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Table of Contents
- ਫਰੈਂਕਲਿਨ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੋ?
- SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ?
- ਨਿਵੇਸ਼ਾਂ ਲਈ ਸਰਬੋਤਮ ਫਰੈਂਕਲਿਨ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ
- ਫਰੈਂਕਲਿਨ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Top 10 Funds
- Franklin India Opportunities Fund
- Franklin Build India Fund
- Franklin India Smaller Companies Fund
- Franklin India Prima Fund
- Templeton India Value Fund
- Franklin India Taxshield
- Franklin India Equity Fund
- Franklin India Technology Fund
- Franklin India Feeder - Franklin U S Opportunities Fund
- Franklin India Focused Equity Fund
10 ਸਰਬੋਤਮ ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022
ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਦੀ ਚੋਣ ਕਰਕੇSIP ਯੋਜਨਾਵਾਂ ਦੇ ਨਿਵੇਸ਼ਕ ਹਰ ਮਹੀਨੇ ਪਹਿਲਾਂ ਤੋਂ ਚੁਣੀ ਗਈ ਮਿਤੀ ਨੂੰ ਉਸ ਸਕੀਮ ਵਿੱਚ ਥੋੜ੍ਹੇ ਜਿਹੇ ਪੈਸੇ ਦਾ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ ਜਿਸ ਵਿੱਚ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹੋ। ਇੱਕ SIP ਇਕੁਇਟੀ ਵਿੱਚ ਦਾਖਲ ਹੋਣ ਦੇ ਸਭ ਤੋਂ ਵਧੀਆ ਤਰੀਕਿਆਂ ਵਿੱਚੋਂ ਇੱਕ ਹੈ।ਬਜ਼ਾਰ, ਕਿਉਂਕਿ ਇਹ ਨਿਵੇਸ਼ ਅਨੁਸ਼ਾਸਨ ਅਤੇ ਆਦਤਾਂ ਲਿਆਉਂਦਾ ਹੈਨਿਵੇਸ਼ਕ. ਇਸ ਤੋਂ ਇਲਾਵਾ, ਫ੍ਰੈਂਕਲਿਨ SIP ਪ੍ਰਾਪਤ ਕਰਨ ਵਿਚ ਮਦਦ ਕਰਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਸਮੇਂ ਤੇ. ਨਿਵੇਸ਼ਕ ਮਾਸਿਕ 'ਤੇ ਥੋੜ੍ਹੀ ਜਿਹੀ ਰਕਮ ਦਾ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨਆਧਾਰ, ਜੋ ਆਖਰਕਾਰ ਤੁਹਾਡੇ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ ਇੱਕ ਵਾਧੂ ਕਾਰਪਸ ਬਣਾਏਗਾ। ਤੁਸੀਂ ਸ਼ੁਰੂ ਕਰ ਸਕਦੇ ਹੋਨਿਵੇਸ਼ INR 500 ਤੋਂ ਘੱਟ ਰਕਮ ਦੇ ਨਾਲ, ਜੋ ਇਸਨੂੰ ਜ਼ਿਆਦਾਤਰ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਕਿਫਾਇਤੀ ਬਣਾਉਂਦਾ ਹੈ।
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ਫਰੈਂਕਲਿਨ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੋ?
SIP ਦੇ ਕੁਝ ਫਾਇਦੇ ਹਨ:
- ਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ
- ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ
- ਮਾਰਕੀਟ ਨੂੰ ਸਮਾਂ ਦੇਣ ਦੀ ਕੋਈ ਲੋੜ ਨਹੀਂ
- ਕਿਫਾਇਤੀ
ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਕੋਸ਼ਿਸ਼ ਕਰ ਰਹੇ ਨਿਵੇਸ਼ਕ ਹੇਠਾਂ-ਸੂਚੀਬੱਧ ਸਭ ਤੋਂ ਵਧੀਆ ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ SIP ਵਿੱਚੋਂ ਫੰਡ ਚੁਣ ਸਕਦੇ ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਇਕੁਇਟੀ ਸ਼੍ਰੇਣੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ. ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ?
