If there’s one mutual fund house that has been the trendsetter in the asset management space in India, it has to be Franklin Templeton. It is the one which arguably launched a Systematic Investment Plan (SIP) in India for the first time. A lot of companies since then started launching the SIP. And now, the word ‘SIP’ is on the lips of most. Franklin Templeton Mutual Fund has shown the perseverance and tenacity through the market times to build wealth for the investors who reposed faith in the fund house. The noted AMC offers a wide range of equity, debt, hybrid and other funds that help investors achieve their objectives. For all those wanting to lead a rewarding life ahead, they can invest in Franklin Templeton equity funds that have been remarkably well over different periods. All such funds with their performance are elaborated below.
Top-performing Franklin Templeton Equity Funds The list of top-performing funds includes Franklin Build India Fund, Franklin India Bluechip Fund, Franklin India Equity Advantage Fund, Franklin India Equity Fund, Franklin India Prima Fund, Franklin India Focused Equity Fund, etc. Franklin Build India Fund It’s a type of equity fund that invests in stocks of infrastructure and allied sectors of the economy. The fund has put up a stellar performance by delivering returns of 16.20% since incepted in 2009. It’s 3-year and 5-year returns have been 14.36% and 21.28%, respectively. You can choose from lump sum and SIP to invest in this fund. The minimum amount needed to invest via lump sum and SIP equals to ₹5,000 and ₹500, respectively. Franklin India Bluechip Fund The fund, which was incepted in 1993, invests predominantly in stocks of companies with large market capitalizations. It has clocked returns of 20.42% since inception. The 3-year, 5-year and 10-year returns have been 10.15%, 12.74% and 14.85%, respectively. Investors can take the route of either lump sum or SIP to invest in this fund. You need to invest with a minimum sum of ₹5,000 and ₹500, respectively. Franklin India Equity Advantage Fund The fund invests predominantly in large and mid-cap stocks to create a diversified investment portfolio. The diversification has helped the fund clock a return of 15.80% since getting launched in 2005. Although it’s 3-year performance is below the expected lines with a single-digit return of 9.33%, the 5-year and 10-year returns have been good with figures of 14.05% and 16.70%, respectively. If you wish to invest a lump sum, the minimum amount needed is ₹5,000. SIP investments can start off with an amount as low as ₹500. Franklin India Equity Fund The fund invests across the market capitalizations by putting the money across large, mid and small-cap stocks. Since its inception in 1994, the fund has offered a return of 18.10%. It has delivered a 3-year, 5-year and 10-year return of 10.62%, 15.70% and 17.07%, respectively. You need to invest a minimum of ₹5,000 if you are taking the route of a lump sum. SIP investments can start with a minimum of ₹500. Franklin Templeton Mutual Fund NAV The net asset value (NAV) is the price of the mutual fund unit. It is calculated on each trading day. The NAV varies both on a quantitative and qualitative basis. The calculation is made by subtracting the registrar, marketing & fund management fees from the market value of stocks. Franklin Templeton Mutual Fund Account Statement The account statement shows the units that have been bought on a cumulative basis, the total investments made, the market value of investments, the prevailing NAV, etc. You can get the statement on your email ID. Checking the statement regularly keeps you updated of your mutual fund investments.
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Anika Sharma
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