+91-22-4891390910 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।
Talk to our investment specialist
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 Feeder - Franklin U S Opportunities Fund Growth ₹93.9317
↑ 0.15 ₹5,955 500 2.8 24.6 15.7 23.8 10.4 11.4 Franklin Asian Equity Fund Growth ₹44.4824
↓ -0.10 ₹996 500 -1.9 26.3 32.5 22.8 8.3 23.7 Franklin India Opportunities Fund Growth ₹260.324
↑ 0.27 ₹9,717 500 1.1 13.9 2.8 18.5 16.6 3.1 Franklin Build India Fund Growth ₹136.402
↑ 0.10 ₹3,152 500 -7.6 2.9 -2.7 13.5 16.3 3.7 Franklin India Prima Fund Growth ₹2,674.87
↑ 5.16 ₹13,052 500 -2.6 11.8 0.1 13.3 11.6 1.6 Franklin India Smaller Companies Fund Growth ₹173.833
↑ 0.75 ₹14,746 500 -0.9 20 5.5 11.2 14.4 -8.4 Templeton India Equity Income Fund Growth ₹131.034
↓ -1.05 ₹2,280 500 -2.9 1.6 -3.6 9.7 10.6 1.7 Franklin India Equity Advantage Fund Growth ₹180.383
↓ -0.92 ₹3,622 500 -3 7.4 -4 9.4 8.1 7.6 Franklin India Equity Fund Growth ₹1,514.68
↓ -3.60 ₹19,385 500 -4.5 4.7 -5.3 8.8 9.8 3.3 Franklin India Taxshield Growth ₹1,354.53
↓ -3.67 ₹6,223 500 -4.2 4.9 -6.1 8.6 9.7 2.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Feeder - Franklin U S Opportunities Fund Franklin Asian Equity Fund Franklin India Opportunities Fund Franklin Build India Fund Franklin India Prima Fund Franklin India Smaller Companies Fund Templeton India Equity Income Fund Franklin India Equity Advantage Fund Franklin India Equity Fund Franklin India Taxshield Point 1 Lower mid AUM (₹5,955 Cr). Bottom quartile AUM (₹996 Cr). Upper mid AUM (₹9,717 Cr). Bottom quartile AUM (₹3,152 Cr). Upper mid AUM (₹13,052 Cr). Top quartile AUM (₹14,746 Cr). Bottom quartile AUM (₹2,280 Cr). Lower mid AUM (₹3,622 Cr). Highest AUM (₹19,385 Cr). Upper mid AUM (₹6,223 Cr). Point 2 Established history (14+ yrs). Established history (18+ yrs). Established history (26+ yrs). Established history (17+ yrs). Oldest track record among peers (32 yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (32+ yrs). Established history (27+ yrs). Point 3 Rating: 4★ (upper mid). Top rated. Rating: 3★ (upper mid). Rating: 5★ (top quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately 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: 10.39% (lower mid). 5Y return: 8.29% (bottom quartile). 5Y return: 16.60% (top quartile). 5Y return: 16.30% (top quartile). 5Y return: 11.63% (upper mid). 5Y return: 14.37% (upper mid). 5Y return: 10.59% (upper mid). 5Y return: 8.12% (bottom quartile). 5Y return: 9.81% (lower mid). 5Y return: 9.69% (bottom quartile). Point 6 3Y return: 23.81% (top quartile). 3Y return: 22.79% (top quartile). 3Y return: 18.52% (upper mid). 3Y return: 13.54% (upper mid). 3Y return: 13.26% (upper mid). 3Y return: 11.19% (lower mid). 3Y return: 9.68% (lower mid). 3Y return: 9.43% (bottom quartile). 3Y return: 8.84% (bottom quartile). 3Y return: 8.56% (bottom quartile). Point 7 1Y return: 15.66% (top quartile). 1Y return: 32.52% (top quartile). 1Y return: 2.75% (upper mid). 1Y return: -2.68% (lower mid). 1Y return: 0.08% (upper mid). 1Y return: 5.50% (upper mid). 1Y return: -3.59% (lower mid). 1Y return: -4.01% (bottom quartile). 1Y return: -5.33% (bottom quartile). 1Y return: -6.13% (bottom quartile). Point 8 Alpha: -3.26 (upper mid). Alpha: 0.00 (top quartile). Alpha: 1.10 (top quartile). Alpha: 0.00 (upper mid). Alpha: -6.16 (bottom quartile). Alpha: -2.91 (upper mid). Alpha: -3.55 (lower mid). Alpha: -4.28 (lower mid). Alpha: -4.31 (bottom quartile). Alpha: -5.46 (bottom quartile). Point 9 Sharpe: 0.58 (top quartile). Sharpe: 1.39 (top quartile). Sharpe: 0.13 (upper mid). Sharpe: -0.04 (lower mid). Sharpe: 0.15 (upper mid). Sharpe: 0.22 (upper mid). Sharpe: -0.19 (bottom quartile). Sharpe: -0.08 (lower mid). Sharpe: -0.21 (bottom quartile). Sharpe: -0.29 (bottom quartile). Point 10 Information ratio: -1.35 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 1.18 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.33 (bottom quartile). Information ratio: -0.59 (bottom quartile). Information ratio: -0.06 (upper mid). Information ratio: -0.30 (lower mid). Information ratio: -0.16 (upper mid). Information ratio: -0.27 (lower mid). Franklin India Feeder - Franklin U S Opportunities Fund