ਜਾਣਨਾ ਚਾਹੁੰਦੇ ਹੋ ਕਿ ਤੁਹਾਡਾ ਕਿਵੇਂSIP ਨਿਵੇਸ਼ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਖਾਸ ਸਮੇਂ ਲਈ ਮਹੀਨਾਵਾਰ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਵਧੇਗਾ? ਅਸੀਂ ਤੁਹਾਨੂੰ ਇੱਕ ਉਦਾਹਰਣ ਦੇ ਨਾਲ ਸਮਝਾਵਾਂਗੇ।
ਨਿਵੇਸ਼ਾਂ ਲਈ ਸਰਬੋਤਮ ਫਰੈਂਕਲਿਨ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Opportunities Fund Growth ₹252.928
↑ 0.57 ₹6,864 500 12.2 0.2 2.9 35.3 31.4 37.3 Franklin Build India Fund Growth ₹143.513
↑ 0.39 ₹2,857 500 11.9 3.1 -0.2 34.7 33.7 27.8 Franklin India Smaller Companies Fund Growth ₹175.725
↓ -0.01 ₹13,545 500 16.2 -2.8 -3.7 30.2 34.7 23.2 Franklin India Prima Fund Growth ₹2,818.36
↑ 2.95 ₹12,285 500 13.7 1.7 6.8 29.6 27.6 31.8 Templeton India Value Fund Growth ₹729.104
↑ 1.31 ₹2,225 500 11.1 4.7 -0.5 24.8 30.1 15.2 Franklin India Taxshield Growth ₹1,506.54
↑ 0.45 ₹6,719 500 11.2 2.3 5.7 24.7 26.3 22.4 Franklin India Equity Fund Growth ₹1,670.89
↓ -0.38 ₹18,679 500 11.3 3.2 6.2 24.5 26.7 21.8 Franklin India Technology Fund Growth ₹524.866
↓ -0.19 ₹1,862 500 11.7 -3.9 6.7 24.1 24.9 28.4 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹76.0315
↑ 0.67 ₹3,834 500 16.7 5.1 12.8 22.7 12.5 27.1 Franklin India Focused Equity Fund Growth ₹108.726
↓ -0.09 ₹12,147 500 11.3 3.1 2.7 21.8 24.7 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25 ਸੰਪਤੀ > 100 ਕਰੋੜ 'ਤੇ ਆਧਾਰਿਤ ਛਾਂਟੀ ਕੀਤੀ ਗਈ ਹੈ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.
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 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. 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 Below is the key information for Franklin Build India 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. 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 Below is the key information for Franklin India Smaller Companies 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. 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 Below is the key information for Franklin India Prima 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. 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 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 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 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. 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 Below is the key information for Franklin India Equity 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. Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a Below is the key information for Franklin India Technology 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. Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on 1. Franklin India Opportunities Fund
CAGR/Annualized return of 13.6% since its launch. Ranked 47 in Sectoral category. Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% . Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (01 Jul 25) ₹252.928 ↑ 0.57 (0.22 %) Net Assets (Cr) ₹6,864 on 31 May 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 0.17 Information Ratio 1.86 Alpha Ratio -0.36 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 Jun 20 ₹10,000 30 Jun 21 ₹16,895 30 Jun 22 ₹15,964 30 Jun 23 ₹21,557 30 Jun 24 ₹37,944 30 Jun 25 ₹39,360 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 2.9% 3 Month 12.2% 6 Month 0.2% 1 Year 2.9% 3 Year 35.3% 5 Year 31.4% 10 Year 15 Year Since launch 13.6% 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 3.31 Yr. R. Janakiraman 1 Apr 13 12.18 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Data below for Franklin India Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 18.51% Consumer Cyclical 15.31% Technology 11.09% Health Care 10.66% Basic Materials 8.13% Communication Services 6.72% Energy 6.29% Consumer Defensive 5.33% Industrials 4.34% Real Estate 2.14% Utility 1.18% Asset Allocation
Asset Class Value Cash 10.29% Equity 89.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE6% ₹432 Cr 3,038,968 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK6% ₹398 Cr 2,043,971 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR4% ₹263 Cr 1,121,657 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL4% ₹249 Cr 1,342,233 Intellect Design Arena Ltd (Technology)
Equity, Since 30 Jun 24 | INTELLECT4% ₹244 Cr 2,076,823 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | AXISBANK3% ₹232 Cr 1,948,029 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹190 Cr 637,966 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | MPHASIS3% ₹182 Cr 710,533 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹181 Cr 998,385 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE3% ₹179 Cr 12,833,401 2. Franklin Build India Fund
