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 India Opportunities Fund Growth ₹234.847
↑ 2.48 ₹8,271 500 -8.9 -10.7 8.3 25.4 17.8 3.1 Franklin Build India Fund Growth ₹138.173
↑ 1.48 ₹3,003 500 -1.9 -3.7 13.6 25.2 22.3 3.7 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹78.2898
↑ 1.07 ₹4,573 500 -3.8 -3.1 18 21.1 9.7 11.4 Franklin India Prima Fund Growth ₹2,508.05
↑ 18.32 ₹12,223 500 -9.1 -10 5.6 19.6 14.9 1.6 Franklin India Equity Fund Growth ₹1,524.02
↑ 14.30 ₹19,528 500 -7.8 -7.7 5.2 16.6 14.5 3.3 Franklin India Smaller Companies Fund Growth ₹150.963
↑ 1.18 ₹12,764 500 -7.2 -12.3 4.7 16.4 17.6 -8.4 Franklin India Taxshield Growth ₹1,359.94
↑ 11.95 ₹6,440 500 -8.5 -8.8 3.7 16.2 14.1 2.1 Templeton India Value Fund Growth ₹678.812
↑ 1.48 ₹2,265 500 -7.4 -5.6 6.5 15.7 16.3 6.8 Franklin India Equity Advantage Fund Growth ₹175.439
↑ 1.52 ₹3,518 500 -9.8 -10.1 6.5 15.1 12 7.6 Franklin Asian Equity Fund Growth ₹37.2486
↑ 0.21 ₹372 500 7.1 11 32.2 15.1 2.9 23.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Opportunities Fund Franklin Build India Fund Franklin India Feeder - Franklin U S Opportunities Fund Franklin India Prima Fund Franklin India Equity Fund Franklin India Smaller Companies Fund Franklin India Taxshield Templeton India Value Fund Franklin India Equity Advantage Fund Franklin Asian Equity Fund Point 1 Upper mid AUM (₹8,271 Cr). Bottom quartile AUM (₹3,003 Cr). Lower mid AUM (₹4,573 Cr). Upper mid AUM (₹12,223 Cr). Highest AUM (₹19,528 Cr). Top quartile AUM (₹12,764 Cr). Upper mid AUM (₹6,440 Cr). Bottom quartile AUM (₹2,265 Cr). Lower mid AUM (₹3,518 Cr). Bottom quartile AUM (₹372 Cr). Point 2 Established history (26+ yrs). Established history (16+ yrs). Established history (14+ yrs). Oldest track record among peers (32 yrs). Established history (31+ yrs). Established history (20+ yrs). Established history (26+ yrs). Established history (29+ yrs). Established history (21+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 5★ (top quartile). Point 4 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. Risk profile: High. Point 5 5Y return: 17.76% (top quartile). 5Y return: 22.29% (top quartile). 5Y return: 9.68% (bottom quartile). 5Y return: 14.87% (upper mid). 5Y return: 14.55% (lower mid). 5Y return: 17.61% (upper mid). 5Y return: 14.06% (lower mid). 5Y return: 16.29% (upper mid). 5Y return: 12.00% (bottom quartile). 5Y return: 2.88% (bottom quartile). Point 6 3Y return: 25.37% (top quartile). 3Y return: 25.22% (top quartile). 3Y return: 21.06% (upper mid). 3Y return: 19.60% (upper mid). 3Y return: 16.62% (upper mid). 3Y return: 16.39% (lower mid). 3Y return: 16.22% (lower mid). 3Y return: 15.69% (bottom quartile). 3Y return: 15.13% (bottom quartile). 3Y return: 15.06% (bottom quartile). Point 7 1Y return: 8.27% (upper mid). 1Y return: 13.62% (upper mid). 1Y return: 17.99% (top quartile). 1Y return: 5.56% (lower mid). 1Y return: 5.17% (bottom quartile). 1Y return: 4.70% (bottom quartile). 1Y return: 3.69% (bottom quartile). 1Y return: 6.50% (lower mid). 1Y return: 6.54% (upper mid). 1Y return: 32.16% (top quartile). Point 8 Alpha: -1.01 (upper mid). Alpha: 0.00 (top quartile). Alpha: -11.40 (bottom quartile). Alpha: -4.07 (bottom quartile). Alpha: -1.66 (upper mid). Alpha: -4.41 (bottom quartile). Alpha: -3.02 (lower mid). Alpha: -0.11 (upper mid). Alpha: -2.18 (lower mid). Alpha: 0.00 (top quartile). Point 9 Sharpe: 0.12 (upper mid). Sharpe: 0.21 (top quartile). Sharpe: 0.16 (upper mid). Sharpe: -0.01 (bottom quartile). Sharpe: 0.07 (lower mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.04 (bottom quartile). Sharpe: 0.18 (upper mid). Sharpe: 0.10 (lower mid). Sharpe: 2.24 (top quartile). Point 10 Information ratio: 1.66 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -1.97 (bottom quartile). Information ratio: -0.54 (bottom quartile). Information ratio: 0.58 (top quartile). Information ratio: -0.19 (lower mid). Information ratio: 0.47 (upper mid). Information ratio: 0.32 (upper mid). Information ratio: -0.71 (bottom quartile). Information ratio: 0.00 (lower mid). Franklin India Opportunities Fund
Franklin Build India Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Prima Fund
Franklin India Equity Fund
Franklin India Smaller Companies Fund
Franklin India Taxshield
Templeton India Value Fund
Franklin India Equity Advantage Fund
Franklin Asian Equity Fund
