Therefore, to satisfy your curiosity, we bring to you a mutual fund scheme that actually turned a mere Rs 2000 monthly investment into Rs 3 crore. Let's find out the names of the funds and the details such as AUM, CAGR return, Sharpe ratio, beta and others.

Small SIP, Big Returns: Rs 2,000 monthly investment that turned Rs 3 cr - This mutual fund made it possible

When we talk about funds with strong returns, the Franklin India Flexi Cap Fund has made it to the list. This fund has been in existence for over 31 years and has delivered annualised returns of around 18% on lump-sum investments and about 19% through SIPs.

This equity scheme is among the top performers in terms of returns. Since its inception, it has delivered 162-fold growth to one-time investors, while a mere Rs 2,000 monthly SIP investment has grown to Rs 3.38 crore. This fund has a 4-star rating on Value Research. Its portfolio includes strong stocks. It invests across all market sizes: large cap, mid cap, and small cap.

Franklin IndiaFlexi Cap Fund: SIP and Lump Sum Returns

• Launch Date: September 29, 1994
• Returns since launch: 17.58% CAGR
• One-time investment: Rs 1,00,000
• Investment value now: Rs 1,62,71,060

SIP returns

• Launch Date: September 29, 1994
• Returns since launch: 19.22% CAGR
• Monthly SIP amount: Rs 2,000
• Total investment value now: Rs 3,38,66,050

(Source: Fund Fact Sheet)

Franklin India Flexi Cap Fund Strategy

This is an open-ended equity fund that invests in companies of varying sizes, including large cap, mid cap, and small cap. It's a good option for investors who seek long-term wealth growth and can take on a slightly higher risk.

This fund offers the flexibility to invest from 0% to 100% in large-cap, mid-cap, and small-cap investments. This means you can adjust your investments based on market conditions. The fund's objective is to invest in various categories based on the right timing. This fund has consistently paid dividends annually for the past 25 years.

Small SIP, Big Returns: Why consider investing?

This fund allows you to invest in all types of companies, like large cap, mid cap and small cap, so that you can get the benefit of different segments.

This fund adjusts its investments based on market opportunities to generate optimal returns. Furthermore, it has consistently paid dividends annually for the past 20 years, demonstrating its stability.

Read more: Mutual Fund Investment Plan: How can you build Rs 2 crore corpus and generate Rs 2 lakh monthly income from it? See calculations

About Franklin IndiaFlexi Cap Fund

• Total AUM: Rs 19,598 crore (31 March 2026)
• Expense Ratio: 1.69% (March 31, 2026)
• NAV: Rs 1,555.4560 (April 8, 2026)
• Benchmark: Nifty 500
• Investment in Equity: 95.63%
• Investment in Fixed Income: 0%
• Cash and Cash Equivalents: 4.37%
• Portfolio Turnover: 24.67%
• Standard Deviation: 3.45%
• Beta: 0.90
• Sharpe Ratio: 1.17

Franklin IndiaFlexi Cap Fund: Top 10 Stock Holdings

• HDFC Bank: 8.46%
• ICICI Bank : 6.26%
• Axis Bank: 5.63%
• Larsen & Toubro: 4.65%
• State Bank of India: 3.99%
• Bharti Airtel: 3.48%
• Reliance Industries: 3.20%
• Kotak Mahindra Bank: 3.15%
• Infosys: 3.00%
• Mahindra & Mahindra: 2.79%

(Source: Fund Fact Sheet)

Franklin IndiaFlexi Cap Fund: Top 10 Sector Holdings

• Banks: 28.73%
• IT: 6.28%
• Construction: 4.87%
• Power: 4.55%
• Retail: 4.34%
• Cement: 4.04%
• Telecom: 3.64%
• Automobiles: 3.60%
• Petroleum Products: 3.34%
• Aerospace and Defence: 3.25%

(Source: Fund Fact Sheet)

Also read: SWP Plan: How Rs 5 lakh one-time investment can generate Rs 1 lakh monthly income via mutual funds

(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)

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