Top Ranked SIP Funds from Franklin Templeton

Top Ranked SIP Funds from Franklin Templeton You Should Know!

Franklin Templeton is the name that comes to mind when you think of mutual funds that have stood the test of time. Originally founded in the US, it ventured into India in 1966 to tap into the growing appetite for professional wealth management in the country. Today, Franklin Templeton has a footprint in over 42 countries. The mutual fund house works with over 600 investment professionals and manages assets worth over $1.58 trillion.

If you’re looking to build a resilient portfolio based on the global expertise of their fund managers, it’s time you explored some of the best funds. We have shortlisted five of the top-ranked SIP funds from Franklin Templeton in this blog.

5 Top-Ranked SIP Mutual Funds From Franklin Templeton

Depending on your risk profile and goals, choose from these top ranked SIP mutual fund options from Franklin Templeton.

1. Franklin Build India Fund

The Franklin Build India Fund primarily invests in industrials, utilities, and energy sectors, which means you can ride the growth trajectory of the booming infrastructure of India. If you have patience and want to create wealth through structural developments in the country, you can consider this fund. The minimum investments for SIP and lump sum investments in this fund are INR 500 and INR 5,000, respectively.

• AUM: INR 2,950.12 crore
• NAV: INR 162.8448
• Expense ratio: 0.95%
• 1-Year return: – 1.27%
• 3-Year return: 30.33%
• 5-Year return: 33.31%

2. Franklin India Small Cap Fund

If you’re tolerant of risk and expect aggressive growth, the Franklin India Small Cap Fund brings you the opportunity to invest in emerging businesses. This small cap fund delivered an absolute return of 282.83% to investors in the last five years. It allocates your assets across sectors like consumer cyclical, financial services, industrials, healthcare, and basic materials.

• AUM: INR 13,825.00 crore
• NAV: INR 191.9885
• Expense ratio: 0.90%
• 1-Year return: – 7.70%
• 3-Year return: 25.50%
• 5-Year return: 30.80%

3. Franklin India Aggressive Hybrid Fund

If you’re not conservative with your investment approach and expect competitive returns in the long run, the Franklin India Aggressive Hybrid Fund presents you with the perfect opportunity. It has delivered steady returns in recent years. The sectoral weightage of this mutual fund includes financial services, consumer cyclical, and industrials.

• AUM: INR 2,256.09 crore
• NAV: INR 309.9889
• Expense ratio: 0.96%
• 1-Year return: 3.41%
• 3-Year return: 16.79%
• 5-Year return: 18.94%

4. Franklin India Flexi Cap Fund

This is one of the most popular Franklin Templeton mutual funds, evident from its AUM. It diversifies your investments across large, mid, and small cap sectors and adapts to market cycles. If you’re not interested in locking into a specific segment and remain flexible, this mutual fund is for you.

• AUM: INR 18,987.90 crore
• NAV: INR 1,820.9825
• Expense ratio: 0.89%
• 1-Year return: 0.74%
• 3-Year return: 20.40%
• 5-Year return: 24.95%

5. Franklin India ELSS Tax Saver Fund

This fund presents you with tax-saving opportunities along with an avenue to create long-term wealth. You can get started with this mutual fund with INR 500 for both SIPs and lump sum investments. The sectoral holdings of this fund look impressive, which is well-distributed across key sectors like technology, healthcare, basic materials, and consumer defense.

• AUM: INR 6,705.56 crore
• NAV: INR 1,643.2239
• Expense ratio: 1.01%
• 1-Year return: 0.04%
• 3-Year return: 20.50%
• 5-Year return: 24.29%

Conclusion

When you invest in Franklin Templeton mutual funds, you need a strategy that fits your goal and risk tolerance. The diverse range of funds makes the fund house ideal for investors with different preferences. If you’re after growth, stability, or tax efficiency, these funds present you with lucrative options to invest.

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