Franklin Templeton Mutual Fund – Review, Fund Managers, KYC Process, Fees & more
Last Updated Date: Nov 17, 2022Franklin Templeton Mutual Fund AMC came into the market decades before and they offer several mutual fund options.
Their high-quality service includes special plans in which customers can gain profitable returns. They also have a couple of beat plans that the investors could use.
About Franklin Templeton Mutual Fund
Franklin Templeton is an American based Asset Management organization that provides amazing investment options in mutual funds. They have investment professionals in around 25 countries.
In India, they started operation 2 decades ago with the Temple to India Growth Fund. They have also initiated several programs for the welfare of society.
The prominent funds carried out by the company are the Templeton Growth Fund Inc. and Templeton Growth Fund A. Presently, the organization is a premier global investment management option.
The years of experience have given them the advantage of providing a valuable service in investment expertise and had this build global reach steadily.
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Why Invest in Franklin AMC?
Franklin AMC provides several advantages over the others in mutual funds options. Thus, investors can feel confident about a more profitable return.
- Diversification is one of the advantages. There is a large variety of mutual fund plans we can find in Franklin AMC.
- Expertise management is another thing to look out for. The decades of experience of the AMC would be helpful for investors in getting the right guidance.
- Investors also receive a higher return on investment. There are more chances for the investors to make a good profit
- Franklin also offers a very good service to its clients. The investors can daily invest in their mutual fund programs without much of a following headache and trouble.
- They also offer several increased tax benefits along with their mutual fund returns. This gives investors a better chance to make profits. These are also based on the law that rules in the country.
- The mutual fund plans by Franklin can also be easier on sale to meet economic emergencies. The money will easily be on update in the bank account of the investor.
How to Invest with Franklin Mutual Funds?
Investing in Franklin AMC is quite easy. The organization has set up several ways for investors to make their service efficient and more easily available.
There are three ways by which clients can invest, switch, redeem, or know their account value.
The website is one way by which the account can be used. Their website is functional 24×7. This website interface is also quite easy.
The clients can easily access their account and complete several transactions like buying, redeeming, switching, starting a SIP, and renew a SIP.
SMS is another method open for clients. Transactions can be performed anytime through SMS to the organizations’ number for financial and non-financial transactions like buying, redeeming, requesting account statements, knowing the current value, and NAV.
If the client wishes to, they can easily buy more units by calling the toll-free number of the organization too.
Apart from these, an investor service center is also set up. Investors can buy and sell through paper base applications firms from these service centers.
In crucial times like the present pandemic, the company also accepts transactions through email. Investors just have to send an email regarding the transactions.
Franklin AMC – Fund Managers
Franklin AMC offers one great mutual fund service. They have several fund options that can be easily understood and transacted.
The organization has a long history of providing investment services. Thus, they are well known for their efficient manager service.
They are well known for delivering high-quality asset management for institutional retail and high net worth clients.
The fund manager set up in different countries provides fund management services.
The investors can understand the mutual fund plans, their return chances, and know the profits that they could make before moving forward for mutual fund investment.
The service provided by the organization enables the investors to make the right decisions from the several choices available which are suitable for their present financial conditions.
The present managers of the Franklin AMC are Anand Radhakrishnan, Varun Sharma, Roshi Jain, R Janakiraman, Hari Shyamsunder, and Lakshmikanth Reddy.
Franklin Mutual Fund – Key Personnel’s
Franklin AMC has taken special care to choose highly qualified professionals as their key personally. At present, the President CEO of the company is Jennifer Johnson.
The executive chairman is Greg Johnson. They were appointed in the year 2020.
How to do KYC Check for Franklin Templeton Mutual Fund?
KYC is a background check that the money lending and mutual fund companies carry out to prevent money laundering cases, frauds, and criminal activities. We can complete these by online and offline modes in Franklin.
For carrying out Offline KYC checks, the KYC application can be downloaded from the authorized website.
