Equity Sectoral / Thematic |
Very High |
-2.04% |
₹244.02 cr. |
||
Franklin Asian Equity Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
-2.05% |
₹244.02 cr. |
||
Franklin Asian Equity Fund Direct IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
-2.05% |
₹244.02 cr. |
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.
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 |
AR
Anand Radhakrishnan
Fund Manager since Jan 2019 (5 years)
Hide Details
Anand Radhakrishnan studied at Indian Institute of Management, Ahmedabad. He worked at SBI Funds Management Ltd and Sundaram Asset Management Co. Ltd before joining Franklin Templeton India.
RJ
R Janakiraman
Fund Manager since Jul 2024 (4 months)
View Details
R Janakiraman did his MBA from Indian Institute of Management, Bangalore. He worked at Indian Syntans Inv. Pvt. Ltd, Citicorp Information Tech Ltd and UTI Securities Exchange Ltd before joining Franklin Templeton Investments.
SK
Santosh Kamath
Fund Manager since Jul 2010 (14 years)
View Details
Mr. Kamath has a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur. Before joining Franklin Templeton Investments where he is currently CIO, he worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.
VS
Varun Sharma
Fund Manager since Feb 2011 (13 years)
View Details
Mr. Sharma has a Bachelor’s degree in Business Studies from Sukhdev College of Business Studies and a PGDM from IIM Calcutta. Before joining Franklin Templeton Asset Management (India) Pvt. Ltd. he worked with ICICI Securities as an equity research analyst and Credit Analysis and Research Limited as a ratings analyst.
US
Umesh Sharma
Fund Manager since Oct 2018 (6 years)
View Details
Umesh Sharma is a Chartered Accountant. He worked at Unit Trust of India, JM Financial Mutual Fund, ICICI Bank and Religare Asset Management before joining Franklin Templeton Investments as the Vice President - Fixed Income.
SD
Sachin Padwal Desai
Fund Manager since Oct 2004 (20 years)
View Details
Mr. Desai has a B.E degree and a PGDM from IIM Bangalore. Before joining Franklin Templeton Mutual Fund, he worked with Sundaram Mutual Fund, ICICI Bank, Infosys Technologies and Thermax.
AA
Ajay Argal
Fund Manager since Jul 2009 (15 years)
View Details
Mr. Argal has a B.Tech from IIT Bombay and a PGDM from IIM, Bangalore. Before joining Franklin Templeton Asset Management (India) Pvt. Ltd., he worked with Baring Asset Management (Asia) Ltd., Aditya Birla Sunlife Mutual Fund and UTI AMC where he worked on managing offshore funds, equity funds, balanced funds, equity research, etc.
PR
Pallab Roy
Fund Manager since Aug 2024 (3 months)
View Details
Mr. Roy works at Franklin Templeton Fixed Income and manages fixed income products of locally managed and distributed debt products. He has over 19 years of experience in the financial services industry. He holds a B.Sc. in Business Finance from ICFAI at Hyderabad, a master's degree in commerce from Rani Durgavati University at Jabalpur, and an MBA from Institute of Management Studies, Devi Ahilya University at Indore.
RK
Rajasa Kakulavarapu
Fund Manager since Aug 2022 (2 years)
View Details
Rajasa Kakulavarapu did PGDM from Indian Institute of Management, Ahmedabad. She worked at Credit Suisse and Jefferies before joining Franklin Templeton Asset Management (India).
CG
Chandni Gupta
Fund Manager since Apr 2022 (2 years)
View Details
Ms. Gupta has a B.Eng. and a CFA certificate. Before joining ICICI Prudential AMC, she worked at Morgan Stanley as an Associate of Sales and as a Relationship Manager at Standard Chartered Mutual Fund.
SM
Sandeep Manam
Fund Manager since Sep 2019 (5 years)
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:
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.
You can learn more about each fund on the Angel One app.
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:
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.