ফ্র্যাঙ্কলিন টেম্পলটনকে বেছে নিয়েচুমুক প্ল্যান বিনিয়োগকারীরা প্রতি মাসে একটি প্রাক-নির্বাচিত তারিখে অল্প পরিমাণ অর্থ বিনিয়োগ করতে পারে যে স্কিমে আপনি বিনিয়োগ করতে চান৷ একটি এসআইপি হল ইক্যুইটিতে প্রবেশের অন্যতম সেরা উপায়বাজার, কারণ এটি একটি বিনিয়োগ শৃঙ্খলা এবং অভ্যাস নিয়ে আসেবিনিয়োগকারী. তাছাড়া, ফ্র্যাঙ্কলিন এসআইপি অর্জনে সহায়তা করেআর্থিক লক্ষ্য সময়মত বিনিয়োগকারীরা মাসে অল্প পরিমাণ অর্থ বিনিয়োগ করতে পারেনভিত্তি, যা শেষ পর্যন্ত আপনার লক্ষ্য পূরণের জন্য একটি উদ্বৃত্ত কর্পাস তৈরি করবে। আপনি শুরু করতে পারেনবিনিয়োগ INR 500-এর মতো কম পরিমাণে, যা বেশিরভাগ বিনিয়োগকারীদের জন্য এটিকে সাশ্রয়ী করে তোলে৷
Talk to our investment specialist

SIP এর কিছু সুবিধা হল:
যে বিনিয়োগকারীরা বিনিয়োগ করতে চাইছেন তারা নীচের তালিকাভুক্ত সেরা ফ্র্যাঙ্কলিন টেম্পলটন এসআইপি থেকে তহবিল বেছে নিতে পারেনযৌথ পুঁজি ইক্যুইটি বিভাগে বিনিয়োগ করতে। এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি
আপনার কেমন জানতে চাইএসআইপি বিনিয়োগ আপনি একটি নির্দিষ্ট সময়ের জন্য মাসিক একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করলে বাড়বে? আমরা আপনাকে একটি উদাহরণ দিয়ে ব্যাখ্যা করব।
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Opportunities Fund Growth ₹250.318
↓ -3.71 ₹7,578 500 -4 -3.8 7.1 25.2 19.9 3.1 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹90.2192
↑ 0.81 ₹4,408 500 13.3 12.2 32.5 25 12.5 11.4 Franklin Build India Fund Growth ₹143.754
↓ -2.19 ₹2,858 500 -3.3 -0.9 6 24.3 22.8 3.7 Franklin Asian Equity Fund Growth ₹43.9074
↑ 0.63 ₹400 500 12.2 25.2 54.2 20.8 7.1 23.7 Franklin India Prima Fund Growth ₹2,633.14
↓ -67.36 ₹10,899 500 -4.9 -6.3 0.2 19.2 15.9 1.6 Franklin India Smaller Companies Fund Growth ₹168.561
↓ -4.34 ₹11,724 500 2 -1.5 3.4 17.7 19.2 -8.4 Templeton India Equity Income Fund Growth ₹137.504
↓ -0.88 ₹2,141 500 -4.5 -1.3 3 14.9 15.6 1.7 Franklin India Equity Fund Growth ₹1,524.18
↓ -30.47 ₹17,536 500 -8.4 -8.8 -5.5 14.6 14.2 3.3 Franklin India Technology Fund Growth ₹442.581
↓ -7.44 ₹1,556 500 -11 -15.3 -6.6 14.4 10 -1.5 Franklin India Taxshield Growth ₹1,353.63
↓ -26.93 ₹5,684 500 -8.9 -10.1 -7.2 14 13.6 2.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 May 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Opportunities Fund Franklin India Feeder - Franklin U S Opportunities Fund Franklin Build India Fund Franklin Asian Equity Fund Franklin India Prima Fund Franklin India Smaller Companies Fund Templeton India Equity Income Fund Franklin India Equity Fund Franklin India Technology Fund Franklin India Taxshield Point 1 Upper mid AUM (₹7,578 Cr). Lower mid AUM (₹4,408 Cr). Lower mid AUM (₹2,858 Cr). Bottom quartile AUM (₹400 Cr). Upper mid AUM (₹10,899 Cr). Top quartile AUM (₹11,724 Cr). Bottom quartile AUM (₹2,141 Cr). Highest AUM (₹17,536 Cr). Bottom quartile AUM (₹1,556 Cr). Upper mid AUM (₹5,684 Cr). Point 2 Established history (26+ yrs). Established history (14+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (32 yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (31+ yrs). Established history (27+ yrs). Established history (27+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 4★ (upper mid). Top rated. Rating: 5★ (top quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 1★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 19.90% (top quartile). 5Y return: 12.46% (bottom quartile). 5Y return: 22.79% (top quartile). 5Y return: 7.10% (bottom quartile). 5Y return: 15.89% (upper mid). 5Y return: 19.24% (upper mid). 5Y return: 15.61% (upper mid). 5Y return: 14.20% (lower mid). 5Y return: 9.98% (bottom quartile). 5Y return: 13.60% (lower mid). Point 6 3Y return: 25.15% (top quartile). 3Y return: 25.02% (top quartile). 3Y return: 24.30% (upper mid). 3Y return: 20.80% (upper mid). 3Y return: 19.21% (upper mid). 3Y return: 17.67% (lower mid). 3Y return: 14.87% (lower mid). 3Y return: 14.59% (bottom quartile). 3Y return: 14.40% (bottom quartile). 3Y return: 14.00% (bottom quartile). Point 7 1Y return: 7.14% (upper mid). 1Y return: 32.47% (top quartile). 1Y return: 6.02% (upper mid). 1Y return: 54.19% (top quartile). 1Y return: 0.21% (lower mid). 1Y return: 3.44% (upper mid). 1Y return: 2.95% (lower mid). 1Y return: -5.50% (bottom quartile). 1Y return: -6.64% (bottom quartile). 