CAGR/Annualized return of 18.3% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% . Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (01 Jul 25) ₹143.513 ↑ 0.39 (0.27 %) Net Assets (Cr) ₹2,857 on 31 May 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.13 Sharpe Ratio -0.14 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 Jun 20 ₹10,000 30 Jun 21 ₹17,043 30 Jun 22 ₹17,797 30 Jun 23 ₹24,303 30 Jun 24 ₹43,144 30 Jun 25 ₹43,110 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.8% 3 Month 11.9% 6 Month 3.1% 1 Year -0.2% 3 Year 34.7% 5 Year 33.7% 10 Year 15 Year Since launch 18.3% 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 3.62 Yr. Kiran Sebastian 7 Feb 22 3.31 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Data below for Franklin Build India Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 35.72% Energy 12.72% Utility 12.48% Financial Services 11.88% Communication Services 8% Basic Materials 7.23% Real Estate 3.12% Consumer Cyclical 2.68% Technology 1.89% Asset Allocation
Asset Class Value Cash 4.27% Equity 95.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹244 Cr 665,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK6% ₹173 Cr 1,200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹171 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹160 Cr 300,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC5% ₹144 Cr 6,000,000
↑ 500,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹138 Cr 4,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹132 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹119 Cr 1,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID4% ₹104 Cr 3,600,000
↑ 235,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | TATAPOWER3% ₹79 Cr 2,000,000 3. Franklin India Smaller Companies Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (01 Jul 25) ₹175.725 ↓ -0.01 (0.00 %) Net Assets (Cr) ₹13,545 on 31 May 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.02 Information Ratio 0.23 Alpha Ratio -4.29 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹19,651 30 Jun 22 ₹20,254 30 Jun 23 ₹28,568 30 Jun 24 ₹45,688 30 Jun 25 ₹44,619 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.1% 3 Month 16.2% 6 Month -2.8% 1 Year -3.7% 3 Year 30.2% 5 Year 34.7% 10 Year 15 Year Since launch 15.9% 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 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Akhil Kalluri 8 Sep 22 2.73 Yr. Data below for Franklin India Smaller Companies Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 18.72% Financial Services 18.38% Consumer Cyclical 16.33% Health Care 11.28% Basic Materials 9.4% Technology 6.37% Real Estate 4.56% Consumer Defensive 4.01% Utility 2.74% Energy 0.8% Asset Allocation
Asset Class Value Cash 7.26% Equity 92.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹444 Cr 7,934,783
↓ -83,847 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE3% ₹423 Cr 3,868,691 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA2% ₹310 Cr 13,998,917 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹306 Cr 48,064,081 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹295 Cr 1,866,828 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹288 Cr 3,260,279
↑ 200,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹281 Cr 1,387,967 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹278 Cr 4,963,469 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹268 Cr 3,220,340 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹244 Cr 6,900,000 4. Franklin India Prima Fund
CAGR/Annualized return of 19.6% since its launch. Ranked 29 in Mid Cap category. Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% . Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (01 Jul 25) ₹2,818.36 ↑ 2.95 (0.10 %) Net Assets (Cr) ₹12,285 on 31 May 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.4 Information Ratio -0.17 Alpha Ratio 3.22 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 Jun 20 ₹10,000 30 Jun 21 ₹16,775 30 Jun 22 ₹15,547 30 Jun 23 ₹20,596 30 Jun 24 ₹31,502 30 Jun 25 ₹34,034 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 4.8% 3 Month 13.7% 6 Month 1.7% 1 Year 6.8% 3 Year 29.6% 5 Year 27.6% 10 Year 15 Year Since launch 19.6% 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 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Akhil Kalluri 7 Feb 22 3.31 Yr. Data below for Franklin India Prima Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 19.41% Consumer Cyclical 17.88% Basic Materials 13.98% Industrials 12.23% Health Care 10.28% Technology 6.27% Real Estate 5.62% Consumer Defensive 3.96% Communication Services 3.59% Utility 1.15% Energy 1.09% Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹443 Cr 21,939,752 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹272 Cr 1,499,891 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹262 Cr 1,428,689 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | MFSL2% ₹254 Cr 1,692,030 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹243 Cr 442,739 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH2% ₹242 Cr 2,153,205 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹239 Cr 1,631,918 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK2% ₹238 Cr 1,223,175 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | CUMMINSIND2% ₹234 Cr 717,366
↑ 100,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | IPCALAB2% ₹234 Cr 1,641,580 5. Templeton India Value Fund
CAGR/Annualized return of 16.5% since its launch. Ranked 35 in Value category. Return for 2024 was 15.2% , 2023 was 33.7% and 2022 was 15.5% . Templeton India Value Fund
Growth Launch Date 10 Sep 96 NAV (01 Jul 25) ₹729.104 ↑ 1.31 (0.18 %) Net Assets (Cr) ₹2,225 on 31 May 25 Category Equity - Value AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio -0.1 Information Ratio 0.81 Alpha Ratio -4.32 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹18,302 30 Jun 22 ₹19,276 30 Jun 23 ₹25,405 30 Jun 24 ₹37,486 30 Jun 25 ₹37,587 Returns for Templeton India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.3% 3 Month 11.1% 6 Month 4.7% 1 Year -0.5% 3 Year 24.8% 5 Year 30.1% 10 Year 15 Year Since launch 16.5% 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 1.58 Yr. Rajasa Kakulavarapu 6 Sep 21 3.82 Yr. Data below for Templeton India Value Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 33.98% Consumer Cyclical 12.14% Energy 10.47% Health Care 7.28% Basic Materials 7.02% Technology 5.69% Utility 5.12% Consumer Defensive 5.11% Industrials 3.65% Communication Services 2.99% Real Estate 2.75% Asset Allocation
Asset Class Value Cash 3.8% Equity 96.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK8% ₹185 Cr 950,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE6% ₹135 Cr 950,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | AXISBANK6% ₹131 Cr 1,100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK5% ₹116 Cr 800,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI3% ₹78 Cr 63,000 Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | CIPLA3% ₹73 Cr 500,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC3% ₹67 Cr 1,600,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK3% ₹62 Cr 300,000 Brookfield India Real Estate Trust (Real Estate)
-, Since 30 Apr 25 | BIRET3% ₹61 Cr 2,000,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 22 | ONGC3% ₹60 Cr 2,500,000
↑ 300,000 6. Franklin India Taxshield
CAGR/Annualized return of 21.1% since its launch. Ranked 28 in ELSS category. Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% . Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (01 Jul 25) ₹1,506.54 ↑ 0.45 (0.03 %) Net Assets (Cr) ₹6,719 on 31 May 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.3 Information Ratio 1.1 Alpha Ratio 1.73 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,749 30 Jun 22 ₹16,588 30 Jun 23 ₹20,886 30 Jun 24 ₹30,428 30 Jun 25 ₹32,346 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 2.9% 3 Month 11.2% 6 Month 2.3% 1 Year 5.7% 3 Year 24.7% 5 Year 26.3% 10 Year 15 Year Since launch 21.1% 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 9.09 Yr. Rajasa Kakulavarapu 1 Dec 23 1.5 Yr. Data below for Franklin India Taxshield as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 30.35% Industrials 11.97% Consumer Cyclical 11.02% Technology 9.19% Health Care 6.51% Consumer Defensive 5.51% Basic Materials 5.19% Utility 5.02% Communication Services 4.77% Energy 3.12% Real Estate 1.78% Asset Allocation
Asset Class Value Cash 5.55% Equity 94.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK10% ₹657 Cr 4,546,914 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹634 Cr 3,260,417 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹325 Cr 883,853 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹300 Cr 1,922,741 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL4% ₹282 Cr 1,517,753
