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
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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 Asian Equity Fund Growth ₹45.211
↑ 0.34 ₹954 500 0 20.6 42 21.4 8.3 23.7 Franklin India Opportunities Fund Growth ₹266.386
↑ 1.95 ₹9,344 500 8 6.9 4.3 20.1 17.7 3.1 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹90.689
↑ 0.77 ₹5,800 500 -3.7 13.9 15.2 19.9 8.5 11.4 Franklin Build India Fund Growth ₹141.686
↓ -0.16 ₹3,199 500 -0.7 -0.5 1.4 16.1 18 3.7 Franklin India Prima Fund Growth ₹2,845.56
↑ 3.32 ₹12,871 500 6.9 9.3 4.4 15.6 13.5 1.6 Franklin India Smaller Companies Fund Growth ₹180.632
↑ 0.67 ₹14,467 500 6.3 17.2 7.1 12.5 16 -8.4 Franklin India Equity Advantage Fund Growth ₹192.806
↓ -0.39 ₹3,576 500 6.8 7.3 0.6 11.8 10 7.6 Templeton India Equity Income Fund Growth ₹135.567
↑ 0.29 ₹2,300 500 -0.6 -2.9 0.2 11.6 12 1.7 Franklin India Equity Fund Growth ₹1,597.63
↓ -1.19 ₹19,509 500 3.9 0.9 -0.9 11.2 11.8 3.3 Franklin India Taxshield Growth ₹1,426.68
↓ -1.82 ₹6,239 500 4 1 -1.9 10.8 11.5 2.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin Asian Equity Fund Franklin India Opportunities Fund Franklin India Feeder - Franklin U S Opportunities Fund Franklin Build India Fund Franklin India Prima Fund Franklin India Smaller Companies Fund Franklin India Equity Advantage Fund Templeton India Equity Income Fund Franklin India Equity Fund Franklin India Taxshield Point 1 Bottom quartile AUM (₹954 Cr). Upper mid AUM (₹9,344 Cr). Lower mid AUM (₹5,800 Cr). Bottom quartile AUM (₹3,199 Cr). Upper mid AUM (₹12,871 Cr). Top quartile AUM (₹14,467 Cr). Lower mid AUM (₹3,576 Cr). Bottom quartile AUM (₹2,300 Cr). Highest AUM (₹19,509 Cr). Upper mid AUM (₹6,239 Cr). Point 2 Established history (18+ yrs). Established history (26+ yrs). Established history (14+ yrs). Established history (17+ yrs). Oldest track record among peers (32 yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (20+ yrs). Established history (31+ yrs). Established history (27+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 4★ (upper mid). Rating: 5★ (top quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: Moderately 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: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.28% (bottom quartile). 5Y return: 17.67% (top quartile). 5Y return: 8.53% (bottom quartile). 5Y return: 17.96% (top quartile). 5Y return: 13.55% (upper mid). 5Y return: 16.01% (upper mid). 5Y return: 10.01% (bottom quartile). 5Y return: 12.04% (upper mid). 5Y return: 11.78% (lower mid). 5Y return: 11.49% (lower mid). Point 6 3Y return: 21.39% (top quartile). 3Y return: 20.05% (top quartile). 3Y return: 19.94% (upper mid). 3Y return: 16.07% (upper mid). 3Y return: 15.55% (upper mid). 3Y return: 12.47% (lower mid). 3Y return: 11.84% (lower mid). 3Y return: 11.62% (bottom quartile). 3Y return: 11.16% (bottom quartile). 3Y return: 10.84% (bottom quartile). Point 7 1Y return: 42.00% (top quartile). 1Y return: 4.32% (upper mid). 1Y return: 15.15% (top quartile). 1Y return: 1.39% (lower mid). 1Y return: 4.38% (upper mid). 1Y return: 7.12% (upper mid). 1Y return: 0.57% (lower mid). 1Y return: 0.20% (bottom quartile). 1Y return: -0.91% (bottom quartile). 1Y return: -1.92% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -0.23 (upper mid). Alpha: -3.68 (lower mid). Alpha: 0.00 (top quartile). Alpha: -5.64 (bottom quartile). Alpha: -2.93 (upper mid). Alpha: -4.21 (lower mid). Alpha: -3.27 (upper mid). Alpha: -4.89 (bottom quartile). Alpha: -6.21 (bottom quartile). Point 9 Sharpe: 1.27 (top quartile). Sharpe: -0.05 (upper mid). Sharpe: 0.48 (top quartile). Sharpe: -0.11 (lower mid). Sharpe: -0.06 (upper mid). Sharpe: -0.05 (upper mid). Sharpe: -0.21 (lower mid). Sharpe: -0.27 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: -0.44 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 1.18 (top quartile). Information ratio: -1.22 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.41 (lower mid). Information ratio: -0.56 (bottom quartile). Information ratio: -0.44 (bottom quartile). Information ratio: -0.08 (upper mid). Information ratio: 0.01 (top quartile). Information ratio: -0.13 (lower mid). Franklin Asian Equity Fund
Franklin India Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin Build India Fund
Franklin India Prima Fund
Franklin India Smaller Companies Fund
Franklin India Equity Advantage Fund
Templeton India Equity Income Fund
Franklin India Equity Fund
Franklin India Taxshield
সম্পদ > 100 কোটি & উপর ভিত্তি করে সাজানো3 বছরসিএজিআর প্রত্যাবর্তন.
