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फ्रैंकलिन टेम्पलटन म्यूचुअल फंड | फ्रैंकलिन टेम्पलटन | शीर्ष म्युचुअल फंड

फिनकैश »म्यूचुअल फंड्स »फ्रैंकलिन टेम्पलटन म्यूचुअल फंड

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड

Updated on April 10, 2024 , 6050 views

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड टेंपलटन इंटरनेशनल इंक द्वारा प्रायोजित है और संपत्ति का प्रबंधन टेंपलटन एसेट मैनेजमेंट द्वारा किया जाता है। यह सबसे पुराने में से एक हैएएमसी भारत में। 2002 में, इसने अपने उपयोगकर्ता आधार का विस्तार करते हुए, पायनियर आईटीआई का अधिग्रहण किया। इसका उद्देश्य देश भर में व्यापक निवेश अनुभव और व्यापक पोर्टफोलियो के साथ एक संगठन बनाना है। समेकन के बाद से, व्यवसाय एक स्वस्थ गति से बढ़ा है और इस प्रकार फ्रैंकलिन म्यूचुअल फंड को भारत के शीर्ष फंड हाउसों में से एक बना दिया है। कंपनी विभिन्न कारकों पर ध्यान केंद्रित करती है जैसे कि अल्पकालिकमंडी उतार-चढ़ाव, लंबी अवधि के विकास की संभावनाएं, राजस्व,नकदी प्रवाह, तथाआंतरिक मूल्य कंपनी के निवेशकों को अच्छे समाधान प्रदान करने के लिए। वर्षों से निवेशक बाजार में बनाए गए फ्रैंकलिन टेम्पलटन निवेश के ब्रांड को पहचानते हैं।

Franklin-Templetom-Mutual-Fund

निवेशक अक्सर फ्रैंकलिन एमएफ विकल्प खोजते हैं,शीर्ष 5 म्युचुअल फंड, आदि, अच्छा निवेश करने के लिए एएमसी द्वारा की पेशकश की। फ्रैंकलिन टेम्पलटन एमएफ उद्योग में एक पुराना खिलाड़ी है, जिसके पास एक बहुत ही मजबूत अंतरराष्ट्रीय माता-पिता है जो सर्वोत्तम प्रथाओं को सुनिश्चित करता है कि इसके फंड अधिकांश श्रेणियों में शीर्ष प्रदर्शनकर्ता हैं।

एएमसी फ्रैंकलिन टेम्पलटन म्यूचुअल फंड
सेटअप की तिथि फरवरी 19, 1996
एयूएम INR 104415.97 करोड़ (जून-30-2018)
अर्थात् श्री आनंद राधाकृष्णन/श्री. संतोष कामतो
अनुपालन अधिकारी Mr. Saurabh Gangrade
इन्वेस्टर सेवा अधिकारी एमएस। रिनी के कृष्णनी
ग्राहक देखभाल 1-800-425-4255
फैक्स 022 - 66490622/66490627
TELEPHONE 022 - 67519100
ईमेल सेवाएं[एटी]franklintempleton.com
वेबसाइट www.franklintempletonindia.com

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फ्रैंकलिन म्यूचुअल फंड द्वारा शीर्ष म्युचुअल फंड योजनाएं

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड द्वारा सर्वश्रेष्ठ इक्विटी फंड

इक्विटी फ़ंड फ्रैंकलिन टेम्पलटन म्यूचुअल फंड द्वारा प्रदान करने का लक्ष्यराजधानी लंबे समय में सराहना। इन योजनाओं द्वारा निवेश इक्विटी शेयरों या कंपनियों के शेयरों में किया जाता है और इस प्रकार निवेशकों को विकास की संभावनाएं प्रदान करता है।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Franklin Build India Fund Growth ₹124.578
↓ -0.68
₹2,14911.832.673.437.924.151.1
Franklin Asian Equity Fund Growth ₹26.3147
↑ 0.14
₹232109.82.3-6.830.7
Franklin India Smaller Companies Fund Growth ₹155.104
↓ -0.22
₹11,8233.319.858.433.423.352.1
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹63.466
↓ -0.50
₹3,56811.524.540.66.415.437.9
Franklin India Opportunities Fund Growth ₹208.132
↑ 1.06
₹2,76412.132.672.62722.953.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 24

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड द्वारा सर्वश्रेष्ठ डेट फंड

