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Franklin India Bluechip Fund-Growth

Category: Equity Funds Large Cap
Launch Date: 01-12-1993
Asset Class: Equity
Benchmark: S&P BSE Sensex
Expense Ratio: 2.23% As on (29-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,316.13 Cr As on (29-09-2017)
Turn over: 33.62
NAV as on 23-02-2018

451.6039

4.85 (1.0747%)

CAGR Since Inception

20.41%

S&P BSE Sensex 15.1%

PERFORMANCE of Franklin India Bluechip Fund-Growth

Scheme Performance (%)

Data as on - 23-02-2018

Yearly Performance (%)

Fund Managers

Mr. Anand Radhakrishnan, Mr. Srikesh Nair, Ms. Roshi Jain

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad. Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.

Investment Objective

The scheme seeks aggressive growth and aims to provide medium to long term capital appreciation through investment in shares of quality companies and by focusing on well established large sized companies.

RETURNS CALCULATOR for Franklin India Bluechip Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Bluechip Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Bluechip Fund-Growth 12.68 0.4 -1.48 0.91 - -
Equity Funds Large Cap - - - - - -

PEER COMPARISION of Franklin India Bluechip Fund-Growth

Period
Data as on - 23-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Bluechip Fund-Growth 01-12-1993 12.3 19.56 8.19 14.02 10.94
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 32.82 30.22 10.72 14.96 9.54
Invesco India Growth Fund - Growth 09-08-2007 24.43 26.83 10.82 18.61 11.12
Edelweiss Equity Opportunities Fund - Regular Plan - Growth Option 14-06-2007 23.82 23.19 9.29 16.94 9.34
Kotak NV 20 ETF - Dividend 26-11-2015 23.18 23.8 0.0 0.0 0.0
Reliance ETF Consumption 03-04-2014 23.15 23.07 13.12 0.0 0.0
Reliance ETF NV20 ETF 12-06-2015 23.04 23.66 0.0 0.0 0.0
Sundaram Select Focus-Inst Growth 15-04-2008 22.78 23.21 8.01 13.97 0.0
ICICI Prudential NV20 iWIN ETF 14-06-2016 22.6 0.0 0.0 0.0 0.0
UTI Bluechip Flexicap Fund - Regular Plan - Growth option 30-01-2006 22.41 23.45 8.09 14.88 7.74

PORTFOLIO ANALYSIS of Franklin India Bluechip Fund-Growth

Asset Allocation (%)

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