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10টি সেরা ফ্র্যাঙ্কলিন টেম্পলটন SIP মিউচুয়াল ফান্ড 2022৷

ফিনক্যাশ »ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ড »সেরা ফ্র্যাঙ্কলিন এসআইপি ফান্ড

10টি সেরা ফ্র্যাঙ্কলিন টেম্পলটন SIP মিউচুয়াল ফান্ড 2022৷

Updated on April 23, 2024 , 16585 views

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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Franklin

ফ্র্যাঙ্কলিন এসআইপি মিউচুয়াল ফান্ডে কেন বিনিয়োগ করবেন?

SIP এর কিছু সুবিধা হল:

  • যৌগিক শক্তি
  • রুপি খরচ গড়
  • বাজার সময় প্রয়োজন নেই
  • সাশ্রয়ী

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

কিভাবে SIP বিনিয়োগ বৃদ্ধি পায়?

আপনার কেমন জানতে চাইএসআইপি বিনিয়োগ আপনি একটি নির্দিষ্ট সময়ের জন্য মাসিক একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করলে বাড়বে? আমরা আপনাকে একটি উদাহরণ দিয়ে ব্যাখ্যা করব।

বিনিয়োগের জন্য সেরা ফ্র্যাঙ্কলিন এসআইপি মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Franklin Build India Fund Growth ₹129.724
↑ 0.94
₹2,191 500 14.342.67838.824.851.1
Franklin India Smaller Companies Fund Growth ₹160.028
↑ 0.80
₹11,540 500 7.628.260.834.224.152.1
Templeton India Value Fund Growth ₹660.507
↑ 1.72
₹1,820 500 9.52746.529.620.733.7
Franklin India Opportunities Fund Growth ₹214.018
↑ 1.84
₹2,950 500 13.741.275.729.423.553.6
Templeton India Equity Income Fund Growth ₹128.085
↑ 0.91
₹2,075 500 8.73245.426.522.233.3
Franklin India Equity Fund Growth ₹1,442.37
↓ -0.66
₹14,623 500 8.125.646.524.519.130.8
Franklin India Taxshield Growth ₹1,305.39
↓ -1.11
₹6,180 500 8.226.347.224.418.131.2
Franklin India Focused Equity Fund Growth ₹96.4931
↓ -0.27
₹11,160 500 9.724.241.623.618.423.5
Franklin India Prima Fund Growth ₹2,280.75
↑ 17.94
₹10,108 500 7.926.351.32318.836.8
Franklin India Equity Advantage Fund Growth ₹160.308
↓ -0.22
₹3,138 500 6.919.735.718.615.127
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Apr 24
*ভিত্তিক তহবিলের তালিকাসম্পদ > 100 কোটি & উপর ভিত্তি করে সাজানো3 বছরসিএজিআর প্রত্যাবর্তন.

1. Franklin Build India Fund

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

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (26 Apr 24) ₹129.724 ↑ 0.94   (0.73 %)
Net Assets (Cr) ₹2,191 on 31 Mar 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.77
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,452
31 Mar 21₹11,641
31 Mar 22₹14,636
31 Mar 23₹16,473
31 Mar 24₹28,195

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 8.1%
3 Month 14.3%
6 Month 42.6%
1 Year 78%
3 Year 38.8%
5 Year 24.8%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 212.45 Yr.
Kiran Sebastian7 Feb 222.15 Yr.
Sandeep Manam18 Oct 212.45 Yr.

Data below for Franklin Build India Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials40.91%
Utility14.02%
Financial Services11.64%
Energy10.33%
Basic Materials5.39%
Communication Services4.95%
Consumer Cyclical4.22%
Real Estate3.57%
Asset Allocation
Asset ClassValue
Cash4.97%
Equity95.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹209 Cr600,000
↑ 86,789
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
7%₹154 Cr4,600,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
6%₹127 Cr4,800,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹116 Cr4,100,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
5%₹102 Cr1,119,847
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹95 Cr325,000
↑ 31,976
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
4%₹84 Cr800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹80 Cr710,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
4%₹77 Cr490,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
3%₹74 Cr229,407

