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

Franklin India Prima Fund-Growth scheme is an open-end scheme with an objective to provide medium to long term capital appreciation as a primary objective and income as a secondary objective. 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 Prima Fund-Growth if the SIP was started 1 year(s) ago

Scheme: Franklin India Prima Fund-Growth
Scheme Code: 100473
Best SIP Date: 20 
Years Observed: 1 year(s) 
XIRR: -6.7%
Dates Considered
From: 23-Nov-2017 
To: 22-Nov-2018

SIP DateAverage NavUnitsTermsAmt InvestedAbsolute ReturnsXIRR %
20953.566162.9217126000056020.983-6.7
5957.698562.6502126000055779.259-7.1
10962.589062.3319126000055495.867-7.6
15962.045762.3671126000055527.207-7.6
25962.545762.3347126000055498.360-7.6
1965.727962.1293126000055315.486-7.9

*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 -6.7%

An SIP of ₹ 5,000.00 scheduled 1 year(s) ago on every month’s 20 would have become ₹ 56,020.98 now.

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

Scheme: Franklin India Prima Fund-Growth
Scheme Code: 100473
Best SIP Date: 25 
Years Observed: 3 year(s) 
XIRR: 5.627%
Dates Considered
From: 23-Nov-2015 
To: 22-Nov-2018

SIP DateAverage NavUnitsTermsAmt InvestedAbsolute ReturnsXIRR %
25817.6281220.149036180000196004.9295.627
20823.5710218.560436180000194590.5535.387
15825.0265218.174836180000194247.2425.215
10825.8373217.960636180000194056.5345.099
5826.0666217.900136180000194002.6695.034
1827.6840217.474336180000193623.5674.866

*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 5.627%

An SIP of ₹ 5,000.00 scheduled 3 year(s) ago on every month’s 25 would have become ₹ 1,96,004.93 now.

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

Scheme: Franklin India Prima Fund-Growth
Scheme Code: 100473
Best SIP Date: 25 
Years Observed: 5 year(s) 
XIRR: 11.99%
Dates Considered
From: 23-Nov-2013 
To: 22-Nov-2018

SIP DateAverage NavUnitsTermsAmt InvestedAbsolute ReturnsXIRR %
25659.2066455.092560300000405181.82311.990
15669.9597447.788160300000398678.50711.584
10669.1525448.328360300000399159.46311.572
1667.7661449.259160300000399988.18111.546
5668.5936448.703160300000399493.15811.545
20673.2684445.587560300000396719.25011.442

*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 11.99%

An SIP of ₹ 5,000.00 scheduled 5 year(s) ago on every month’s 25 would have become ₹ 4,05,181.82 now.

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

Scheme: Franklin India Prima Fund-Growth
Scheme Code: 100473
Best SIP Date: 25 
Years Observed: 10 year(s) 
XIRR: 18.257%
Dates Considered
From: 23-Nov-2008 
To: 22-Nov-2018

SIP DateAverage NavUnitsTermsAmt InvestedAbsolute ReturnsXIRR %
25341.06201759.21071206000001566275.42418.257
10346.35401732.33161206000001542344.19518.102
1345.14531738.39841206000001547745.64018.091
5346.42531731.97521206000001542026.88218.056
15348.01201724.07861206000001534996.31418.055
20349.51991716.64071206000001528374.13918.017

*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 18.257%

An SIP of ₹ 5,000.00 scheduled 10 year(s) ago on every month’s 25 would have become ₹ 15,66,275.42 now.

Summary

Best SIP Date for Franklin India Prima Fund-Growth

Investment MadeBest SIP DateXIRR %
1 Year(s) Ago20-6.700
3 Year(s) Ago255.627
5 Year(s) Ago2511.990
10 Year(s) Ago2518.257

*Returns above 1 year are annualized

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

1 year(s) ago on every 20th of a month, then it would have yielded highest XIRR of -6.7% 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 5.627% 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 11.99% 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 18.257% 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 16.254% than they would have yielded on any other SIP initiation date.

Best SIP date for Franklin India Prima Fund-Growth is 25th of every month which has generated higher annualized returns for 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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