- Mutual Funds
- Franklin Templeton Mutual Fund
- Franklin India NSE Nifty 50 Index (IDCW-I)
Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 193.149
NAV (Sep 13)
Fund Returns
Last 1Y | 26.9% |
Last 3Y | 14% |
Last 5Y | 18.2% |
Last 10Y | 12.2% |
Since Inception | 13.3% |
6 Month CAGR | 15.8% |
Scheme Information
The open end index linked growth scheme with the objective to invest in companies whose securities are included in the Nifty and subject to tracking errors, endeavouring to attain results commensurate with Nifty 50 Index under NSE Nifty Plan, and to provide returns that, before expenses, closely correspond to the total return of common stocks as represented by the S&P BSE Sensex under S&P BSE Sensex Plan.
Expense Ratio | 0.62 |
Launched (0y ago) | 0.62 |
AUM in Crores | 728.4 |
ISIN | INF090I01882 |
Lock-in | |
Benchmark | NIFTY 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 12.8 |
Beta | 1 |
Sharpe Ratio | 0.9 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India NSE Nifty 50 Index (IDCW-I) | 11,59,740 | 4,27,128 | 18.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
11%Reliance Industries Ltd.
9.2%ICICI Bank Ltd.
7.7%Infosys Ltd.
6.1%ITC Ltd.
4%Allocation by Sector
Financial
31.302915%Energy
14.217842%Technology
13.683463%Consumer Staples
8.316307%Automobile
8.199963%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Franklin Templeton Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.478% | 15.114% | ||
22.049% | 18.631% | ||
24.146% | 15.833% | ||
25.857% | 17.198% | ||
22.312% | 21.833% |
Franklin India NSE Nifty 50 Index (IDCW-I) Review
Franklin India NSE Nifty 50 Index (IDCW-I) is a Equity Equity fund and has delivered an annualised return of 13.294% over a period of 24 years. The fund is managed by Franklin Templeton Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Franklin India NSE Nifty 50 Index (IDCW-I) as of 9/13/2024 is ₹193.15 with the total AUM as of 9/15/2024 is ₹728.350631. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India NSE Nifty 50 Index (IDCW-I) was launched on 2000-08-04. The category risk of the fund is Average.
The minimum SIP amount for Franklin India NSE Nifty 50 Index (IDCW-I) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Franklin India NSE Nifty 50 Index (IDCW-I) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Total Return Index.
Franklin India NSE Nifty 50 Index (IDCW-I) is rated as a 2 fund in Equity and delivered 26.877% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India NSE Nifty 50 Index (IDCW-I).
Frequently Asked Questions
What is Franklin India NSE Nifty 50 Index (IDCW-I)?
How to invest in Franklin India NSE Nifty 50 Index (IDCW-I)?
You can invest in Franklin India NSE Nifty 50 Index (IDCW-I) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India NSE Nifty 50 Index (IDCW-I)?
The minimum sip amount for Franklin India NSE Nifty 50 Index (IDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India NSE Nifty 50 Index (IDCW-I) good to invest in?
As per Scripbox experts, Franklin India NSE Nifty 50 Index (IDCW-I) is a 2 fund. You can investFranklin India NSE Nifty 50 Index (IDCW-I) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India NSE Nifty 50 Index (IDCW-I)?
The expense ratio of the Franklin India NSE Nifty 50 Index (IDCW-I) is 0.62% for regular plan.