↓ -268,992 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK4% ₹269 Cr 2,252,948 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹239 Cr 1,462,587 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹209 Cr 1,472,922
↑ 23,116 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR3% ₹194 Cr 1,276,457 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹190 Cr 917,310 7. Franklin India Equity Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 50 in Multi Cap category. Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (01 Jul 25) ₹1,670.89 ↓ -0.38 (-0.02 %) Net Assets (Cr) ₹18,679 on 31 May 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.32 Information Ratio 0.99 Alpha Ratio 1.89 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 30 Jun 20 ₹10,000 30 Jun 21 ₹16,569 30 Jun 22 ₹16,906 30 Jun 23 ₹21,182 30 Jun 24 ₹30,694 30 Jun 25 ₹32,812 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.1% 3 Month 11.3% 6 Month 3.2% 1 Year 6.2% 3 Year 24.5% 5 Year 26.7% 10 Year 15 Year Since launch 18.1% 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 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Rajasa Kakulavarapu 1 Dec 23 1.5 Yr. Data below for Franklin India Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 28.95% Consumer Cyclical 11.46% Industrials 11.29% Technology 8.16% Health Care 7.31% Communication Services 5.37% Utility 5.17% Consumer Defensive 5.14% Basic Materials 4.55% Energy 3.18% Real Estate 2.28% Asset Allocation
Asset Class Value Cash 7.13% Equity 92.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹1,640 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,577 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL4% ₹796 Cr 4,286,537
↓ -618,285 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹783 Cr 2,131,779 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹723 Cr 4,627,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK4% ₹723 Cr 6,061,448 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹595 Cr 4,184,430
↑ 65,404 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹582 Cr 3,555,589 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹525 Cr 3,452,563 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹504 Cr 2,429,027 8. Franklin India Technology Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 41 in Sectoral category. Return for 2024 was 28.4% , 2023 was 51.1% and 2022 was -22.3% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (30 Jun 25) ₹524.866 ↓ -0.19 (-0.04 %) Net Assets (Cr) ₹1,862 on 31 May 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.2 Sharpe Ratio 0.33 Information Ratio 1.01 Alpha Ratio -2.75 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 Jun 20 ₹10,000 30 Jun 21 ₹17,754 30 Jun 22 ₹15,942 30 Jun 23 ₹18,924 30 Jun 24 ₹28,533 30 Jun 25 ₹30,446 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 4.7% 3 Month 11.7% 6 Month -3.9% 1 Year 6.7% 3 Year 24.1% 5 Year 24.9% 10 Year 15 Year Since launch 18.9% 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 0.66 Yr. R. Janakiraman 1 Dec 23 1.5 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Data below for Franklin India Technology Fund as on 31 May 25
Equity Sector Allocation
Sector Value Technology 61.58% Communication Services 18.95% Consumer Cyclical 10.35% Financial Services 5.08% Industrials 1.15% Health Care 0.06% Asset Allocation
Asset Class Value Cash 2.5% Equity 97.27% Other 0.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY19% ₹350 Cr 2,242,479 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL15% ₹270 Cr 1,455,827 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS14% ₹265 Cr 764,559 Franklin Technology I Acc USD
Investment Fund | -7% ₹138 Cr 215,810 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹128 Cr 5,367,142
↑ 300,000 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433905% ₹91 Cr 517,479 Intellect Design Arena Ltd (Technology)
Equity, Since 31 Dec 22 | INTELLECT3% ₹64 Cr 543,133 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH3% ₹63 Cr 387,170 Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH3% ₹54 Cr 642,259 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY2% ₹45 Cr 1,346,780 9. Franklin India Feeder - Franklin U S Opportunities Fund
