5 Franklin Templeton Mutual Funds You Can Add to Portfolio


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10 shares, 68 points
Mutual fund portfolio
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Franklin Templeton mutual fund has been a force to reckon in the mutual fund world. For over two decades, the fund house has made its presence felt worldwide and has become one of the reputed names in the industry. Thanks to as many as 600 investment professionals spread across almost 28 countries across the globe, it boasts of an expansive and ever-growing customer base.

One of the primary factors for its popularity is the variety of mutual funds schemes it offers – from equity funds and debt funds, and even balanced funds among others. There’s one for every investor.

While the selection of a mutual fund is highly dependent on the intended purpose of the investor, there are certain ideal standards that assist in determining the optimal choice for everyone. Some of the important parameters are past year performance, NAV, and peer average returns, among other factors. Keeping all of these factors in mind, here are some of the best Franklin Templeton mutual fund options, you may want to consider for your investment journey:

Ultra Short Bond Fund – Super Institutional Plan:

Launched in 2007, this mutual Fund has shown steady and consistent growth. Since its launch, it has delivered returns of about 8.94% annually. As of August 2019, its NAV measures at ₹ 27.262. The major holdings of the scheme currently are in debentures from reputed companies like Vedanta, Vodafone, Idea, Indostar Capital Finance among others.

Dynamic Accrual Fund – Direct – Growth:

Ever since its launch on Jan 01, 2013, the scheme has shown good returns with minimum exit load. As of August 2019, it invests in as many as 90 securities, with its NAV was evaluated at ₹ 71.8401. Some of the popular holdings under this scheme are in debt instruments from Piramal Enterprises, Edelweiss Rural & Corporate Services among others. The return since its launch has been evaluated at 9.61%.

Franklin Build India Fund – Direct – Growth:

This scheme is an equity (sectoral-infrastructure) fund, and has been one of the steady performers in this category ever since its launch in 2013. Since inception, it has delivered 18.25% annual returns, with its NAV valued at ₹ 41.5672 as of August 2019. According to the Sharpe Ratio and Jensen Ratio, the fund features superior risk adjusted returns, having as much as 65.18% of its funds in large cap investments. Popular holdings under the scheme include State Bank of India, HDFC Bank, Bharti Airtel among others. As of August 2019, it holds assets under management of about ₹ 1,200 crores.

Income Opportunities Fund – Direct – Growth:

This fund has delivered nearly 8.8% annualised growth and about 9.61% returns since its launch in 2013. As on 30th August 2019, the mutual fund scheme has shown NAV of ₹ 23.8983. The fund size is evaluated to be at ₹ 3613.81 crore wherein about 95.61% of the resources are invested in Debt, out of which approximately 51.28% are in funds invested in very low risk securities.

Franklin India Banking & PSU Debt Fund Direct Growth:

The scheme was launched in 2014 and has almost Rs. 267 crores worth of assets. One of the major USPs of this mutual fund scheme is the fact that it has zero exit Load – making it an attractive option for short-term investors. As on 30th August 2019, the scheme’s NAV stands at ₹ 15.9146. Some of the major holdings of this scheme feature debt instruments in Nat. Highways Authority, ONGC Petro Additions, SIDBI among others.

These mutual funds have consistently performed enviously well in the recent past. With the offerings geared to different duration and purposes, lack of choice is the least of an investor’s problems here. But the decision to pick a mutual fund as per your needs can remain a daunting task, especially for those not adequately acquainted with the investment world. In order to make the decision of the investor an informed one, a cursory, if not thorough study on the returns and the past performance of each scheme, is essential. The said task is not only exhausting, given the number of schemes available in the market from each company, it is also very consuming. In order to make the life of novice investors a little better, there are several portals which compile all the necessary details that you’d need to find the most suitable mutual fund scheme for you. Check them out to view in-depth, relevant information on the most popular offerings from different mutual fund houses.

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Nirmalya Ghosh
Nirmalya has done his post graduate in business administration and now working as digital marketing executive in a US based firm. He loves to share the trending news and incidents with his readers. Follow him in Facebook or Twitter.

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