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10 ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

ಫಿನ್ಕಾಶ್ »ಫ್ರಾಂಕ್ಲಿನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ »ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ SIP ನಿಧಿಗಳು

10 ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Updated on November 20, 2024 , 17176 views

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಆಯ್ಕೆ ಮಾಡುವ ಮೂಲಕSIP ಯೋಜನೆಗಳ ಹೂಡಿಕೆದಾರರು ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಯೋಜನೆಯಲ್ಲಿ ಪ್ರತಿ ತಿಂಗಳು ಪೂರ್ವ-ಆಯ್ಕೆಮಾಡಿದ ದಿನಾಂಕದಂದು ಸಣ್ಣ ಪ್ರಮಾಣದ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಈಕ್ವಿಟಿಯಲ್ಲಿ ಪ್ರವೇಶಿಸಲು SIP ಒಂದು ಉತ್ತಮ ಮಾರ್ಗವಾಗಿದೆ.ಮಾರುಕಟ್ಟೆ, ಇದು ಹೂಡಿಕೆಯ ಶಿಸ್ತು ಮತ್ತು ಅಭ್ಯಾಸವನ್ನು ತರುತ್ತದೆಹೂಡಿಕೆದಾರ. ಇದಲ್ಲದೆ, ಫ್ರಾಂಕ್ಲಿನ್ SIP ಸಾಧಿಸಲು ಸಹಾಯ ಮಾಡುತ್ತದೆಹಣಕಾಸಿನ ಗುರಿಗಳು ಸಮಯಕ್ಕೆ ಸರಿಯಾಗಿ. ಹೂಡಿಕೆದಾರರು ಮಾಸಿಕ ಸಣ್ಣ ಮೊತ್ತದ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡಬಹುದುಆಧಾರ, ಇದು ಅಂತಿಮವಾಗಿ ನಿಮ್ಮ ಗುರಿಗಳನ್ನು ಪೂರೈಸಲು ಹೆಚ್ಚುವರಿ ಕಾರ್ಪಸ್ ಅನ್ನು ರಚಿಸುತ್ತದೆ. ನೀವು ಪ್ರಾರಂಭಿಸಬಹುದುಹೂಡಿಕೆ INR 500 ಕ್ಕಿಂತ ಕಡಿಮೆ ಮೊತ್ತದೊಂದಿಗೆ, ಇದು ಹೆಚ್ಚಿನ ಹೂಡಿಕೆದಾರರಿಗೆ ಕೈಗೆಟುಕುವಂತೆ ಮಾಡುತ್ತದೆ.

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Franklin

ಫ್ರಾಂಕ್ಲಿನ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?

SIP ಗಳ ಕೆಲವು ಪ್ರಯೋಜನಗಳೆಂದರೆ:

  • ಸಂಯೋಜನೆಯ ಶಕ್ತಿ
  • ರೂಪಾಯಿ ವೆಚ್ಚ ಸರಾಸರಿ
  • ಮಾರುಕಟ್ಟೆಗೆ ಸಮಯ ತೆಗೆದುಕೊಳ್ಳುವ ಅಗತ್ಯವಿಲ್ಲ
  • ಕೈಗೆಟುಕುವ

ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ಕೆಳಗೆ ಪಟ್ಟಿ ಮಾಡಲಾದ ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ SIP ನಿಂದ ಹಣವನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದುಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಈಕ್ವಿಟಿ ವಿಭಾಗದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು. AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಇತ್ಯಾದಿ.

SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ?

ನಿಮ್ಮದು ಹೇಗೆ ಎಂದು ತಿಳಿಯಲು ಬಯಸುವಿರಾSIP ಹೂಡಿಕೆ ನೀವು ನಿರ್ದಿಷ್ಟ ಅವಧಿಗೆ ಮಾಸಿಕ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಿದರೆ ಬೆಳೆಯುತ್ತದೆಯೇ? ನಾವು ನಿಮಗೆ ಒಂದು ಉದಾಹರಣೆಯೊಂದಿಗೆ ವಿವರಿಸುತ್ತೇವೆ.