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 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 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 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 (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 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 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 (Erstwhile Templeton India Growth Fund) The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders. Research Highlights for Templeton India Value Fund Below is the key information for Templeton India Value 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 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 1. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (17 Mar 26) ₹234.847 ↑ 2.48 (1.07 %) Net Assets (Cr) ₹8,271 on 31 Jan 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.12 Information Ratio 1.66 Alpha Ratio -1.01 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,025 28 Feb 23 ₹11,799 29 Feb 24 ₹19,769 28 Feb 25 ₹21,260 28 Feb 26 ₹25,304 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -9.7% 3 Month -8.9% 6 Month -10.7% 1 Year 8.3% 3 Year 25.4% 5 Year 17.8% 10 Year 15 Year Since launch 12.8% 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 4.06 Yr. R. Janakiraman 1 Apr 13 12.92 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Data below for Franklin India Opportunities Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 25.22% Consumer Cyclical 16.38% Technology 12.33% Industrials 9.99% Health Care 9.4% Basic Materials 7.87% Energy 7.85% Communication Services 5.34% Utility 3.59% Asset Allocation
Asset Class Value Cash 2.03% Equity 97.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | AXISBANK6% ₹546 Cr 3,948,707 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 26 | ONGC4% ₹368 Cr 13,166,446 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN4% ₹357 Cr 2,969,724 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH4% ₹311 Cr 234,384 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | NTPC4% ₹302 Cr 7,912,811
↑ 1,579,499 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹294 Cr 2,107,409 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹288 Cr 1,289,735 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | HDFCBANK3% ₹249 Cr 2,806,438
↑ 2,806,438 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN3% ₹214 Cr 1,986,897
↑ 1,114,281 PG Electroplast Ltd (Technology)
Equity, Since 31 Oct 25 | PGEL2% ₹209 Cr 3,327,003 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (17 Mar 26) ₹138.173 ↑ 1.48 (1.09 %) Net Assets (Cr) ₹3,003 on 31 Jan 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 0.21 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,098 28 Feb 23 ₹13,800 29 Feb 24 ₹23,698 28 Feb 25 ₹23,292 28 Feb 26 ₹29,368 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -7.2% 3 Month -1.9% 6 Month -3.7% 1 Year 13.6% 3 Year 25.2% 5 Year 22.3% 10 Year 15 Year Since launch 17.2% 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 4.37 Yr. Kiran Sebastian 7 Feb 22 4.06 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Data below for Franklin Build India Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Industrials 35.45% Financial Services 15.13% Utility 13.58% Energy 13.01% Basic Materials 7.31% Communication Services 7.17% Real Estate 2.41% Consumer Cyclical 1.51% Technology 1% Asset Allocation
Asset Class Value Cash 3.44% Equity 96.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹285 Cr 665,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹203 Cr 420,000
↑ 70,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC6% ₹191 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹176 Cr 1,260,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹152 Cr 3,978,727 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹138 Cr 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹133 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹133 Cr 1,500,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN4% ₹114 Cr 950,000
↓ -50,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID3% ₹108 Cr 3,600,000 3. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (16 Mar 26) ₹78.2898 ↑ 1.07 (1.39 %) Net Assets (Cr) ₹4,573 on 31 Jan 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.16 Information Ratio -1.97 Alpha Ratio -11.4 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 28 Feb 21 ₹10,000 28 Feb 22 ₹10,085 28 Feb 23 ₹8,678 29 Feb 24 ₹12,677 28 Feb 25 ₹14,698 28 Feb 26 ₹15,828 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 17 Mar 26 Duration Returns 1 Month 0.6% 3 Month -3.8% 6 Month -3.1% 1 Year 18% 3 Year 21.1% 5 Year 9.7% 10 Year 15 Year Since launch 15.7% 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 4.37 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Technology 40.92% Communication Services 13.18% Consumer Cyclical 13.17% 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 1.22% Equity 96.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹4,415 Cr 4,836,727
