About Franklin Templeton Mutual Fund
Franklin Templeton Mutual Fund has a strong presence in India, offering a variety of investment schemes across equity, debt, and hybrid categories. With an AUM of over ₹1,00,000 crore, the fund house serves more than 19 lakh investors. Established in India in 1996 as Templeton Asset Management, it has grown by focusing on trust, expertise, and long-term investment solutions. Franklin Templeton’s global experience of over 75 years enables it to provide well-researched and diverse investment options. The company’s commitment to innovation and strong client relationships has helped it build a reputation as a reliable investment partner.
Key Information: Franklin Templeton Mutual Fund
Franklin Templeton Mutual Fund, established in India on 19 February 1996, operates under the sponsorship of Templeton International Inc. The trustee services are managed by Franklin Templeton Trustee Services Pvt. Ltd. The company is headquartered in Mumbai, India.
Parameter
| Details
|
Founding Date
| 19 February 1996
|
AMC Incorporation Date
| 6 October 1995
|
Headquarters
| Mumbai, India (Originally San Mateo, California)
|
Sponsor
| Templeton International Inc.
|
Trustee Organisation
| Franklin Templeton Trustee Services Pvt. Ltd.
|
AUM (as of 31 Dec 2024)
| ₹113.97 trillion
|
Number of Schemes
| 30+
|
Total Investors
| 19 Lakh+
|
President
| Avinash (Avi) Satwalekar, CFA
|
Chief Investment Officer – Equity
| Janakiraman Rengaraju, CFA
|
CIO & MD – Fixed Income
| Rahul Goswami
|
Chief Risk Officer
| Janmejay Upadhyay
|
How To Invest in the Franklin Templeton Mutual Fund via Bajaj Broking?
Investing in Franklin Templeton Mutual Funds through Bajaj Broking is a straightforward process. Here's a step-by-step guide:
Open a Bajaj Broking Account: Begin by creating an account with Bajaj Broking. This will grant you access to their investment platform.
Complete KYC Verification: Ensure your Know Your Customer (KYC) details are updated. This is a mandatory step for all investors in India.
Explore Franklin Templeton Funds: Navigate to the mutual funds section on the Bajaj Broking platform. Browse the available Franklin Templeton schemes to find one that aligns with your investment goals and risk appetite.
Initiate Investment: Select your preferred fund and decide between a lump sum investment or a Systematic Investment Plan (SIP). Enter the investment amount and confirm your transaction.
Documents Required to Invest in Franklin Templeton Mutual Fund
To facilitate a smooth investment process, ensure you have the following documents ready:
PAN Card: A Permanent Account Number (PAN) card is essential for all financial transactions in India.
Address Proof: This can be an Aadhaar card, passport, or any other government-issued document that verifies your residential address.
Bank Account Details: Provide your bank account number and IFSC code. A cancelled cheque might also be required for verification purposes.
Photographs: Recent passport-sized photographs may be needed during the application process.
Having these documents handy will streamline your investment journey with Franklin Templeton Mutual Funds.
List of Franklin Templeton Mutual Funds to Invest In India
Franklin Templeton offers a wide range of mutual funds in India, catering to different investment objectives and risk profiles. Below is a detailed list of available funds, including key details such as type, age, investor base, fund size, and annualised returns.
Fund Name
| Category
| Fund Age
| Unique Investors
| Fund Size (₹ Cr)
| Annualised Returns (%)
|
Franklin India Technology Fund
| Equity - Thematic
| 26 Years
| 27,000
| 1,785.91
| 18.76%
|
Franklin India Opportunities Fund
| Equity - Thematic
| 25 Years
| 48,000
| 5,517.19
| 12.99%
|
Franklin India ELSS Tax Saver Fund
| ELSS - Tax Saver
| 25 Years
| 3,48,000
| 5,986.40
| 20.64%
|
Franklin India Prima Fund
| Equity - Mid Cap
| 31 Years
| 2,60,000
| 10,594.08
| 19.04%
|
Franklin India Bluechip Fund
| Equity - Large Cap
| 31 Years
| 2,18,000
| 6,937.44
| 18.74%
|
Franklin India Flexi Cap Fund
| Equity - Flexi Cap
| 30 Years
| 3,20,000
| 16,139.31
| 17.70%
|
Franklin India Smaller Companies Fund
| Equity - Small Cap
| 19 Years
| 3,50,000
| 11,257.08
| 14.92%
|
Franklin India Focused Equity Fund
| Equity - Focused
| 17 Years
| 3,15,000
| 10,907.40
| 13.63%
|
Franklin India Equity Hybrid Fund
| Hybrid - Aggressive
| 25 Years
| 41,000
| 1,945.03
| 13.49%
|
Franklin India Dynamic Asset Allocation Fund
| Hybrid - FoF Domestic
| 21 Years
| 21,000
| 1,228.51
| 13.57%
|
Franklin India Pension Plan
| Hybrid - Retirement
| 27 Years
| 17,000
| 492.42
| 11.39%
|
Franklin India Corporate Debt Fund
| Fixed Income - Corp Bond
| 27 Years
| 10,500
| 753.56
| 8.47%
|
Franklin India Banking & PSU Debt Fund
| Fixed Income - Banking
| 10 Years
| 10,500
| 587.34
| 7.40%
|
Franklin India Technology Fund
Established 26 years ago, this thematic equity fund focuses on investments within the technology sector. With a fund size of ₹1,785.91 crore and approximately 27,000 unique investors, it has delivered an annualised return of 18.76%. The fund aims to capitalise on the growth potential of technology companies, making it suitable for investors with a high-risk appetite seeking sector-specific exposure.
