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10 சிறந்த பிராங்க்ளின் டெம்பிள்டன் SIP மியூச்சுவல் ஃபண்டுகள் 2022

ஃபின்காஷ் »பிராங்க்ளின் மியூச்சுவல் ஃபண்ட் »சிறந்த பிராங்க்ளின் SIP நிதிகள்

10 சிறந்த பிராங்க்ளின் டெம்பிள்டன் SIP மியூச்சுவல் ஃபண்டுகள் 2022

Updated on December 19, 2024 , 17243 views

பிராங்க்ளின் டெம்பிள்டனைத் தேர்ந்தெடுப்பதன் மூலம்எஸ்ஐபி நீங்கள் முதலீடு செய்ய விரும்பும் திட்டத்தில் ஒவ்வொரு மாதமும் முன்தேர்ந்தெடுக்கப்பட்ட தேதியில் ஒரு சிறிய தொகையை முதலீட்டாளர்கள் முதலீடு செய்யலாம். பங்குகளில் நுழைவதற்கான சிறந்த வழிகளில் SIP ஒன்றாகும்சந்தை, இது முதலீட்டுக்கான ஒழுக்கத்தையும் பழக்கத்தையும் கொண்டுவருகிறதுமுதலீட்டாளர். மேலும், பிராங்க்ளின் SIP அடைய உதவுகிறதுநிதி இலக்குகள் சரியான நேரத்தில். முதலீட்டாளர்கள் மாதந்தோறும் சிறிய தொகையை முதலீடு செய்யலாம்அடிப்படை, இது இறுதியில் உங்கள் இலக்குகளை நிறைவேற்ற ஒரு உபரி கார்பஸை உருவாக்கும். நீங்கள் தொடங்கலாம்முதலீடு 500 ரூபாய்க்கும் குறைவான தொகையுடன், இது பெரும்பாலான முதலீட்டாளர்களுக்கு மலிவு விலையில் உள்ளது.

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Franklin

ஃபிராங்க்ளின் SIP மியூச்சுவல் ஃபண்டுகளில் ஏன் முதலீடு செய்ய வேண்டும்?

SIP களின் சில நன்மைகள்:

முதலீடு செய்ய விரும்பும் முதலீட்டாளர்கள் கீழே பட்டியலிடப்பட்டுள்ள சிறந்த ஃபிராங்க்ளின் டெம்பிள்டன் SIP இலிருந்து நிதிகளைத் தேர்ந்தெடுக்கலாம்பரஸ்பர நிதி ஈக்விட்டி பிரிவில் முதலீடு செய்ய. AUM போன்ற சில அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சக சராசரி வருமானம் போன்றவை.

SIP முதலீடு எப்படி வளரும்?

உங்கள் எப்படி என்பதை அறிய வேண்டும்SIP முதலீடு ஒரு குறிப்பிட்ட காலத்திற்கு ஒரு குறிப்பிட்ட தொகையை மாதந்தோறும் முதலீடு செய்தால் வளரும்? ஒரு உதாரணத்துடன் உங்களுக்கு விளக்குவோம்.

முதலீடுகளுக்கான சிறந்த பிராங்க்ளின் SIP மியூச்சுவல் ஃபண்டுகள்

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Franklin Build India Fund Growth ₹138.114
↓ -2.93
₹2,848 500 -5.9-231.930.727.251.1
Franklin India Opportunities Fund Growth ₹249.674
↓ -4.60
₹5,905 500 -3.63.741.729.427.753.6
Franklin India Smaller Companies Fund Growth ₹179.247
↓ -3.58
₹14,045 500 -3.90.627.227.629.652.1
Franklin India Prima Fund Growth ₹2,747.64
↓ -60.88
₹12,441 500 -2.8536.62423.636.8
Templeton India Value Fund Growth ₹691.224
↓ -9.90
₹2,199 500 -8.9-419.422.423.433.7
Franklin India Taxshield Growth ₹1,455.92
↓ -24.61
₹6,890 500 -5.84.725.820.620.431.2
Franklin India Equity Fund Growth ₹1,602.55
↓ -27.00
₹17,808 500 -5.84.32520.322.130.8
Templeton India Equity Income Fund Growth ₹139.668
↓ -0.72
₹2,399 500 -4.22.624.920.225.133.3
Franklin India Focused Equity Fund Growth ₹104.656
↓ -1.63
₹12,183 500 -8.50.722.518.82023.5
Franklin India Technology Fund Growth ₹558.013
↓ -5.23
₹1,950 500 216.63116.727.351.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24
*அடிப்படையிலான நிதிகளின் பட்டியல்சொத்துக்கள் > 100 கோடி & அடிப்படையில் வரிசைப்படுத்தப்பட்டது3 வருடம்சிஏஜிஆர் திரும்பு.