2. Franklin India Smaller Companies Fund

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

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (26 Apr 24) ₹160.028 ↑ 0.80   (0.50 %)
Net Assets (Cr) ₹11,540 on 31 Mar 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.96
Information Ratio 0.19
Alpha Ratio 2.65
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,133
31 Mar 21₹12,266
31 Mar 22₹16,114
31 Mar 23₹17,511
31 Mar 24₹26,770

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 9.2%
3 Month 7.6%
6 Month 28.2%
1 Year 60.8%
3 Year 34.2%
5 Year 24.1%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.17 Yr.
Sandeep Manam18 Oct 212.45 Yr.
Akhil Kalluri8 Sep 221.56 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials25.67%
Financial Services19.33%
Consumer Cyclical13.36%
Health Care6.97%
Technology6.73%
Basic Materials6.38%
Real Estate5.9%
Consumer Defensive4%
Utility1.09%
Communication Services0.88%
Energy0.64%
Asset Allocation
Asset ClassValue
Cash7.37%
Equity92.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | 543243
4%₹479 Cr48,064,081
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹465 Cr4,643,691
↓ -249,934
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹348 Cr8,763,469
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹336 Cr892,402
↓ -61,738
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹307 Cr1,387,967
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
2%₹294 Cr1,872,610
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹283 Cr15,398,917
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹248 Cr1,588,976
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹238 Cr2,259,945
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jul 15 | AHLUCONT
2%₹233 Cr1,956,047
↓ -332,988

3. Templeton India Value Fund

(Erstwhile Templeton India Growth Fund)

The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders.

Templeton India Value Fund is a Equity - Value fund was launched on 10 Sep 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 35 in Value category.  Return for 2023 was 33.7% , 2022 was 15.5% and 2021 was 44.5% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (26 Apr 24) ₹660.507 ↑ 1.72   (0.26 %)
Net Assets (Cr) ₹1,820 on 31 Mar 24
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.87
Information Ratio 1.26
Alpha Ratio 3.65
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,175
31 Mar 21₹12,115
31 Mar 22₹15,310
31 Mar 23₹16,935
31 Mar 24₹24,456

Templeton India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Templeton India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 4.5%
3 Month 9.5%
6 Month 27%
1 Year 46.5%
3 Year 29.6%
5 Year 20.7%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.7%
2022 15.5%
2021 44.5%
2020 11.5%
2019 -0.3%
2018 -12.8%
2017 37.6%
2016 9.5%
2015 0.1%
2014 49.2%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Ajay Argal1 Dec 230.33 Yr.
Rajasa Kakulavarapu6 Sep 212.57 Yr.

Data below for Templeton India Value Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services25.1%
Energy14.31%
Basic Materials11.41%
Consumer Cyclical10.96%
Utility10.06%
Technology7.49%
Industrials6.35%
Consumer Defensive4.77%
Health Care2.46%
Asset Allocation
Asset ClassValue
Cash4.69%
Equity92.91%
Debt2.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
7%₹119 Cr850,000
↑ 110,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
5%₹84 Cr800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE
4%₹80 Cr275,000
↑ 23,138
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
4%₹71 Cr950,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 May 13 | TATAMTRDVR
4%₹70 Cr1,100,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
4%₹67 Cr400,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | 500312
4%₹66 Cr2,500,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
4%₹64 Cr1,900,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
3%₹55 Cr600,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 19 | 532155
3%₹55 Cr3,000,000
↓ -200,000

4. Franklin India Opportunities Fund

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.

Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 47 in Sectoral category.  Return for 2023 was 53.6% , 2022 was -1.9% and 2021 was 29.7% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (25 Apr 24) ₹214.018 ↑ 1.84   (0.87 %)
Net Assets (Cr) ₹2,950 on 31 Mar 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 3.12
Information Ratio 0.87
Alpha Ratio 13.29
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,970
31 Mar 21₹13,176
31 Mar 22₹14,730
31 Mar 23₹16,050
31 Mar 24₹26,167

Franklin India Opportunities Fund SIP Returns

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

Returns for Franklin India Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 9.6%
3 Month 13.7%
6 Month 41.2%
1 Year 75.7%
3 Year 29.4%
5 Year 23.5%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 53.6%
2022 -1.9%
2021 29.7%
2020 27.3%
2019 5.4%
2018 -10.1%
2017 35.6%
2016 4.2%
2015 2.3%
2014 58.6%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 222.15 Yr.
R. Janakiraman1 Apr 1311.01 Yr.
Sandeep Manam18 Oct 212.45 Yr.

Data below for Franklin India Opportunities Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials27.75%
Consumer Cyclical19.76%
Financial Services10.47%
Health Care8.4%
Communication Services6.39%
Energy5.91%
Technology4.95%
Utility4.77%
Basic Materials3.22%
Asset Allocation
Asset ClassValue
Cash8.37%
Equity91.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
6%₹163 Cr558,976
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
4%₹114 Cr6,884,215
↑ 2,951,852
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
4%₹111 Cr358,616
↑ 94,288
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹102 Cr965,650
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Jul 22 | KIRLOSENG
3%₹94 Cr1,031,786
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
3%₹91 Cr811,369
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹89 Cr762,209
↓ -469,097
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
3%₹88 Cr4,297,181
NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 532555
3%₹87 Cr2,602,948
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
3%₹80 Cr1,135,971

5. Templeton India Equity Income Fund

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.

Templeton India Equity Income Fund is a Equity - Dividend Yield fund was launched on 18 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2023 was 33.3% , 2022 was 5.3% and 2021 was 43.1% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (25 Apr 24) ₹128.085 ↑ 0.91   (0.71 %)
Net Assets (Cr) ₹2,075 on 31 Mar 24
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 2.3
Information Ratio 0.73
Alpha Ratio 1.82
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,181
31 Mar 21₹13,476
31 Mar 22₹17,472
31 Mar 23₹18,750
31 Mar 24₹26,466

Templeton India Equity Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Templeton India Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 3.6%
3 Month 8.7%
6 Month 32%
1 Year 45.4%
3 Year 26.5%
5 Year 22.2%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.3%
2022 5.3%
2021 43.1%
2020 22.9%
2019 5.3%
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
2014 38.5%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Ajay Argal1 Dec 230.33 Yr.
Sandeep Manam18 Oct 212.45 Yr.
Rajasa Kakulavarapu6 Sep 212.57 Yr.

Data below for Templeton India Equity Income Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Utility24.07%
Energy20.52%
Technology19.63%
Consumer Defensive8.6%
Basic Materials4.14%
Financial Services4.13%
Industrials2.29%
Consumer Cyclical2.26%
Communication Services0.68%
Real Estate0.03%
Asset Allocation
Asset ClassValue
Cash7.38%
Equity86.36%
Debt6.24%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
6%₹128 Cr3,800,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
6%₹123 Cr14,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
5%₹107 Cr3,800,000
Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA
5%₹96 Cr2,200,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
5%₹96 Cr5,250,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
4%₹93 Cr3,500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
4%₹88 Cr530,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
4%₹84 Cr500,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 19 | HINDPETRO
4%₹76 Cr1,500,000
Embassy Office Parks Reit
Unlisted bonds | -
3%₹71 Cr1,900,000

6. Franklin India Equity Fund

(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.

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 50 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (26 Apr 24) ₹1,442.37 ↓ -0.66   (-0.05 %)
Net Assets (Cr) ₹14,623 on 31 Mar 24
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 3.29
Information Ratio 0.72
Alpha Ratio 6.57
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,897
31 Mar 21₹12,753
31 Mar 22₹15,759
31 Mar 23₹16,033
31 Mar 24₹23,134

Franklin India Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Franklin India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 4.7%
3 Month 8.1%
6 Month 25.6%
1 Year 46.5%
3 Year 24.5%
5 Year 19.1%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.8%
2022 5.3%
2021 40.3%
2020 16%
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
2014 56.8%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.17 Yr.
Sandeep Manam18 Oct 212.45 Yr.
Rajasa Kakulavarapu1 Dec 230.33 Yr.

