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ফ্র্যাঙ্কলিন টেম্পলটন মিউচুয়াল ফান্ড 2022-এর সেরা 4টি সেরা ইক্যুইটি ফান্ড

ফিনক্যাশ »ফ্র্যাঙ্কলিন টেম্পলটন মিউচুয়াল ফান্ড »ইক্যুইটিজ

ফ্র্যাঙ্কলিন টেম্পলটন মিউচুয়াল ফান্ড 2022 দ্বারা 7টি সেরা ইক্যুইটি ফান্ড

Updated on March 23, 2024 , 3852 views

থেকেফ্র্যাঙ্কলিন টেম্পলটন মিউচুয়াল ফান্ড প্রাচীনতম একএএমসি ভারতে, বিনিয়োগকারীরা এই ধরনের ফান্ড হাউসে বিনিয়োগ করার প্রবণতা রাখে। ফান্ড হাউস প্রধানত এমন কোম্পানিগুলিতে বিনিয়োগ করে যেগুলি বড় এবং প্রতিষ্ঠিত ব্যবসা চালায় এবং একটি ধারাবাহিক দীর্ঘ ট্র্যাক রেকর্ড রয়েছে। এই ধরনের কোম্পানিগুলি প্রায়ই দীর্ঘমেয়াদে উচ্চ রিটার্ন নিশ্চিত করে।

বিনিয়োগকারী যারা বিনিয়োগ করতে চানইক্যুইটি ফান্ড দীর্ঘ সময়ের জন্য বিনিয়োগ করা উচিত এবং একটি উচ্চ আছেঝুকিপুন্ন ক্ষুধা. বিনিয়োগকারীরা যারা ইক্যুইটি ফান্ডে বিনিয়োগ করতে চান, এখানে শীর্ষ 4-এর একটি তালিকা রয়েছেসেরা ইক্যুইটি তহবিল ফ্র্যাঙ্কলিন টেম্পলটন দ্বারাপারস্পরিক তহবিল. এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফর্মার, পিয়ার গড় রিটার্ন, এবং অন্যান্য তথ্য অনুপাত।

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Franklin

ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ডে কেন বিনিয়োগ করবেন?

ক দীর্ঘমেয়াদী বিনিয়োগ লক্ষ্য

বিনিয়োগকারীরা তাদের দীর্ঘমেয়াদী পরিকল্পনা করতে পারেনআর্থিক লক্ষ্য দ্বারাবিনিয়োগ ফ্র্যাঙ্কলিনের ইক্যুইটি ফান্ডে। কিন্তু, এই লক্ষ্যগুলি ভালভাবে সম্পন্ন করার জন্য, একটি দীর্ঘ সময়ের জন্য তাদের বিনিয়োগের পরিকল্পনা করা উচিত।

খ. ট্যাক্স বেনিফিট

ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ড এর অধীনে কর সুবিধা প্রদান করেসেকেন্ড 80C বিনিয়োগকারীদের কাছে। কর সঞ্চয় তহবিলের নামফ্র্যাঙ্কলিন ইন্ডিয়া ট্যাক্সশিল্ড যেখানে বিনিয়োগকারীরা তাদের ট্যাক্স সঞ্চয়ের পরিকল্পনার পাশাপাশি দীর্ঘমেয়াদী সুবিধা পেতে পারেমূলধন বৃদ্ধি

গ. চমৎকার রেটিং

ফ্র্যাঙ্কলিন ইক্যুইটি স্কিমগুলির অনেকেরই CRISIL রেটিং তিন বা তার বেশি।

d ধারাবাহিক রিটার্ন

ফ্র্যাঙ্কলিনের অনেক ইক্যুইটি স্কিম বছরের পর বছর ধরে ধারাবাহিক আয় প্রদান করেছে। যে বিনিয়োগকারীরা এই ইক্যুইটি স্কিমগুলিতে ভাল আয় পেতে চান তাদের দীর্ঘ সময়ের জন্য বিনিয়োগ করা উচিত।