Then, you have to fill in all necessary details and attach it as need be with an attested photograph, ID proud, address proof, and PAN card. You have to submit these to the Franklin advice center.
This service can also be available online through the official website of Franklin. The application form is available on the website.
The applicant first has to create an account on the website and fill in the details on the form. You have to fill this online and you have to fill in all necessary documents and upload them.
The investor also has to provide the registered mobile number, PAN card, and other identification details.
Documents Required to Invest in Franklin AMC
The investor will have to provide several documents for investing in the Franklin AMC. These are to provide address and identity proofs.
The different documents to be provided include PAN card Details, ID proof with the required personal details, Address proof, and the bank account details.
The investors will also have to provide Nominee and FATCA declarations. These are mainly asked for job registered registers, that is those investors whose KYC check hasn’t been done. Once you complete the KYC, the process is simpler further.
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Franklin Templeton Mutual Fund Fees or Charges
| Fund | Minimum Investment (Rs) | Entry Load (in % p.a.) | Exit Load (in % p.a.) | Fund Manager |
| Franklin Asian Equity Fund – Growth – Direct Plan | 5000 | NA | 1% | Roshi Jain |
| Franklin Build India Fund – Growth – Direct Plan | 5000 | NA | 1% | Anand Radhakrishnan |
| Franklin India Banking & PSU Debt Fund – Growth – Direct Plan | 5000 | NA | 0.50% | Umesh Sharma |
| Franklin India Bluechip Fund – Growth – Direct Plan | 5000 | NA | 1% | Anand Radhakrishnan |
| Franklin India Corporate Debt Fund – Plan A – Growth – Direct Plan | 10000 | NA | 0.50% | Santosh Kamath |
| Franklin India Credit Risk Fund – Growth – Direct Plan | 5000 | NA | 3% | Santosh Kamath |
| Franklin India Debt Hybrid Fund – Growth – Direct Plan | 10000 | NA | 1% | Lakshmikanth Reddy |
| Franklin India Dynamic Accrual Fund – Growth – Direct Plan | 10000 | NA | 3% | Sachin Padwal-Desai |
| Franklin India Dynamic Asset Allocation Fund of Funds – Growth – Direct Plan | 5000 | NA | 1% | Paul Parampreet |
| Franklin India Dynamic Asset Allocation Fund of Funds – Growth – Direct Plan | 5000 | NA | 1% | Paul Parampreet |
Details on Franklin Mutual Fund Fees
There are several mutual fund plans available in Franklin. One of these is the Franklin Asian Equity Fund – Growth – Direct Plan for which the mini investment is 5000 Rs.
Franklin Build India Fund – Growth – Direct Plan is another plan by Franklin that requires 5000 Rs as the minimum investment.
Franklin India Banking & PSU Debt Fund – Growth – Direct Plan also requires a minimum investment of 5000 Rs which grows to 1.09 Lakh.
In Franklin India Blue-chip Fund – Growth – Direct Plan, an investment of 1 lakh grows over 1.15 Lakh in 1 year.
Franklin India Corporate Debt Fund – Plan A – Growth – Direct Plan offers a return of 1.10 Lakh for an investment of 1 lakh in 1 year.
Franklin India Credit Risk Fund – Growth – Direct Plan offers minimal growth with a minimum investment of 5000 Rs.
Besides, Franklin India Debt Hybrid Fund – Growth – Direct Plan is another one that provides a return of 1 07 Lakh for 1 lakh in 1 year.
Franklin India Dynamic Accrual Fund – Growth – Direct Plan offers a decline in plans over the last few years where 1 lakh can decline to 0.99 lakh and in Franklin India Dynamic Asset Allocation Fund of Funds – Growth – Direct Plan, the return drops to 0.3 lakh for 1 lakh.