Data below for Franklin India Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services26.4%
Industrials14.14%
Consumer Cyclical11.91%
Technology10.51%
Consumer Defensive7.26%
Basic Materials5.93%
Utility5.67%
Communication Services4.66%
Energy4.63%
Health Care2.75%
Asset Allocation
Asset ClassValue
Cash6.14%
Equity93.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,105 Cr10,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹954 Cr6,800,000
↑ 800,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹775 Cr4,627,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹767 Cr2,206,575
↓ -93,425
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹674 Cr6,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹597 Cr5,552,750
↓ -247,250
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹573 Cr7,663,341
↑ 1,163,341
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
4%₹540 Cr3,243,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
3%₹463 Cr13,791,570
↑ 673,570
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹435 Cr1,487,988
↑ 337,988

7. Franklin India Taxshield

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

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.5% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (26 Apr 24) ₹1,305.39 ↓ -1.11   (-0.09 %)
Net Assets (Cr) ₹6,180 on 31 Mar 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.25
Information Ratio 0.69
Alpha Ratio 6.43
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,837
31 Mar 21₹12,166
31 Mar 22₹14,777
31 Mar 23₹15,159
31 Mar 24₹21,978

Franklin India Taxshield SIP Returns

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

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 4.7%
3 Month 8.2%
6 Month 26.3%
1 Year 47.2%
3 Year 24.4%
5 Year 18.1%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 167.92 Yr.
Rajasa Kakulavarapu1 Dec 230.33 Yr.

Data below for Franklin India Taxshield as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services26.53%
Industrials14.7%
Consumer Cyclical12.34%
Technology11.25%
Consumer Defensive7.61%
Basic Materials6.07%
Utility5.73%
Communication Services4.94%
Energy4.83%
Health Care3.02%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹484 Cr4,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
6%₹379 Cr2,700,000
↑ 100,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹349 Cr2,084,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹335 Cr964,705
↓ -35,295
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹303 Cr2,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹261 Cr2,424,362
↓ -175,638
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹248 Cr1,491,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹243 Cr3,251,300
↑ 251,300
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹197 Cr5,867,776
↑ 85,776
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹192 Cr1,650,000

8. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (26 Apr 24) ₹96.4931 ↓ -0.27   (-0.28 %)
Net Assets (Cr) ₹11,160 on 31 Mar 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.9
Information Ratio 0.46
Alpha Ratio 4.14
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,050
31 Mar 21₹12,637
31 Mar 22₹15,670
31 Mar 23₹16,230
31 Mar 24₹22,731

Franklin India Focused Equity Fund SIP Returns

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

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 3.6%
3 Month 9.7%
6 Month 24.2%
1 Year 41.6%
3 Year 23.6%
5 Year 18.4%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.5%
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 212.45 Yr.
Varun Sharma1 Apr 231 Yr.
Sandeep Manam18 Oct 212.45 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services31.43%
Industrials14.02%
Consumer Cyclical11.36%
Health Care10.16%
Technology8.01%
Basic Materials5.76%
Communication Services4.62%
Energy4.54%
Real Estate4.06%
Consumer Defensive1.87%
Asset Allocation
Asset ClassValue
Cash4.18%
Equity95.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹884 Cr8,400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
8%₹856 Cr6,100,000
↑ 225,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
7%₹720 Cr4,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
5%₹600 Cr1,725,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹564 Cr3,575,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹548 Cr3,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹516 Cr4,800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹506 Cr4,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹497 Cr1,700,000
↑ 104,065
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
4%₹445 Cr2,840,000

9. Franklin India Prima Fund

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

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 29 in Mid Cap category.  Return for 2023 was 36.8% , 2022 was 2.2% and 2021 was 32.6% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (26 Apr 24) ₹2,280.75 ↑ 17.94   (0.79 %)
Net Assets (Cr) ₹10,108 on 31 Mar 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.87
Information Ratio -1.62
Alpha Ratio -0.98
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,097
31 Mar 21₹12,868
31 Mar 22₹14,634
31 Mar 23₹15,154
31 Mar 24₹22,191

Franklin India Prima Fund SIP Returns

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

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 6.3%
3 Month 7.9%
6 Month 26.3%
1 Year 51.3%
3 Year 23%
5 Year 18.8%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 36.8%
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.17 Yr.
Sandeep Manam18 Oct 212.45 Yr.
Akhil Kalluri7 Feb 222.15 Yr.