↑ 43,002 Call, Cash & Other Assets
CBLO | -1% ₹47 Cr 4. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (17 Mar 26) ₹2,508.05 ↑ 18.32 (0.74 %) Net Assets (Cr) ₹12,223 on 31 Jan 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.01 Information Ratio -0.54 Alpha Ratio -4.07 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,156 28 Feb 23 ₹11,889 29 Feb 24 ₹17,361 28 Feb 25 ₹18,581 28 Feb 26 ₹21,529 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -9.2% 3 Month -9.1% 6 Month -10% 1 Year 5.6% 3 Year 19.6% 5 Year 14.9% 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 15.09 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Akhil Kalluri 7 Feb 22 4.06 Yr. Data below for Franklin India Prima Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 21.33% Industrials 15.34% Consumer Cyclical 13.73% Basic Materials 11.42% Health Care 10.56% Technology 7.61% Real Estate 5.59% Consumer Defensive 3.69% Communication Services 3.44% Utility 2.02% Energy 1.1% Asset Allocation
Asset Class Value Cash 4.17% Equity 95.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹332 Cr 11,074,683 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹281 Cr 7,219,684 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹277 Cr 7,413,356 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹268 Cr 1,199,891
↓ -300,000 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS2% ₹265 Cr 1,152,885
↑ 100,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹246 Cr 1,295,000
↑ 120,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5394372% ₹231 Cr 31,393,177 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Nov 22 | TATASTEEL2% ₹230 Cr 10,850,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | MFSL2% ₹228 Cr 1,257,487 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹227 Cr 1,631,918 5. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (17 Mar 26) ₹1,524.02 ↑ 14.30 (0.95 %) Net Assets (Cr) ₹19,528 on 31 Jan 26 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.07 Information Ratio 0.58 Alpha Ratio -1.66 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,056 28 Feb 23 ₹12,511 29 Feb 24 ₹18,022 28 Feb 25 ₹18,575 28 Feb 26 ₹21,172 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -8% 3 Month -7.8% 6 Month -7.7% 1 Year 5.2% 3 Year 16.6% 5 Year 14.5% 10 Year 15 Year Since launch 17.3% 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 15.09 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Rajasa Kakulavarapu 1 Dec 23 2.25 Yr. Data below for Franklin India Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 31.96% Industrials 14.98% Consumer Cyclical 8.93% Technology 7.14% Basic Materials 6.94% Consumer Defensive 5.69% Health Care 5.61% Energy 5.12% Utility 4.35% Communication Services 3.48% Real Estate 1.42% Asset Allocation
Asset Class Value Cash 4.37% Equity 95.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,657 Cr 18,669,284
↑ 1,200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK6% ₹1,226 Cr 8,891,035 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK6% ₹1,103 Cr 7,968,423
↑ 1,056,975 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT5% ₹912 Cr 2,131,779 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹782 Cr 6,506,362 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL3% ₹682 Cr 3,630,906
↓ -602,346 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹626 Cr 4,493,052 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹617 Cr 14,862,470
↑ 1,000,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹587 Cr 4,515,580 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹548 Cr 1,612,271 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (17 Mar 26) ₹150.963 ↑ 1.18 (0.79 %) Net Assets (Cr) ₹12,764 on 31 Jan 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.38 Information Ratio -0.19 Alpha Ratio -4.41 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,900 28 Feb 23 ₹14,491 29 Feb 24 ₹22,639 28 Feb 25 ₹21,539 28 Feb 26 ₹24,128 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -7.8% 3 Month -7.2% 6 Month -12.3% 1 Year 4.7% 3 Year 16.4% 5 Year 17.6% 10 Year 15 Year Since launch 14.4% 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 15.09 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Akhil Kalluri 8 Sep 22 3.48 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Consumer Cyclical 18.2% Financial Services 18.2% Industrials 18.18% Basic Materials 10.17% Health Care 9.95% Technology 8.1% Real Estate 3.71% Consumer Defensive 3.44% Utility 3.41% Asset Allocation