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. Below is the key information for Franklin Asian Equity Fund Returns up to 1 year are on 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. Research Highlights for Franklin India Opportunities Fund 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 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 (Erstwhile Franklin India Flexi Cap Fund) An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range. Research Highlights for Franklin India Equity Advantage Fund Below is the key information for Franklin India Equity Advantage 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 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 Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (04 Sep 26) ₹45.211 ↑ 0.34 (0.75 %) Net Assets (Cr) ₹954 on 31 Jul 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 1.27 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 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 2.4% 3 Month 0% 6 Month 20.6% 1 Year 42% 3 Year 21.4% 5 Year 8.3% 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 Data below for Franklin Asian Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (03 Sep 26) ₹266.386 ↑ 1.95 (0.74 %) Net Assets (Cr) ₹9,344 on 31 Jul 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.05 Information Ratio 1.18 Alpha Ratio -0.23 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 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.3% 3 Month 8% 6 Month 6.9% 1 Year 4.3% 3 Year 20.1% 5 Year 17.7% 10 Year 15 Year Since launch 13.2% 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 Data below for Franklin India Opportunities Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (03 Sep 26) ₹90.689 ↑ 0.77 (0.86 %) Net Assets (Cr) ₹5,800 on 31 Jul 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.48 Information Ratio -1.22 Alpha Ratio -3.68 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 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 4 Sep 26 Duration Returns 1 Month 0.4% 3 Month -3.7% 6 Month 13.9% 1 Year 15.2% 3 Year 19.9% 5 Year 8.5% 10 Year 15 Year Since launch 16.3% 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 Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (04 Sep 26) ₹141.686 ↓ -0.16 (-0.11 %) Net Assets (Cr) ₹3,199 on 31 Jul 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 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.7% 3 Month -0.7% 6 Month -0.5% 1 Year 1.4% 3 Year 16.1% 5 Year 18% 10 Year 15 Year Since launch 16.9% 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 Data below for Franklin Build India Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (04 Sep 26) ₹2,845.56 ↑ 3.32 (0.12 %) Net Assets (Cr) ₹12,871 on 31 Jul 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.06 Information Ratio -0.41 Alpha Ratio -5.64 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 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.2% 3 Month 6.9% 6 Month 9.3% 1 Year 4.4% 3 Year 15.6% 5 Year 13.5% 10 Year 15 Year Since launch 18.8% 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 Data below for Franklin India Prima Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (04 Sep 26) ₹180.632 ↑ 0.67 (0.37 %) Net Assets (Cr) ₹14,467 on 31 Jul 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.05 Information Ratio -0.56 Alpha Ratio -2.93 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 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.9% 3 Month 6.3% 6 Month 17.2% 1 Year 7.1% 3 Year 12.5% 5 Year 16% 10 Year 15 Year Since launch 15.1% 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 Data below for Franklin India Smaller Companies Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Franklin India Equity Advantage Fund
Franklin India Equity Advantage Fund
Growth Launch Date 2 Mar 05 NAV (04 Sep 26) ₹192.806 ↓ -0.39 (-0.20 %) Net Assets (Cr) ₹3,576 on 31 Jul 26 Category Equity - Large & Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio -0.21 Information Ratio -0.44 Alpha Ratio -4.21 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 Returns for Franklin India Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.2% 3 Month 6.8% 6 Month 7.3% 1 Year 0.6% 3 Year 11.8% 5 Year 10% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 18.8% 2022 27% 2021 -2.8% 2020 39.1% 2019 12% 2018 2.1% 2017 -5% 2016 31.1% 2015 4% Fund Manager information for Franklin India Equity Advantage Fund
Name Since Tenure Data below for Franklin India Equity Advantage Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Templeton India Equity Income Fund
Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (03 Sep 26) ₹135.567 ↑ 0.29 (0.22 %) Net Assets (Cr) ₹2,300 on 31 Jul 26 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.27 Information Ratio -0.08 Alpha Ratio -3.27 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 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.2% 3 Month -0.6% 6 Month -2.9% 1 Year 0.2% 3 Year 11.6% 5 Year 12% 10 Year 15 Year Since launch 13.7% 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 Data below for Templeton India Equity Income Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (04 Sep 26) ₹1,597.63 ↓ -1.19 (-0.07 %) Net Assets (Cr) ₹19,509 on 31 Jul 26 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.35 Information Ratio 0.01 Alpha Ratio -4.89 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 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2% 3 Month 3.9% 6 Month 0.9% 1 Year -0.9% 3 Year 11.2% 5 Year 11.8% 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 Data below for Franklin India Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (04 Sep 26) ₹1,426.68 ↓ -1.82 (-0.13 %) Net Assets (Cr) ₹6,239 on 31 Jul 26 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.44 Information Ratio -0.13 Alpha Ratio -6.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.9% 3 Month 4% 6 Month 1% 1 Year -1.9% 3 Year 10.8% 5 Year 11.5% 10 Year 15 Year Since launch 19.8% 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 Data below for Franklin India Taxshield as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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 Asian Equity Fund