Data below for Franklin India Prima Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services21.26%
Consumer Cyclical18.4%
Industrials15.47%
Basic Materials13.35%
Health Care8.41%
Technology7.3%
Real Estate4.79%
Consumer Defensive3.94%
Utility3.4%
Energy0.75%
Asset Allocation
Asset ClassValue
Cash2.93%
Equity97.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹353 Cr23,439,752
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
3%₹279 Cr13,617,750
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
3%₹273 Cr703,937
↓ -105,000
REC Ltd (Financial Services)
Equity, Since 30 Jun 23 | 532955
2%₹254 Cr5,750,000
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | 543243
2%₹235 Cr23,580,355
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹233 Cr269,995
↓ -25,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹232 Cr1,050,123
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
2%₹225 Cr2,135,566
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 500480
2%₹217 Cr792,366
↓ -100,000
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹215 Cr822,190

10. Franklin India Equity Advantage Fund

(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.

Franklin India Equity Advantage Fund is a Equity - Large & Mid Cap fund was launched on 2 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 60 in Large & Mid Cap category.  Return for 2023 was 27% , 2022 was -2.8% and 2021 was 39.1% .

Below is the key information for Franklin India Equity Advantage Fund

Franklin India Equity Advantage Fund
Growth
Launch Date 2 Mar 05
NAV (26 Apr 24) ₹160.308 ↓ -0.22   (-0.14 %)
Net Assets (Cr) ₹3,138 on 31 Mar 24
Category Equity - Large & Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 2.44
Information Ratio -1.2
Alpha Ratio -3.9
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,482
31 Mar 21₹12,109
31 Mar 22₹14,691
31 Mar 23₹14,303
31 Mar 24₹19,320

Franklin India Equity Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Franklin India Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Apr 24

DurationReturns
1 Month 4.2%
3 Month 6.9%
6 Month 19.7%
1 Year 35.7%
3 Year 18.6%
5 Year 15.1%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27%
2022 -2.8%
2021 39.1%
2020 12%
2019 2.1%
2018 -5%
2017 31.1%
2016 4%
2015 2%
2014 55.9%
Fund Manager information for Franklin India Equity Advantage Fund
NameSinceTenure
Venkatesh Sanjeevi18 Oct 212.45 Yr.
R. Janakiraman28 Feb 1410.1 Yr.
Sandeep Manam18 Oct 212.45 Yr.

Data below for Franklin India Equity Advantage Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services27.91%
Consumer Cyclical19.5%
Industrials12.46%
Technology11.59%
Basic Materials6.8%
Health Care6.71%
Consumer Defensive6.5%
Energy4.29%
Communication Services2.34%
Asset Allocation
Asset ClassValue
Cash1.9%
Equity98.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹167 Cr1,591,769
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 22 | RELIANCE
4%₹136 Cr465,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
4%₹119 Cr709,423
↑ 148,860
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320
4%₹111 Cr6,736,451
↑ 629,783
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | ENDURANCE
3%₹110 Cr594,008
↑ 94,008
LIC Housing Finance Ltd (Financial Services)
Equity, Since 31 Jan 22 | LICHSGFIN
3%₹110 Cr1,700,000
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | 543498
3%₹110 Cr15,610,445
↑ 3,110,445
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M
3%₹109 Cr566,237
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | TATAMOTORS
3%₹96 Cr1,012,179
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | INDUSINDBK
3%₹94 Cr639,749
↑ 139,749

এসআইপি ক্যালকুলেটর বা এসআইপি রিটার্ন ক্যালকুলেটর

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!

ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?

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

  2. আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন

  3. নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!

    এবার শুরু করা যাক

Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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