Best Performing Franklin Templeton Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Fund Size (in Cr) |
| Franklin India Liquid Fund | Debt | Low | 4.50% | Rs.1,720 |
| Franklin India Savings Fund | Debt | Moderately Low | 6.20% | Rs.1,281 |
| Franklin Build India Fund | Equity | High | 0.70% | Rs.911 |
| Franklin India Index Fund – NSE Nifty Plan | Equity | Moderately High | 8.90% | Rs.354 |
| Franklin India Life Stage Fund of Funds – 50s Plus Floating Rate Plan | Others | Moderately High | 7.50% | Rs.21 |
| Franklin India Equity Hybrid Fund | Hybrid | Moderately High | 10.40% | Rs.1,352 |
| Franklin India Debt Hybrid Fund | Hybrid | Moderately High | 6.70% | Rs.196 |
| Franklin India Opportunities Fund | Equity | High | 20.10% | Rs.576 |
| Templeton India Equity Income Fund | Equity | Moderately High | 20.10% | Rs.873 |
| Franklin India Prima Fund | Equity | Moderately High | 15.10% | Rs.7,026 |
There are several best performing funds available in Franklin. One of these is Franklin India Liquid fund. Another one of the best options is Franklin India Savings Fund.
Franklin Build India Fund also offers good options in mutual funds. Also, Franklin India Life Stage Fund of Funds – 50s Plus Floating Rate Plan is another best option. Franklin India Index Fund – NSE Nifty Plan is also a good choice.
Another best plan offered is the Franklin India Equity Hybrid Fund. Franklin India Debt Hybrid Fund can also be used by investors.
Also, Franklin India Opportunities Fund is a good choice. Templeton India Equity Income Fund and Franklin India Prima Fund are also good choices.
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Top 10 Franklin Templeton AMC Funds
| Fund | 1-Year Return | 3-Year Return | 5-Year Return |
| Franklin Asian Equity Fund – Growth – Direct Plan | 24.55% | 38.77% | 99.35% |
| Franklin Build India Fund – Growth – Direct Plan | -0.33% | -5.85% | 46.07% |
| Franklin India Banking & PSU Debt Fund – Growth – Direct Plan | 9.24% | 29.39% | 51.28% |
| Franklin India Bluechip Fund – Growth – Direct Plan | 7.28% | 9.98% | 48.32% |
| Franklin India Corporate Debt Fund – Plan A – Growth – Direct Plan | 9.09% | 27.88% | 50.35% |
| Franklin India Credit Risk Fund – Growth – Direct Plan | -0.55% | 11.76% | 31.76% |
| Franklin India Debt Hybrid Fund – Growth – Direct Plan | 5.83% | 17.14% | 40.34% |
| Franklin India Debt Hybrid Fund – Segregated Portfolio 1 – Growth – Direct Plan | NA | N.A. | NA |
| Franklin India Dynamic Accrual Fund – Growth – Direct Plan | -2.03% | 12.60% | 34.72% |
| Franklin India Dynamic Asset Allocation Fund of Funds – Growth – Direct Plan | -10.22% | -0.28% | 24.44% |
Details on Top 10 Franklin Mutual Fund
- Franklin Asian Equity Fund – Growth – Direct Plan: The money invested in this fund is Rs.219.23 Crore.
- Franklin Build India Fund – Growth – Direct Plan: The money invested in this fund is Rs.910.74 Crore.
- Besides, Franklin India Banking & PSU Debt Fund – Growth – Direct Plan: The money in this fund is Rs.1019.43 Crore.
- Franklin India Bluechip Fund-Growth – Direct Plan: The money invested in this fund is Rs.5440.12 Crore.
- Franklin India Corporate Debt Fund – Plan A – Growth – Direct Plan: Besides, the money in this fund is Rs.853.57 Crore.
- Also, Franklin India Credit Risk Fund – Growth – Direct Plan: The money in this fund is Rs.3567.64 Crore.
- Franklin India Debt Hybrid Fund – Growth – Direct Plan: The money invested in this fund is Rs.196.07 Crore.
- Franklin India Debt Hybrid Fund – Segregated Portfolio 1 – Growth – Direct Plan: Then, the money invested in this fund is Rs.396.82 Crore.