ಹೂಡಿಕೆಗಾಗಿ ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Franklin Build India Fund Growth ₹138.408
↑ 2.80
₹2,825 500 -4.41.941.528.527.351.1
Franklin India Opportunities Fund Growth ₹241.879
↑ 3.31
₹5,623 500 -4.65.448.825.327.253.6
Franklin India Smaller Companies Fund Growth ₹172.339
↑ 1.43
₹13,944 500 -6.94.826.824.128.752.1
Franklin India Prima Fund Growth ₹2,661.61
↑ 29.79
₹12,318 500 -3.311.138.420.422.936.8
Templeton India Value Fund Growth ₹700.117
↑ 11.08
₹2,199 500 -72.72920.223.933.7
Templeton India Equity Income Fund Growth ₹136.176
↓ -0.57
₹2,414 500 -8.23.332.718.324.633.3
Franklin India Taxshield Growth ₹1,441.77
↑ 23.21
₹6,833 500 -2.88.83318.220.531.2
Franklin India Equity Fund Growth ₹1,586.71
↑ 24.89
₹17,450 500 -38.331.917.822.230.8
Franklin India Focused Equity Fund Growth ₹104.452
↑ 1.95
₹12,068 500 -4.16.628.216.520.123.5
Franklin India Technology Fund Growth ₹522.799
↑ 0.63
₹1,845 500 -3.412.433.813.126.551.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Nov 24
*ಆಧಾರಿತ ನಿಧಿಗಳ ಪಟ್ಟಿಆಸ್ತಿ > 100 ಕೋಟಿ & ಆಧರಿಸಿ ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿ.

1. Franklin Build India Fund

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

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (22 Nov 24) ₹138.408 ↑ 2.80   (2.06 %)
Net Assets (Cr) ₹2,825 on 31 Oct 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 2.79
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 Oct 19₹10,000
31 Oct 20₹8,334
31 Oct 21₹15,702
31 Oct 22₹17,178
31 Oct 23₹21,883
31 Oct 24₹34,301

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 ₹598,181.
Net Profit of ₹298,181
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 22 Nov 24

DurationReturns
1 Month -1.6%
3 Month -4.4%
6 Month 1.9%
1 Year 41.5%
3 Year 28.5%
5 Year 27.3%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.04 Yr.
Kiran Sebastian7 Feb 222.73 Yr.
Sandeep Manam18 Oct 213.04 Yr.

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

Equity Sector Allocation
SectorValue
Industrials37.61%
Financial Services13.38%
Energy10.6%
Utility10.07%
Communication Services7.62%
Basic Materials7%
Real Estate4.43%
Consumer Cyclical3.76%
Technology1.84%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹265 Cr720,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
6%₹174 Cr3,930,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹153 Cr1,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹134 Cr4,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹130 Cr440,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹121 Cr710,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹119 Cr3,365,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
4%₹107 Cr807,847
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 22 | MCX
4%₹102 Cr180,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
3%₹94 Cr485,000

2. 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 13.7% since its launch.  Ranked 47 in Sectoral category.  Return for 2023 was 53.6% , 2022 was -1.9% and 2021 was 29.7% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (22 Nov 24) ₹241.879 ↑ 3.31   (1.39 %)
Net Assets (Cr) ₹5,623 on 31 Oct 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 2.75
Information Ratio 1.29
Alpha Ratio 18.95
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 Oct 19₹10,000
31 Oct 20₹10,442
31 Oct 21₹16,748
31 Oct 22₹16,361
31 Oct 23₹20,771
31 Oct 24₹33,787

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 ₹598,181.
Net Profit of ₹298,181
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 22 Nov 24

DurationReturns
1 Month -1.3%
3 Month -4.6%
6 Month 5.4%
1 Year 48.8%
3 Year 25.3%
5 Year 27.2%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 58.6%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 222.73 Yr.
R. Janakiraman1 Apr 1311.59 Yr.
Sandeep Manam18 Oct 213.04 Yr.

