Franklin Templeton Mutual Funds

How to Invest in Franklin Templeton Mutual Funds?

Scripbox has made the investment in mutual funds stress-free for all investors. One can invest in mutual funds by following the steps below.

• Visit Scripbox and Begin the Investment Journey: Click on the “Let’s get started” button on the Scripbox homepage. Based on life goals, a list of investments is displayed. Therefore, one can pick any option which is close to their financial goals for investing in mutual funds. Click on “Continue” to proceed with the mutual fund investment.
• Signup and Create an Account: Upon logging in, the investment details will be available as shown below; Here Scripbox allows investors to select the payment option. One can choose “Every month SIP” or “One-time” payment options depending on their cash flow. Additionally, one can use the Scripbox SIP calculator to determine the potential returns from a mutual fund investment. Also, the SIP calculator is available online for free. Click on “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: This page shows the list of mutual funds and also the investment amount for each fund. It is recommended to check the details before proceeding further. The investor also has an option to change the funds and the investment amount in each of the funds. To do so, one can click on the option, “I want to change Funds/ Amount.” Click on the “Next” button to make payment.
• Bank Details and Money Transfer: In the last step, enter the bank account and Pan Card details. Scripbox provides a secure environment. Also, the bank account will be used only for investing and crediting the redemption proceeds.

KYC Required to Invest in Franklin Templeton Mutual Fund

KYC stands for “Know Your Customer.” KYC helps in identifying a client. SEBI prescribes the KYC requirements. An investor must be KYC compliant. Only then can they invest in SEBI registered mutual funds. A KYC form will include identity information, address, occupation, demographic information, and also financial status.

Furthermore, Scripbox does KYC registration online.

Following are the KYC documents required by Resident Indians and PIO residing in India are;

• Pan Card
• Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
• Photograph
• KYC Authorisation Letter (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com. Other users can send “Hi” on Franklin Mutual Fund WhatsApp number 9063444255.

How to Download Franklin Templeton Mutual Fund Investment Statement? 

The following steps help you download the Franklin Templeton mutual fund investment statement using the Scripbox App: 

• Download the Scripbox app and enter your credentials to login
• In the menu, select the ‘Profile’ option and select the ‘Investment History’ option
• Click ‘Email Me’. Your registered email address will receive an email with a link to download your Scripbox Investment History. By clicking on the link, you can get the statement.

The excel document includes the following details:

1. Orders Tab: It has the following information: folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
2. Current Holding Tab: This section has the following details: fund name, number of units, current value of the investment, folio number and purpose.

Top Fund Managers of Franklin Templeton Mutual Fund

Fund Manager Name	Type Of Fund	Number of Schemes
Anand Radhakrishnan	Equity	7
Roshi Jain	Equity	4
Janakiraman Rengaraju	Equity	6
Varun Sharma	Equity	2
Hari Shyamsunder	Equity	3
Lakshmikanth Reddy	Equity	8
Krishna Prasad Natarajan	Equity	3
Mayank Bukrediwala	Equity	2
Paul Parampreet	Equity	2
Umesh Sharma	Debt	12
Sachin Shankar Padwal Desai	Debt	8
Pallab Roy	Debt	5
Kunal Agarwal	Debt	2
Santosh Kamath	Debt	7

Explore: Mutual Fund Managers

Mr. Anand Radhakrishnan

Mr. Radhakrishnan is currently the Chief Investment Office – Equity at Franklin Templeton Mutual Fund. He has more than 26 years of experience with the investment management sector. Also, he is responsible for overseeing all the local equity funds at Franklin MF. Mr. Radhakrishnan mentors all the portfolio managers while managing some key funds. Furthermore, his previous engagements were with Sundaram Mutual Fund and SBI Funds Management Ltd.

He holds a postgraduate diploma in management from the Indian Institute of Management, Ahmedabad. Also, holds a B.Tech degree in chemical engineering from Anna University, Chennai. Moreover, Mr Radhakrishnan is a Chartered Financial Analyst (CFA) charter holder.

Ms. Roshi Jain

Ms. Jain is currently the Vice President and also the Equity Portfolio Manager at Franklin Templeton Mutual Fund. She has more than 19 years of experience in the investment industry.

Also, her expertise is in power, engineering, cement, construction, and retail in India and the ASEAN region. Before joining Franklin MF, she was working in London with Goldman Sachs.

She holds a postgraduate diploma in management from the Indian Institute of Management, Ahmedabad. Also, Ms Jain is a Chartered Accountant from the Institute of Chartered Accountants of India in 1998 with an All-India Rank 2. Moreover, she is also a CFA charter holder from the CFA Institute, US.

Mr. Janakiraman Rengaraju

Mr. Rengaraju is currently the Vice President and also the Equity Fund Manager at Franklin MF. He has more than 13 years of experience in the investment management sector. Before joining Franklin MF he was with Indian Syntans Group and UTI Securities.

Mr. Rengaraju holds a postgraduate diploma in management from the Indian Institute of Management, Bangalore. And also a Bachelor of Engineering from Government College of Technology, Coimbatore. He is also a CFA charter holder.

Mr. Varun Sharma

Mr. Sharma is the Assistant Vice President in Research at Franklin MF. He has more than 12 years of experience in the investment management sector. Also, he provides research support on information technology and media sectors.