ऋण निवेश और अन्य ऋण-संबंधी निवेश का उद्देश्य निवेशकों को लघु और मध्यम अवधि की निवेश योजनाओं के साथ सुरक्षित रिटर्न प्रदान करना है। साथ ही, यह म्युचुअल फंड विकल्प काफी बड़ी राशि सुनिश्चित करता हैलिक्विडिटी.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Savings Fund Growth ₹45.8216
↑ 0.02
₹1,56723.87.55.57.37.58%7M 6D7M 22D
Franklin India Banking And PSU Debt Fund Growth ₹20.3879
↓ 0.00
₹6391.93.76.95.16.87.6%1Y 6M 14D1Y 10M 12D
Franklin India Government Securities Fund Growth ₹53.3014
↓ -0.08
₹1381.23.154.15.57.11%2Y 3M 29D2Y 10M 15D
Franklin India Corporate Debt Fund Growth ₹89.2791
↓ -0.03
₹7391.73.46.44.96.57.63%1Y 2M 1D1Y 4M 13D
Franklin India Short Term Income Plan - Retail Plan Growth ₹5,149.41
₹13003.88.66.90%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 24

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड द्वारा सर्वश्रेष्ठ हाइब्रिड फंड

हाइब्रिड याबैलेंस्ड फंड द्वारा फ्रैंकलिन म्यूचुअल फंड स्टॉक और फिक्स्ड दोनों में निवेश करता हैआय उपकरणोंप्रस्ताव परिसंपत्ति वर्गों के लिए एक संतुलित जोखिम। फ्रैंकलिन हाइब्रिड फंड का लक्ष्य वर्तमान आय के साथ दीर्घकालिक पूंजी वृद्धि करना है। निवेशक इक्विटी द्वारा प्रदान किए गए उच्च रिटर्न का आनंद ले सकते हैंम्यूचुअल फंड्स और ऋण लिखतों द्वारा प्रदान की जाने वाली मासिक आय भी।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Franklin India Equity Hybrid Fund Growth ₹239.714
↓ -1.54
₹1,7015.41632.217.214.822.5
Franklin India Debt Hybrid Fund Growth ₹81.3544
↓ -0.21
₹2312.87.614.28.4811.4
Franklin India Multi - Asset Solution Fund Growth ₹18.0159
↑ 0.09
₹516.81420.114.87.714.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 24

1. 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 (12 Apr 24) ₹1,294.02 ↓ -10.67   (-0.82 %)
Net Assets (Cr) ₹6,144 on 29 Feb 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.23
Information Ratio 0.6
Alpha Ratio 6.93
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 ₹470,047.
Net Profit of ₹170,047
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 12 Apr 24

DurationReturns
1 Month 2.6%
3 Month 6.2%
6 Month 20.8%
1 Year 45.7%
3 Year 24.4%
5 Year 17.8%
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 29 Feb 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

2. 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 18.9% 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 (12 Apr 24) ₹124.578 ↓ -0.68   (-0.55 %)
Net Assets (Cr) ₹2,149 on 29 Feb 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.83
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 12 Apr 24

DurationReturns
1 Month 4.6%
3 Month 11.8%
6 Month 32.6%
1 Year 73.3%
3 Year 37.9%
5 Year 24.1%
10 Year
15 Year
Since launch 18.9%
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 29 Feb 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

3. Franklin India Dynamic Accrual Fund

To generate steady stream of income either by way of regular dividends or by capital appreciation.

Franklin India Dynamic Accrual Fund is a Debt - Dynamic Bond fund was launched on 5 Mar 97. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.2% since its launch.  Ranked 1 in Dynamic Bond category. .

Below is the key information for Franklin India Dynamic Accrual Fund

Franklin India Dynamic Accrual Fund
Growth
Launch Date 5 Mar 97
NAV (07 Aug 22) ₹94.788 ↑ 0.84   (0.90 %)
Net Assets (Cr) ₹99 on 31 Jul 22
Category Debt - Dynamic Bond
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 0.85
Sharpe Ratio 1.19
Information Ratio 0.42
Alpha Ratio 26.93
Min Investment 10,000
Min SIP Investment 500
Exit Load 0-12 Months (3%),12-24 Months (2%),24-36 Months (1%),36-48 Months (0.5%),48 Months and above(NIL)
Yield to Maturity 0%
Effective Maturity 3 Months 18 Days
Modified Duration

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹10,044
31 Mar 21₹10,586
31 Mar 22₹13,965

Franklin India Dynamic Accrual Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹209,201.
Net Profit of ₹29,201
Invest Now

Purchase not allowed

Returns for Franklin India Dynamic Accrual Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Apr 24

DurationReturns
1 Month 1.4%
3 Month 2.4%
6 Month 22.4%
1 Year 31.9%
3 Year 11.7%
5 Year 10%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Franklin India Dynamic Accrual Fund
NameSinceTenure

Data below for Franklin India Dynamic Accrual Fund as on 31 Jul 22

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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 (12 Apr 24) ₹2,257.67 ↓ -10.51   (-0.46 %)
Net Assets (Cr) ₹10,181 on 29 Feb 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.81
Information Ratio -1.76
Alpha Ratio -1.32
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 12 Apr 24

DurationReturns
1 Month 5%
3 Month 5.8%
6 Month 21.4%
1 Year 50.7%
3 Year 22.8%
5 Year 18.4%
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 29 Feb 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

5. Franklin India Ultra Short Bond Fund - Super Institutional Plan

To provide a combination of regular income and high liquidity by investing primarily in a mix of short term debt and money market instruments.