1Y return: -7.16% (bottom quartile). Point 8 Alpha: 0.83 (top quartile). Alpha: -7.19 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: -7.23 (bottom quartile). Alpha: -1.36 (upper mid). Alpha: -3.67 (lower mid). Alpha: -2.58 (lower mid). Alpha: 0.34 (top quartile). Alpha: -4.06 (bottom quartile). Point 9 Sharpe: -0.41 (upper mid). Sharpe: 0.99 (top quartile). Sharpe: -0.11 (upper mid). Sharpe: 1.02 (top quartile). Sharpe: -0.58 (lower mid). Sharpe: -0.55 (upper mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.66 (lower mid). Sharpe: -0.77 (bottom quartile). Sharpe: -0.77 (bottom quartile). Point 10 Information ratio: 1.29 (top quartile). Information ratio: -1.70 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.72 (bottom quartile). Information ratio: -0.65 (bottom quartile). Information ratio: -0.08 (lower mid). Information ratio: 0.45 (upper mid). Information ratio: 0.80 (top quartile). Information ratio: 0.30 (upper mid). Franklin India Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin Build India Fund
Franklin Asian Equity Fund
Franklin India Prima Fund
Franklin India Smaller Companies Fund
Templeton India Equity Income Fund
Franklin India Equity Fund
Franklin India Technology Fund
Franklin India Taxshield
সম্পদ > 100 কোটি & উপর ভিত্তি করে সাজানো3 বছরসিএজিআর প্রত্যাবর্তন.
The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on 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. Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund Below is the key information for Franklin Build India Fund Returns up to 1 year are on 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. Research Highlights for Franklin Asian Equity Fund Below is the key information for Franklin Asian Equity Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Research Highlights for Franklin India Smaller Companies Fund Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield. Research Highlights for Templeton India Equity Income Fund Below is the key information for Templeton India Equity Income Fund Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Research Highlights for Franklin India Equity Fund Below is the key information for Franklin India Equity Fund Returns up to 1 year are on To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Research Highlights for Franklin India Technology Fund Below is the key information for Franklin India Technology Fund Returns up to 1 year are on The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate Research Highlights for Franklin India Taxshield Below is the key information for Franklin India Taxshield Returns up to 1 year are on 1. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (11 May 26) ₹250.318 ↓ -3.71 (-1.46 %) Net Assets (Cr) ₹7,578 on 31 Mar 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.42 Information Ratio 1.29 Alpha Ratio 0.83 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹10,884 30 Apr 23 ₹12,350 30 Apr 24 ₹21,811 30 Apr 25 ₹23,752 30 Apr 26 ₹24,738 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month 3.2% 3 Month -4% 6 Month -3.8% 1 Year 7.1% 3 Year 25.2% 5 Year 19.9% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.1% 2023 37.3% 2022 53.6% 2021 -1.9% 2020 29.7% 2019 27.3% 2018 5.4% 2017 -10.1% 2016 35.6% 2015 4.2% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 4.23 Yr. R. Janakiraman 1 Apr 13 13.09 Yr. Sandeep Manam 18 Oct 21 4.53 Yr. Data below for Franklin India Opportunities Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 25.06% Consumer Cyclical 14.7% Technology 11.89% Industrials 9.98% Health Care 9.81% Basic Materials 7.36% Energy 7.14% Communication Services 5.58% Utility 5% Asset Allocation
Asset Class Value Cash 3.48% Equity 96.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322156% ₹459 Cr 3,948,707 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325555% ₹379 Cr 10,229,949
↑ 2,317,138 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN4% ₹291 Cr 2,969,724 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN4% ₹286 Cr 3,277,285
↑ 1,290,388 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹283 Cr 2,107,409 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH4% ₹278 Cr 234,384 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 26 | 5003123% ₹258 Cr 9,058,754