He was previously associated with ICICI Securities, Credit Analysis & Research Ltd., and Lehman Brothers. He holds a postgraduate diploma in management from the Indian Institute of Management, Calcutta. Also, a bachelor’s degree in business studies from the College Business Studies, University of Delhi.

Mr. Hari Shyamsunder

Mr. Shyamsunder is currently the Vice President and also the Senior Research Analyst at Franklin Templeton Mutual Fund. He provides research on the oil and gas, automobile and also auto ancillaries industries. Before joining Franklin mutual fund, he worked at BG Group PLC.

He holds a postgraduate diploma in management from the Indian Institute of Management, Bangalore. Also, holds a bachelor of engineering from the National Institute of Technology, Trichy. Moreover, Mr Shyamsunder is a Chartered Financial Analyst (CFA) charter holder.

Mr. Lakshmikanth Reddy

Mr. Reddy is currently the Vice President and also the Portfolio Manager at Franklin Templeton Mutual Fund. He has more than 21 years of experience in investment and fund management. Before joining Franklin Mutual Fund, he was associated with ICICI Prudential Life Insurance Company Limited, HSBC Capital Markets, ABN Amro Asia Equities, UTI, and Crompton Greaves.

He holds a postgraduate diploma in management from the Indian Institute of Management, Ahmedabad. And also, a B.Tech degree in Mechanical Engineering, JNTU, Hyderabad.

Mr. Krishna Prasad Natarajan

Mr Natarajan joined Franklin in 2019. Prior to joining the AMC he was with Kotak Institutional Equity, JM Financial and Nomura. Mr Natarajan holds a chemical engineering degree (B.E.) and PGDIM degree, he is also a Certified Financial Analyst (CFA).

Mr. Mayank Bukrediwala

Mr Bukrediwala joined Franklin in 2019 and is currently the Equity Fund Manager. Also, he is the dedicated fund manager for Foreign Securities of all schemes of Franklin Templeton Mutual Fund. He has more than 9 years of industry experience. Before joining Franklin, he was with Goldman Sachs. He holds an PGDBM from MDI, Gurgaon and also a B.Tech degree from VIT Vellore. Furthermore, he currently manages two funds at the AMC.

Mr. Paul Parampreet

Mr Parampreet joined Franklin in 2017. He has more than 12 years of industry experience. Before joining Franklin, he worked with Edelwiss. He holds a Post Graduate Diploma in Management, from Indian Institute of Management, Calcutta. Also, holds a Bachelors in Technology (Honors) Electrical Engineering from Indian Institute of Technology, Kharagpur.

Mr. Umesh Sharma

Mr. Sharma is currently the Vice President – India Fixed Income at Franklin Templeton Mutual Fund. He manages fixed income funds and also debt products.

He has more than ten years of experience in the Indian financial services industry. Before joining Franklin mutual fund, he was associated with Religare Asset Management Company Pvt. Ltd., and ICICI Bank. He also worked with JM Financial Asset Management Company Pvt Ltd, and UTI Asset Management Company, Pvt. Ltd.

Also, he is a qualified Chartered Accountant and a Company Secretary. Moreover, he is a Chartered Financial Analyst (CFA) charter holder.

Mr. Sachin Shankar Padwal Desai

Mr. Desai is currently the Vice President – India Fixed Income at Franklin Mutual Fund. He also has over 15 years of investment and research experience in the Indian asset management and banking industry. Mr. Desai was previously associated with ICICI Bank, Infosys Technologies Ltd. and Thermax Ltd.

He holds a postgraduate diploma in management from the Indian Institute of Management, Bangalore. Also, a metallurgical engineering degree from Government College of Engineering, Pune.

Mr. Pallab Roy

Mr. Roy is currently the Portfolio Manager at Franklin Mutual Fund. He has more than eight years of experience in investment and research in the Indian asset management industry.

He holds a master’s degree in commerce from Rani Durgavati University, Jabalpur. Also, holds an MBA from IMS (UD), Devi Ahilya University Indore (2001), and a diploma in business finance from ICFAI, Hyderabad.

Mr. Kunal Agarwal

Mr. Agarwal is currently the Portfolio Manager of the Fixed Income team at Franklin Templeton Mutual Fund. Before joining Franklin mutual fund, he worked with CRISIL Ratings, IBM Business Consulting Services, and Infosys Technologies Ltd.

Mr. Agarwal holds a postgraduate diploma in management from the Indian Institute of Management, Calcutta. He also holds a bachelor of technology degree from the Indian Institute of Technology in Delhi.

Mr. Santosh Kamath

Mr. Kamath is currently the Managing Director and also the Chief Investment Officer at Franklin Templeton Mutual Fund. He has more than 20 years of experience in research and asset management.

Moreover, Mr Kamat received the Most Astute Investor Award for Local Currency Bond Research, INR Bond Markets, by The Asset magazine, for five consecutive years. He holds an MBA from Xavier School of Management, Jamshedpur (XLRI). Also, holds a bachelor of engineering degree in electronics and telecom from REC, Bhopal. Furthermore, he currently manages the Corporate Debt Fund. 

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