CAGR/Annualized return of 16.3% since its launch. Ranked 6 in Global category. Return for 2024 was 27.1% , 2023 was 37.9% and 2022 was -30.3% . Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (30 Jun 25) ₹76.0315 ↑ 0.67 (0.89 %) Net Assets (Cr) ₹3,834 on 31 May 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.52 Sharpe Ratio 0.38 Information Ratio -1.32 Alpha Ratio -6.33 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 Jun 20 ₹10,000 30 Jun 21 ₹13,565 30 Jun 22 ₹9,768 30 Jun 23 ₹12,063 30 Jun 24 ₹15,991 30 Jun 25 ₹18,031 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 1 Jul 25 Duration Returns 1 Month 5.8% 3 Month 16.7% 6 Month 5.1% 1 Year 12.8% 3 Year 22.7% 5 Year 12.5% 10 Year 15 Year Since launch 16.3% 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 3.62 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Technology 34.56% Communication Services 17.6% Consumer Cyclical 11.22% Industrials 9.15% Health Care 8.56% Financial Services 7.5% Consumer Defensive 2.48% Basic Materials 2.31% Real Estate 0.57% Asset Allocation
Asset Class Value Cash 1.91% Equity 96.6% Other 0.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹3,798 Cr 4,626,057
↓ -15,561 Call, Cash & Other Assets
CBLO | -1% ₹36 Cr 10. Franklin India Focused Equity Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 28 in Focused category. Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% . Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (01 Jul 25) ₹108.726 ↓ -0.09 (-0.08 %) Net Assets (Cr) ₹12,147 on 31 May 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.09 Information Ratio 0.16 Alpha Ratio -1.57 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,384 30 Jun 22 ₹16,858 30 Jun 23 ₹21,464 30 Jun 24 ₹29,510 30 Jun 25 ₹30,565 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.2% 3 Month 11.3% 6 Month 3.1% 1 Year 2.7% 3 Year 21.8% 5 Year 24.7% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.9% 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% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.62 Yr. Venkatesh Sanjeevi 4 Oct 24 0.66 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Data below for Franklin India Focused Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 36.4% Consumer Cyclical 11.62% Industrials 8.86% Health Care 8.64% Technology 5.99% Communication Services 5.96% Energy 5.38% Basic Materials 4.6% Consumer Defensive 4.07% Real Estate 3.18% Asset Allocation
Asset Class Value Cash 5.31% Equity 94.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK11% ₹1,323 Cr 6,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK10% ₹1,200 Cr 8,300,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS6% ₹727 Cr 2,100,000
↑ 700,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹724 Cr 3,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK6% ₹715 Cr 6,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE5% ₹654 Cr 4,600,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433205% ₹560 Cr 23,500,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA4% ₹537 Cr 3,200,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | CIPLA4% ₹513 Cr 3,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹431 Cr 350,000
SIP ਕੈਲਕੁਲੇਟਰ ਜਾਂ SIP ਰਿਟਰਨ ਕੈਲਕੁਲੇਟਰ
SIP ਕੈਲਕੂਲੇਟਰ ਆਮ ਤੌਰ 'ਤੇ ਇਨਪੁਟ ਲੈਂਦੇ ਹਨ ਜਿਵੇਂ ਕਿ SIP ਨਿਵੇਸ਼ ਰਕਮ (ਟੀਚਾ) ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਦੇ ਸਾਲਾਂ ਦੀ ਸੰਖਿਆ, ਉਮੀਦ ਕੀਤੀ ਜਾਂਦੀ ਹੈ।ਮਹਿੰਗਾਈ ਦਰਾਂ (ਕਿਸੇ ਨੂੰ ਇਸ ਲਈ ਲੇਖਾ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ!) ਅਤੇ ਸੰਭਾਵਿਤ ਰਿਟਰਨ। ਇਸ ਲਈ, ਕੋਈ ਟੀਚਾ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਲੋੜੀਂਦੇ SIP ਰਿਟਰਨਾਂ ਦੀ ਗਣਨਾ ਕਰ ਸਕਦਾ ਹੈ!
ਮੰਨ ਲਓ, ਜੇਕਰ ਤੁਸੀਂ 10 ਰੁਪਏ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ,000 10 ਸਾਲਾਂ ਲਈ, ਦੇਖੋ ਕਿ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ-
ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼: INR 10,000
ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ: 10 ਸਾਲ
ਨਿਵੇਸ਼ ਕੀਤੀ ਗਈ ਕੁੱਲ ਰਕਮ: INR 12,00,000
ਲੰਬੇ ਸਮੇਂ ਦੀ ਵਿਕਾਸ ਦਰ (ਲਗਭਗ): 15%
ਦੇ ਅਨੁਸਾਰ ਸੰਭਾਵਿਤ ਰਿਟਰਨsip ਕੈਲਕੁਲੇਟਰ: 27,86,573 ਰੁਪਏ
ਕੁੱਲ ਲਾਭ: 15,86,573 ਰੁਪਏ (ਸੰਪੂਰਨ ਵਾਪਸੀ= 132.2%)
ਉਪਰੋਕਤ ਗਣਨਾਵਾਂ ਦਰਸਾਉਂਦੀਆਂ ਹਨ ਕਿ ਜੇਕਰ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ INR 10,000 ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ (ਕੁੱਲ INR12,00,000) ਤੁਸੀਂ ਕਮਾਈ ਕਰੋਗੇ27,86,573 ਰੁਪਏ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਤੁਸੀਂ ਜੋ ਸ਼ੁੱਧ ਲਾਭ ਕਮਾਉਂਦੇ ਹੋ15,86,573 ਰੁਪਏ. ਕੀ ਇਹ ਬਹੁਤ ਵਧੀਆ ਨਹੀਂ ਹੈ!
ਫਰੈਂਕਲਿਨ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
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ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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