↓ -4,107,692 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹250 Cr 1,289,735 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | HDFCBANK3% ₹205 Cr 2,806,438 AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 25 | AIAENG3% ₹196 Cr 538,094 2. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (11 May 26) ₹90.2192 ↑ 0.81 (0.90 %) Net Assets (Cr) ₹4,408 on 31 Mar 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.99 Information Ratio -1.7 Alpha Ratio -7.19 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹8,491 30 Apr 23 ₹8,576 30 Apr 24 ₹11,456 30 Apr 25 ₹12,320 30 Apr 26 ₹16,413 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month 11.7% 3 Month 13.3% 6 Month 12.2% 1 Year 32.5% 3 Year 25% 5 Year 12.5% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 2023 27.1% 2022 37.9% 2021 -30.3% 2020 17.9% 2019 45.2% 2018 34.2% 2017 6.5% 2016 18.1% 2015 -0.8% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.53 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Technology 40.89% Communication Services 13.17% Consumer Cyclical 13.16% Health Care 10.3% Industrials 8.13% Financial Services 4.27% Basic Materials 1.55% Consumer Defensive 0.83% Real Estate 0.51% Asset Allocation
Asset Class Value Cash 1.28% Equity 96.7% Other 0.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹4,359 Cr 4,886,238
↑ 49,511 Call, Cash & Other Assets
CBLO | -1% ₹49 Cr 3. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (12 May 26) ₹143.754 ↓ -2.19 (-1.50 %) Net Assets (Cr) ₹2,858 on 31 Mar 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.11 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,746 30 Apr 23 ₹14,773 30 Apr 24 ₹26,326 30 Apr 25 ₹26,665 30 Apr 26 ₹29,695 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month 0% 3 Month -3.3% 6 Month -0.9% 1 Year 6% 3 Year 24.3% 5 Year 22.8% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.54 Yr. Kiran Sebastian 7 Feb 22 4.23 Yr. Sandeep Manam 18 Oct 21 4.54 Yr. Data below for Franklin Build India Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 31.88% Utility 16.03% Financial Services 14.02% Energy 13.73% Communication Services 7.21% Basic Materials 7.11% Real Estate 2.27% Consumer Cyclical 1.15% Technology 1.04% Asset Allocation
Asset Class Value Cash 5.57% Equity 94.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT7% ₹210 Cr 600,000
↓ -65,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003127% ₹194 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹169 Cr 1,260,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹166 Cr 420,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325556% ₹163 Cr 4,400,000
↑ 421,273 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹127 Cr 710,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹121 Cr 4,100,000
↑ 500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹119 Cr 1,625,000
↑ 125,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹116 Cr 1,000,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004003% ₹83 Cr 2,200,000
↑ 200,000 4. Franklin Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (11 May 26) ₹43.9074 ↑ 0.63 (1.45 %) Net Assets (Cr) ₹400 on 31 Mar 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 1.02 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹7,808 30 Apr 23 ₹7,667 30 Apr 24 ₹7,967 30 Apr 25 ₹8,517 30 Apr 26 ₹12,384 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month 14.5% 3 Month 12.2% 6 Month 25.2% 1 Year 54.2% 3 Year 20.8% 5 Year 7.1% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.7% 2023 14.4% 2022 0.7% 2021 -14.5% 2020 -5.9% 2019 25.8% 2018 28.2% 2017 -13.6% 2016 35.5% 2015 7.2% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.54 Yr. Shyam Sriram 26 Sep 24 1.59 Yr. Data below for Franklin Asian Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Technology 24.98% Consumer Cyclical 19.65% Financial Services 16.22% Industrials 8.67% Health Care 6.25% Communication Services 5.14% Real Estate 3.39% Basic Materials 3.37% Utility 2.39% Energy 1.91% Consumer Defensive 0.49% Asset Allocation
Asset Class Value Cash 7.53% Equity 92.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 23309% ₹38 Cr 73,000
↑ 3,000 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059305% ₹19 Cr 18,255 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIBANK4% ₹18 Cr 147,235
↑ 22,962 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007004% ₹17 Cr 29,200
