+91-22-4891390910 മികച്ച ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022
ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ തിരഞ്ഞെടുക്കുന്നതിലൂടെഎസ്.ഐ.പി പ്ലാനുകൾ നിക്ഷേപകർക്ക് നിങ്ങൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന സ്കീമിലേക്ക് എല്ലാ മാസവും മുൻകൂട്ടി തിരഞ്ഞെടുത്ത ഒരു തീയതിയിൽ ചെറിയ തുക നിക്ഷേപിക്കാം. ഇക്വിറ്റിയിൽ പ്രവേശിക്കുന്നതിനുള്ള ഏറ്റവും നല്ല മാർഗമാണ് എസ്ഐപി.വിപണി, ഇത് നിക്ഷേപ അച്ചടക്കവും ശീലവും കൊണ്ടുവരുന്നുനിക്ഷേപകൻ. മാത്രമല്ല, ഫ്രാങ്ക്ലിൻ SIP നേടാൻ സഹായിക്കുന്നുസാമ്പത്തിക ലക്ഷ്യങ്ങൾ സമയത്ത്. നിക്ഷേപകർക്ക് പ്രതിമാസം ചെറിയ തുക നിക്ഷേപിക്കാംഅടിസ്ഥാനം, ഇത് നിങ്ങളുടെ ലക്ഷ്യങ്ങൾ നിറവേറ്റുന്നതിനായി ഒരു മിച്ച കോർപ്പസ് സൃഷ്ടിക്കും. നിങ്ങൾക്ക് ആരംഭിക്കാംനിക്ഷേപിക്കുന്നു 500 രൂപയിൽ താഴെയുള്ള തുക, ഇത് മിക്ക നിക്ഷേപകർക്കും താങ്ങാനാവുന്നതാക്കുന്നു.
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ഫ്രാങ്ക്ലിൻ SIP മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
SIP-കളുടെ ചില നേട്ടങ്ങൾ ഇവയാണ്:
- സംയുക്തത്തിന്റെ ശക്തി
- രൂപയുടെ ശരാശരി ചെലവ്
- മാർക്കറ്റ് സമയമെടുക്കേണ്ടതില്ല
- താങ്ങാവുന്ന വില
നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്ക് താഴെ ലിസ്റ്റുചെയ്തിരിക്കുന്ന മികച്ച ഫ്രാങ്ക്ലിൻ ടെമ്പിൾടൺ SIP-യിൽ നിന്ന് ഫണ്ടുകൾ തിരഞ്ഞെടുക്കാംമ്യൂച്വൽ ഫണ്ടുകൾ ഇക്വിറ്റി വിഭാഗത്തിൽ നിക്ഷേപിക്കാൻ. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.
SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?
നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.
നിക്ഷേപങ്ങൾക്കായുള്ള മികച്ച ഫ്രാങ്ക്ലിൻ SIP മ്യൂച്വൽ ഫണ്ടുകൾ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Opportunities Fund Growth ₹259.563
↑ 1.59 ₹8,304 500 -1.7 5.1 1.5 28.5 23.2 37.3 Franklin Build India Fund Growth ₹142.809
↑ 1.06 ₹3,068 500 -0.1 2.7 3.4 26 27.9 27.8 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹81.1355
↑ 0.84 ₹4,460 500 -1.6 9.2 11.2 24.9 9.8 27.1 Franklin India Technology Fund Growth ₹554.019
↑ 4.76 ₹1,957 500 3.4 7 -1.6 24.6 16.7 28.4 Franklin India Prima Fund Growth ₹2,814.51
↑ 15.97 ₹12,911 500 1.8 3.4 2.4 22.6 20.9 31.8 Franklin India Smaller Companies Fund Growth ₹165.76
↑ 1.43 ₹13,529 500 -3.2 -2.4 -7.5 20.6 24.2 23.2 Templeton India Value Fund Growth ₹742.928
↑ 4.17 ₹2,319 500 3.9 4.4 7.5 18.2 23.4 15.2 Franklin India Taxshield Growth ₹1,501.49
↑ 9.00 ₹6,788 500 1.1 1.4 3.1 18.1 19.8 22.4 Franklin India Equity Fund Growth ₹1,670.45
↑ 9.19 ₹20,022 500 0.5 2.3 1.9 17.2 19.6 21.8 Franklin India Equity Advantage Fund Growth ₹197.624
↑ 0.55 ₹3,703 500 0.7 4.7 6.2 17 17.3 18.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Dec 25 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 Technology Fund Franklin India Prima Fund Franklin India Smaller Companies Fund Templeton India Value Fund Franklin India Taxshield Franklin India Equity Fund Franklin India Equity Advantage Fund Point 1 Upper mid AUM (₹8,304 Cr). Bottom quartile AUM (₹3,068 Cr). Lower mid AUM (₹4,460 Cr). Bottom quartile AUM (₹1,957 Cr). Upper mid AUM (₹12,911 Cr). Top quartile AUM (₹13,529 Cr). Bottom quartile AUM (₹2,319 Cr). Upper mid AUM (₹6,788 Cr). Highest AUM (₹20,022 Cr). Lower mid AUM (₹3,703 Cr). Point 2 Established history (25+ yrs). Established history (16+ yrs). Established history (13+ yrs). Established history (27+ yrs). Oldest track record among peers (32 yrs). Established history (19+ yrs). Established history (29+ yrs). Established history (26+ yrs). Established history (31+ yrs). Established history (20+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 4★ (top quartile). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: 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: 23.24% (upper mid). 5Y return: 27.85% (top quartile). 5Y return: 9.84% (bottom quartile). 5Y return: 16.74% (bottom quartile). 5Y return: 20.92% (upper mid). 5Y return: 24.25% (top quartile). 5Y return: 23.43% (upper mid). 5Y return: 19.83% (lower mid). 5Y return: 19.65% (lower mid). 5Y return: 17.29% (bottom quartile). Point 6 3Y return: 28.51% (top quartile). 3Y return: 26.02% (top quartile). 3Y return: 24.88% (upper mid). 3Y return: 24.56% (upper mid). 3Y return: 22.63% (upper mid). 3Y return: 20.60% (lower mid). 3Y return: 18.23% (lower mid). 3Y return: 18.07% (bottom quartile). 3Y return: 17.16% (bottom quartile). 3Y return: 16.97% (bottom quartile). Point 7 1Y return: 1.46% (bottom quartile). 1Y return: 3.40% (upper mid). 1Y return: 11.22% (top quartile). 1Y return: -1.57% (bottom quartile). 1Y return: 2.43% (lower mid). 1Y return: -7.52% (bottom quartile). 1Y return: 7.48% (top quartile). 1Y return: 3.13% (upper mid). 1Y return: 1.95% (lower mid). 1Y return: 6.19% (upper mid). Point 8 Alpha: -2.06 (upper mid). Alpha: 0.00 (top quartile). Alpha: -13.09 (bottom quartile). Alpha: -0.62 (top quartile). Alpha: -4.19 (bottom quartile). Alpha: -3.60 (bottom quartile). Alpha: -3.40 (lower mid). Alpha: -1.98 (upper mid). Alpha: -2.37 (lower mid). Alpha: -0.67 (upper mid). Point 9 Sharpe: -0.04 (upper mid). Sharpe: -0.16 (lower mid). Sharpe: 0.28 (top quartile). Sharpe: -0.49 (bottom quartile). Sharpe: -0.08 (upper mid). Sharpe: -0.51 (bottom quartile). Sharpe: -0.19 (bottom quartile). Sharpe: -0.12 (lower mid). Sharpe: -0.08 (upper mid). Sharpe: 0.13 (top quartile). Point 10 Information ratio: 1.67 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -1.91 (bottom quartile). Information ratio: 1.24 (top quartile). Information ratio: -0.47 (bottom quartile). Information ratio: -0.13 (lower mid). Information ratio: 0.24 (upper mid). Information ratio: 0.58 (upper mid). Information ratio: 0.63 (upper mid). Information ratio: -0.49 (bottom quartile). Franklin India Opportunities Fund
Franklin Build India Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Technology Fund
Franklin India Prima Fund
Franklin India Smaller Companies Fund
Templeton India Value Fund
Franklin India Taxshield
Franklin India Equity Fund
Franklin India Equity Advantage Fund
ആസ്തി > 100 കോടി &അടിസ്ഥാനമാക്കി അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുക.
