Franklin Templeton Mutual Fund

AUM ₹ 86,357.50 Cr

(As on Dec 2023)

No. of schemes 294

Name	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
AUM	₹ 89,637 Crores
Founded	19 February 1996
Incorporation Date	6 October 1995
Sponsor	Templeton International Inc.
CIO	Mr. Anand Radhakrishnan / Mr. Santosh Kamath
MD & CEO	NA
Contact Number	022-67519100
Email Id	services@franklintempleton.com
Website	www.franklintempletonindia.com
Trustee	Franklin Templeton Trustee Services Pvt. Ltd.
Office Address	Indiabulls Finance Centre; Tower 2, 12th & 13th Floor; S. B. Marg; Elphinstone Rd. (W) Mum.400013

Franklin Templeton Investments’ inception dates back to 1947. Since its foundation, the company has offered asset management service for retail, institutional, and high-value clients.

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

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

Franklin Templeton in India

Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.

The first fund that the company offered in September 1996 was the Templeton India Growth Fund. In India, the Franklin Templeton has 21 funds that have completed 10 years and several others that have crossed the 20-year mark.

Back in 2002, the company acquired another fund house – Pioneer ITI AMC Ltd. (a joint venture between Pioneer and the Investment Trust of India) to become the largest mutual fund in India after Unit Trust of India.

Franklin Templeton Investments is one of the few asset management companies that offer an in-house registrar for its clients for better service management and quality.

The company also offers loyalty programs where clients can get to engage with the fund management team, get invited to external management development programs, annual thought leadership platforms, and other extensive engagement events.

Templeton Asset Management India Pvt. Ltd. has also undertaken various CSR initiatives like:

Installation of 4 water purifier plants to support 6000 families in partnership with the Bala Vikasa Social Service Society.
Facilitate the process of providing 5000 rickshaws in partnership with the American India Foundation Trust.
Establish 50 camps to impart vocational skills to 2000 youth in partnership with the Kherwadi Social Welfare Association.
Providing support to about 2353 girl children in Chennai in partnership with the K. C. Mahindra Educational Trust.
Adoption of Abhudaya English Medium School, Mumbai in partnership with The Akanksha Foundation.

As per Statement of Additional Information (SAI) provided by SEBI, Franklin Templeton Investments had a total income of $6,392.2 million, profit after tax of $1,696.7 million, and a net worth of $14877.7 million back in 2017.

As of 31 March 2023, Templeton Asset Management India Pvt. Ltd. currently offers around 197 schemes with an asset under management (AuM) of Rs. 65293 Crores.