↑ 2,700 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | HDFCBANK4% ₹16 Cr 212,624
↓ -16,590 SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 0006603% ₹13 Cr 2,567 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT3% ₹11 Cr 31,555 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | TORNTPHARM3% ₹10 Cr 23,997 Contemporary Amperex Technology Co Ltd Class A (Industrials)
Equity, Since 30 Apr 24 | 3007502% ₹10 Cr 18,100 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH2% ₹10 Cr 98,772
↑ 21,627 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (12 May 26) ₹2,633.14 ↓ -67.36 (-2.49 %) Net Assets (Cr) ₹10,899 on 31 Mar 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.58 Information Ratio -0.72 Alpha Ratio -7.23 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,423 30 Apr 23 ₹12,161 30 Apr 24 ₹18,328 30 Apr 25 ₹20,545 30 Apr 26 ₹21,186 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month 1.2% 3 Month -4.9% 6 Month -6.3% 1 Year 0.2% 3 Year 19.2% 5 Year 15.9% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.6% 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% 2015 8.5% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.25 Yr. Sandeep Manam 18 Oct 21 4.53 Yr. Akhil Kalluri 7 Feb 22 4.23 Yr. Data below for Franklin India Prima Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 21.36% Industrials 14.54% Consumer Cyclical 13.66% Basic Materials 11.32% Health Care 10.41% Technology 8.17% Real Estate 5.5% Consumer Defensive 3.71% Communication Services 3.18% Utility 2.14% Energy 0.95% Asset Allocation
Asset Class Value Cash 5.06% Equity 94.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹287 Cr 11,074,683 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹261 Cr 7,219,684 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹237 Cr 1,152,885 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹236 Cr 1,473,633 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹232 Cr 1,199,891 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹222 Cr 1,295,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹212 Cr 7,413,356 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 22 | TIINDIA2% ₹210 Cr 836,172
↑ 175,145 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Nov 22 | TATASTEEL2% ₹208 Cr 10,850,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 28 Feb 26 | MANKIND2% ₹206 Cr 1,029,108
↑ 552,543 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (12 May 26) ₹168.561 ↓ -4.34 (-2.51 %) Net Assets (Cr) ₹11,724 on 31 Mar 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.55 Information Ratio -0.65 Alpha Ratio -1.36 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹13,110 30 Apr 23 ₹14,641 30 Apr 24 ₹23,522 30 Apr 25 ₹23,078 30 Apr 26 ₹24,888 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month 5.6% 3 Month 2% 6 Month -1.5% 1 Year 3.4% 3 Year 17.7% 5 Year 19.2% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.4% 2023 23.2% 2022 52.1% 2021 3.6% 2020 56.4% 2019 18.7% 2018 -5% 2017 -17.4% 2016 43.5% 2015 10.2% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.25 Yr. Sandeep Manam 18 Oct 21 4.54 Yr. Akhil Kalluri 8 Sep 22 3.65 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 18.2% Consumer Cyclical 17.75% Financial Services 16.92% Health Care 10.83% Basic Materials 10.41% Technology 8.99% Real Estate 3.68% Consumer Defensive 3.64% Utility 3.48% Asset Allocation
Asset Class Value Cash 6.1% Equity 93.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA3% ₹301 Cr 3,895,864 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹290 Cr 2,233,791
↑ 366,963 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹263 Cr 3,925,704
↓ -750,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329292% ₹252 Cr 3,868,691 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹249 Cr 48,064,081 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 5002332% ₹244 Cr 2,649,656
↑ 150,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG2% ₹238 Cr 1,788,600
↓ -62,335 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹214 Cr 4,149,779
↑ 509,301 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹209 Cr 2,011,880
↓ -604,774 CESC Ltd (Utilities)
Equity, Since 30 Apr 24 | CESC2% ₹201 Cr 13,401,420 7. Templeton India Equity Income Fund
Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (11 May 26) ₹137.504 ↓ -0.88 (-0.63 %) Net Assets (Cr) ₹2,141 on 31 Mar 26 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.74 Information Ratio -0.08 Alpha Ratio -3.67 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,813 30 Apr 23 ₹13,749 30 Apr 24 ₹19,842 30 Apr 25 ₹20,743 30 Apr 26 ₹20,922 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month 2.3% 3 Month -4.5% 6 Month -1.3% 1 Year 3% 3 Year 14.9% 5 Year 15.6% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.7% 2023 20.4% 2022 33.3% 2021 5.3% 2020 43.1% 2019 22.9% 2018 5.3% 2017 -8.6% 2016 34.1% 2015 9.4% Fund Manager information for Templeton India Equity Income Fund
Name Since Tenure Ajay Argal 1 Dec 23 2.41 Yr. Sandeep Manam 18 Oct 21 4.53 Yr. Rajasa Kakulavarapu 6 Sep 21 4.65 Yr. Data below for Templeton India Equity Income Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 16.62% Utility 16.1% Technology 15.09% Real Estate 10.55% Energy 10.06% Consumer Defensive 9.64% Basic Materials 6.68% Consumer Cyclical 4.96% Industrials 4.92% Communication Services 1.95% Health Care 1.38% Asset Allocation
Asset Class Value Cash 2.16% Equity 97.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 5325556% ₹128 Cr 3,450,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 25 | SBIN5% ₹98 Cr 1,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹95 Cr 1,300,000
↑ 160,000 Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY4% ₹91 Cr 2,166,455 Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY4% ₹90 Cr 720,276 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 5003124% ₹84 Cr 2,957,800 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH4% ₹79 Cr 590,000
↑ 30,000 Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA4% ₹77 Cr 1,713,809 CESC Ltd (Utilities)
Equity, Since 31 Oct 19 | CESC3% ₹63 Cr 4,220,000 NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC3% ₹56 Cr 7,600,000 8. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (12 May 26) ₹1,524.18 ↓ -30.47 (-1.96 %) Net Assets (Cr) ₹17,536 on 31 Mar 26 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.66 Information Ratio 0.45 Alpha Ratio -2.58 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,280 30 Apr 23 ₹13,097 30 Apr 24 ₹18,993 30 Apr 25 ₹20,757 30 Apr 26 ₹20,467 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month -2.3% 3 Month -8.4% 6 Month -8.8% 1 Year -5.5% 3 Year 14.6% 5 Year 14.2% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.3% 2023 21.8% 2022 30.8% 2021 5.3% 2020 40.3% 2019 16% 2018 3.3% 2017 -4.4% 2016 30.6% 2015 5% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.25 Yr. Sandeep Manam 18 Oct 21 4.53 Yr. Rajasa Kakulavarapu 1 Dec 23 2.41 Yr. Data below for Franklin India Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 30.22% Industrials 13.65% Consumer Cyclical 8.71% Basic Materials 7.96% Technology 7.8% Health Care 5.72% Consumer Defensive 5.49% Energy 5.35% Utility 4.86% Communication Services 3.69% Real Estate 1.32% Asset Allocation
Asset Class Value Cash 5.24% Equity 94.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,366 Cr 18,669,284 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK6% ₹1,072 Cr 8,891,035 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322155% ₹925 Cr 7,968,423 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹747 Cr 2,131,779 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL4% ₹647 Cr 3,630,906 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹637 Cr 6,506,362 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹604 Cr 4,493,052 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹581 Cr 4,646,580
↑ 131,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹525 Cr 14,862,470 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹525 Cr 3,912,589
↑ 357,000 9. Franklin India Technology Fund
Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (11 May 26) ₹442.581 ↓ -7.44 (-1.65 %) Net Assets (Cr) ₹1,556 on 31 Mar 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.08 Sharpe Ratio -0.77 Information Ratio 0.8 Alpha Ratio 0.34 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹10,887 30 Apr 23 ₹10,322 30 Apr 24 ₹16,488 30 Apr 25 ₹16,801 30 Apr 26 ₹15,924 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month -0.9% 3 Month -11% 6 Month -15.3% 1 Year -6.6% 3 Year 14.4% 5 Year 10% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.5% 2023 28.4% 2022 51.1% 2021 -22.3% 2020 39% 2019 56.8% 2018 12.4% 2017 11.9% 2016 19.1% 2015 -2.6% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 1.57 Yr. R. Janakiraman 1 Dec 23 2.41 Yr. Sandeep Manam 18 Oct 21 4.53 Yr. Data below for Franklin India Technology Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Technology 52.58% Communication Services 25.54% Consumer Cyclical 14.24% Financial Services 4.77% Health Care 0.02% Industrials 0.01% Asset Allocation
Asset Class Value Cash 2.44% Equity 97.35% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL19% ₹291 Cr 1,631,497 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY17% ₹261 Cr 2,089,607 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH8% ₹120 Cr 894,643 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹104 Cr 4,524,577 Franklin Technology I Acc USD
Investment Fund | -6% ₹98 Cr 124,810 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH6% ₹92 Cr 159,240 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS6% ₹89 Cr 378,126 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433905% ₹74 Cr 517,479 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI2% ₹38 Cr 394,359 Amagi Media Labs Ltd (Technology)
Equity, Since 31 Jan 26 | AMAGI2% ₹36 Cr 1,108,025 10. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (12 May 26) ₹1,353.63 ↓ -26.93 (-1.95 %) Net Assets (Cr) ₹5,684 on 31 Mar 26 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.77 Information Ratio 0.3 Alpha Ratio -4.06 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,016 30 Apr 23 ₹12,878 30 Apr 24 ₹18,738 30 Apr 25 ₹20,446 30 Apr 26 ₹19,879 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26 Duration Returns 1 Month -2.9% 3 Month -8.9% 6 Month -10.1% 1 Year -7.2% 3 Year 14% 5 Year 13.6% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.1% 2023 22.4% 2022 31.2% 2021 5.4% 2020 36.7% 2019 9.8% 2018 5.1% 2017 -3% 2016 29.1% 2015 4.7% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 10 Yr. Rajasa Kakulavarapu 1 Dec 23 2.42 Yr. Data below for Franklin India Taxshield as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 32.37% Industrials 14.07% Technology 8.8% Consumer Cyclical 8.76% Basic Materials 8.01% Consumer Defensive 5.94% Health Care 4.71% Utility 4.33% Communication Services 3.57% Energy 3.48% Real Estate 1.24% Asset Allocation
Asset Class Value Cash 4.72% Equity 95.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK8% ₹477 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK7% ₹398 Cr 3,297,903 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹302 Cr 860,648
↓ -23,205 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322155% ₹288 Cr 2,477,634 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN5% ₹277 Cr 2,833,344 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹235 Cr 1,876,441 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL4% ₹203 Cr 1,139,052
↓ -53,251 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹198 Cr 1,472,922 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH3% ₹196 Cr 1,462,587 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹176 Cr 4,981,055
এসআইপি ক্যালকুলেটর সাধারণত ইনপুট নেয় যেমন এসআইপি বিনিয়োগের পরিমাণ (লক্ষ্য), বিনিয়োগের জন্য কত বছর প্রয়োজন, প্রত্যাশিতমুদ্রাস্ফীতি হার (এর জন্য একটি অ্যাকাউন্ট প্রয়োজন!) এবং প্রত্যাশিত রিটার্ন। সুতরাং, কেউ একটি লক্ষ্য অর্জনের জন্য প্রয়োজনীয় এসআইপি রিটার্ন গণনা করতে পারে!
ধরুন, আপনি যদি 10 টাকা বিনিয়োগ করেন,000 10 বছরের জন্য, দেখুন কিভাবে আপনার SIP বিনিয়োগ বৃদ্ধি পায়-
মাসিক বিনিয়োগ: INR 10,000
বিনিয়োগের সময়কাল: 10 বছর
মোট বিনিয়োগকৃত পরিমাণ: INR 12,00,000
দীর্ঘমেয়াদী বৃদ্ধির হার (প্রায়): 15%
অনুযায়ী প্রত্যাশিত রিটার্নচুমুক ক্যালকুলেটর: INR 27,86,573
মোট লাভ: INR 15,86,573 (পরম প্রত্যাবর্তন= 132.2%)
উপরের গণনাগুলি দেখায় যে আপনি যদি 10 বছরের জন্য মাসে 10,000 টাকা বিনিয়োগ করেন (মোট INR12,00,000) তুমি উপার্জন করবেINR 27,86,573, যার মানে আপনি যে নেট লাভ করেন তাINR 15,86,573. এটা কি দারুণ না!
Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।
আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন
নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!
Research Highlights for Franklin India Opportunities Fund