সেরা ফ্র্যাঙ্কলিন টেম্পলটন ইক্যুইটি মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Sharpe Ratio
Franklin Asian Equity Fund Growth ₹25.7487
↓ -0.08
₹23266.12.5-73.30.7-0.4
Franklin Build India Fund Growth ₹119.353
↑ 0.18
₹2,14911.931.569.233.223.351.13.83
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹65.0427
↑ 0.27
₹3,56814.431.348.410.116.937.91.93
Franklin India Smaller Companies Fund Growth ₹145.847
↑ 0.05
₹11,8230.917.552.629.92252.13.39
Franklin India Focused Equity Fund Growth ₹93.3184
↓ -0.10
₹10,94681740.12118.223.52.5
Franklin India Taxshield Growth ₹1,250.38
↑ 2.77
₹6,1446.518.443.821.117.131.23.23
Franklin India Prima Fund Growth ₹2,143.6
↑ 15.74
₹10,1813.816.745.519.717.536.82.81
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Mar 24
Note: Ratio's shown as on 29 Feb 24

1. Franklin Asian Equity Fund

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.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 6% since its launch.  Ranked 1 in Global category.  Return for 2023 was 0.7% , 2022 was -14.5% and 2021 was -5.9% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (22 Mar 24) ₹25.7487 ↓ -0.08   (-0.32 %)
Net Assets (Cr) ₹232 on 29 Feb 24
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.55
Sharpe Ratio -0.4
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Franklin Asian Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for Franklin Asian Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 24

DurationReturns
1 Month 2.3%
3 Month 6%
6 Month 6.1%
1 Year 2.5%
3 Year -7%
5 Year 3.3%
10 Year
15 Year
Since launch 6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 0.7%
2022 -14.5%
2021 -5.9%
2020 25.8%
2019 28.2%
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure

Data below for Franklin Asian Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (26 Mar 24) ₹119.353 ↑ 0.18   (0.15 %)
Net Assets (Cr) ₹2,149 on 29 Feb 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.83
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 24

DurationReturns
1 Month -1.2%
3 Month 11.9%
6 Month 31.5%
1 Year 69.2%
3 Year 33.2%
5 Year 23.3%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure

Data below for Franklin Build India Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 6 in Global category.  Return for 2023 was 37.9% , 2022 was -30.3% and 2021 was 17.9% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (22 Mar 24) ₹65.0427 ↑ 0.27   (0.42 %)
Net Assets (Cr) ₹3,568 on 29 Feb 24
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 1.93
Information Ratio -1.58
Alpha Ratio -2.3
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 24

DurationReturns
1 Month 3.8%
3 Month 14.4%
6 Month 31.3%
1 Year 48.4%
3 Year 10.1%
5 Year 16.9%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.9%
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (26 Mar 24) ₹145.847 ↑ 0.05   (0.03 %)
Net Assets (Cr) ₹11,823 on 29 Feb 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.39
Information Ratio 0.1
Alpha Ratio 2.24
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 24

DurationReturns
1 Month -3.7%
3 Month 0.9%
6 Month 17.5%
1 Year 52.6%
3 Year 29.9%
5 Year 22%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure

Data below for Franklin India Smaller Companies Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (26 Mar 24) ₹93.3184 ↓ -0.10   (-0.10 %)
Net Assets (Cr) ₹10,946 on 29 Feb 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.5
Information Ratio 0.14
Alpha Ratio 0.92
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Franklin India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 24

DurationReturns
1 Month 1.1%
3 Month 8%
6 Month 17%
1 Year 40.1%
3 Year 21%
5 Year 18.2%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.5%
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure

Data below for Franklin India Focused Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.3% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (26 Mar 24) ₹1,250.38 ↑ 2.77   (0.22 %)
Net Assets (Cr) ₹6,144 on 29 Feb 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.23
Information Ratio 0.6
Alpha Ratio 6.93
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Franklin India Taxshield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 24

DurationReturns
1 Month -1.4%
3 Month 6.5%
6 Month 18.4%
1 Year 43.8%
3 Year 21.1%
5 Year 17.1%
10 Year
15 Year
Since launch 21.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure

Data below for Franklin India Taxshield as on 29 Feb 24

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 29 in Mid Cap category.  Return for 2023 was 36.8% , 2022 was 2.2% and 2021 was 32.6% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (26 Mar 24) ₹2,143.6 ↑ 15.74   (0.74 %)
Net Assets (Cr) ₹10,181 on 29 Feb 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.81
Information Ratio -1.76
Alpha Ratio -1.32
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 24

DurationReturns
1 Month -3%
3 Month 3.8%
6 Month 16.7%
1 Year 45.5%
3 Year 19.7%
5 Year 17.5%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 36.8%
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure

Data below for Franklin India Prima Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?

  1. Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।

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