Asset Class Value Cash 6.65% Equity 93.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹320 Cr 3,895,864 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹309 Cr 48,064,081 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹306 Cr 4,675,704 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE2% ₹269 Cr 3,868,691 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹266 Cr 2,616,654
↓ -393,625 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG2% ₹258 Cr 1,850,935
↓ -250,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹254 Cr 1,866,828 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | KAJARIACER2% ₹239 Cr 2,499,656
↑ 400,000 DCB Bank Ltd (Financial Services)
Equity, Since 31 May 18 | DCBBANK2% ₹226 Cr 12,199,095 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹219 Cr 1,387,967 7. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (17 Mar 26) ₹1,359.94 ↑ 11.95 (0.89 %) Net Assets (Cr) ₹6,440 on 31 Jan 26 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.04 Information Ratio 0.47 Alpha Ratio -3.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,879 28 Feb 23 ₹12,421 29 Feb 24 ₹17,984 28 Feb 25 ₹18,525 28 Feb 26 ₹20,775 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -8.2% 3 Month -8.5% 6 Month -8.8% 1 Year 3.7% 3 Year 16.2% 5 Year 14.1% 10 Year 15 Year Since launch 20% 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 9.83 Yr. Rajasa Kakulavarapu 1 Dec 23 2.25 Yr. Data below for Franklin India Taxshield as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 33.98% Industrials 14.59% Consumer Cyclical 9.16% Technology 8.19% Basic Materials 6.77% Consumer Defensive 6.34% Health Care 4.38% Utility 3.84% Communication Services 3.5% Energy 3.2% Real Estate 1.32% Asset Allocation
Asset Class Value Cash 4.71% Equity 95.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹579 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK7% ₹455 Cr 3,297,903 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT6% ₹378 Cr 883,853 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK5% ₹343 Cr 2,477,634 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN5% ₹340 Cr 2,833,344 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹244 Cr 1,876,441 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL3% ₹224 Cr 1,192,303
↓ -229,268 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹207 Cr 4,981,055 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹205 Cr 1,472,922 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH3% ₹203 Cr 1,462,587 8. Templeton India Value Fund
Templeton India Value Fund
Growth Launch Date 10 Sep 96 NAV (17 Mar 26) ₹678.812 ↑ 1.48 (0.22 %) Net Assets (Cr) ₹2,265 on 31 Jan 26 Category Equity - Value AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio 0.18 Information Ratio 0.32 Alpha Ratio -0.11 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,164 28 Feb 23 ₹13,739 29 Feb 24 ₹19,932 28 Feb 25 ₹19,796 28 Feb 26 ₹22,827 Returns for Templeton India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -7.9% 3 Month -7.4% 6 Month -5.6% 1 Year 6.5% 3 Year 15.7% 5 Year 16.3% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.8% 2023 15.2% 2022 33.7% 2021 15.5% 2020 44.5% 2019 11.5% 2018 -0.3% 2017 -12.8% 2016 37.6% 2015 9.5% Fund Manager information for Templeton India Value Fund
Name Since Tenure Ajay Argal 1 Dec 23 2.25 Yr. Rajasa Kakulavarapu 6 Sep 21 4.48 Yr. Data below for Templeton India Value Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 33.19% Energy 11.12% Technology 8.79% Consumer Cyclical 8.25% Utility 6.88% Industrials 6.48% Health Care 5.99% Basic Materials 4.94% Consumer Defensive 3.86% Real Estate 3.27% Communication Services 2.89% Asset Allocation
Asset Class Value Cash 4.32% Equity 95.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK7% ₹169 Cr 1,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | AXISBANK7% ₹152 Cr 1,100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE6% ₹132 Cr 950,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN5% ₹109 Cr 910,000