- Besides, Franklin India Dynamic Accrual Fund – Growth – Direct Plan: The money in this fund is Rs.2518.92 Crore.
- Franklin India Dynamic Asset Allocation Fund of Funds – Growth – Direct Plan: The money invested in this fund is Rs.771.58 Crore.
Best Franklin Mutual Fund – Portfolio
| Fund | Market Value (in Cr.) | Net Asset (in Cr.) | Rating |
| Franklin India Corporate Debt Fund – Plan A – Growth – Direct Plan | 16740.39 | 238897.62 | AAA |
| Franklin India Credit Risk Fund – Growth – Direct Plan | 4035.91 | 71893.08 | AAA |
| Franklin India Debt Hybrid Fund – Growth – Direct Plan | 13471.45 | 198429.2 | AAA |
| Franklin India Dynamic Accrual Fund – Growth – Direct Plan | 13325.17 | 206710.93 | AAA |
| Franklin India Equity Fund – Growth – Direct Plan | 24.52 | 179996.12 | AAA |
| Franklin India Equity Hybrid Fund – Growth – Direct Plan | 3496.75 | 35590.45 | AAA |
| Franklin India Floating Rate Fund – Growth – Direct Plan | 6534.83 | 55590.13 | AAA |
| Franklin India Income Opportunities Fund – Growth – Direct Plan | 31639.7 | 425264.73 | AAA |
| Franklin India Liquid Fund – Super Institutional – Growth – Direct Plan | 12173.94 | 640547.42 | AAA |
| Franklin India Low Duration Fund – Growth – Direct Plan | 12469 | 187252.81 | AAA |
Details of Top Franchise Templeton Funds Portfolio
- Corporate Debt Fund – Plan A – Growth – Direct Plan: The number of debt holding of this plan is 48 and modified duration is 2.29 years.
- Credit Risk Fund – Growth – Direct Plan: The number of debt holding of this plan is 57 and modified duration is 1.76 years.
- Debt Hybrid Fund – Growth – Direct Plan: The number of debt holding of this plan is 14, and modified duration is 3.14 years.
- Dynamic Accrual Fund – Growth – Direct Plan: The number of debt holding of this plan is 41 and modified duration is 1.24 years.
- Equity Fund – Growth – Direct Plan: The number of debt holding of this plan is 41 and modified duration is 1.24 years.
- Equity Hybrid Fund – Growth – Direct Plan: The number of equity holding of this plan is 97.21% and number of stocks is 51.
- Floating Rate Fund – Growth – Direct Plan: The number of debt holding of this plan is 41.
- Income Opportunities Fund – Growth – Direct Plan: The number of debt holding of this plan is 38.
- Liquid Fund – Super Institutional – Growth – Direct Plan: The number of debt holding of this plan is 18.
- Low Duration Fund – Growth – Direct Plan: The number of debt holding of this plan is 33.
Franklin Mutual Fund Schemes NAV
| Fund | 52 Week High (Rs.) | 52 Week Low (Rs.) |
| Franklin Asian Equity Fund – Growth – Direct Plan | 32.4 | 19.62 |
| Franklin Build India Fund – Growth – Direct Plan | 48.01 | 27.7 |
| Franklin India Banking & PSU Debt Fund – Growth – Direct Plan | 17.93 | 16.31 |
| Franklin India Banking & PSU Debt Fund – Growth – Direct Plan | 17.93 | 16.31 |
| Franklin India Bluechip Fund – Growth – Direct Plan | 566.72 | 326.83 |
| Franklin India Corporate Debt Fund – Plan A – Growth – Direct Plan | 81 | 73.62 |
| Franklin India Credit Risk Fund – Growth – Direct Plan | 21.21 | 19.19 |
| Franklin India Debt Hybrid Fund – Growth – Direct Plan | 66.53 | 55.95 |
| Franklin India Debt Hybrid Fund – Segregated Portfolio 1 – Growth – Direct Plan | 0.79 | 0.79 |
| Franklin India Dynamic Accrual Fund – Growth – Direct Plan | 73.8 | 68.55 |
NAV of Best Franchise Mutual Fund Schemes
Franklin Asian Equity Fund – Growth – Direct Plan: The Net Asset Value for Franklin Asian Equity Fund – Growth – Direct Plan is Rs.32.6502. The previous Net Asset Value was Rs.32.632. Net change on 30-12-2020 is Rs.0.05.