Franklin Asian Equity Fund
Franklin India Opportunities Fund
Franklin Build India Fund
Franklin India Prima Fund
Franklin India Smaller Companies Fund
Templeton India Equity Income Fund
Franklin India Equity Advantage Fund
Franklin India Equity Fund
Franklin India Taxshield
ਸੰਪਤੀ > 100 ਕਰੋੜ 'ਤੇ ਆਧਾਰਿਤ ਛਾਂਟੀ ਕੀਤੀ ਗਈ ਹੈ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.
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. Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation. Research Highlights for Franklin Asian Equity Fund Below is the key information for Franklin Asian Equity Fund Returns up to 1 year are on The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Research Highlights for Franklin India Opportunities Fund Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund Below is the key information for Franklin Build India Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Research Highlights for Franklin India Smaller Companies Fund Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield. Research Highlights for Templeton India Equity Income Fund Below is the key information for Templeton India Equity Income Fund Returns up to 1 year are on (Erstwhile Franklin India 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 (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Research Highlights for Franklin India Equity Fund Below is the key information for Franklin India Equity Fund Returns up to 1 year are on The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate Research Highlights for Franklin India Taxshield Below is the key information for Franklin India Taxshield Returns up to 1 year are on 1. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (29 Sep 26) ₹93.9317 ↑ 0.15 (0.16 %) Net Assets (Cr) ₹5,955 on 31 Aug 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.58 Information Ratio -1.35 Alpha Ratio -3.26 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 Sep 21 ₹10,000 30 Sep 22 ₹7,098 30 Sep 23 ₹8,672 30 Sep 24 ₹12,248 30 Sep 25 ₹14,266 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 29 Sep 26 Duration Returns 1 Month 3.1% 3 Month 2.8% 6 Month 24.6% 1 Year 15.7% 3 Year 23.8% 5 Year 10.4% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 2023 27.1% 2022 37.9% 2021 -30.3% 2020 17.9% 2019 45.2% 2018 34.2% 2017 6.5% 2016 18.1% 2015 -0.8% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.87 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Technology 44.61% Industrials 11.04% Communication Services 10.62% Consumer Cyclical 9.17% Health Care 8.55% Financial Services 1.81% Basic Materials 1.44% Utility 1% Consumer Defensive 0.64% Asset Allocation
Asset Class Value Cash 5.67% Equity 91.06% Other 3.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -96% ₹5,720 Cr 5,402,573
↑ 17,426 Call, Cash & Other Assets
CBLO | -4% ₹234 Cr 2. Franklin Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (30 Sep 26) ₹44.4824 ↓ -0.10 (-0.22 %) Net Assets (Cr) ₹996 on 31 Aug 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 1.39 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹7,482 30 Sep 23 ₹8,043 30 Sep 24 ₹10,049 30 Sep 25 ₹11,237 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -2.5% 3 Month -1.9% 6 Month 26.3% 1 Year 32.5% 3 Year 22.8% 5 Year 8.3% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.7% 2023 14.4% 2022 0.7% 2021 -14.5% 2020 -5.9% 2019 25.8% 2018 28.2% 2017 -13.6% 2016 35.5% 2015 7.2% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.87 Yr. Shyam Sriram 26 Sep 24 1.93 Yr. Data below for Franklin Asian Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Technology 32.89% Consumer Cyclical 14.23% Financial Services 12.44% Industrials 10.79% Health Care 8.41% Communication Services 3.71% Real Estate 3.68% Basic Materials 2.45% Utility 1.87% Consumer Defensive 1.53% Energy 1.49% Asset Allocation