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 To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Research Highlights for Franklin India Technology Fund Below is the key information for Franklin India Technology 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 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 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 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 (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 1. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (22 Dec 25) ₹259.563 ↑ 1.59 (0.62 %) Net Assets (Cr) ₹8,304 on 30 Nov 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.04 Information Ratio 1.67 Alpha Ratio -2.06 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 30 Nov 20 ₹10,000 30 Nov 21 ₹13,952 30 Nov 22 ₹14,394 30 Nov 23 ₹19,801 30 Nov 24 ₹29,167 30 Nov 25 ₹30,396 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Dec 25 Duration Returns 1 Month -1.6% 3 Month -1.7% 6 Month 5.1% 1 Year 1.5% 3 Year 28.5% 5 Year 23.2% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 2.3% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 3.82 Yr. R. Janakiraman 1 Apr 13 12.68 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin India Opportunities Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 22.81% Technology 16.14% Consumer Cyclical 15.05% Health Care 12.45% Basic Materials 8.58% Industrials 8.2% Communication Services 6.02% Energy 3.14% Utility 2.49% Real Estate 0.47% Asset Allocation
Asset Class Value Cash 4.65% Equity 95.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | AXISBANK6% ₹505 Cr 3,948,707 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN6% ₹488 Cr 4,981,006 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH4% ₹295 Cr 234,384
↑ 78,643 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹260 Cr 1,661,519 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹243 Cr 1,158,502 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL3% ₹241 Cr 531,519
↑ 531,519 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹240 Cr 637,966 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | MPHASIS3% ₹229 Cr 814,231 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹222 Cr 1,289,735
↑ 258,433 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | NTPC2% ₹207 Cr 6,333,312 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (22 Dec 25) ₹142.809 ↑ 1.06 (0.75 %) Net Assets (Cr) ₹3,068 on 30 Nov 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.16 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,956 30 Nov 22 ₹18,300 30 Nov 23 ₹24,926 30 Nov 24 ₹35,517 30 Nov 25 ₹36,139 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Dec 25 Duration Returns 1 Month -1.5% 3 Month -0.1% 6 Month 2.7% 1 Year 3.4% 3 Year 26% 5 Year 27.9% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.12 Yr. Kiran Sebastian 7 Feb 22 3.82 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin Build India Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 34.75% Financial Services 14.64% Utility 14.11% Energy 13.36% Communication Services 8.08% Basic Materials 4.77% Real Estate 3.03% Consumer Cyclical 1.76% Technology 1.66% Asset Allocation
Asset Class Value Cash 3.86% Equity 96.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹271 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹188 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹186 Cr 315,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹166 Cr 6,825,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK5% ₹151 Cr 1,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹149 Cr 710,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹142 Cr 4,350,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹128 Cr 1,000,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | GAIL3% ₹99 Cr 5,600,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN3% ₹98 Cr 1,000,000 3. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (22 Dec 25) ₹81.1355 ↑ 0.84 (1.04 %) Net Assets (Cr) ₹4,460 on 30 Nov 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.28 Information Ratio -1.91 Alpha Ratio -13.09 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 30 Nov 20 ₹10,000 30 Nov 21 ₹12,439 30 Nov 22 ₹8,904 30 Nov 23 ₹11,153 30 Nov 24 ₹15,091 30 Nov 25 ₹16,592 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 22 Dec 25 Duration Returns 1 Month 3.4% 3 Month -1.6% 6 Month 9.2% 1 Year 11.2% 3 Year 24.9% 5 Year 9.8% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 8.8% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Technology 41.81% Communication Services 14.86% Consumer Cyclical 11.66% Health Care 10.43% Industrials 7.7% Financial Services 4.11% Basic Materials 1.56% Consumer Defensive 1.31% Real Estate 0.51% Asset Allocation
Asset Class Value Cash 1.25% Equity 96.99% Other 0.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹4,421 Cr 4,731,538
↑ 9,578 Call, Cash & Other Assets
Net Current Assets | -1% ₹39 Cr 4. Franklin India Technology Fund
Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (22 Dec 25) ₹554.019 ↑ 4.76 (0.87 %) Net Assets (Cr) ₹1,957 on 30 Nov 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.08 Sharpe Ratio -0.49 Information Ratio 1.24 Alpha Ratio -0.62 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 30 Nov 20 ₹10,000 30 Nov 21 ₹14,736 30 Nov 22 ₹12,497 30 Nov 23 ₹16,910 30 Nov 24 ₹22,805 30 Nov 25 ₹22,272 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Dec 25 Duration Returns 1 Month 3.8% 3 Month 3.4% 6 Month 7% 1 Year -1.6% 3 Year 24.6% 5 Year 16.7% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.4% 2023 51.1% 2022 -22.3% 2021 39% 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 1.16 Yr. R. Janakiraman 1 Dec 23 2 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin India Technology Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Technology 53.13% Communication Services 23.34% Consumer Cyclical 13.79% Financial Services 4.91% Industrials 0.92% Health Care 0.02% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY18% ₹359 Cr 2,298,906 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL18% ₹347 Cr 1,652,736 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH7% ₹145 Cr 894,643 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹136 Cr 4,524,577
↑ 328,056 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS6% ₹119 Cr 378,126 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH6% ₹111 Cr 159,240 Franklin Technology I Acc USD
Investment Fund | -5% ₹101 Cr 124,810
↓ -50,000 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433905% ₹94 Cr 517,479 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | MMYT3% ₹61 Cr 96,146 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹51 Cr 1,346,780 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (22 Dec 25) ₹2,814.51 ↑ 15.97 (0.57 %) Net Assets (Cr) ₹12,911 on 30 Nov 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.08 Information Ratio -0.47 Alpha Ratio -4.19 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 30 Nov 20 ₹10,000 30 Nov 21 ₹13,764 30 Nov 22 ₹14,493 30 Nov 23 ₹18,123 30 Nov 24 ₹25,259 30 Nov 25 ₹26,093 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Dec 25 Duration Returns 1 Month 0.4% 3 Month 1.8% 6 Month 3.4% 1 Year 2.4% 3 Year 22.6% 5 Year 20.9% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.84 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Akhil Kalluri 7 Feb 22 3.82 Yr. Data below for Franklin India Prima Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 23.35% Consumer Cyclical 15.01% Industrials 13.1% Basic Materials 10.65% Health Care 9.82% Technology 8.68% Real Estate 6.07% Consumer Defensive 4.18% Communication Services 3.76% Utility 1.52% Energy 1.1% Asset Allocation
Asset Class Value Cash 2.78% Equity 97.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹421 Cr 16,324,683 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | CUMMINSIND2% ₹321 Cr 717,366 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹320 Cr 8,614,462 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS2% ₹296 Cr 1,052,885 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹274 Cr 1,631,918 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹258 Cr 1,499,891 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹237 Cr 1,300,578 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹234 Cr 5,862,280 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹232 Cr 1,214,825 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5394372% ₹232 Cr 28,893,177 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (22 Dec 25) ₹165.76 ↑ 1.43 (0.87 %) Net Assets (Cr) ₹13,529 on 30 Nov 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.51 Information Ratio -0.13 Alpha Ratio -3.6 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 30 Nov 20 ₹10,000 30 Nov 21 ₹16,482 30 Nov 22 ₹17,781 30 Nov 23 ₹25,327 30 Nov 24 ₹32,875 30 Nov 25 ₹30,746 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Dec 25 Duration Returns 1 Month -1.8% 3 Month -3.2% 6 Month -2.4% 1 Year -7.5% 3 Year 20.6% 5 Year 24.2% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.84 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Akhil Kalluri 8 Sep 22 3.23 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.24% Financial Services 17.68% Industrials 17.66% Health Care 10.61% Basic Materials 9.81% Technology 8.83% Real Estate 4.28% Consumer Defensive 3.8% Utility 3.38% Asset Allocation
