India is projected to become the world's 3rd largest economy by 20281 and we believe there's a strong link between economic expansion and corporate earnings growth in India.
The fund aims to deliver long-term capital growth by investing in companies either based in India or that generate much of their business there. Our large, well-established India-based investment team builds a diversified, high-conviction portfolio by selecting quality stocks with sustainable growth potential.
The strategy has delivered strong and consistent performance relative to both its benchmark and peers.
We follow the same disciplined investment philosophy that has guided us for over 30 years. Our proven research approach is focused on fundamental analysis of individual companies.
Franklin Templeton has been present in India since 1993, making us the oldest foreign mutual fund company in the country. deep local presence gives us unparalleled insights into market dynamics and company fundamentals.
India is the world's 4th largest economy, with growth outpacing China and broader emerging markets2.
Sources: Morningstar and FE Analytics as of 31/12/2025. All performance data shown is in the Fund currency stated and net of management fees. Sales charges and other commissions, taxes and other relevant costs paid by the investor are not included in the calculations. Past performance is no guarantee of future results. Full rolling 10-year fund performance can be found here.
A consistent philosophy and disciplined approach over three decades have enabled us to generate above-benchmark performance over the medium to long term.
Bottom-up fundamental research: We aim to identify companies that combine quality and sustainable growth characteristics at reasonable valuations using in-depth, internally driven analysis.
Global integration: Our India team collaborates with Franklin Templeton's global emerging markets platform, enhancing our sector insights and strengthening our research depth.
Stewardship: We integrate proprietary ESG analysis throughout the process. While the team considers ESG factors within its analysis, the strategy does not have an ESG mandate.*
*ESG Factors are considered in the management team’s analysis. However, this strategy does not have an ESG mandate.
Rising incomes and favourable demographics are fueling demand across food delivery, autos, travel, healthcare, financial services, and premium products.
Supportive policies and supply chain diversification are spurring investment in infrastructure, green energy, and manufacturing.
Government policy and tech adoption are creating long-term opportunities in AI, automation, e-commerce, travel tech, and fintech.
Private-sector banks with strong balance sheets, brands and digital capabilities.
We are one of the largest domestic investment teams in India, comprising 18 portfolio managers and research analysts with an average of 18 years' industry experience. Our sector specialists and local insights help us uncover early or overlooked opportunities in the India equity universe.
We seek companies that are well managed and have an ability to position for the future through a clear strategic vision. So, management quality is a key investment criteria for us."
SMD, Director of Portfolio Management
Focus Area: Asia
34 years of experience
Vice President, Portfolio Advisory Services
18 years of experience
Vice President
Head of Research
18 years of experience
* Lead portfolio manager who has ultimate decision-making authority for the Franklin India Equity strategy.
** Key idea contributors to the Franklin India Equity strategy.
Take a closer look at some of the big picture themes driving inflows into India mutual funds and India ETFs.