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 18.7% 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 (20 Dec 24) ₹138.114 ↓ -2.93   (-2.08 %)
Net Assets (Cr) ₹2,848 on 30 Nov 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 2.3
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
30 Nov 19₹10,000
30 Nov 20₹9,471
30 Nov 21₹15,112
30 Nov 22₹17,331
30 Nov 23₹23,607
30 Nov 24₹33,637

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 20 Dec 24

DurationReturns
1 Month 1.2%
3 Month -5.9%
6 Month -2%
1 Year 31.9%
3 Year 30.7%
5 Year 27.2%
10 Year
15 Year
Since launch 18.7%
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 213.12 Yr.
Kiran Sebastian7 Feb 222.82 Yr.
Sandeep Manam18 Oct 213.12 Yr.

Data below for Franklin Build India Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials37.2%
Financial Services14.7%
Energy9.85%
Utility9.5%
Communication Services7.1%
Basic Materials6.81%
Consumer Cyclical3.68%
Real Estate3.3%
Technology2.71%
Asset Allocation
Asset ClassValue
Cash5.15%
Equity94.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹261 Cr720,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
6%₹160 Cr3,930,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹155 Cr1,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
4%₹120 Cr4,500,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 22 | MCX
4%₹117 Cr180,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹117 Cr880,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹114 Cr710,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
4%₹110 Cr663,983
↓ -143,864
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹108 Cr3,365,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
3%₹96 Cr825,000
↑ 100,000

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 13.8% 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 (20 Dec 24) ₹249.674 ↓ -4.60   (-1.81 %)
Net Assets (Cr) ₹5,905 on 30 Nov 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 2.46
Information Ratio 1.34
Alpha Ratio 17.51
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
30 Nov 19₹10,000
30 Nov 20₹11,732
30 Nov 21₹16,369
30 Nov 22₹16,887
30 Nov 23₹23,231
30 Nov 24₹34,219

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 20 Dec 24

DurationReturns
1 Month 3.9%
3 Month -3.6%
6 Month 3.7%
1 Year 41.7%
3 Year 29.4%
5 Year 27.7%
10 Year
15 Year
Since launch 13.8%
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 222.82 Yr.
R. Janakiraman1 Apr 1311.68 Yr.
Sandeep Manam18 Oct 213.12 Yr.

Data below for Franklin India Opportunities Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical18.12%
Health Care16.14%
Financial Services15.55%
Industrials11.5%
Communication Services10.34%
Technology5.5%
Consumer Defensive4.04%
Basic Materials4.03%
Energy2.65%
Utility2.46%
Real Estate0.91%
Asset Allocation
Asset ClassValue
Cash7.59%
Equity92.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK
5%₹271 Cr1,559,094
↑ 475,562
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹219 Cr1,694,988
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
4%₹216 Cr1,342,233
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
3%₹184 Cr7,590,491
↑ 2,020,505
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 24 | NAUKRI
3%₹161 Cr216,138
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
3%₹149 Cr1,117,952
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR
3%₹142 Cr561,754
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹142 Cr833,638
Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SUDARSCHEM
2%₹136 Cr1,303,298
↓ -108,474
Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Jul 23 | PPLPHARMA
2%₹136 Cr5,078,262
↓ -2,064,061

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 16.5% 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 (20 Dec 24) ₹179.247 ↓ -3.58   (-1.96 %)
Net Assets (Cr) ₹14,045 on 30 Nov 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.42
Information Ratio 0.16
Alpha Ratio 1.2
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
30 Nov 19₹10,000
30 Nov 20₹11,034
30 Nov 21₹18,187
30 Nov 22₹19,620
30 Nov 23₹27,946
30 Nov 24₹36,275

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 ₹627,226.
Net Profit of ₹327,226
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 20 Dec 24

DurationReturns
1 Month 4.4%
3 Month -3.9%
6 Month 0.6%
1 Year 27.2%
3 Year 27.6%
5 Year 29.6%
10 Year
15 Year
Since launch 16.5%
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 1113.84 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Akhil Kalluri8 Sep 222.23 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials25.32%
Financial Services18.01%
Consumer Cyclical13.73%
Health Care9.23%
Basic Materials8.71%
Technology5.59%
Real Estate4.72%
Consumer Defensive4.37%
Utility2.71%
Energy0.86%
Communication Services0.16%
Asset Allocation
Asset ClassValue
Cash5.42%
Equity94.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹456 Cr3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹377 Cr8,473,781
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹366 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹348 Cr15,398,917
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹336 Cr48,064,081
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹326 Cr4,963,469
↓ -2,000,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹284 Cr1,448,723
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹270 Cr6,900,000
360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 360ONE
2%₹267 Cr2,452,684
Amara Raja Energy & Mobility Ltd (Industrials)
Equity, Since 31 Dec 23 | 500008
2%₹253 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 (20 Dec 24) ₹2,747.64 ↓ -60.88   (-2.17 %)
Net Assets (Cr) ₹12,441 on 30 Nov 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.13
Information Ratio -0.34
Alpha Ratio 8.23
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
30 Nov 19₹10,000
30 Nov 20₹11,196
30 Nov 21₹15,410
30 Nov 22₹16,226
30 Nov 23₹20,290
30 Nov 24₹28,279

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 ₹543,623.
Net Profit of ₹243,623
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 20 Dec 24

DurationReturns
1 Month 4.1%
3 Month -2.8%
6 Month 5%
1 Year 36.6%
3 Year 24%
5 Year 23.6%
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 1113.84 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Akhil Kalluri7 Feb 222.82 Yr.

Data below for Franklin India Prima Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services20.94%
Consumer Cyclical16.8%
Industrials13.59%
Basic Materials13.59%
Health Care10.47%
Technology8.09%
Real Estate5.32%
Consumer Defensive4.24%
Communication Services2.56%
Utility1.81%
Energy0.7%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹478 Cr23,439,752
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹290 Cr1,100,123
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹281 Cr976,105
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500271
2%₹268 Cr2,092,030
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹267 Cr1,631,918
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 524494
2%₹261 Cr1,641,580
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹261 Cr1,561,228
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹252 Cr353,937
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
2%₹250 Cr6,391,052
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹250 Cr464,990
↓ -25,000

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 16.6% 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 (20 Dec 24) ₹691.224 ↓ -9.90   (-1.41 %)
Net Assets (Cr) ₹2,199 on 30 Nov 24
Category Equity - Value
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 1.44
Information Ratio 1.09
Alpha Ratio 0.56
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
30 Nov 19₹10,000
30 Nov 20₹10,411
30 Nov 21₹16,064
30 Nov 22₹19,108
30 Nov 23₹22,838
30 Nov 24₹29,329

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 20 Dec 24

DurationReturns
1 Month -0.4%
3 Month -8.9%
6 Month -4%
1 Year 19.4%
3 Year 22.4%
5 Year 23.4%
10 Year
15 Year
Since launch 16.6%
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 231 Yr.
Rajasa Kakulavarapu6 Sep 213.24 Yr.

Data below for Templeton India Value Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services32.57%
Consumer Cyclical10.82%
Basic Materials10.13%
Energy9.42%
Technology7.31%
Health Care6.98%
Utility5.6%
Consumer Defensive5.32%
Industrials4.13%
Asset Allocation
Asset ClassValue
Cash5.39%
Equity92.28%
Debt2.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
7%₹165 Cr950,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
5%₹107 Cr925,000
↑ 375,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 23 | RELIANCE
5%₹107 Cr800,000
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%₹78 Cr1,600,000
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 21 | HCLTECH
3%₹66 Cr375,000
↓ -150,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | 540133
3%₹63 Cr850,000
Cipla Ltd (Healthcare)
Equity, Since 29 Feb 24 | 500087
3%₹62 Cr400,000
↑ 50,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 19 | SBIN
3%₹59 Cr725,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MARUTI
3%₹55 Cr50,000

6. 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 (20 Dec 24) ₹1,455.92 ↓ -24.61   (-1.66 %)
Net Assets (Cr) ₹6,890 on 30 Nov 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 1.88
Information Ratio 1.1
Alpha Ratio 5.24
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,421
30 Nov 21₹14,790
30 Nov 22₹16,419
30 Nov 23₹19,355
30 Nov 24₹25,622

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 20 Dec 24

DurationReturns
1 Month 2.3%
3 Month -5.8%
6 Month 4.7%
1 Year 25.8%
3 Year 20.6%
5 Year 20.4%
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 168.59 Yr.
Rajasa Kakulavarapu1 Dec 231 Yr.