Asset Class Value Cash 6.5% Equity 93.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 233010% ₹96 Cr 133,000 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059307% ₹74 Cr 41,012 SK hynix Inc (Technology)
Equity, Since 30 Jun 20 | 0006605% ₹52 Cr 4,450 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIBANK3% ₹33 Cr 226,594 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 26 | DIVISLAB3% ₹27 Cr 28,750 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007002% ₹24 Cr 43,300
↓ -13,700 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | TORNTPHARM2% ₹23 Cr 45,546 MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 24542% ₹22 Cr 19,000 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 17 | OBEROIRLTY2% ₹21 Cr 114,827 King Slide Works Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 26 | 20592% ₹21 Cr 5,000 3. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (29 Sep 26) ₹260.324 ↑ 0.27 (0.11 %) Net Assets (Cr) ₹9,717 on 31 Aug 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.13 Information Ratio 1.18 Alpha Ratio 1.1 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 Sep 21 ₹10,000 30 Sep 22 ₹9,787 30 Sep 23 ₹13,001 30 Sep 24 ₹21,446 30 Sep 25 ₹21,054 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -2.7% 3 Month 1.1% 6 Month 13.9% 1 Year 2.8% 3 Year 18.5% 5 Year 16.6% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.1% 2023 37.3% 2022 53.6% 2021 -1.9% 2020 29.7% 2019 27.3% 2018 5.4% 2017 -10.1% 2016 35.6% 2015 4.2% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 4.57 Yr. R. Janakiraman 1 Apr 13 13.43 Yr. Sandeep Manam 18 Oct 21 4.87 Yr. Data below for Franklin India Opportunities Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 21.41% Financial Services 14.76% Consumer Cyclical 12.66% Technology 12.39% Health Care 12.25% Basic Materials 7.89% Energy 2.83% Communication Services 2.57% Utility 2.52% Asset Allocation
Asset Class Value Cash 10.73% Equity 89.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL8% ₹747 Cr 1,555,200 TBO Tek Ltd (Consumer Cyclical)
Equity, Since 31 Jul 26 | TBOTEK4% ₹427 Cr 2,446,567 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO4% ₹370 Cr 1,662,735 Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Jul 25 | MANKIND4% ₹368 Cr 1,521,556
↑ 383,132 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH4% ₹354 Cr 234,384 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 24 | SYRMA4% ₹344 Cr 2,393,073 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5323433% ₹322 Cr 741,718 AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 25 | AIAENG3% ₹295 Cr 692,096 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN3% ₹295 Cr 2,653,466 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹275 Cr 2,154,638 4. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (30 Sep 26) ₹136.402 ↑ 0.10 (0.07 %) Net Assets (Cr) ₹3,152 on 31 Aug 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.04 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 Sep 21 ₹10,000 30 Sep 22 ₹10,454 30 Sep 23 ₹14,537 30 Sep 24 ₹23,003 30 Sep 25 ₹21,861 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -4.1% 3 Month -7.6% 6 Month 2.9% 1 Year -2.7% 3 Year 13.5% 5 Year 16.3% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.87 Yr. Kiran Sebastian 7 Feb 22 4.57 Yr. Sandeep Manam 18 Oct 21 4.87 Yr. Data below for Franklin Build India Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 44.27% Utility 15.58% Financial Services 13.17% Energy 9.16% Basic Materials 4.33% Communication Services 4.08% Real Estate 2.18% Technology 0.91% Consumer Cyclical 0.85% Asset Allocation
Asset Class Value Cash 5.47% Equity 94.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹293 Cr 725,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO7% ₹223 Cr 425,597 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE5% ₹150 Cr 1,175,000
↓ -50,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325554% ₹138 Cr 4,200,000
↓ -400,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹130 Cr 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹129 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹122 Cr 1,725,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004003% ₹108 Cr 3,100,000 REC Ltd (Financial Services)
