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Franklin Templeton Mutual Funds: Overview

About the fund house


Franklin Templeton Asset Management (India) Private Limited was founded in 1996. It is one of the fastest-growing privately owned investment management companies in India. Based in Mumbai, Franklin Templeton has been catering to the investment needs Indians for more than a decade now as Templeton Asset Management India Pvt. Limited. The mutual fund business was started in the year 1996 with its flagship fund as Templeton India Growth Fund in the year 1996. Thereafter, the fund house has acquired a leading position and a steady growth. The group's major thrust has been on investing in the markets all around the world which is resembled by its global presence. Incorporated as Franklin Resources, Inc. Franklin Templeton Investments is the global investment management organization recognized for delivering remarkable asset management solution for its shareholders.


Since inception in India, Franklin Templeton has spent a substantially both in terms of time and resources to build up an investor and distributor friendly asset management company. It has brought many advertising campaigns intended at educating the investors, various participation in seminars and distributor training programs. Franklin Templeton India acquired Pioneer ITI In July 2002, which was another prominent fund house in India then and hence created an research driven investment module with one of the most comprehensive product portfolios dealing in various investment and market cycle.


As a combined result of all these, Franklin Templeton today is playing a pivotal role in navigating the mutual fund industry India. Being reckoned as a long term player, Franklin Templeton has ensured that the journey of consistent performance delivery remains on track and mutual funds investment should be a matter of choice for both individual investors and institutional investors.


The Parent organization – Franklin Resources, Inc


The company is the parent organization of Franklin Templeton Asset Management (India) Pvt. Ltd. It was founded in the year 1947 in New York by Rupert H. Johnson, Sr. who had already had a successful stint in a retail brokerage firm. The company was named after Benjamin Franklin , the founding father of US and as a symbol of his prudence towards economic growth Franklin Custodian Funds were created as company's first line of mutual funds. Later, these funds evolved as a series of conservatively managed equity and bond funds.

Franklin Templeton Mutual funds - Products & services

The key features of Franklin Mutual funds schemes are:
 

  • The Franklin Templeton AMC caters to the investment needs of individuals as well as companies.
  • The products being offered include equity, fixed income, and balanced mutual funds schemes.
  • The core areas in which Franklin Templeton invests are public equity and fixed income markets.
  • Given its in-depth research methodology and a combination of fundamental and quantitative analysis alongside bottom-up stock picking approach, Franklin is a big name when it comes to investment in mutual fund markets.
  • It also offers tax benefits products under ELSS and other tax saving schemes. The benefits are offered under compliance to the existing taxation laws and are available only to certain specified categories of investors.
  • Franklin Templeton Family Solutions is another exclusive investment service offered to investors to help them plan and invest as per their own financial goals. It invests in various mutual funds, ranging from Child’s Future to Retirement and various other Wealth Builder options.
  • The risk related to all the schemes offered increase or decrease as per the investment pattern and savings goal of the investor.
  • For Franklin equity and equity related funds, trading volumes, transfer procedures and settlement periods are important factors to be considered while designing the product.
  • Franklin mutual funds investing in foreign securities have risks associated with currency movements and have restrictions on repatriation of the funds. As a result, performance of the relevant index will have a direct bearing on the performance of the index schemes.
  • The transparency/liquidity levels are kept at par with established large companies and the investments is done exclusively in companies with sound corporate governance and have a strong resilience to withstand shocks of business/economic cycles.
  • The firm performs extensive in-house research to make its investments count to the optimum value


The MF products are offered to
 

  1. Adult resident individuals as singly or jointly
  2. Parents/Guardian on behalf of minors.
  3. Companies/ Domestic Corporate Bodies/ Public Sector Undertakings registered in India.
  4. Charitable, Religious or other Trusts authorized to invest in units of mutual funds.
  5. Banks, Financial Institutions and Investment Institutions.
  6. Non-Resident Indians (NRIs), Persons of Indian Origin residing abroad (PIOs) and Overseas Citizens of India (OCI)
  7. Sole Proprietorship, Partnership Firms.
  8. Army/Air Force/Navy/Para-military funds and other eligible institutions.
  9. Scientific and/or industrial research organizations.
  10. Other Associations, Institutions, Bodies etc. authorized to invest in the units of mutual funds.

Fund managers @ Franklin Templeton

ANAND RADHAKRISHNAN, Chief Investment Officer- Franklin Equity India


Mr. Radhakrishnan has been associated with the investment management market from the year 1994. His previous employed with Sundaram Mutual Fund and SBI Funds Management Ltd. In equity research He is responsible for all domestic equity funds, even acting as portfolio manager for some key funds.


