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फ्रेंकलिन टेम्पलटन को चुनकरसिप जिस योजना में आप निवेश करना चाहते हैं उस योजना में निवेशक हर महीने एक पूर्व-चयनित तिथि पर एक छोटी राशि का निवेश कर सकते हैं। एक एसआईपी इक्विटी में प्रवेश करने के सर्वोत्तम तरीकों में से एक है।मंडी, जैसा कि यह एक निवेश अनुशासन और आदत लाता हैइन्वेस्टर. इसके अलावा, फ्रैंकलिन एसआईपी हासिल करने में मदद करता हैवित्तीय लक्ष्यों समय पर। निवेशक हर महीने छोटी रकम का निवेश कर सकते हैंआधार, जो अंततः आपके लक्ष्यों को पूरा करने के लिए एक अधिशेष कोष बनाएगा। तुम शुरू कर सकते होनिवेश INR 500 जितनी कम राशि के साथ, जो इसे अधिकांश निवेशकों के लिए किफायती बनाता है।
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फ्रैंकलिन एसआईपी म्यूचुअल फंड में निवेश क्यों करें?
SIP के कुछ लाभ इस प्रकार हैं:
- कंपाउंडिंग की शक्ति
- रुपया लागत औसत
- बाजार को समय देने की जरूरत नहीं
- सस्ती
निवेश करने के इच्छुक निवेशक नीचे सूचीबद्ध सर्वश्रेष्ठ फ्रैंकलिन टेम्पलटन एसआईपी में से फंड चुन सकते हैंम्यूचुअल फंड्स इक्विटी श्रेणी में निवेश करने के लिए। इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।
एसआईपी निवेश कैसे बढ़ता है?
जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।
निवेश के लिए सर्वश्रेष्ठ फ्रैंकलिन एसआईपी म्युचुअल फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) 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
संपत्ति > 100 करोड़ के आधार पर छाँटे गए3 सालसीएजीआर वापसी.
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 2025 23.7% 2024 14.4% 2023 0.7% 2022 -14.5% 2021 -5.9% 2020 25.8% 2019 28.2% 2018 -13.6% 2017 35.5% 2016 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 2025 3.1% 2024 37.3% 2023 53.6% 2022 -1.9% 2021 29.7% 2020 27.3% 2019 5.4% 2018 -10.1% 2017 35.6% 2016 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 2025 11.4% 2024 27.1% 2023 37.9% 2022 -30.3% 2021 17.9% 2020 45.2% 2019 34.2% 2018 6.5% 2017 18.1% 2016 -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 2025 3.7% 2024 27.8% 2023 51.1% 2022 11.2% 2021 45.9% 2020 5.4% 2019 6% 2018 -10.7% 2017 43.3% 2016 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 2025 1.6% 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 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 2025 -8.4% 2024 23.2% 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 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 2025 7.6% 2024 18.8% 2023 27% 2022 -2.8% 2021 39.1% 2020 12% 2019 2.1% 2018 -5% 2017 31.1% 2016 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 2025 1.7% 2024 20.4% 2023 33.3% 2022 5.3% 2021 43.1% 2020 22.9% 2019 5.3% 2018 -8.6% 2017 34.1% 2016 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 2025 3.3% 2024 21.8% 2023 30.8% 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 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 2025 2.1% 2024 22.4% 2023 31.2% 2022 5.4% 2021 36.7% 2020 9.8% 2019 5.1% 2018 -3% 2017 29.1% 2016 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
एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर
एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, निवेश करने के लिए आवश्यक वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!
मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-
मासिक निवेश: INR 10,000
निवेश अवधि: 10 वर्ष
निवेश की गई कुल राशि: INR 12,00,000
दीर्घकालिक विकास दर (लगभग): 15%
के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573
शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)
उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!
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