Franklin India Opportunities Fund
Launched 25 years ago, this thematic equity fund seeks to identify and invest in companies poised to benefit from emerging opportunities across various sectors. Managing assets worth ₹5,517.19 crore and serving around 48,000 unique investors, it has achieved an annualised return of 12.99%. The fund is benchmarked against the NIFTY 50 TRI and NIFTY 500 indices.
Franklin India ELSS Tax Saver Fund
With a 25-year history, this Equity Linked Savings Scheme (ELSS) offers tax benefits under Section 80C of the Income Tax Act. It boasts a fund size of ₹5,986.40 crore and a substantial investor base of 348,000 unique investors. The fund has delivered an impressive annualised return of 20.64%, making it an attractive option for investors seeking tax-efficient growth with a long-term investment horizon.
Franklin India Prima Fund
As a mid-cap equity fund with a 31-year track record, it focuses on investing in medium-sized companies with high growth potential. Managing assets worth ₹10,594.08 crore and catering to 260,000 unique investors, the fund has achieved an annualised return of 19.04%. It is benchmarked against the Nifty Midcap 150 TRI and has generated 19.85% and 23.54% CAGR in the last 3 and 5 years, respectively.
Franklin India Bluechip Fund
This large-cap equity fund, established 31 years ago, invests in well-established companies with strong market positions. With a fund size of ₹6,937.44 crore and 218,000 unique investors, it has provided an annualised return of 18.74%. The fund aims to offer stable and sustainable growth by focusing on industry leaders with proven track records.
Franklin India Flexi Cap Fund
Operating for 30 years, this flexi-cap equity fund invests across companies of various market capitalisations, providing diversification and flexibility. It manages assets worth ₹16,139.31 crore and serves 320,000 unique investors, delivering an annualised return of 17.70%. The fund is suitable for investors seeking a balanced approach to capital appreciation through a diversified portfolio.
Franklin India Smaller Companies Fund
With 19 years in operation, this small-cap equity fund targets investments in smaller companies with significant growth potential. It has a fund size of ₹11,257.08 crore and a large investor base of 350,000 unique investors, achieving an annualised return of 14.92%. The fund is designed for investors with a higher risk tolerance aiming for substantial long-term capital appreciation.
Franklin India Focused Equity Fund
Established 17 years ago, this focused equity fund concentrates its investments in a limited number of high-conviction stocks across various sectors. Managing assets worth ₹10,907.40 crore and serving 315,000 unique investors, it has recorded an annualised return of 13.63%. The fund aims to generate superior returns by investing in a concentrated portfolio of quality companies.
Franklin India Equity Hybrid Fund
This aggressive hybrid fund, with a 25-year history, invests in a mix of equities and debt instruments to balance growth and income. With a fund size of ₹1,945.03 crore and 41,000 unique investors, it has achieved an annualised return of 13.49%. The fund is suitable for investors seeking a combination of capital appreciation and regular income with a moderate risk profile.
Franklin India Dynamic Asset Allocation Fund
Operating for 21 years, this fund of funds dynamically allocates assets between equity and debt based on market conditions. It manages assets worth ₹1,228.51 crore and serves 21,000 unique investors, delivering an annualised return of 13.57%. The fund aims to optimise returns while managing risk through active asset allocation strategies.
Franklin India Pension Plan
With a 27-year track record, this retirement-focused hybrid fund invests in a mix of equities and debt instruments to provide long-term growth and stability. It has a fund size of ₹492.42 crore and 17,000 unique investors, achieving an annualised return of 11.39%. The fund is designed for investors planning for retirement, offering a balance between growth and capital preservation.
Franklin India Corporate Debt Fund
Established 27 years ago, this fixed-income fund focuses on high-quality corporate bonds, aiming to provide regular income with relatively low risk. Managing assets worth ₹753.56 crore and serving 10,500 unique investors, it has delivered an annualised return of 8.47%. The fund is suitable for conservative investors seeking stable returns from corporate debt securities.
Franklin India Banking & PSU Debt Fund
With a 10-year history, this fixed-income fund invests primarily in debt instruments issued by banks and public sector undertakings (PSUs). It has a fund size of ₹587.34 crore and 10,500 unique investors, achieving an annualised return of 7.40%. The fund aims to provide regular income with a focus on credit quality and is suitable for risk-averse investors.
