Franklin India Flexi Cap Fund-Growth Plan
| Category: Equity Funds Diversified |
| Launch Date: 02-03-2005 |
| Asset Class: Equity |
| Benchmark: Nifty 500 Index |
| Expense Ratio: 2.53% As on (31-03-2018) |
| Status: Open Ended Schemes(Growth) for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,714.22 Cr As on (31-03-2018) |
| Turn over: 25.65% |
PERFORMANCE of Franklin India Flexi Cap Fund-Growth Plan
Scheme Performance (%)
Data as on - 18-05-2018Yearly Performance (%)
Fund Managers
Mr. R Janakiraman, Mr. Lakshmikanth Reddy, Mr. Srikesh Nair
Mr. Janakiraman is a B.E and PGDM (Business Management). Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
Investment Objective
An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range. The fund will invest 75-100 per cent in large-cap stocks, 20-100 per cent in mid-cap stocks. Its exposure to large cap vs mid/small cap stocks varies depending on relative value and risk/return profile of the sub-segments.
RETURNS CALCULATOR for Franklin India Flexi Cap Fund-Growth Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
Key Performance and Risk Statistics of Franklin India Flexi Cap Fund-Growth Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Flexi Cap Fund-Growth Plan | 12.0 | 0.5 | -0.38 | 0.82 | - | - |
| Equity Funds Diversified | - | - | - | - | - | - |
PEER COMPARISION of Franklin India Flexi Cap Fund-Growth Plan
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Franklin India Flexi Cap Fund-Growth Plan | 02-03-2005 | 10.76 | 14.3 | 8.71 | 18.03 | 12.59 |
| Axis Bluechip Fund - Growth | 05-01-2010 | 21.33 | 18.16 | 11.4 | 15.05 | 0.0 |
| Axis Focused 25 Fund - Growth Option | 29-06-2012 | 20.38 | 24.42 | 15.9 | 17.34 | 0.0 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 19.71 | 23.21 | 15.46 | 22.93 | 15.3 |
| BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth | 21-10-2008 | 18.94 | 19.97 | 11.96 | 16.1 | 0.0 |
| UTI - Equity Fund-Growth Option | 01-08-2005 | 18.1 | 16.98 | 10.39 | 16.24 | 12.78 |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 28-05-2013 | 18.09 | 17.74 | 12.09 | 0.0 | 0.0 |
| BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth | 21-10-2008 | 17.96 | 19.06 | 11.12 | 15.29 | 0.0 |
| Principal Dividend Yield Fund-Growth Plan | 15-10-2004 | 17.41 | 26.04 | 14.36 | 16.22 | 10.61 |
| Tata Retirement Savings Fund -Regular Plan -Progressive -Growth | 01-11-2011 | 16.78 | 24.77 | 16.05 | 19.49 | 0.0 |