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

Equity Sector Allocation
SectorValue
Health Care16.44%
Consumer Cyclical15.38%
Financial Services14.22%
Industrials13.42%
Communication Services10.52%
Consumer Defensive4.61%
Basic Materials4.61%
Technology4.38%
Energy2.94%
Utility2.67%
Real Estate0.58%
Asset Allocation
Asset ClassValue
Cash8.71%
Equity91.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
4%₹229 Cr1,342,233
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹216 Cr1,694,988
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK
3%₹188 Cr1,083,532
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 24 | NAUKRI
3%₹175 Cr216,138
↑ 44,387
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR
3%₹166 Cr561,754
↑ 204,839
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
3%₹165 Cr558,976
Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Jul 23 | PPLPHARMA
3%₹164 Cr7,142,323
Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SUDARSCHEM
3%₹158 Cr1,411,772
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
3%₹152 Cr5,569,986
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M
2%₹136 Cr440,764

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 16.3% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (22 Nov 24) ₹172.339 ↑ 1.43   (0.84 %)
Net Assets (Cr) ₹13,944 on 31 Oct 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.87
Information Ratio 0.2
Alpha Ratio 1.48
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 Oct 19₹10,000
31 Oct 20₹9,661
31 Oct 21₹18,023
31 Oct 22₹19,148
31 Oct 23₹25,237
31 Oct 24₹36,103

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 ₹612,552.
Net Profit of ₹312,552
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 22 Nov 24

DurationReturns
1 Month -1.8%
3 Month -6.9%
6 Month 4.8%
1 Year 26.8%
3 Year 24.1%
5 Year 28.7%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.76 Yr.
Sandeep Manam18 Oct 213.04 Yr.
Akhil Kalluri8 Sep 222.15 Yr.

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

Equity Sector Allocation
SectorValue
Industrials27.15%
Financial Services17.06%
Consumer Cyclical14.99%
Health Care8.57%
Basic Materials8.4%
Real Estate5.51%
Technology5.45%
Consumer Defensive4.88%
Utility2.83%
Energy0.93%
Communication Services0.29%
Asset Allocation
Asset ClassValue
Cash2.51%
Equity97.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹548 Cr3,868,691
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
4%₹509 Cr6,963,469
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹403 Cr1,387,967
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
3%₹371 Cr48,064,081
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
2%₹352 Cr8,473,781
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
2%₹331 Cr1,605,632
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹330 Cr15,398,917
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹287 Cr6,900,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹272 Cr1,448,723
Amara Raja Energy & Mobility Ltd (Industrials)
Equity, Since 31 Dec 23 | 500008
2%₹259 Cr1,819,819

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 19.8% since its launch.  Ranked 29 in Mid Cap category.  Return for 2023 was 36.8% , 2022 was 2.2% and 2021 was 32.6% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (22 Nov 24) ₹2,661.61 ↑ 29.79   (1.13 %)
Net Assets (Cr) ₹12,318 on 31 Oct 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.52
Information Ratio -0.6
Alpha Ratio 8.21
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 Oct 19₹10,000
31 Oct 20₹9,838
31 Oct 21₹16,104
31 Oct 22₹16,174
31 Oct 23₹18,725
31 Oct 24₹28,241

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 ₹530,691.
Net Profit of ₹230,691
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 22 Nov 24

DurationReturns
1 Month -1.1%
3 Month -3.3%
6 Month 11.1%
1 Year 38.4%
3 Year 20.4%
5 Year 22.9%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 36.8%
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.76 Yr.
Sandeep Manam18 Oct 213.04 Yr.
Akhil Kalluri7 Feb 222.73 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.38%
Consumer Cyclical17.11%
Industrials13.92%
Basic Materials13.47%
Health Care9.8%
Technology7.86%
Real Estate5.55%
Consumer Defensive4.45%
Communication Services2.6%
Utility2.22%
Energy0.77%
Asset Allocation
Asset ClassValue
Cash1.88%
Equity98.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹461 Cr23,439,752
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹320 Cr1,100,123
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹301 Cr1,631,918
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹294 Cr976,105
↓ -100,000
Emami Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 531162
2%₹270 Cr3,526,225
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹268 Cr353,937
↓ -53,317
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹267 Cr489,990
↓ -50,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
2%₹266 Cr1,444,026
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
2%₹266 Cr6,391,052
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹261 Cr1,561,228

5. 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 16.7% since its launch.  Ranked 35 in Value category.  Return for 2023 was 33.7% , 2022 was 15.5% and 2021 was 44.5% .

