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10টি সেরা ফ্র্যাঙ্কলিন টেম্পলটন SIP মিউচুয়াল ফান্ড 2022৷

ফিনক্যাশ »ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ড »সেরা ফ্র্যাঙ্কলিন এসআইপি ফান্ড

10টি সেরা ফ্র্যাঙ্কলিন টেম্পলটন SIP মিউচুয়াল ফান্ড 2022৷

Updated on February 1, 2025 , 17361 views

ফ্র্যাঙ্কলিন টেম্পলটনকে বেছে নিয়েচুমুক প্ল্যান বিনিয়োগকারীরা প্রতি মাসে একটি প্রাক-নির্বাচিত তারিখে অল্প পরিমাণ অর্থ বিনিয়োগ করতে পারে যে স্কিমে আপনি বিনিয়োগ করতে চান৷ একটি এসআইপি হল ইক্যুইটিতে প্রবেশের অন্যতম সেরা উপায়বাজার, কারণ এটি একটি বিনিয়োগ শৃঙ্খলা এবং অভ্যাস নিয়ে আসেবিনিয়োগকারী. তাছাড়া, ফ্র্যাঙ্কলিন এসআইপি অর্জনে সহায়তা করেআর্থিক লক্ষ্য সময়মত বিনিয়োগকারীরা মাসে অল্প পরিমাণ অর্থ বিনিয়োগ করতে পারেনভিত্তি, যা শেষ পর্যন্ত আপনার লক্ষ্য পূরণের জন্য একটি উদ্বৃত্ত কর্পাস তৈরি করবে। আপনি শুরু করতে পারেনবিনিয়োগ INR 500-এর মতো কম পরিমাণে, যা বেশিরভাগ বিনিয়োগকারীদের জন্য এটিকে সাশ্রয়ী করে তোলে৷

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Franklin

ফ্র্যাঙ্কলিন এসআইপি মিউচুয়াল ফান্ডে কেন বিনিয়োগ করবেন?

SIP এর কিছু সুবিধা হল:

  • যৌগিক শক্তি
  • রুপি খরচ গড়
  • বাজার সময় প্রয়োজন নেই
  • সাশ্রয়ী

যে বিনিয়োগকারীরা বিনিয়োগ করতে চাইছেন তারা নীচের তালিকাভুক্ত সেরা ফ্র্যাঙ্কলিন টেম্পলটন এসআইপি থেকে তহবিল বেছে নিতে পারেনযৌথ পুঁজি ইক্যুইটি বিভাগে বিনিয়োগ করতে। এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি

কিভাবে SIP বিনিয়োগ বৃদ্ধি পায়?

আপনার কেমন জানতে চাইএসআইপি বিনিয়োগ আপনি একটি নির্দিষ্ট সময়ের জন্য মাসিক একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করলে বাড়বে? আমরা আপনাকে একটি উদাহরণ দিয়ে ব্যাখ্যা করব।

বিনিয়োগের জন্য সেরা ফ্র্যাঙ্কলিন এসআইপি মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin India Opportunities Fund Growth ₹236.297
↑ 0.43
₹6,120 500 -4.4-5.422.225.626.537.3
Franklin Build India Fund Growth ₹127.281
↓ -3.54
₹2,784 500 -10.5-12.28.824.225.627.8
Franklin India Smaller Companies Fund Growth ₹162.533
↓ -1.14
₹14,069 500 -9.4-11.68.320.426.123.2
Franklin India Prima Fund Growth ₹2,562.44
↑ 1.76
₹12,570 500 -5.4-4.219.519.621.231.8
Templeton India Equity Income Fund Growth ₹135.656
↑ 2.13
₹2,367 500 -4.4-8.412.118.123.920.4
Templeton India Value Fund Growth ₹673.312
↓ -2.56
₹2,154 500 -6.6-9.88.317.723.415.2
Franklin India Technology Fund Growth ₹531.379
↑ 3.36
₹1,989 500 2.70.319.916.925.128.4
Franklin India Taxshield Growth ₹1,383.39
↓ -5.44
₹6,855 500 -4.8-5.712.815.919.522.4
Franklin India Equity Fund Growth ₹1,525.25
↓ -5.11
₹17,947 500 -4.8-5.612.615.621.221.8
Franklin India Focused Equity Fund Growth ₹100.444
↓ -0.17
₹12,044 500 -4.4-6.811.61419.519.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Feb 25
*ভিত্তিক তহবিলের তালিকাসম্পদ > 100 কোটি & উপর ভিত্তি করে সাজানো3 বছরসিএজিআর প্রত্যাবর্তন.

