Franklin India Flexi Cap Fund - Growth
(Erstwhile Franklin India Prima Plus-Growth)
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 29-09-1994 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.7% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 18,679.3 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 24% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
1671.2696
-5.42 (-0.3245%)
18.1%
Benchmark: 12.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 12 Months
9 Years 1 Months
9 Years 3 Months
11 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the scheme is to provide growth of capital plus regular IDCW through a diversified portfolio of equities, fixed income securities and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.63 |
| Sharpe Ratio | 1.06 |
| Alpha | 3.08 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Flexi Cap Fund - Growth | 29-09-1994 | 6.9 | 24.42 | 24.71 | 26.81 | 14.22 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 14.17 | 33.14 | 28.74 | 22.47 | 13.68 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 12.77 | 24.88 | 24.1 | 25.85 | 17.7 |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 11.7 | 29.04 | 28.08 | - | - |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 10.83 | 26.18 | 27.71 | 30.18 | 15.7 |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | 05-08-2022 | 10.78 | 23.64 | - | - | - |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 10.21 | 20.98 | 20.39 | 20.0 | - |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 9.33 | 14.87 | 15.73 | 19.29 | 12.5 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 9.13 | 21.79 | 22.18 | 23.15 | 14.37 |
| Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 7.83 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.21%
Others
7.13%
Large Cap
72.32%
Mid Cap
12.31%
