Franklin Templeton Investments was established in 1947, providing asset management services to various clients. They offer not only mutual funds but also other investment options like exchange-traded funds, private funds, and separately managed accounts, including equity, fixed income, multi-asset, and alternative investments.
In India, Franklin Templeton Investments started operating in 1996 under the name Templeton Asset Management India Pvt. Ltd., registered with SEBI. They introduced their first fund, the Templeton India Growth Fund, in September 1996. With 21 funds surpassing 10 years and several over 20 years, they have a strong presence in the Indian market.
In 2002, they acquired Pioneer ITI AMC Ltd., making them the largest mutual fund in India after Unit Trust of India. Franklin Templeton stands out by offering an in-house registrar for better client service and quality.
According to the Statement of Additional Information (SAI) from SEBI, in 2017, Franklin Templeton Investments reported a total income of $6,392.2 million, a profit after tax of $1,696.7 million, and a net worth of $14,877.7 million. As of March 31, 2023, Templeton Asset Management India Pvt. Ltd. offers around 197 schemes with an asset under management (AuM) of Rs. 65,293 Crores.
Key information about Franklin Templeton Mutual Fund
Mutual fund name:
Franklin Templeton Mutual Fund
Asset management company name:
Templeton Asset Management India Pvt. Ltd.
Founded in:
19 February 1996
AMC incorporation date:
6 October 1995
Sponsor name:
Templeton International Inc.
Trustee organization:
Franklin Templeton Trustee Services Pvt. Ltd.
How to invest in Franklin Templeton Mutual Fund schemes?
Investing in mutual funds is easy with Bajaj Finserv. If you are a new investor, follow the below steps. For customers who have invested with us, please skip directly to step 7.
Choose a mutual fund category and a scheme that suits your goals and click on Invest Now.
Sign into Bajaj Finserv to setup your mutual fund account.
Verify your details using your PAN, Name, DOB, and Email ID. If your KYC is not complete, you will have to upload your address proof and complete video KYC.
Enter your bank details.
Upload your signature and provide additional details to continue.
Choose whether you want to invest in SIP or lumpsum and enter the investment amount. Click on INVEST.
Choose your payment mode (net-banking, UPI, NEFT/RTGS) and make the payment.
Wait for 2-3 working days for your investment to reflect in your portfolio.
Documents required to invest in Franklin Templeton Mutual Fund
If you are an existing customer, no documents are required for investment. However, for new customers keep the following documents handy before investing:
How to start Franklin Templeton Mutual Fund SIP online?
One can start investing in Franklin Templeton Mutual Fund online through the Bajaj Finserv app without any hassles. Alternatively, they can also invest through the respective fund houses’ website.
How to calculate Franklin Templeton Mutual Fund SIP?
You can calculate the potential returns on your SIP investments using the Bajaj Finserv SIP Calculator.
How to redeem Franklin Templeton Mutual Fund?
If you have invested in a Franklin Templeton Mutual Fund scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.
How to increase SIP amount in Franklin Templeton Mutual Fund?
If you have invested in a Franklin Templeton Mutual Fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
How to stop a SIP in a Franklin Templeton Mutual Fund online?
If you are investing in a Franklin Templeton Mutual Fund scheme through SIP on the Bajaj Finserv platform, you can easily stop it through the Bajaj Finserv website or app.
What are the types of Mutual Funds offered by Franklin Templeton?
Franklin Templeton Mutual Fund offers various mutual fund schemes across equity, debt, liquid, ELSS, FoF, hybrid, and international fund categories.
Are Franklin Mutual Fund schemes tax-free?
You can get tax-benefits under section 80C by investing in ELSS mutual funds offered Franklin Mutual Fund.
How can I get the Franklin Templeton Mutual Fund statement?
If you have invested in any Franklin Mutual Fund scheme through the Bajaj Finserv platform, you can get your statement online on the Bajaj Finserv website or app.
Disclaimer:
Bajaj Finance Limited ("BFL") is registered with the Association of Mutual Funds in India ("AMFI") as a distributor of third party Mutual Funds (shortly referred as 'Mutual Funds) with ARN No. 90319
BFL does NOT:
(i) provide investment advisory services in any manner or form:
(ii) carry customized/personalized suitability assessment:
(iii) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.
In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on As-is basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme/Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities forming part of the Mutual Fund. The NAV will inter-alia be exposed to Price/Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other/better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.
Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.
Disclaimer on Risk-O-Meter:
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc, and shall also consult their Professional advisors, if they are unsure about the suitability of the scheme before investing.
Disclosure: Bajaj Finance Limited (BFL) is a distributor of Mutual Funds with ARN - 90319 and distributes mutual funds of Bajaj Finserv Asset Management Limited (BFSAMC). BFL receives commission towards distribution of mutual fund products. BFSAMC is a group company of BFL, carrying business on arm’s length basis without any conflict of interest and in accordance with the prevailing law / regulation.