Equity, Since 30 Sep 25 | 5329553% ₹100 Cr 3,100,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 26 | HAL3% ₹97 Cr 202,000 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (30 Sep 26) ₹2,674.87 ↑ 5.16 (0.19 %) Net Assets (Cr) ₹13,052 on 31 Aug 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.15 Information Ratio -0.33 Alpha Ratio -6.16 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 Sep 21 ₹10,000 30 Sep 22 ₹9,810 30 Sep 23 ₹11,930 30 Sep 24 ₹18,386 30 Sep 25 ₹17,321 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -6.7% 3 Month -2.6% 6 Month 11.8% 1 Year 0.1% 3 Year 13.3% 5 Year 11.6% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.6% 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% 2015 8.5% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.59 Yr. Sandeep Manam 18 Oct 21 4.87 Yr. Akhil Kalluri 7 Feb 22 4.57 Yr. Data below for Franklin India Prima Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 24.92% Industrials 17.46% Consumer Cyclical 14.84% Basic Materials 9.76% Health Care 9.34% Technology 8.96% Real Estate 4.74% Communication Services 2.7% Utility 1.12% Consumer Defensive 0.9% Energy 0.87% Asset Allocation
Asset Class Value Cash 5.11% Equity 94.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL3% ₹379 Cr 6,304,921
↓ -400,000 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON3% ₹334 Cr 8,094,684 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹326 Cr 9,149,683
↓ -500,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹317 Cr 36,893,177 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | POLICYBZR2% ₹313 Cr 1,670,853
↑ 70,275 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹283 Cr 1,425,747
↓ -200,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹267 Cr 1,199,891 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹266 Cr 1,631,918 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | BALKRISIND2% ₹256 Cr 1,125,000
↓ -50,000 Ashok Leyland Ltd (Industrials)
Equity, Since 30 Jun 25 | 5004772% ₹256 Cr 14,583,520 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (30 Sep 26) ₹173.833 ↑ 0.75 (0.44 %) Net Assets (Cr) ₹14,746 on 31 Aug 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.22 Information Ratio -0.59 Alpha Ratio -2.91 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 Sep 21 ₹10,000 30 Sep 22 ₹10,442 30 Sep 23 ₹14,234 30 Sep 24 ₹20,964 30 Sep 25 ₹18,547 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -3.3% 3 Month -0.9% 6 Month 20% 1 Year 5.5% 3 Year 11.2% 5 Year 14.4% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.4% 2023 23.2% 2022 52.1% 2021 3.6% 2020 56.4% 2019 18.7% 2018 -5% 2017 -17.4% 2016 43.5% 2015 10.2% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.59 Yr. Sandeep Manam 18 Oct 21 4.87 Yr. Akhil Kalluri 8 Sep 22 3.98 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.32% Industrials 19.58% Financial Services 17.71% Technology 10.01% Health Care 9.8% Basic Materials 8.99% Real Estate 3.65% Consumer Defensive 3.13% Utility 2.71% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Pine Labs Ltd (Technology)
Equity, Since 30 Nov 25 | PINELABS3% ₹384 Cr 23,411,324
↑ 698,072 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹356 Cr 48,064,081 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 5002332% ₹349 Cr 2,804,114 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329292% ₹348 Cr 5,311,513 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG2% ₹308 Cr 1,465,251 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹290 Cr 2,233,791 Metropolis Healthcare Ltd (Healthcare)
Equity, Since 30 Apr 20 | METROPOLIS2% ₹272 Cr 4,678,471
↑ 305,037 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL2% ₹271 Cr 565,000
↓ -50,000 PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING2% ₹270 Cr 2,354,061
↓ -107,898 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹268 Cr 4,463,469 7. Templeton India Equity Income Fund
Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (29 Sep 26) ₹131.034 ↓ -1.05 (-0.79 %) Net Assets (Cr) ₹2,280 on 31 Aug 26 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.19 Information Ratio -0.06 Alpha Ratio -3.55 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 Sep 21 ₹10,000 30 Sep 22 ₹10,234 30 Sep 23 ₹12,534 30 Sep 24 ₹19,036 30 Sep 25 ₹17,186 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -3.7% 3 Month -2.9% 6 Month 1.6% 1 Year -3.6% 3 Year 9.7% 5 Year 10.6% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.7% 2023 20.4% 2022 33.3% 2021 5.3% 2020 43.1% 2019 22.9% 2018 5.3% 2017 -8.6% 2016 34.1% 2015 9.4% Fund Manager information for Templeton India Equity Income Fund
Name Since Tenure Ajay Argal 1 Dec 23 2.75 Yr. Sandeep Manam 18 Oct 21 4.87 Yr. Rajasa Kakulavarapu 6 Sep 21 4.99 Yr. Data below for Templeton India Equity Income Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 21.19% Technology 14.59% Utility 10.93% Real Estate 10.36% Consumer Defensive 8.97% Energy 8.81% Industrials 6.15% Consumer Cyclical 4.81% Basic Materials 4.58% Health Care 3.21% Communication Services 1.74% Asset Allocation
Asset Class Value Cash 4.66% Equity 95.33% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 30 Jun 25 | SBIN6% ₹138 Cr 1,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 26 | ICICIBANK4% ₹102 Cr 700,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹101 Cr 1,430,000 Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY4% ₹95 Cr 2,166,455 Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY4% ₹95 Cr 833,600 MediaTek Inc (Technology)
Equity, Since 30 Sep 21 | 24544% ₹94 Cr 80,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 5325554% ₹87 Cr 2,650,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC3% ₹74 Cr 2,900,000
↑ 500,000 Knowledge Realty Trust Units (Real Estate)
-, Since 31 Aug 25 | 5444813% ₹66 Cr 6,000,000
↑ 2,000,100 Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA3% ₹60 Cr 1,496,000 8. Franklin India Equity Advantage Fund
Franklin India Equity Advantage Fund
Growth Launch Date 2 Mar 05 NAV (30 Sep 26) ₹180.383 ↓ -0.92 (-0.51 %) Net Assets (Cr) ₹3,622 on 31 Aug 26 Category Equity - Large & Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio -0.08 Information Ratio -0.3 Alpha Ratio -4.28 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 Sep 21 ₹10,000 30 Sep 22 ₹9,799 30 Sep 23 ₹11,275 30 Sep 24 ₹16,095 30 Sep 25 ₹15,392 Returns for Franklin India Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -7.8% 3 Month -3% 6 Month 7.4% 1 Year -4% 3 Year 9.4% 5 Year 8.1% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 18.8% 2022 27% 2021 -2.8% 2020 39.1% 2019 12% 2018 2.1% 2017 -5% 2016 31.1% 2015 4% Fund Manager information for Franklin India Equity Advantage Fund
Name Since Tenure Venkatesh Sanjeevi 18 Oct 21 4.87 Yr. R. Janakiraman 28 Feb 14 12.51 Yr. Sandeep Manam 18 Oct 21 4.87 Yr. Data below for Franklin India Equity Advantage Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 31.81% Consumer Cyclical 18.85% Industrials 10.43% Health Care 8.59% Technology 7.84% Basic Materials 4.46% Communication Services 4.39% Consumer Defensive 4.32% Utility 2.53% Real Estate 2.24% Energy 1.9% Asset Allocation
Asset Class Value Cash 2.63% Equity 97.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹178 Cr 1,227,369 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M5% ₹164 Cr 500,500
↑ 29,902 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 26 | LT4% ₹144 Cr 354,769
↑ 196,468 Max Financial Services Ltd (Financial Services)
Equity, Since 31 May 24 | 5002714% ₹133 Cr 846,320
↑ 166,300 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | ETERNAL3% ₹121 Cr 3,678,272
↓ -819,355 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | KOTAKBANK3% ₹119 Cr 2,827,755 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5406113% ₹117 Cr 1,074,712 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | VMM3% ₹116 Cr 10,525,598
↑ 4,438,627 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 18 | APOLLOHOSP3% ₹108 Cr 121,596