1. Franklin India Opportunities Fund

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 CAGR/Annualized return of 13.5% since its launch.  Ranked 47 in Sectoral category.  Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (03 Feb 25) ₹236.297 ↑ 0.43   (0.18 %)
Net Assets (Cr) ₹6,120 on 31 Dec 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 1.98
Information Ratio 1.47
Alpha Ratio 17.76
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹12,591
31 Jan 22₹15,887
31 Jan 23₹15,681
31 Jan 24₹26,031
31 Jan 25₹31,795

Franklin India Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Franklin India Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -7.2%
3 Month -4.4%
6 Month -5.4%
1 Year 22.2%
3 Year 25.6%
5 Year 26.5%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kiran Sebastian7 Feb 222.99 Yr.
R. Janakiraman1 Apr 1311.85 Yr.
Sandeep Manam18 Oct 213.29 Yr.

Data below for Franklin India Opportunities Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.42%
Health Care13.81%
Financial Services11.43%
Industrials10.29%
Communication Services10.06%
Technology7.7%
Basic Materials5.08%
Consumer Defensive3.31%
Real Estate2.83%
Energy2.22%
Utility1.96%
Asset Allocation
Asset ClassValue
Cash10.36%
Equity89.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
3%₹213 Cr1,342,233
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
3%₹211 Cr7,590,491
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M
3%₹192 Cr637,966
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK
3%₹188 Cr1,058,931
↓ -500,163
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 24 | NAUKRI
3%₹188 Cr216,138
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹176 Cr833,638
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE
3%₹168 Cr10,951,216
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Aug 23 | ASTERDM
3%₹157 Cr3,049,105
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO
3%₹154 Cr981,985
↑ 448,634
Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SUDARSCHEM
2%₹149 Cr1,303,298

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 4 in Sectoral category.  Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (03 Feb 25) ₹127.281 ↓ -3.54   (-2.71 %)
Net Assets (Cr) ₹2,784 on 31 Dec 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 1.45
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹10,683
31 Jan 22₹15,739
31 Jan 23₹16,876
31 Jan 24₹27,633
31 Jan 25₹31,246

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -8.9%
3 Month -10.5%
6 Month -12.2%
1 Year 8.8%
3 Year 24.2%
5 Year 25.6%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal18 Oct 213.29 Yr.
Kiran Sebastian7 Feb 222.99 Yr.
Sandeep Manam18 Oct 213.29 Yr.

Data below for Franklin Build India Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials38.96%
Financial Services13.52%
Energy9.34%
Utility8.44%
Communication Services7.08%
Basic Materials6.8%
Consumer Cyclical3.9%
Real Estate3.36%
Technology2.72%
Asset Allocation
Asset ClassValue
Cash5.88%
Equity94.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹260 Cr720,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹154 Cr1,200,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹131 Cr3,930,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹113 Cr710,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
4%₹108 Cr4,500,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
4%₹107 Cr235,000
↑ 102,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹107 Cr880,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹104 Cr3,365,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
3%₹96 Cr900,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
3%₹89 Cr200,000

3. Franklin India Smaller Companies Fund

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 CAGR/Annualized return of 15.8% since its launch.  Ranked 11 in Small Cap category.  Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (03 Feb 25) ₹162.533 ↓ -1.14   (-0.69 %)
Net Assets (Cr) ₹14,069 on 31 Dec 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.06
Information Ratio 0.3
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.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,477
31 Jan 22₹17,479
31 Jan 23₹18,112
31 Jan 24₹28,927
31 Jan 25₹31,406

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -10.4%
3 Month -9.4%
6 Month -11.6%
1 Year 8.3%
3 Year 20.4%
5 Year 26.1%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1114.01 Yr.
Sandeep Manam18 Oct 213.29 Yr.
Akhil Kalluri8 Sep 222.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials23.01%
Financial Services17.87%
Consumer Cyclical14.69%
Health Care10.46%
Basic Materials9.44%
Technology5.59%
Real Estate4.84%
Consumer Defensive3.45%
Utility2.52%
Energy0.77%
Communication Services0.16%
Asset Allocation
Asset ClassValue
Cash5.72%
Equity94.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹481 Cr3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹436 Cr8,473,781
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹380 Cr4,963,469
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹346 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹334 Cr15,398,917
360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 360ONE
2%₹308 Cr2,452,684
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹308 Cr48,064,081
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹273 Cr6,900,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹267 Cr1,448,723
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹256 Cr1,866,828

4. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 29 in Mid Cap category.  Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (03 Feb 25) ₹2,562.44 ↑ 1.76   (0.07 %)
Net Assets (Cr) ₹12,570 on 31 Dec 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 1.77
Information Ratio -0.15
Alpha Ratio 7.5
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,400
31 Jan 22₹14,944
31 Jan 23₹15,112
31 Jan 24₹21,687
31 Jan 25₹25,871

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -8.2%
3 Month -5.4%
6 Month -4.2%
1 Year 19.5%
3 Year 19.6%
5 Year 21.2%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1114.01 Yr.
Sandeep Manam18 Oct 213.29 Yr.
Akhil Kalluri7 Feb 222.99 Yr.

Data below for Franklin India Prima Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services19.63%
Consumer Cyclical16.97%
Basic Materials13.82%
Industrials12.55%
Health Care10.85%
Technology9.07%
Real Estate6.73%
Consumer Defensive3.94%
Communication Services2.56%
Utility1.34%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash1.82%
Equity98.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹469 Cr23,439,752
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹300 Cr464,990
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
2%₹294 Cr164,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 524494
2%₹278 Cr1,641,580
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹276 Cr1,631,918
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹275 Cr1,461,228
↓ -100,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹274 Cr1,100,123
PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543390
2%₹274 Cr1,300,578
↓ -100,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
2%₹258 Cr1,444,026
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹257 Cr901,105
↓ -75,000

5. Templeton India Equity Income Fund

An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield.

Templeton India Equity Income Fund is a Equity - Dividend Yield fund was launched on 18 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2024 was 20.4% , 2023 was 33.3% and 2022 was 5.3% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (31 Jan 25) ₹135.656 ↑ 2.13   (1.60 %)
Net Assets (Cr) ₹2,367 on 31 Dec 24
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.97
Information Ratio 0.49
Alpha Ratio 4.08
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹12,185
31 Jan 22₹17,732
31 Jan 23₹18,838
31 Jan 24₹26,032
31 Jan 25₹29,192

Templeton India Equity Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Templeton India Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -1.6%
3 Month -4.4%
6 Month -8.4%
1 Year 12.1%
3 Year 18.1%
5 Year 23.9%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.4%
2023 33.3%
2022 5.3%
2021 43.1%
2020 22.9%
2019 5.3%
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Ajay Argal1 Dec 231.17 Yr.
Sandeep Manam18 Oct 213.29 Yr.
Rajasa Kakulavarapu6 Sep 213.41 Yr.

Data below for Templeton India Equity Income Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Technology22.18%
Utility21.13%
Energy13.6%
Consumer Defensive9.94%
Financial Services7.43%
Basic Materials4.1%
Industrials3.47%
Consumer Cyclical3.34%
Communication Services1.61%
Real Estate0.79%
Asset Allocation
Asset ClassValue
Cash6.24%
Equity87.58%
Debt6.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
5%₹129 Cr686,814
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
5%₹127 Cr3,800,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
5%₹123 Cr640,932
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
5%₹113 Cr14,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹101 Cr570,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹99 Cr2,050,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
4%₹89 Cr2,879,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
4%₹84 Cr3,500,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
3%₹80 Cr4,197,000
Embassy Office Parks Reit
Unlisted bonds | -
3%₹78 Cr2,124,224

6. Templeton India Value Fund

(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 CAGR/Annualized return of 16.4% since its launch.  Ranked 35 in Value category.  Return for 2024 was 15.2% , 2023 was 33.7% and 2022 was 15.5% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (03 Feb 25) ₹673.312 ↓ -2.56   (-0.38 %)
Net Assets (Cr) ₹2,154 on 31 Dec 24
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.67
Information Ratio 1.22
Alpha Ratio -1.06
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.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,580
31 Jan 22₹16,921
31 Jan 23₹18,229
31 Jan 24₹25,423
31 Jan 25₹27,831

Templeton India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Templeton India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -4.4%
3 Month -6.6%
6 Month -9.8%
1 Year 8.3%
3 Year 17.7%
5 Year 23.4%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal1 Dec 231.17 Yr.
Rajasa Kakulavarapu6 Sep 213.41 Yr.

Data below for Templeton India Value Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services32.84%
Consumer Cyclical10.41%
Energy8.79%
Basic Materials8.38%
Health Care8.17%
Technology7.74%
Utility5.73%
Consumer Defensive5.13%
Industrials4.04%
Communication Services2.41%
Asset Allocation
Asset ClassValue
Cash4.13%
Equity93.64%
Debt2.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
8%₹168 Cr950,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
5%₹112 Cr1,050,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE
5%₹106 Cr875,000
↑ 75,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
5%₹103 Cr800,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC
4%₹77 Cr1,600,000
Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | 500087
4%₹76 Cr500,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
3%₹72 Cr375,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
3%₹58 Cr725,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
3%₹56 Cr300,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | 540133
3%₹56 Cr850,000

7. Franklin India Technology Fund

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 CAGR/Annualized return of 19.3% since its launch.  Ranked 41 in Sectoral category.  Return for 2024 was 28.4% , 2023 was 51.1% and 2022 was -22.3% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (31 Jan 25) ₹531.379 ↑ 3.36   (0.64 %)
Net Assets (Cr) ₹1,989 on 31 Dec 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.2
Sharpe Ratio 1.26
Information Ratio 0.87
Alpha Ratio 6.82
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹15,306
31 Jan 22₹19,192
31 Jan 23₹16,949
31 Jan 24₹25,545
31 Jan 25₹30,638

Franklin India Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -2.7%
3 Month 2.7%
6 Month 0.3%
1 Year 19.9%
3 Year 16.9%
5 Year 25.1%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venkatesh Sanjeevi4 Oct 240.33 Yr.
R. Janakiraman1 Dec 231.17 Yr.
Sandeep Manam18 Oct 213.29 Yr.

Data below for Franklin India Technology Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Technology63.42%
Communication Services14.82%
Consumer Cyclical6.17%
Industrials4.32%
Financial Services4.3%
Health Care0.07%
Asset Allocation
Asset ClassValue
Cash4.32%
Equity95.51%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
21%₹422 Cr2,242,479
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
16%₹313 Cr764,559
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
11%₹211 Cr1,331,730
Franklin Technology I Acc USD
Investment Fund | -
7%₹139 Cr215,810
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
5%₹104 Cr3,723,911
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
4%₹82 Cr390,695
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
4%₹74 Cr387,170
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
3%₹69 Cr402,443
TeamLease Services Ltd (Industrials)
Equity, Since 31 Dec 22 | TEAMLEASE
3%₹64 Cr219,208
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
3%₹50 Cr51,512

8. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch.  Ranked 28 in ELSS category.  Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (03 Feb 25) ₹1,383.39 ↓ -5.44   (-0.39 %)
Net Assets (Cr) ₹6,855 on 31 Dec 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 1.35
Information Ratio 1.27
Alpha Ratio 5.94
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,078
31 Jan 22₹15,238
31 Jan 23₹15,360
31 Jan 24₹21,287
31 Jan 25₹24,121

Franklin India Taxshield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -6.7%
3 Month -4.8%
6 Month -5.7%
1 Year 12.8%
3 Year 15.9%
5 Year 19.5%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman2 May 168.76 Yr.
Rajasa Kakulavarapu1 Dec 231.17 Yr.

Data below for Franklin India Taxshield as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services28.41%
Consumer Cyclical13.32%
Industrials11.97%
Technology11.04%
Health Care6.54%
Consumer Defensive6.26%
Communication Services5.53%
Basic Materials5.35%
Energy3.35%
Utility3.21%
Real Estate1.9%
Asset Allocation
Asset ClassValue
Cash2.26%
Equity97.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹583 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹578 Cr3,260,417
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹361 Cr1,922,741
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹351 Cr2,213,637
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹319 Cr883,853
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹280 Cr1,462,587
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
4%₹256 Cr1,575,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹240 Cr2,252,948
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320
3%₹209 Cr7,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
2%₹161 Cr1,324,806

9. Franklin India Equity Fund

(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 CAGR/Annualized return of 18% since its launch.  Ranked 50 in Multi Cap category.  Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (03 Feb 25) ₹1,525.25 ↓ -5.11   (-0.33 %)
Net Assets (Cr) ₹17,947 on 31 Dec 24
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 1.32
Information Ratio 1.13
Alpha Ratio 5.51
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,843
31 Jan 22₹16,338
31 Jan 23₹16,442
31 Jan 24₹22,688
31 Jan 25₹25,636

Franklin India Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Franklin India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -6.5%
3 Month -4.8%
6 Month -5.6%
1 Year 12.6%
3 Year 15.6%
5 Year 21.2%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1114.01 Yr.
Sandeep Manam18 Oct 213.29 Yr.
Rajasa Kakulavarapu1 Dec 231.17 Yr.