↓ -40,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK5% ₹107 Cr 775,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 25 | TCS4% ₹98 Cr 370,000
↑ 10,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | ONGC4% ₹84 Cr 3,000,000 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY4% ₹81 Cr 620,000
↑ 55,041 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI3% ₹77 Cr 52,000 Brookfield India Real Estate Trust (Real Estate)
-, Since 30 Apr 25 | BIRET3% ₹74 Cr 2,000,000 9. Franklin India Equity Advantage Fund
Franklin India Equity Advantage Fund
Growth Launch Date 2 Mar 05 NAV (17 Mar 26) ₹175.439 ↑ 1.52 (0.87 %) Net Assets (Cr) ₹3,518 on 31 Jan 26 Category Equity - Large & Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio 0.1 Information Ratio -0.71 Alpha Ratio -2.18 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,693 28 Feb 23 ₹11,739 29 Feb 24 ₹15,778 28 Feb 25 ₹16,452 28 Feb 26 ₹18,600 Returns for Franklin India Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -8.1% 3 Month -9.8% 6 Month -10.1% 1 Year 6.5% 3 Year 15.1% 5 Year 12% 10 Year 15 Year Since launch 14.6% 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 Venkatesh Sanjeevi 18 Oct 21 4.37 Yr. R. Janakiraman 28 Feb 14 12.01 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Data below for Franklin India Equity Advantage Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 33.01% Consumer Cyclical 18.97% Health Care 12.76% Technology 9.83% Consumer Defensive 8.18% Utility 4.83% Industrials 4.15% Real Estate 2.62% Communication Services 1.99% Basic Materials 0.84% Asset Allocation
Asset Class Value Cash 2.82% Equity 97.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433205% ₹158 Cr 6,397,807 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 24 | JBCHEPHARM5% ₹156 Cr 760,104
↓ -7,081 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY4% ₹139 Cr 4,608,337 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK4% ₹135 Cr 1,524,464
↑ 190,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | AXISBANK4% ₹135 Cr 973,055 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | KOTAKBANK3% ₹105 Cr 2,538,970 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹103 Cr 749,386
↓ -62,974 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹103 Cr 302,133
↓ -57,399 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH3% ₹99 Cr 710,246 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5433903% ₹89 Cr 599,638
↑ 63,066 10. Franklin Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (16 Mar 26) ₹37.2486 ↑ 0.21 (0.57 %) Net Assets (Cr) ₹372 on 31 Jan 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 2.24 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 28 Feb 21 ₹10,000 28 Feb 22 ₹8,504 28 Feb 23 ₹7,614 29 Feb 24 ₹7,584 28 Feb 25 ₹8,556 28 Feb 26 ₹12,188 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -4.5% 3 Month 7.1% 6 Month 11% 1 Year 32.2% 3 Year 15.1% 5 Year 2.9% 10 Year 15 Year Since launch 7.5% 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 4.37 Yr. Shyam Sriram 26 Sep 24 1.42 Yr. Data below for Franklin Asian Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Technology 27.67% Consumer Cyclical 22.22% Financial Services 16.78% Industrials 8.6% Health Care 5.42% Communication Services 4.6% Real Estate 3.06% Basic Materials 2.68% Utility 1.81% Energy 1.38% Asset Allocation
Asset Class Value Cash 5.8% Equity 94.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 233010% ₹41 Cr 70,000 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059306% ₹25 Cr 18,255
↓ -2,656 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | HDFCBANK5% ₹20 Cr 229,214
↑ 41,772 SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 0006604% ₹17 Cr 2,567
↓ -1,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIBANK4% ₹17 Cr 124,273
↑ 30,718 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007004% ₹16 Cr 26,500
↑ 1,300 Hyundai Motor Co (Consumer Cyclical)
Equity, Since 31 Aug 22 | 0053803% ₹14 Cr 3,275 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT3% ₹14 Cr 31,555
↑ 7,084 MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 24543% ₹11 Cr 19,000 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | TORNTPHARM2% ₹10 Cr 23,997
↑ 9,570
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!
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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