Funds	Rating	1 Yr Ret (%)	1 Yr Rank	Riskometer	Category	Expense Ratio (%)	Launch	Net Assets (Cr)
Franklin Asian Equity Fund - Direct Plan	--	5.02	48/58	Very High	EQ-INTL	1.65	2013-01-01	231.00
Franklin Build India Fund - Direct Plan	3	70.42	4/19	Very High	EQ-INFRA	1.04	2013-01-01	2,406
Franklin India Balanced Advantage Fund - Direct Plan	--	26.43	8/32	Very High	HY-DAA	0.42	2022-09-06	1,841
Franklin India Banking & PSU Debt Fund - Direct Plan	4	6.86	8/21	Moderate	DT-BK & PSU	0.19	2014-04-25	630.00
Franklin India Bluechip Fund - Direct Plan	2	27.94	59/93	Very High	EQ-LC	0.97	2013-01-01	7,705
Franklin India Corporate Debt Fund - Direct Plan	4	6.78	12/22	Moderate	DT-CB	0.26	2013-01-01	730.00
Franklin India Credit Risk Fund - Segregated Portfolio 2 - Direct Plan	--	--	--	Moderate	DT-CR	--	2020-01-24	106.00
Franklin India Credit Risk Fund - Segregated Portfolio 3 - Direct Plan	--	--	--	Moderate	DT-CR	--	--	--
Franklin India Debt Hybrid Fund - Direct Plan	3	13.98	11/31	Moderately High	HY-CH	0.65	2013-01-01	221.00
Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 - Direct Plan	--	--	--	Low	DT-DB	--	2020-01-24	30.00
Franklin India Dynamic Accrual Fund - Segregated Portfolio 3 - Direct Plan	--	--	--	Low	DT-DB	--	--	--
Franklin India Dynamic Asset Allocation Fund of Funds - Direct Plan	4	26.00	9/32	High	HY-DAA	0.48	2013-01-01	1,314
Franklin India ELSS Tax Saver Fund - Direct Plan	3	41.74	8/37	Very High	EQ-ELSS	1.01	2013-01-01	6,383
Franklin India Equity Advantage Fund - Direct Plan	1	33.18	22/27	Very High	EQ-L&MC	1.29	2013-01-01	3,216
Franklin India Equity Hybrid Fund - Direct Plan	4	30.10	15/44	Very High	HY-AH	1.10	2013-01-01	1,782
Franklin India Equity Savings Fund - Direct Plan	2	12.54	17/22	Low to Moderate	HY-EQ S	0.41	2018-08-27	531.00
Franklin India Feeder Franklin US Opportunities Fund - Direct Plan	--	34.10	5/58	Very High	EQ-INTL	0.58	2013-01-02	3,385
Franklin India Feeder - Templeton European Opportunities Fund Direct Plan	--	11.03	38/58	Very High	EQ-INTL	0.53	2014-05-16	15.00
Franklin India Flexi Cap Fund - Direct Plan	4	41.24	15/75	Very High	EQ-FLX	0.97	2013-01-01	15,267
Franklin India Floating Rate Fund - Direct Plan	4	8.46	3/13	Low to Moderate	DT-Floater	0.23	2013-01-01	271.00
Franklin India Focused Equity Fund - Direct Plan	4	35.56	27/75	Very High	EQ-FLX	0.97	2013-01-01	11,512
Franklin India Government Securities Fund - Direct Plan	1	5.63	22/23	Low to Moderate	DT-GL	0.61	2013-01-01	145.00
Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Direct Plan	--	--	--	Low	DT-MD	--	2020-01-24	46.00
Franklin India Liquid Fund Super Institutional Plan - Direct Plan	3	7.33	22/35	Low to Moderate	DT-LIQ	0.13	2013-01-01	2,015
Franklin India Low Duration Fund - Segregated Portfolio 2 - Direct Plan	--	--	--	Low	DT-LD	--	2020-01-24	47.00
Franklin India Money Market Fund - Direct Plan	3	7.50	10/22	Low to Moderate	DT-MM	0.13	2013-01-01	1,511
Franklin India Multi Asset Solution Fund of Funds- Direct Plan	2	18.87	21/27	High	HY-MAA	0.42	2014-11-28	53.00
Franklin India NSE Nifty 50 Index - Direct Plan	2	22.54	83/93	Very High	EQ-LC	0.25	2013-01-01	659.00
Franklin India Opportunities Fund - Direct Plan	--	68.57	2/49	Very High	EQ-THEMATIC	0.65	2013-01-01	3,460
Franklin India Overnight Fund - Direct Plan	2	6.76	27/32	Low	DT-OVERNHT	0.10	2019-05-08	296.00
Franklin India Pension Fund - Direct Plan	--	17.93	3/4	Moderately High	HY-BH	1.51	2013-01-01	504.00
Franklin India Prima Fund - Direct Plan	2	47.92	25/39	Very High	EQ-MC	0.96	2013-01-01	10,706
Franklin India Short Term Income Plan - Direct Plan	--	2.08	--	Very High	DT-SD	0.04	2013-01-01	13.00
Franklin India Short-Term Income Plan Retail Plan-Segregated Portfolio 3 - Direct Plan	--	--	--	Very High	DT-SD	--	--	--
Franklin India Smaller Companies Fund - Direct Plan	3	51.27	11/33	Very High	EQ-SC	0.93	2013-01-01	12,587
Franklin India Technology Fund - Direct Plan	--	45.12	1/7	Very High	EQ-IT	1.08	2013-01-01	1,445
Templeton India Equity Income Fund - Direct Plan	--	43.20	5/9	Very High	EQ-DIV Y	1.30	2013-01-01	2,158
Templeton India Value Fund - Direct Plan	4	43.32	12/24	Very High	EQ-VAL	0.89	2013-01-01	1,923

Generated by wpDataTables

Key Information

Mutual Fund Name	Franklin Templeton Mutual Fund
Inception Date	Feb 19, 1996
Trustee Organisation	Franklin Templeton Trustee Services Pvt. Ltd.
Investors Relations Officer	Rini K Krishnan
AUM Updated On	Dec 31, 2023

Documents required to invest

The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.