↑ 58,286 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 25 | POLICYBZR3% ₹106 Cr 564,163
↑ 68,444 9. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (30 Sep 26) ₹1,514.68 ↓ -3.60 (-0.24 %) Net Assets (Cr) ₹19,385 on 31 Aug 26 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.21 Information Ratio -0.16 Alpha Ratio -4.31 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 Sep 21 ₹10,000 30 Sep 22 ₹10,153 30 Sep 23 ₹12,383 30 Sep 24 ₹17,818 30 Sep 25 ₹16,865 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -6% 3 Month -4.5% 6 Month 4.7% 1 Year -5.3% 3 Year 8.8% 5 Year 9.8% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.3% 2023 21.8% 2022 30.8% 2021 5.3% 2020 40.3% 2019 16% 2018 3.3% 2017 -4.4% 2016 30.6% 2015 5% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.59 Yr. Sandeep Manam 18 Oct 21 4.87 Yr. Rajasa Kakulavarapu 1 Dec 23 2.75 Yr. Data below for Franklin India Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 29.13% Industrials 16.76% Consumer Cyclical 10.06% Technology 8.07% Basic Materials 7.72% Health Care 6.4% Consumer Defensive 4.58% Energy 4.43% Utility 3.9% Communication Services 3.16% Real Estate 1.09% Asset Allocation
Asset Class Value Cash 5.4% Equity 94.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK7% ₹1,293 Cr 8,891,035 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK6% ₹1,204 Cr 16,978,298
↓ -1,930,826 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322155% ₹1,016 Cr 7,818,423
↓ -150,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹748 Cr 1,849,010 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹690 Cr 6,506,362 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹624 Cr 1,902,271
↑ 195,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹623 Cr 14,862,470 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL3% ₹613 Cr 3,383,167 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL3% ₹597 Cr 18,182,409 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹574 Cr 4,493,052 10. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (30 Sep 26) ₹1,354.53 ↓ -3.67 (-0.27 %) Net Assets (Cr) ₹6,223 on 31 Aug 26 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.29 Information Ratio -0.27 Alpha Ratio -5.46 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,149 30 Sep 23 ₹12,410 30 Sep 24 ₹17,999 30 Sep 25 ₹16,914 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -5.8% 3 Month -4.2% 6 Month 4.9% 1 Year -6.1% 3 Year 8.6% 5 Year 9.7% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.1% 2023 22.4% 2022 31.2% 2021 5.4% 2020 36.7% 2019 9.8% 2018 5.1% 2017 -3% 2016 29.1% 2015 4.7% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 10.34 Yr. Rajasa Kakulavarapu 1 Dec 23 2.75 Yr. Data below for Franklin India Taxshield as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 30.37% Industrials 17% Consumer Cyclical 9.93% Technology 7.85% Basic Materials 6.47% Health Care 5.62% Consumer Defensive 5.25% Energy 4.07% Utility 3.5% Communication Services 3.09% Real Estate 1.08% Asset Allocation
Asset Class Value Cash 5.76% Equity 94.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK8% ₹480 Cr 3,297,903 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK6% ₹375 Cr 5,285,386
↓ -1,235,448 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322155% ₹322 Cr 2,477,634 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN5% ₹300 Cr 2,833,344 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹290 Cr 717,322 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | ETERNAL4% ₹246 Cr 7,499,624 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹217 Cr 1,911,441 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹209 Cr 4,981,055 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹198 Cr 601,937
↑ 45,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL3% ₹192 Cr 1,060,541
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?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
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।
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund