Best SIP Date for Franklin India Bluechip Fund-Growth (Nov 2018)

The objective of  Franklin India Bluechip Fund-Growth scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies. Let us observe the Best SIP date for HDFC Equity Fund – Growth Option that generated higher returns if the SIP had been started 1, 3, 5 or 10 years ago.

Returns for Franklin India Bluechip Fund-Growth if the SIP was started 1 year(s) ago

Scheme: Franklin India Bluechip Fund-Growth
Scheme Code: 100471
Best SIP Date: 20 
Years Observed: 1 year(s) 
XIRR: -2.8%
Dates Considered
From: 23-Nov-2017 
To: 22-Nov-2018

SIP DateAverage NavUnitsTermsAmt InvestedAbsolute ReturnsXIRR %
20450.4816133.1908126000058296.668-2.8
5451.2103132.9757126000058202.520-3.0
10453.4260132.3259126000057918.107-3.5
15453.3578132.3458126000057926.817-3.5
25453.6111132.2719126000057894.471-3.5
1453.8241132.2098126000057867.291-3.6

*Returns above 1 year are annualized

The past 1 years of observations indicate that, having SIP date set to 20 of every month would have given the highest XIRR of -2.8%

An SIP of ₹ 5,000.00 scheduled 1 year(s) ago on every month’s 20 would have become ₹ 58,296.67 now.

Returns for Franklin India Bluechip Fund-Growth if the SIP was started 3 year(s) ago

Scheme: Franklin India Bluechip Fund-Growth
Scheme Code: 100471
Best SIP Date: 25 
Years Observed: 3 year(s) 
XIRR: 5.614%
Dates Considered
From: 23-Nov-2015 
To: 22-Nov-2018

SIP DateAverage NavUnitsTermsAmt InvestedAbsolute ReturnsXIRR %
25402.0312447.726536180000195966.7105.614
20403.9770445.569936180000195022.7825.543
15404.2340445.286636180000194898.7835.447
10404.2328445.288036180000194899.3965.397
5404.4797445.016136180000194780.3875.307
1405.0159444.427036180000194522.5425.179

*Returns above 1 year are annualized

The past 3 years of observations indicate that, having SIP date set to 25 of every month would have given the highest XIRR of 5.614%

An SIP of ₹ 5,000.00 scheduled 3 year(s) ago on every month’s 25 would have become ₹ 1,95,966.71 now.

Returns for Franklin India Bluechip Fund-Growth if the SIP was started 5 year(s) ago

Scheme: Franklin India Bluechip Fund-Growth
Scheme Code: 100471
Best SIP Date: 25 
Years Observed: 5 year(s) 
XIRR: 8.047%
Dates Considered
From: 23-Nov-2013 
To: 22-Nov-2018

SIP DateAverage NavUnitsTermsAmt InvestedAbsolute ReturnsXIRR %
25357.4396839.302660300000367356.7898.047
15360.4989832.180060300000364239.2787.876
5359.9871833.363160300000364757.1127.849
10360.4797832.224560300000364258.7557.836
1360.0253833.274760300000364718.4207.811
20361.7073829.400060300000363022.4917.781

*Returns above 1 year are annualized

The past 5 years of observations indicate that, having SIP date set to 25 of every month would have given the highest XIRR of 8.047%

An SIP of ₹ 5,000.00 scheduled 5 year(s) ago on every month’s 25 would have become ₹ 3,67,356.79 now.

Returns for Franklin India Bluechip Fund-Growth if the SIP was started 10 year(s) ago

Scheme: Franklin India Bluechip Fund-Growth
Scheme Code: 100471
Best SIP Date: 25 
Years Observed: 10 year(s) 
XIRR: 11.409%
Dates Considered
From: 23-Nov-2008 
To: 22-Nov-2018

SIP DateAverage NavUnitsTermsAmt InvestedAbsolute ReturnsXIRR %
25242.01562479.17901206000001085119.04611.409
1244.26952456.30311206000001075106.42711.270
5244.57022453.28301206000001073784.55111.268
10245.05342448.44601206000001071667.43011.259
15245.84912440.52181206000001068199.06411.225
20246.38192435.24421206000001065889.09611.212

*Returns above 1 year are annualized

The past 10 years of observations indicate that, having SIP date set to 25 of every month would have given the highest XIRR of 11.409%

An SIP of ₹ 5,000.00 scheduled 10 year(s) ago on every month’s 25 would have become ₹ 10,85,119.05 now.

Summary

Best SIP Date for Franklin India Bluechip Fund-Growth

Investment MadeBest SIP DateXIRR %
1 Year(s) Ago20-2.800
3 Year(s) Ago255.614
5 Year(s) Ago258.047
10 Year(s) Ago2511.409

*Returns above 1 year are annualized

If you have started an SIP of ₹ 5,000.00 in the scheme Franklin India Bluechip Fund-Growth :

1 year(s) ago on every 20th of a month, then it would have yielded highest XIRR of -2.8% than they would have yielded on any other SIP initiation date.

3 year(s) ago on every 25th of a month, then it would have yielded highest XIRR of 5.614% than they would have yielded on any other SIP initiation date.

5 year(s) ago on every 25th of a month, then it would have yielded highest XIRR of 8.047% than they would have yielded on any other SIP initiation date.

10 year(s) ago on every 25th of a month, then it would have yielded highest XIRR of 11.409% than they would have yielded on any other SIP initiation date.

12.58 year(s) ago on every 25th of a month, then it would have yielded highest XIRR of 11.266% than they would have yielded on any other SIP initiation date.

Best SIP date for Franklin India Bluechip Fund-Growth is 25th of every month which has generated higher annualized returns in the past 3, 5 and 10 years.

Disclaimer: All analysis is based on the past performances. And this may not guarantee future returns. Please read the mutual fund documents carefully before investing.


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