Data below for Franklin India Taxshield as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services28.37%
Consumer Cyclical13.11%
Industrials12.76%
Technology10.31%
Basic Materials6.62%
Consumer Defensive6.29%
Communication Services5.75%
Health Care5.73%
Utility3.77%
Energy3.71%
Real Estate0.69%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹588 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹566 Cr3,260,417
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹365 Cr2,263,637
↓ -93,165
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹338 Cr1,922,741
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹320 Cr883,853
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹261 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹258 Cr1,462,587
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
3%₹235 Cr1,625,000
↓ -25,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹187 Cr4,581,067
↓ -505,782
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹182 Cr1,364,806

7. 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 (20 Dec 24) ₹1,602.55 ↓ -27.00   (-1.66 %)
Net Assets (Cr) ₹17,808 on 30 Nov 24
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 1.85
Information Ratio 0.96
Alpha Ratio 4.8
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
30 Nov 19₹10,000
30 Nov 20₹10,850
30 Nov 21₹15,915
30 Nov 22₹17,646
30 Nov 23₹20,780
30 Nov 24₹27,302

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 20 Dec 24

DurationReturns
1 Month 2.3%
3 Month -5.8%
6 Month 4.3%
1 Year 25%
3 Year 20.3%
5 Year 22.1%
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 1113.84 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Rajasa Kakulavarapu1 Dec 231 Yr.

Data below for Franklin India Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services28.96%
Consumer Cyclical12.75%
Industrials12.38%
Technology9.8%
Basic Materials6.65%
Communication Services6.09%
Consumer Defensive5.72%
Health Care5.4%
Energy3.68%
Utility3.64%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash3.16%
Equity96.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹1,464 Cr8,434,642
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,410 Cr10,908,206
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹913 Cr5,658,607
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹813 Cr4,627,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹772 Cr2,131,779
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
4%₹628 Cr3,555,589
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹616 Cr5,311,448
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR
3%₹522 Cr3,600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹471 Cr3,534,026
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
3%₹464 Cr11,374,772
↓ -931,630

8. 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 15.2% 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 (19 Dec 24) ₹139.668 ↓ -0.72   (-0.51 %)
Net Assets (Cr) ₹2,399 on 30 Nov 24
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 1.63
Information Ratio 0.5
Alpha Ratio 5.6
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,294
30 Nov 21₹17,353
30 Nov 22₹19,138
30 Nov 23₹22,660
30 Nov 24₹30,497

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 ₹570,326.
Net Profit of ₹270,326
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 20 Dec 24

DurationReturns
1 Month 2.1%
3 Month -4.2%
6 Month 2.6%
1 Year 24.9%
3 Year 20.2%
5 Year 25.1%
10 Year
15 Year
Since launch 15.2%
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 231 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Rajasa Kakulavarapu6 Sep 213.24 Yr.

Data below for Templeton India Equity Income Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Utility22.45%
Technology20.86%
Energy14.14%
Consumer Defensive10.3%
Financial Services6.89%
Basic Materials4.49%
Industrials3.53%
Consumer Cyclical3.37%
Communication Services1.44%
Real Estate0.56%
Asset Allocation
Asset ClassValue
Cash5.5%
Equity88.03%
Debt6.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
6%₹155 Cr3,800,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
5%₹121 Cr686,814
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
5%₹116 Cr14,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH
5%₹113 Cr640,932
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹100 Cr2,050,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹99 Cr570,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
4%₹93 Cr3,500,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
4%₹92 Cr2,879,000
Embassy Office Parks Reit
Unlisted bonds | -
3%₹84 Cr2,124,224
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | 532155
3%₹84 Cr4,197,000

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 14.4% 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 (20 Dec 24) ₹104.656 ↓ -1.63   (-1.54 %)
Net Assets (Cr) ₹12,183 on 30 Nov 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 1.61
Information Ratio 0.32
Alpha Ratio 2.75
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,061
30 Nov 21₹15,096
30 Nov 22₹17,106
30 Nov 23₹19,449
30 Nov 24₹24,957

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 20 Dec 24

DurationReturns
1 Month 1.6%
3 Month -8.5%
6 Month 0.7%
1 Year 22.5%
3 Year 18.8%
5 Year 20%
10 Year
15 Year
Since launch 14.4%
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 213.12 Yr.
Venkatesh Sanjeevi4 Oct 240.16 Yr.
Sandeep Manam18 Oct 213.12 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services34.46%
Consumer Cyclical11.89%
Health Care9.58%
Industrials8.38%
Basic Materials6.33%
Energy5.92%
Technology5.82%
Communication Services5.21%
Consumer Defensive3.95%
Real Estate3.31%
Asset Allocation
Asset ClassValue
Cash5.14%
Equity94.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
10%₹1,180 Cr6,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹1,073 Cr8,300,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
6%₹703 Cr4,000,000
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹638 Cr5,500,000
↑ 700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹629 Cr3,900,000
↓ -150,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹629 Cr3,400,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹568 Cr23,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹559 Cr4,200,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹528 Cr3,400,000
↑ 200,000
PB Fintech Ltd (Financial Services)
Equity, Since 30 Sep 23 | 543390
3%₹391 Cr2,300,000