Below is the key information for Templeton India Value Fund

Templeton India Value Fund
Growth
Launch Date 10 Sep 96
NAV (22 Nov 24) ₹700.117 ↑ 11.08   (1.61 %)
Net Assets (Cr) ₹2,199 on 31 Oct 24
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 1.98
Information Ratio 1.12
Alpha Ratio 1.84
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 Oct 19₹10,000
31 Oct 20₹9,000
31 Oct 21₹16,769
31 Oct 22₹18,581
31 Oct 23₹21,610
31 Oct 24₹29,861

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 22 Nov 24

DurationReturns
1 Month -3.4%
3 Month -7%
6 Month 2.7%
1 Year 29%
3 Year 20.2%
5 Year 23.9%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 49.2%
Fund Manager information for Templeton India Value Fund
NameSinceTenure
Ajay Argal1 Dec 230.92 Yr.
Rajasa Kakulavarapu6 Sep 213.16 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.23%
Basic Materials11%
Consumer Cyclical10.84%
Energy10.34%
Technology8.96%
Health Care6.59%
Utility6.16%
Consumer Defensive5.43%
Industrials4.33%
Asset Allocation
Asset ClassValue
Cash3.96%
Equity93.88%
Debt2.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
7%₹165 Cr950,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE
5%₹118 Cr400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹102 Cr800,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
4%₹94 Cr525,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC
4%₹83 Cr1,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
3%₹68 Cr550,000
↑ 50,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | 540133
3%₹66 Cr850,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI
3%₹66 Cr50,000
↑ 15,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | INDUSINDBK
3%₹65 Cr450,000
↑ 40,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
3%₹61 Cr325,000

6. Templeton India Equity Income Fund

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

Templeton India Equity Income Fund is a Equity - Dividend Yield fund was launched on 18 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2023 was 33.3% , 2022 was 5.3% and 2021 was 43.1% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (21 Nov 24) ₹136.176 ↓ -0.57   (-0.42 %)
Net Assets (Cr) ₹2,414 on 31 Oct 24
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 2.18
Information Ratio 0.7
Alpha Ratio 7.8
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 Oct 19₹10,000
31 Oct 20₹10,245
31 Oct 21₹17,306
31 Oct 22₹18,295
31 Oct 23₹21,051
31 Oct 24₹30,726

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 ₹556,833.
Net Profit of ₹256,833
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 22 Nov 24

DurationReturns
1 Month -6.6%
3 Month -8.2%
6 Month 3.3%
1 Year 32.7%
3 Year 18.3%
5 Year 24.6%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.3%
2022 5.3%
2021 43.1%
2020 22.9%
2019 5.3%
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
2014 38.5%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Ajay Argal1 Dec 230.92 Yr.
Sandeep Manam18 Oct 213.04 Yr.
Rajasa Kakulavarapu6 Sep 213.16 Yr.

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

Equity Sector Allocation
SectorValue
Utility23.72%
Technology20.15%
Energy15.12%
Consumer Defensive10.67%
Financial Services6.62%
Basic Materials4.1%
Consumer Cyclical3.64%
Industrials3.33%
Communication Services1.5%
Real Estate0.53%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity89.39%
Debt6.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
7%₹168 Cr3,800,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
5%₹133 Cr14,000,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
5%₹129 Cr686,814
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
5%₹115 Cr640,932
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹106 Cr2,050,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
4%₹104 Cr3,500,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
4%₹102 Cr2,879,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
4%₹101 Cr4,197,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹99 Cr570,000
↑ 150,000
Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA
3%₹87 Cr1,713,809

7. 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 21.4% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (22 Nov 24) ₹1,441.77 ↑ 23.21   (1.64 %)
Net Assets (Cr) ₹6,833 on 31 Oct 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 2.24
Information Ratio 0.89
Alpha Ratio 4.48
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,045
31 Oct 21₹15,335
31 Oct 22₹16,015
31 Oct 23₹18,141
31 Oct 24₹25,423

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 ₹505,644.
Net Profit of ₹205,644
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 22 Nov 24

DurationReturns
1 Month -1.9%
3 Month -2.8%
6 Month 8.8%
1 Year 33%
3 Year 18.2%
5 Year 20.5%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 168.51 Yr.
Rajasa Kakulavarapu1 Dec 230.92 Yr.