Franklin India Ultra Short Bond Fund - Super Institutional Plan is a Debt - Ultrashort Bond fund was launched on 18 Dec 07. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.9% since its launch. .

Below is the key information for Franklin India Ultra Short Bond Fund - Super Institutional Plan

Franklin India Ultra Short Bond Fund - Super Institutional Plan
Growth
Launch Date 18 Dec 07
NAV (07 Aug 22) ₹34.9131 ↑ 0.04   (0.11 %)
Net Assets (Cr) ₹297 on 31 Jul 22
Category Debt - Ultrashort Bond
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 0.52
Sharpe Ratio 2.57
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 0%
Effective Maturity 1 Year 15 Days
Modified Duration

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹10,471
31 Mar 21₹11,316
31 Mar 22₹13,043

Franklin India Ultra Short Bond Fund - Super Institutional Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Purchase not allowed

Returns for Franklin India Ultra Short Bond Fund - Super Institutional Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Apr 24

DurationReturns
1 Month 0.6%
3 Month 1.3%
6 Month 5.9%
1 Year 13.7%
3 Year 8.8%
5 Year 8.7%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Franklin India Ultra Short Bond Fund - Super Institutional Plan
NameSinceTenure

Data below for Franklin India Ultra Short Bond Fund - Super Institutional Plan as on 31 Jul 22

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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 15.4% 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 (10 Apr 24) ₹129.154 ↑ 1.12   (0.87 %)
Net Assets (Cr) ₹2,091 on 29 Feb 24
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 2.67
Information Ratio 0.91
Alpha Ratio 7.05
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 12 Apr 24

DurationReturns
1 Month 0.7%
3 Month 12.5%
6 Month 30.4%
1 Year 45.1%
3 Year 25.7%
5 Year 22.2%
10 Year
15 Year
Since launch 15.4%
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 29 Feb 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

फ्रैंकलिन टेम्पलटन एसआईपी निवेश

एक व्यवस्थितनिवेश योजना (सिप) म्यूचुअल फंड द्वारा पेश किया जाने वाला एक माध्यम है, जो निवेशकों को अनुशासित तरीके से नियमित रूप से निवेश करने में मदद करता है। एसआईपी के साथ, आपको बाजार में समय बिताने की जरूरत नहीं है जैसे आप हैंनिवेश नियमित अंतराल पर। एक एसआईपी में, निवेशक कम से कम 500 रुपये का निवेश कर सकते हैं-इसे निवेश का सबसे सुविधाजनक साधन बना सकते हैं।

फ्रैंकलिन एसआईपी कैलकुलेटर

Know Your Monthly SIP Amount

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹3/month for 20 Years
  or   ₹257 one time (Lumpsum)
to achieve ₹5,000
Invest Now

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फ्रैंकलिन टेम्पलटन म्यूचुअल फंड NAV

फ्रैंकलिन टेम्पलटन म्यूचुअल फंडनहीं हैं पर पाया जा सकता हैएम्फी वेबसाइट। नवीनतम एनएवी को परिसंपत्ति प्रबंधन कंपनी की वेबसाइट पर भी देखा जा सकता है। आप AMFI वेबसाइट पर फ्रैंकलिन टेम्पलटन म्यूचुअल फंड के ऐतिहासिक एनएवी की जांच कर सकते हैं।

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड स्टेटमेंट

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड खाताबयान दैनिक/साप्ताहिक/मासिक/तिमाही पर ईमेल द्वारा प्राप्त किया जा सकता हैआधार. आप अपना उत्पन्न कर सकते हैंबयान ऑनलाइन इसकी वेबसाइट पर, आपको केवल अपना पोर्टफोलियो नंबर और ई-मेल पता प्रदान करना होगा।

फ्रैंकलिन टेम्पलटन निवेश क्यों?

  • बीमा: फ्रैंकलिन टेम्पलटन म्यूचुअल फंड का दो दशकों से अधिक का शानदार इतिहास रहा है। वर्षों से, इसने हमेशा निवेशकों के सर्वोत्तम हितों का ध्यान रखा है।
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पता

इंडियाबुल्स फाइनेंस सेंटर, टावर 2, 12वीं और 13वीं मंजिल, सेनापति बापट मार्ग, एलफिंस्टन रोड (डब्ल्यू), मुंबई - 400013

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