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 19.6% 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 (19 Dec 24) ₹558.013 ↓ -5.23   (-0.93 %)
Net Assets (Cr) ₹1,950 on 30 Nov 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.2
Sharpe Ratio 1.56
Information Ratio 0.59
Alpha Ratio 6.17
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
30 Nov 19₹10,000
30 Nov 20₹14,678
30 Nov 21₹21,630
30 Nov 22₹18,342
30 Nov 23₹24,821
30 Nov 24₹33,473

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 ₹598,181.
Net Profit of ₹298,181
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 20 Dec 24

DurationReturns
1 Month 6.9%
3 Month 2%
6 Month 16.6%
1 Year 31%
3 Year 16.7%
5 Year 27.3%
10 Year
15 Year
Since launch 19.6%
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 240.16 Yr.
R. Janakiraman1 Dec 231 Yr.
Sandeep Manam18 Oct 213.12 Yr.

Data below for Franklin India Technology Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Technology62.78%
Communication Services15.98%
Consumer Cyclical5.54%
Industrials4.49%
Financial Services3.68%
Health Care0.03%
Asset Allocation
Asset ClassValue
Cash5.81%
Equity94.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
21%₹382 Cr2,171,408
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
16%₹303 Cr764,559
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
12%₹215 Cr1,331,730
↑ 130,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
5%₹90 Cr3,723,911
↑ 924,901
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
4%₹68 Cr387,170
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
4%₹66 Cr390,695
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹65 Cr402,443
TeamLease Services Ltd (Industrials)
Equity, Since 31 Dec 22 | TEAMLEASE
3%₹61 Cr219,208
Franklin Technology I Acc USD
Investment Fund | -
3%₹57 Cr95,810
Rategain Travel Technologies Ltd (Technology)
Equity, Since 31 Dec 21 | 543417
3%₹48 Cr631,875

SIP கால்குலேட்டர் அல்லது SIP ரிட்டர்ன் கால்குலேட்டர்

SIP கால்குலேட்டர்கள் பொதுவாக ஒருவர் முதலீடு செய்ய விரும்பும் SIP முதலீட்டுத் தொகை (இலக்கு) போன்ற உள்ளீடுகளை எடுத்துக்கொள்கிறார்கள், எத்தனை ஆண்டுகள் முதலீடு செய்ய வேண்டும், எதிர்பார்க்கப்படுகிறதுவீக்கம் விகிதங்கள் (இதற்கு ஒருவர் கணக்கு வைக்க வேண்டும்!) மற்றும் எதிர்பார்க்கப்படும் வருமானம். எனவே, ஒரு இலக்கை அடைய தேவையான SIP வருமானத்தை ஒருவர் கணக்கிடலாம்!

நீங்கள் 10 ரூபாய் முதலீடு செய்தால், என்று வைத்துக்கொள்வோம்.000 10 ஆண்டுகளுக்கு, உங்கள் SIP முதலீடு எவ்வாறு வளர்கிறது என்பதைப் பார்க்கவும்-

மாதாந்திர முதலீடு: 10,000 ரூபாய்

முதலீட்டு காலம்: 10 ஆண்டுகள்

முதலீடு செய்யப்பட்ட மொத்த தொகை: இந்திய ரூபாய் 12,00,000

நீண்ட கால வளர்ச்சி விகிதம் (தோராயமாக): 15%

இதன்படி எதிர்பார்க்கப்படும் வருமானம்சிப் கால்குலேட்டர்: இந்திய ரூபாய் 27,86,573

நிகர லாபம்: இந்திய ரூபாய் 15,86,573 (முழுமையான வருவாய்= 132.2%)

நீங்கள் 10 ஆண்டுகளுக்கு மாதம் 10,000 ரூபாய் முதலீடு செய்தால் (மொத்தம் INR12,00,000) நீங்கள் சம்பாதிப்பீர்கள்இந்திய ரூபாய் 27,86,573, அதாவது நீங்கள் செய்யும் நிகர லாபம்இந்திய ரூபாய் 15,86,573. நன்றாக இருக்கிறது அல்லவா!

ஆன்லைனில் பிராங்க்ளின் மியூச்சுவல் ஃபண்டில் முதலீடு செய்வது எப்படி?

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