ROSHI JAIN, CFA Vice President, Portfolio Management Equity


Roshi Jain has been working in the investment Industry for the past 11 years. Prior to joining Franklin Templeton, she was associated Goldman Sachs, London as a financial analyst.


JANAKIRAMAN RENGARAJU, CFA Vice President, Portfolio Management Equity


Mr. Rengaraju has been working in the investment management domain for the past 14 years. Before joining Franklin Templeton, he was associated with the investment corpus of Indian Syntans Group and UTI Securities, Mumbai.


CHETAN SEHGAL, CFA (Executive Vice President, Managing Director India, CIO)


Mr. Sehgal has done B.E. mechanical (honors) from the University of Mumbai and a post-graduate diploma in management from the IIM Bangalore. He is also a Chartered Financial Analyst (CFA). Prior to joining Franklin Templeton, Mr. Sehgal was a senior ratings analyst for Credit Rating Information Services of India, Ltd. (CRISIL).


At Franklin Templeton, he is currently managing the overall Global Emerging Markets and Small Cap strategy, providing guidance and thought leadership.

How to invest

Paisa Bazaar.com offers a simplified and hassle-free platform to buy mutual fund schemes online. The portal is a complete one-stop destination for all those looking to invest as per their choice and wanting to learn more about the mutual fund market.


Mutual funds Products and performance – Top 50 funds
 

S.no

Fund Name

1

Franklin Asian Equity Fund - Growth

2

Franklin Asian Equity Fund - Dividend

3

Franklin Asian Equity Fund - Direct - Growth

4

Franklin Asian Equity Fund - Direct - Dividend

5

Franklin Build India Fund - Growth

6

Franklin Build India Fund - Dividend

7

Franklin Build India Fund - Direct - Growth

8

Franklin Build India Fund - Direct - Dividend

9

Franklin India Balanced Fund - Growth

10

Franklin India Balanced Fund - Dividend

11

Franklin India Balanced Fund - Direct - Growth

12

Franklin India Balanced Fund - Direct - Dividend

13

Franklin India Banking & PSU Debt Fund - Growth

14

Franklin India Banking & PSU Debt Fund - Dividend

15

Franklin India Banking & PSU Debt Fund - Direct - Growth

16

Franklin India Banking & PSU Debt Fund - Direct - Dividend

17

Franklin India Bluechip Fund - Growth

18

Franklin India Bluechip Fund - Dividend

19

Franklin India Bluechip Fund - Direct - Growth

20

Franklin India Bluechip Fund - Direct - Dividend

21

Franklin India Cash Management Account - Growth

22

Franklin India Cash Management Account - Dividend

23

Franklin India Cash Management Account - Direct - Growth

24

Franklin India Cash Management Account - Direct - Dividend

25

Franklin India Corporate Bond Opportunities Fund - Growth

26

Franklin India Corporate Bond Opportunities Fund - Dividend

27

Franklin India Corporate Bond Opportunities Fund - Direct - Growth

28

Franklin India Corporate Bond Opportunities Fund - Direct - Dividend

29

Franklin India Dynamic Accrual Fund - Growth

30

Franklin India Dynamic Accrual Fund - Dividend

31

Franklin India Dynamic Accrual Fund - Direct - Growth

32

Franklin India Dynamic Accrual Fund - Direct - Dividend

33

Franklin India Dynamic PE Ratio Fund Of Funds - Growth

34

Franklin India Dynamic PE Ratio Fund Of Funds - Dividend

35

Franklin India Dynamic PE Ratio Fund Of Funds - Direct - Growth

36

Franklin India Dynamic PE Ratio Fund Of Funds - Direct - Dividend

37

Franklin India Feeder - Franklin European Growth Fund - Growth

38

Franklin India Feeder - Franklin European Growth Fund - Dividend

39

Franklin India Feeder - Franklin European Growth Fund - Direct - Growth

40

Franklin India Feeder - Franklin European Growth Fund - Direct - Dividend

41

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

42

Franklin India Feeder - Franklin U.S. Opportunities Fund - Dividend

43

Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct - Growth

44

Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct - Dividend

45

Franklin India Flexi Cap Fund - Growth

46

Franklin India Flexi Cap Fund - Dividend

47

Franklin India Flexi Cap Fund - Direct - Growth

48

Franklin India Flexi Cap Fund - Direct - Dividend

49

Franklin India Government Securities Fund - Composite Plan & PF Plan - Composite - Growth

50

Franklin India Government Securities Fund - Composite Plan & PF Plan - Composite - Dividend

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