Data below for Franklin India Equity Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services28.12%
Consumer Cyclical12.72%
Industrials11.42%
Technology10.23%
Health Care7.2%
Communication Services5.75%
Consumer Defensive5.63%
Basic Materials5.32%
Energy3.2%
Utility3.02%
Real Estate2.39%
Asset Allocation
Asset ClassValue
Cash4.07%
Equity95.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹1,495 Cr8,434,642
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,398 Cr10,908,206
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹883 Cr5,558,607
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹870 Cr4,627,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹769 Cr2,131,779
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
4%₹682 Cr3,555,589
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR
3%₹585 Cr3,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹566 Cr5,311,448
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹473 Cr17,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
2%₹411 Cr3,384,026

10. Franklin India Focused Equity Fund

(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 CAGR/Annualized return of 14.1% since its launch.  Ranked 28 in Focused category.  Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (03 Feb 25) ₹100.444 ↓ -0.17   (-0.17 %)
Net Assets (Cr) ₹12,044 on 31 Dec 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 1.04
Information Ratio 0.43
Alpha Ratio 3.21
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,239
31 Jan 22₹15,879
31 Jan 23₹16,546
31 Jan 24₹21,255
31 Jan 25₹23,819

Franklin India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 25

DurationReturns
1 Month -5.1%
3 Month -4.4%
6 Month -6.8%
1 Year 11.6%
3 Year 14%
5 Year 19.5%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal18 Oct 213.29 Yr.
Venkatesh Sanjeevi4 Oct 240.33 Yr.
Sandeep Manam18 Oct 213.29 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services34.9%
Consumer Cyclical12.42%
Health Care9.77%
Industrials8.43%
Technology6.24%
Basic Materials5.98%
Energy5.45%
Communication Services5.14%
Consumer Defensive3.81%
Real Estate3.29%
Asset Allocation
Asset ClassValue
Cash4.57%
Equity95.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
10%₹1,206 Cr6,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹1,064 Cr8,300,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
6%₹752 Cr4,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹653 Cr23,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹641 Cr3,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹639 Cr6,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹619 Cr3,900,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹535 Cr3,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
4%₹510 Cr4,200,000
PB Fintech Ltd (Financial Services)
Equity, Since 30 Sep 23 | 543390
4%₹485 Cr2,300,000

এসআইপি ক্যালকুলেটর বা এসআইপি রিটার্ন ক্যালকুলেটর

এসআইপি ক্যালকুলেটর সাধারণত ইনপুট নেয় যেমন এসআইপি বিনিয়োগের পরিমাণ (লক্ষ্য), বিনিয়োগের জন্য কত বছর প্রয়োজন, প্রত্যাশিতমুদ্রাস্ফীতি হার (এর জন্য একটি অ্যাকাউন্ট প্রয়োজন!) এবং প্রত্যাশিত রিটার্ন। সুতরাং, কেউ একটি লক্ষ্য অর্জনের জন্য প্রয়োজনীয় এসআইপি রিটার্ন গণনা করতে পারে!

ধরুন, আপনি যদি 10 টাকা বিনিয়োগ করেন,000 10 বছরের জন্য, দেখুন কিভাবে আপনার SIP বিনিয়োগ বৃদ্ধি পায়-

মাসিক বিনিয়োগ: INR 10,000

বিনিয়োগের সময়কাল: 10 বছর

মোট বিনিয়োগকৃত পরিমাণ: INR 12,00,000

দীর্ঘমেয়াদী বৃদ্ধির হার (প্রায়): 15%

অনুযায়ী প্রত্যাশিত রিটার্নচুমুক ক্যালকুলেটর: INR 27,86,573

মোট লাভ: INR 15,86,573 (পরম প্রত্যাবর্তন= 132.2%)

উপরের গণনাগুলি দেখায় যে আপনি যদি 10 বছরের জন্য মাসে 10,000 টাকা বিনিয়োগ করেন (মোট INR12,00,000) তুমি উপার্জন করবেINR 27,86,573, যার মানে আপনি যে নেট লাভ করেন তাINR 15,86,573. এটা কি দারুণ না!

ফ্র্যাঙ্কলিন মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?

  1. Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।

  2. আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন

  3. নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!

    এবার শুরু করা যাক

Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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