Asset Class Value Cash 2.95% Equity 96.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE3% ₹346 Cr 3,868,691 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹320 Cr 3,895,864
↓ -127,547 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹311 Cr 4,675,704
↓ -942,430 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹308 Cr 48,064,081 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹304 Cr 3,010,279
↓ -250,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹298 Cr 1,866,828 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹257 Cr 1,448,723 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹253 Cr 3,374,581
↑ 154,241 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹251 Cr 4,963,469 Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA2% ₹233 Cr 1,513,099 7. Templeton India Value Fund
Templeton India Value Fund
Growth Launch Date 10 Sep 96 NAV (22 Dec 25) ₹742.928 ↑ 4.17 (0.56 %) Net Assets (Cr) ₹2,319 on 30 Nov 25 Category Equity - Value AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio -0.19 Information Ratio 0.24 Alpha Ratio -3.4 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,429 30 Nov 22 ₹18,353 30 Nov 23 ₹21,936 30 Nov 24 ₹28,171 30 Nov 25 ₹29,025 Returns for Templeton India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Dec 25 Duration Returns 1 Month 1.4% 3 Month 3.9% 6 Month 4.4% 1 Year 7.5% 3 Year 18.2% 5 Year 23.4% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.2% 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% Fund Manager information for Templeton India Value Fund
Name Since Tenure Ajay Argal 1 Dec 23 2 Yr. Rajasa Kakulavarapu 6 Sep 21 4.24 Yr. Data below for Templeton India Value Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 33% Energy 10.96% Technology 9.75% Consumer Cyclical 8.23% Industrials 6.38% Basic Materials 6.34% Health Care 6.03% Utility 5.58% Consumer Defensive 4.62% Communication Services 2.93% Real Estate 2.87% Asset Allocation
Asset Class Value Cash 3.31% Equity 96.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK8% ₹191 Cr 1,900,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE6% ₹149 Cr 950,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | AXISBANK6% ₹141 Cr 1,100,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 25 | TCS5% ₹113 Cr 360,000
↑ 120,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK5% ₹111 Cr 800,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN4% ₹93 Cr 950,000 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY4% ₹90 Cr 575,000
↑ 235,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI4% ₹83 Cr 52,000 Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | CIPLA3% ₹77 Cr 500,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | 5003123% ₹73 Cr 3,000,000 8. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (22 Dec 25) ₹1,501.49 ↑ 9.00 (0.60 %) Net Assets (Cr) ₹6,788 on 31 Oct 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.13 Information Ratio 0.58 Alpha Ratio -1.98 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹14,193 30 Nov 22 ₹15,756 30 Nov 23 ₹18,574 30 Nov 24 ₹24,588 30 Nov 25 ₹25,331 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Dec 25 Duration Returns 1 Month -0.6% 3 Month 1.1% 6 Month 1.4% 1 Year 3.1% 3 Year 18.1% 5 Year 19.8% 10 Year 15 Year Since launch 20.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 9.59 Yr. Rajasa Kakulavarapu 1 Dec 23 2 Yr. Data below for Franklin India Taxshield as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 31.46% Industrials 12.85% Consumer Cyclical 10.87% Technology 9.03% Consumer Defensive 5.97% Basic Materials 5.53% Communication Services 5.5% Health Care 5.46% Utility 4.81% Energy 3.4% Real Estate 1.53% Asset Allocation
Asset Class Value Cash 3.6% Equity 96.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK10% ₹657 Cr 6,520,834 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK7% ₹458 Cr 3,297,903
↓ -1,249,011 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹360 Cr 883,853 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK5% ₹317 Cr 2,477,634
↑ 224,686 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL5% ₹309 Cr 1,471,571
↓ -46,182 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹300 Cr 1,922,741 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹277 Cr 2,833,344
↑ 1,522,638 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH3% ₹238 Cr 1,462,587 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹231 Cr 1,472,922 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433203% ₹225 Cr 7,500,000 9. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (22 Dec 25) ₹1,670.45 ↑ 9.19 (0.55 %) Net Assets (Cr) ₹20,022 on 30 Nov 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.08 Information Ratio 0.63 Alpha Ratio -2.37 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 30 Nov 20 ₹10,000 30 Nov 21 ₹14,669 30 Nov 22 ₹16,264 30 Nov 23 ₹19,153 30 Nov 24 ₹25,164 30 Nov 25 ₹26,191 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Dec 25 Duration Returns 1 Month -1.4% 3 Month 0.5% 6 Month 2.3% 1 Year 1.9% 3 Year 17.2% 5 Year 19.6% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4.4% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.84 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Rajasa Kakulavarapu 1 Dec 23 2 Yr. Data below for Franklin India Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 28.83% Industrials 13.96% Consumer Cyclical 10.37% Technology 8.46% Health Care 6.9% Communication Services 5.78% Consumer Defensive 5.59% Utility 5.39% Basic Materials 4.92% Energy 4.75% Real Estate 1.53% Asset Allocation
Asset Class Value Cash 3.52% Equity 96.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,700 Cr 16,869,284 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK6% ₹1,235 Cr 8,891,035
↓ -2,017,171 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹911 Cr 4,333,252
↓ -194,853 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹868 Cr 2,131,779 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK4% ₹865 Cr 6,761,448 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹722 Cr 4,627,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE4% ₹704 Cr 4,493,052 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN3% ₹608 Cr 6,206,362
↑ 2,826,816 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹606 Cr 1,612,271 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹577 Cr 3,555,589 10. Franklin India Equity Advantage Fund
Franklin India Equity Advantage Fund
Growth Launch Date 2 Mar 05 NAV (22 Dec 25) ₹197.624 ↑ 0.55 (0.28 %) Net Assets (Cr) ₹3,703 on 30 Nov 25 Category Equity - Large & Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio 0.13 Information Ratio -0.49 Alpha Ratio -0.67 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 30 Nov 20 ₹10,000 30 Nov 21 ₹14,607 30 Nov 22 ₹14,832 30 Nov 23 ₹16,974 30 Nov 24 ₹21,930 30 Nov 25 ₹23,492 Returns for Franklin India Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Dec 25 Duration Returns 1 Month -0.3% 3 Month 0.7% 6 Month 4.7% 1 Year 6.2% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.8% 2023 27% 2022 -2.8% 2021 39.1% 2020 12% 2019 2.1% 2018 -5% 2017 31.1% 2016 4% 2015 2% Fund Manager information for Franklin India Equity Advantage Fund
Name Since Tenure Venkatesh Sanjeevi 18 Oct 21 4.12 Yr. R. Janakiraman 28 Feb 14 11.76 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin India Equity Advantage Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 30.1% Consumer Cyclical 19.13% Technology 13.57% Health Care 12.61% Consumer Defensive 7.87% Industrials 4.98% Communication Services 3.59% Real Estate 2.47% Utility 1.52% Basic Materials 1.16% Asset Allocation
Asset Class Value Cash 3.01% Equity 96.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 24 | JBCHEPHARM4% ₹136 Cr 767,185
↑ 109,150 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M4% ₹135 Cr 359,532
↑ 48,154 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Jun 25 | NAUKRI4% ₹133 Cr 998,898
↑ 78,644 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433204% ₹131 Cr 4,377,340
↑ 1,555,801 Sagility Ltd (Healthcare)
Equity, Since 31 May 25 | SAGILITY3% ₹119 Cr 23,704,482
↑ 5,252,101 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH3% ₹115 Cr 710,246 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK3% ₹111 Cr 1,104,111 Infosys Ltd (Technology)
Equity, Since 31 Jul 25 | INFY3% ₹106 Cr 676,969 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹101 Cr 2,665,283 360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 24 | 360ONE3% ₹98 Cr 831,373
SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ
എസ്ഐപി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്ഐപി നിക്ഷേപ തുക (ലക്ഷ്യം), എത്ര വർഷം നിക്ഷേപം ആവശ്യമാണ്, പ്രതീക്ഷിക്കുന്നത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!
നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-
പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ
നിക്ഷേപ കാലയളവ്: 10 വർഷം
നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ
ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%
അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ
മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)
നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!
ഫ്രാങ്ക്ലിൻ മ്യൂച്വൽ ഫണ്ട് ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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Research Highlights for Franklin India Opportunities Fund