Franklin Build India Fund – Growth – Direct Plan: The Net Asset Value for Franklin Build India Fund – Growth – Direct Plan is Rs.48.4805. The previous Net Asset Value was Rs.48.472.
Now, Franklin India Banking & PSU Debt Fund – Growth – Direct Plan: The Net Asset Value for Franklin India Banking & PSU Debt Fund – Growth – Direct Plan is Rs.17.9647. The previous Net Asset Value was Rs.17.923.
Franklin India Bluechip Fund – Growth – Direct Plan: The Net Asset Value for Franklin India Bluechip Fund – Growth – Direct Plan is Rs.573.1592. The previous Net Asset Value was Rs.573.124.
Franklin India Corporate Debt Fund – Plan A – Growth – Direct Plan: The Net Asset Value for Franklin India Corporate Debt Fund – Plan A – Growth – Direct Plan is Rs.81.1885. The previous Net Asset Value was Rs.81.1342.
Plus, Franklin India Credit Risk Fund – Growth – Direct Plan: The Net Asset Value for Franklin India Credit Risk Fund – Growth – Direct Plan is Rs.21.1815. The previous Net Asset Value was Rs.21.1256.
Franklin India Debt Hybrid Fund – Growth – Direct Plan: The Net Asset Value for Franklin India Debt Hybrid Fund – Growth – Direct Plan is Rs.66.8674. The previous Net Asset Value was Rs.66.7865.
Franklin India Debt Hybrid Fund – Segregated Portfolio 1 – Growth – Direct Plan: The Net Asset Value for Franklin India Debt Hybrid Fund – Segregated Portfolio 1 – Growth – Direct Plan is Rs.1.0878. The previous Net Asset Value was Rs.1.0678.
Besides, Franklin India Dynamic Accrual Fund – Growth – Direct Plan: The Net Asset Value for Franklin India Dynamic Accrual Fund – Growth – Direct Plan is Rs.72.7222. The previous Net Asset Value was Rs.72.6254.
Franklin AMC Customer Care Details
| Address of AMC | Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013 |
| Telephone Number | +91 (22) 67519100 |
| Fax Number | +91 (22) 66490622 / 66490627 |
| service@templeton.com |
Client’s can easily avail all details of the services on this website. They can send an SMS to 567674 or 92666 44255 in case of any transaction queries.
The toll-free numbers 1800 258 4255 and 1800 425 4255 are also open for any kind of queries. Their service centres also provide all services, especially offline services.
Franklin Mutual Funds- Important links
| Website | www.franklintempletonindia.com |
| Franklin Templeton Mutual Fund Login | https://www.franklintempletonindia.com/investor/index |
| Franklin Templeton Mutual Fund App | https://play.google.com/store/apps/details?id=com.franklintempletonindia.IDE.app&hl=en_IN&gl=US |
| Facebook Link | https://www.facebook.com/FranklinTempletonIndia |
| Twitter Link | https://twitter.com/ftiindia |
| Youtube Link | https://www.youtube.com/user/TempletonIndia/FTA |
| linkedIn Link | http://www.linkedin.com/company/2470432 |
Franklin Templeton Mutual Fund AMC – Conclusion
Franklin AMC offers asset management services. Several Mutual fund plans are available here which provide a variety of return options.
The client has the opportunity to get expert services from their managers who have experience over decades in the field.
This organization is open in several countries with over 6000 professionals providing services. The different plans and the best ones are mentioned in the article.
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