SIP: Investors who have engaged in long-term investments via SIP in mutual fund equity schemes have received substantial returns. Franklin India Bluechip Fund is among the plans that has turned investors into crorepatis. The mutual fund has provided an annual return of 18.5 percent.
Annual return of 18.5 percent!
An investment of Rs 10,000 per month in this plan has increased to Rs 13.64 crore over 31 years. In contrast, the earnings are substantial. Franklin India Bluechip Fund is the oldest large-cap mutual fund in India. The plan allocates 80% of its funds to large-cap stocks. The fund’s net asset value (NAV) stood at Rs 1,016.58 on December 5, 2025. The fund’s assets under management (AUM) amounted to Rs 7,789 crore. The fund is designated as ‘very high’ risk on the Riskometer. Its cost percentage is 1.84 percent.
The fund has produced favorable returns
Franklin India Bluechip Fund has invested 97 percent in equities. Cash and cash equivalents accounted for 2.95 percent. It has put money into stocks of established firms such as ICICI Bank, Axis Bank, HDFC Bank, Reliance Industries, and M&M. The fund has produced favorable returns over various timeframes. Its return over the past year has been 25.66 percent. The yearly return over three years has been 13.07 percent, while over five years it has been 16.45 percent. The fund has provided a return of 12.45% over seven years and 11.35% over ten years.
Past results of a fund do not ensure its returns in the future
Investors ought not to base their investment decisions solely on the fund’s historical performance. The past results of a fund do not ensure its returns in the future. Consequently, they ought to seek advice from their financial advisors prior to making investments.
Disclaimer : For any financial invest anywhere on your own responsibility, Times Bull will not be responsible for it.