Franklin Templeton Mutual Fund

Franklin India Multi Cap Fund - Growth

Franklin Templeton Mutual Fund

Expense Ratio: 1.82
Risk: Very High
Equity Scheme - Multi Cap Fund
Plan: Regular
Benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index
Inception: 08-07-2024
Exit Load: Nil
Fund Size:₹5,079.46 Cr

Performance

1Y
Fund0.43%
Cat. Avg.0.35%
2Y
Fund0.73%
Cat. Avg.-0.71%
3Y
FundN/A
Cat. Avg.11.67%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.13.87%
SI
Fund2.31%
Cat. Avg.11.40%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Call, Cash & Other Assets327.786.52%
2Hindustan Aeronautics Ltd257.515.12%
3Syrma SGS Technology Ltd192.233.82%
4State Bank of India190.073.78%
5HDFC Bank Ltd183.633.65%
6Kirloskar Oil Engines Ltd150.853.00%
7Data Patterns India Ltd147.402.93%
8PNB Housing Finance Ltd136.422.71%
9Global Health Ltd132.752.64%
10Cyient DLM Ltd128.682.56%

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Franklin Templeton Mutual Fund
NAV / Fund Size₹249.21₹8,379.48 Cr
Sectoral/ ThematicVery High RiskEquity

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000060561+0.9%+1.9%
2Y07 Nov, 241.20 L.1.25 L.+3.9%+4.0%
SI07 Aug, 241.35 L.1.40 L.+4.0%+3.5%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.00 L.+0.4%+0.4%
2Y16 Oct, 241 L.1.01 L.+1.5%+0.7%
SI29 Jul, 241 L.1.05 L.+5.2%+2.3%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
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%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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