Data below for Franklin India Taxshield as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services27.04%
Consumer Cyclical13.61%
Industrials12.88%
Technology10.08%
Consumer Defensive6.59%
Communication Services6%
Basic Materials5.53%
Health Care5.51%
Utility4.29%
Energy4.04%
Real Estate0.73%
Asset Allocation
Asset ClassValue
Cash2.94%
Equity97.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹579 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹565 Cr3,260,417
↑ 215,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
6%₹403 Cr2,356,802
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹361 Cr1,922,741
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹325 Cr883,853
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹278 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹263 Cr1,462,587
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
4%₹262 Cr1,650,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹225 Cr5,086,849
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320
3%₹205 Cr7,500,000

8. 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 18.3% since its launch.  Ranked 50 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (22 Nov 24) ₹1,586.71 ↑ 24.89   (1.59 %)
Net Assets (Cr) ₹17,450 on 31 Oct 24
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.23
Information Ratio 0.73
Alpha Ratio 4.23
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 Oct 19₹10,000
31 Oct 20₹9,686
31 Oct 21₹16,825
31 Oct 22₹17,541
31 Oct 23₹19,841
31 Oct 24₹27,593

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 ₹530,691.
Net Profit of ₹230,691
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 22 Nov 24

DurationReturns
1 Month -2%
3 Month -3%
6 Month 8.3%
1 Year 31.9%
3 Year 17.8%
5 Year 22.2%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 56.8%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.76 Yr.
Sandeep Manam18 Oct 213.04 Yr.
Rajasa Kakulavarapu1 Dec 230.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.43%
Consumer Cyclical13.16%
Industrials12.58%
Technology9.7%
Communication Services6.24%
Consumer Defensive5.96%
Basic Materials5.52%
Health Care5.26%
Utility4.11%
Energy4.04%
Real Estate1.16%
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%₹1,461 Cr8,434,642
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,389 Cr10,908,206
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹967 Cr5,658,607
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹868 Cr4,627,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹784 Cr2,131,779
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹654 Cr5,311,448
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹639 Cr3,555,589
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR
3%₹572 Cr3,600,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
3%₹545 Cr12,306,402
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹522 Cr1,767,013

9. 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 14.5% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (22 Nov 24) ₹104.452 ↑ 1.95   (1.90 %)
Net Assets (Cr) ₹12,068 on 31 Oct 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 1.93
Information Ratio 0.16
Alpha Ratio 1.35
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 Oct 19₹10,000
31 Oct 20₹9,066
31 Oct 21₹16,151
31 Oct 22₹17,283
31 Oct 23₹18,869
31 Oct 24₹25,502

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 ₹505,644.
Net Profit of ₹205,644
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 22 Nov 24

DurationReturns
1 Month -2.7%
3 Month -4.1%
6 Month 6.6%
1 Year 28.2%
3 Year 16.5%
5 Year 20.1%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 79.6%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 213.04 Yr.
Venkatesh Sanjeevi4 Oct 240.08 Yr.
Sandeep Manam18 Oct 213.04 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.93%
Consumer Cyclical12.69%
Industrials10.07%
Health Care9.08%
Technology7.45%
Basic Materials6.48%
Energy6.03%
Communication Services5.31%
Consumer Defensive4.26%
Real Estate3.78%
Asset Allocation
Asset ClassValue
Cash2.95%
Equity97.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹1,178 Cr6,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,057 Cr8,300,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
6%₹807 Cr4,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹692 Cr4,050,000
↓ -150,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹655 Cr3,400,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹642 Cr23,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹620 Cr2,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹591 Cr4,800,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹529 Cr3,200,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
3%₹456 Cr2,350,000
↓ -210,000

10. 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 19.4% since its launch.  Ranked 41 in Sectoral category.  Return for 2023 was 51.1% , 2022 was -22.3% and 2021 was 39% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (21 Nov 24) ₹522.799 ↑ 0.63   (0.12 %)
Net Assets (Cr) ₹1,845 on 31 Oct 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.2
Sharpe Ratio 1.74
Information Ratio 0.56
Alpha Ratio 10.44
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 Oct 19₹10,000
31 Oct 20₹14,200
31 Oct 21₹21,851
31 Oct 22₹17,926
31 Oct 23₹22,777
31 Oct 24₹32,892

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 ₹584,107.
Net Profit of ₹284,107
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 22 Nov 24

DurationReturns
1 Month -2.3%
3 Month -3.4%
6 Month 12.4%
1 Year 33.8%
3 Year 13.1%
5 Year 26.5%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 16.8%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Venkatesh Sanjeevi4 Oct 240.08 Yr.
R. Janakiraman1 Dec 230.92 Yr.
Sandeep Manam18 Oct 213.04 Yr.

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

Equity Sector Allocation
SectorValue
Technology64.2%
Communication Services16.64%
Industrials4.76%
Consumer Cyclical4.69%
Financial Services3.39%
Health Care0.03%
Asset Allocation
Asset ClassValue
Cash5.04%
Equity94.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
21%₹407 Cr2,171,408
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
17%₹326 Cr764,559
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
11%₹205 Cr1,201,730
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
4%₹76 Cr2,799,010
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
4%₹70 Cr387,170
TeamLease Services Ltd (Industrials)
Equity, Since 31 Dec 22 | TEAMLEASE
4%₹69 Cr219,208
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
3%₹63 Cr402,443
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹63 Cr390,695
↑ 41,855
Franklin Technology I Acc USD
Investment Fund | -
3%₹57 Cr95,810
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 31 Aug 20 | INDIAMART
2%₹47 Cr158,622

SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಅಥವಾ SIP ರಿಟರ್ನ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್

SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್‌ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಇನ್‌ಪುಟ್‌ಗಳನ್ನು ತೆಗೆದುಕೊಳ್ಳುತ್ತಾರೆ ಉದಾಹರಣೆಗೆ SIP ಹೂಡಿಕೆ ಮೊತ್ತ (ಗುರಿ) ಒಬ್ಬರು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುತ್ತಾರೆ, ಎಷ್ಟು ವರ್ಷಗಳ ಹೂಡಿಕೆ ಅಗತ್ಯವಿದೆ, ನಿರೀಕ್ಷಿಸಲಾಗಿದೆಹಣದುಬ್ಬರ ದರಗಳು (ಇದಕ್ಕಾಗಿ ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬೇಕು!) ಮತ್ತು ನಿರೀಕ್ಷಿತ ಆದಾಯ. ಆದ್ದರಿಂದ, ಗುರಿಯನ್ನು ಸಾಧಿಸಲು ಅಗತ್ಯವಿರುವ SIP ರಿಟರ್ನ್‌ಗಳನ್ನು ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬಹುದು!

ನೀವು INR 10 ಹೂಡಿಕೆ ಮಾಡಿದರೆ, ಊಹಿಸೋಣ.000 10 ವರ್ಷಗಳವರೆಗೆ, ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ ಎಂಬುದನ್ನು ನೋಡಿ-

ಮಾಸಿಕ ಹೂಡಿಕೆ: INR 10,000

ಹೂಡಿಕೆಯ ಅವಧಿ: 10 ವರ್ಷಗಳು

ಹೂಡಿಕೆ ಮಾಡಿದ ಒಟ್ಟು ಮೊತ್ತ: INR 12,00,000

ದೀರ್ಘಾವಧಿಯ ಬೆಳವಣಿಗೆಯ ದರ (ಅಂದಾಜು.): 15%

ಪ್ರಕಾರ ನಿರೀಕ್ಷಿತ ಆದಾಯಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್: INR 27,86,573

ನಿವ್ವಳ ಲಾಭ: INR 15,86,573 (ಸಂಪೂರ್ಣ ರಿಟರ್ನ್= 132.2%)

ಮೇಲಿನ ಲೆಕ್ಕಾಚಾರಗಳು ನೀವು 10 ವರ್ಷಗಳವರೆಗೆ ಮಾಸಿಕ INR 10,000 ಹೂಡಿಕೆ ಮಾಡಿದರೆ (ಒಟ್ಟು INR12,00,000) ನೀವು ಗಳಿಸುವಿರಿINR 27,86,573, ಅಂದರೆ ನೀವು ಮಾಡುವ ನಿವ್ವಳ ಲಾಭINR 15,86,573. ಇದು ಅದ್ಭುತವಲ್ಲವೇ!

ಫ್ರಾಂಕ್ಲಿನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

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