Franklin Templeton

Franklin Templeton Mutual Fund

The establishment of Franklin Templeton Investments begins in 1947. Since its foundation, the company has offered asset management services to retail, institutional and high-value customers.

It provides not only mutual funds but also other investment vehicles such as exchange-traded funds (ETFs), private funds, and separately managed accounts. Under these vehicles, the company offers schemes such as equity, fixed income, multi-asset, and options. Franklin Templeton Investments also provides a platform for portfolio, trading, research, and investment risk management.

Currently, Franklin Templeton has a presence in over 34 countries. It has over 600 investment professionals and employs over 9,500 individuals. The company has assets of $ 724.1 billion under management worldwide.

Reason’s to choose Franklin Templeton Mutual Fund

SIP Calculator – Franklin Templeton Mutual Fund

  • Step 1

    Go to the Franklin Templeton Mutual Fund SIP calculator link

  • Step 2

    Enter Amount, Year and Expected rate of Return

  • Step 3

    Check Result

Top 5 Franklin Templeton Mutual Fund

1. Franklin India Liquid Fund

Liquid funds invest in bonds with maturities of up to 3 months. They are suitable to park the amount you have set aside to meet any emergency needs or any additional money that you do not need for the next few months to a year. You can expect better returns than what you would get from a bank account.

The risk of loss in these funds is negligible, but they do not guarantee returns or capital security. Although rare, there are some instances when liquid funds have suffered losses.

Remember, these are suitable for investing only for short periods of time up to one year. Do not invest in this or any other liquid fund if your objective is to build wealth in the long run.

Returns

Fund Name 1 Year (%) Rating Fund Size Category Risk Grade
Franklin India Liquid Fund
6.1
5
3,028
Debt
Low

2. Franklin India Savings Fund

Money market debt funds invest in bonds with maturities of up to 1 year. Their goal is to earn slightly better returns than your bank account or short-term fixed deposits. The risk of loss in these funds is negligible, but they do not guarantee returns or capital security.

Retail investors can avoid these funds altogether. Why here Debt funds are very finely classified, depending on the maturity of the bonds in which they invest. For example, there is a different category of funds that invest in bonds with a maturity of 3 months, maturing in 3–6 months from those investing in that bond. , And so on.

Returns

Fund Name 1 Year (%) Rating Fund Size Category Risk Grade
Franklin India Savings Fund
8.3
5
1,412
Debt
Moderately Low

3. Franklin Build India Fund

It is a fund that invests in shares of companies primarily engaged in infrastructure related activities or expects profit from them.

We believe that investors should avoid funds that have an investment mandate defined as such. Instead, they should invest in multi-cap funds which gives the fund management team complete freedom to invest in companies from which it expects to make maximum profit.

Returns

Fund Name 1 Year (%) Rating Fund Size Category Risk Grade
Franklin Build India Fund
-22.4
5
837
Equity
High

4. Franklin India Dynamic PE Ratio Fund

It will be levied based on its average asset allocation in the last 12 months in the following manner.

If the mutual fund unit is sold after 3 years from the date of investment, the profit is taxed at the rate of 20% after providing the benefit of the inflation index.

If the mutual fund unit is sold within 3 years from the date of investment, the entire amount of profit is added to the investors’ income and taxed as per the applicable slab rate.

Returns

Fund Name 1 Year (%) Rating Fund Size Category Risk Grade
Franklin India Dynamic PE Ratio Fund of Funds
-19.8
4
710
Others
Moderately High

5. Franklin India Corporate Debt Fund

Corporate bond funds have a narrow mandate to invest primarily in highest-class corporate bonds.

Like most other debt fund categories, we believe retail investors can avoid this as well. In our opinion, debt funds only make sense for retail investors if they are investing for 3 years or less. For that type of investment horizon, liquid debt funds and short-term debt funds are more suitable.

If the mutual fund unit is sold after 3 years from the date of investment, the profit is taxed at the rate of 20% after providing the benefit of the inflation index.

If the mutual fund unit is sold within 3 years from the date of investment, the entire amount of profit is added to the investors’ income and taxed as per the applicable slab rate.

Returns

Fund Name 1 Year (%) Rating Fund Size Category Risk Grade
Franklin India Corporate Debt Fund
7.9
4
834
Debt
Moderate

Leave a Comment

Your email address will not be published. Required fields are marked *