PROOF OF IDENTITY

PAN Card (Mandatory)
Voter ID Card
Driving License
Passport
Aadhaar Card
Any other valid identity card issued by Central or State Government

PROOF OF ADDRESS

Voter ID Card
Driving License
Passport
Ration Card
Aadhaar Card
Bank account statement or bank passbook
Utility bills like electricity or gas bills

Customer Care Details

For any query regarding any schemes offered by Franklin Templeton Mutual Fund, please contact at the following address:

Registered Address	Unit No.202/203/204, 2nd Floor, Dalamal Tower, Plot No. 211, Free Press Journal Marg, Nariman Point, Mumbai – 400013. Branch Timing (9 am – 6 pm)
Call us at	1800-425-4255 / 60004255
Email	N.A.

Top Fund Managers

1. Mr. Anand Vasudevan

Mr. Anand Vasudevan is a B.Tech from Indian Institute of Technology, Madras, PGDM from Indian Institute of Management, Calcutta, and Master of Finance from the London Business School. He is currently the Senior Vice President and Head of Equity at Franklin Templeton Mutual Fund in India.

Prior to joining Franklin Templeton, he was the Equity Research Analyst at the Dresdner Kleinwort Wasserstein in 2001. Later, he moved to Keefe, Bruyette & Woods, Inc. as the Equity Research Analyst in 2004.

Anand Vasudevan joined Templeton Asset Management India Pvt. Ltd. in 2007. Since 2008, he is also the Head of Research. He currently manages the Franklin India Bluechip Fund and Franklin India Flexi Cap Fund.

2. Mr. Anand Radhakrishnan

Mr. Anand Radhakrishnan is a B.Tech in Chemical Engineering from the Anna University, Chennai, PGDM from Indian Institute of Management, Ahmedabad, and also a Chartered Financial Analyst (CFA).

Mr. Radhakrishnan has been associated with the investment management sector since 1994. He was initially the Deputy Manager of Equity Research at SBI Funds Management Ltd. Previously; he worked at Sundaram Mutual Fund for 8 consecutive years.

He is currently the Chief Investment Officer in the company. Previously, he held the position of Senior Vice President, Portfolio Manager and Head of Portfolio Analytics at Franklin Templeton Mutual Fund.

Mr. Radhakrishnan manages the Franklin India Bluechip Fund, Franklin India Infotech Fund, Franklin India Taxshield, Franklin India Prima Plus, FT India Dynamic PE Ratio Fund of Funds, FT India Life Stage Fund of Funds, and equity portfolio of all hybrid funds.

3. Ms. Roshi Jain

Ms. Roshi Jain holds a PGDM degree from the Indian Institute of Management, Ahmedabad. She is also Chartered Financial Analyst and Chartered Accountant.

Ms. Jain began her career with S.R Batliboi. She then joined the Research Division of Goldman Sachs Group Inc. Singapore/ Hong Kong in 2002. Two years later, she moved to Goldman Sachs, London.

She is currently the Assistant Vice President, Equities Research Analyst, and Co-Portfolio Manager at Franklin Templeton Mutual Fund. Her areas of expertise include power, retail, engineering, construction, and cement in India and ASEAN region.

4. Mr. Anil Prabhudas

Mr. Anil Prabhudas holds a Bachelor of Commerce from the University of Mumbai. He is also a Chartered Accountant from the Institute of Chartered Accountants of India.

Mr. Prabhudas was part of the Pioneer ITI team back in 1994 before being acquired by Templeton Asset Management India Pvt. Ltd. He is responsible for providing research support on sugar, metals, packaging, hotels, and FMCG industries.

He has held multiple positions in the company. Mr. Prabhudas was the Assistant Vice President and Portfolio Manager of Franklin India Taxshield 99, Franklin India Index Tax Fund, and Franklin India Index Fund – NSE Nifty Plan, Franklin India Index Fund – BSE Sensex Plan, and Franklin FMCG Fund.

He is currently the Fund Manager of Franklin India Opportunities Fund, Franklin India Taxshield Fund, FT India Monthly Income Plan, FT India Balanced Fund, Templeton India Pension Plan, and Templeton India Children’s Asset Plan.

5. Mr. Janakiraman Rengaraju

Mr. Janakiraman Rengaraju is a B.Tech from the Government College of Technology, Coimbatore and PGDM from the Indian Institute of Management, Bangalore. He is also a Chartered Financial Analyst (CFA).

Mr. Rengaraju initially worked with UTI Securities, Mumbai. Later, he joined Indian Syntans Group, where he was responsible for managing the investment corpus.

He is currently the Assistant Vice President, Portfolio Manager, and Senior Research Analyst of Equities. Mr. Rengaraju’s areas of expertise include telecom, media, and automobiles. Some of the Franklin Templeton Mutual Funds he manages include Franklin India Prima Plus and Franklin India Prima fund.