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Franklin Templeton Mutual Fund - Fund Manager

Umesh Sharma

Umesh Sharma

Qualification: B.Com, CA, CS.. Experience:Vice President & Portfolio Manager - Fixed Income (based at Mumbai).Prior assignments: Portfolio Manager - Fixed Income, Religare Mutual Fund (2008-2010), responsible for managing fixed income bond portfolios Portfolio Manager- Fixed Income, Lotus India Mutual Fund (2006-2008), responsible for managing fixed income bond portfolios. Chief Manager, ICICI Bank (2005-2006), undertook analysing of investment opportunities in international USD bonds. Manager - Fixed Income, JM Financial Mutual Fund (2003-2005), undertook macro research in order to gauge interest rate trends & credit research. Primary Dealer, UTI Mutual Fund (2000-2003), involved in analyzing and recommending investments in debt and equity.

Fund Name
Classification
Fund AUM (Cr.)
Franklin India Corporate Debt Fund - (G)
Debt: Corporate Bond
789.99
Franklin India Equity Hybrid Fund - (G)
Hybrid: Aggressive Hybrid
1985.36
Franklin India Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
2171.08
Franklin India Balanced Advantage Fund (IDCW)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
2171.08
Franklin India Equity Hybrid Fund - (IDCW)
Hybrid: Aggressive Hybrid
1985.36
Franklin India Corporate Debt Fund - (IDCW-Q)
Debt: Corporate Bond
789.99
Franklin India Corporate Debt Fund - (IDCW-M)
Debt: Corporate Bond
789.99
Franklin India Corporate Debt Fund - (IDCW-A)
Debt: Corporate Bond
789.99
Franklin India Corporate Debt Fund - (IDCW-H)
Debt: Corporate Bond
789.99
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Call, Cash & Other Assets8.02%
HDFC Bank Ltd4.80%
ICICI Bank Ltd4.00%
** 08.10 % ICICI HOME FINANCE CO.LTD - 05/03/20273.16%
Infosys Ltd3.09%
Fund Name1M3M6M1Y3Y5YSince Inception
Franklin India Corporate Debt Fund - (G)
0.58%
2.09%
3.78%
7.12%
5.17%
5.97%
8.5%
Franklin India Equity Hybrid Fund - (G)
3.3%
8.23%
12.11%
29.23%
14.77%
17.95%
14.16%
Franklin India Balanced Advantage Fund (G)
1.14%
8.28%
9.93%
23.79%
N/A
N/A
18.12%
Franklin India Balanced Advantage Fund (IDCW)
1.14%
8.28%
9.93%
23.79%
N/A
N/A
18.12%
Franklin India Equity Hybrid Fund - (IDCW)
3.3%
8.23%
12.11%
29.23%
14.77%
17.95%
13.37%
Franklin India Corporate Debt Fund - (IDCW-Q)
0.58%
2.09%
3.78%
7.12%
5.15%
5.41%
7.53%
Franklin India Corporate Debt Fund - (IDCW-M)
0.58%
2.09%
3.77%
7.11%
5.15%
5.54%
7.72%
Franklin India Corporate Debt Fund - (IDCW-A)
0.58%
2.09%
3.78%
7.12%
5.17%
5.86%
7.62%
Franklin India Corporate Debt Fund - (IDCW-H)
0.58%
2.09%
3.78%
7.12%
5.16%
5.84%
7.67%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History