Investment Objective and Approach

Franklin Asian Equity Fund is an open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation. The scheme aims to provide medium to long term capital appreciation through investment in Asian companies/sectors, excluding Japan.

The fund follows a diversified investment approach focusing on:

- Geographic Focus: Investment primarily in Asian markets excluding Japan

- Market Cap Agnostic: Investments across different market capitalizations

- Sector Diversification: Broad mandate covering multiple sectors and industries

- Long-term Growth: Focus on companies with sustainable long-term growth potential

International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.

Fund Managers

The Franklin Asian Equity Fund is managed by experienced professionals with strong academic and industry backgrounds:

Roshi Jain

She holds a PGDM from the Indian Institute of Management, Ahmedabad, and is a Chartered Financial Analyst (CFA) and Chartered Accountant. She has more than 19 years of experience in the investment industry. Ms. Jain began her career with S.R. Batliboi before moving on to the Research Division of Goldman Sachs in Singapore/Hong Kong in 2002. Two years later, she joined Goldman Sachs in London, where she honed her expertise in financial research. Also, Ms Jain is a Chartered Accountant from the Institute of Chartered Accountants of India in 1998 with an All-India Rank 2.

Srikesh Nair

Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon. An alumnus of Management Development Institute, Srikesh Nair has been working as a Research Analyst with Franklin Templeton Asset Management Company for over 4 years now. He has previously worked with Goldman Sachs Asset Management and brings in quality industrial experience.

About the Fund House (AMC)

Franklin Templeton Asset Management (India) Private Limited has a rich history and strong global presence:

Company Background

Franklin Templeton Asset Management (India) Private Limited was founded in 1996. It is one of the fastest-growing privately owned investment management companies in India. In India, Franklin Templeton began operations in 1996 as Templeton Asset Management India Pvt. Ltd., with its mutual fund registered under SEBI (MF/026/96/8).

Key Milestones

- The first fund launched was the Templeton India Growth Fund in September 1996.

- In 2002, Franklin Templeton acquired Pioneer ITI AMC Ltd., becoming India's largest mutual fund after Unit Trust of India.

- The firm now manages 21 funds that have surpassed the 10-year mark, with several exceeding 20 years.

Global Presence

With a presence in over 34 countries, Franklin Templeton has a global workforce of over 9,500, including more than 600 investment professionals, and manages assets worth $724.1 billion globally.

Should I Invest in Franklin Asian Equity Fund?

Investment Suitability

This fund is suitable for investors who:

- Seek international diversification beyond Indian markets

- Have a long-term investment horizon of at least 5 years

- Can tolerate high volatility typical of international equity funds

- Want exposure to fast-growing Asian economies

Key Considerations

Minimum Investment Requirements

- The minimum investment required to start investing in Franklin Asian Equity Fund - Regular Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.

Risk Factors

This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

Investment Approach

Like for all equity funds, you must invest only through the SIP route. This helps average out market volatilities over time.

Warning

Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.

FAQs

What is today's NAV of Franklin Asian Equity Fund?

The latest NAV varies by date and plan. The Latest NAV as of 22 Aug 2025 is ₹34.80 for the Direct Growth plan, while regular plans have different NAVs.

What is the AUM of Franklin Asian Equity Fund?

The fund currently has an Asset Under Management(AUM) of ₹1,20,278 Cr as of August 2025.

What is the expense ratio of Franklin Asian Equity Fund?

The Expense Ratio of Franklin Asian Equity Fund is 2.53% which covers the fund management and operational costs.

What are the returns of Franklin Asian Equity Fund since inception?

Franklin Asian Equity Direct Fund-Growth scheme return performance in last 1 year is 16.19%, in last 3 years is 0.23% and 137.85% since scheme launch.

What is the minimum SIP amount to invest in Franklin Asian Equity Fund?

The min. SIP amount to invest in this scheme is ₹500.

How do I invest in Franklin Asian Equity Fund?

You can invest through Allvest platform by selecting the fund, choosing your investment amount, and completing the KYC process online.

How to start a SIP in Franklin Asian Equity Fund?

Log into Allvest, search for Franklin Asian Equity Fund, select SIP option, choose your monthly amount and date, then set up auto-debit instructions.

How do I automate an SIP in Franklin Asian Equity Fund?

Through Allvest, set up a mandate for auto-debit from your bank account after starting your SIP to ensure seamless monthly investments.

How can I withdraw/redeem my investment in Franklin Asian Equity Fund?

Log into your Allvest account, select the fund from your portfolio, choose partial or full redemption, and submit the request. The proceeds of equity, debt, and conservative hybrid funds are generally transferred to your registered bank account within 2-4 working days of the withdrawal initiation.