Franklin India BlueChip Fund - IDCW
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-12-1993 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 1.84% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 7,692.35 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 61.87% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
48.1358
0.21 (0.444%)
15.9%
Benchmark: 17.25%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 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
0 Years 11 Months
6 Years 0 Months
6 Years 1 Months
There is no value for 10x
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 generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.81 |
| Sharpe Ratio | 0.55 |
| Alpha | -2.74 |
| Beta | 0.83 |
| 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 BlueChip Fund - IDCW | 01-12-1993 | 7.02 | 18.45 | 16.98 | 19.4 | 10.41 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 18.75 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 10.4 | 23.37 | 23.14 | 21.0 | 11.87 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 9.0 | 22.4 | - | - | - |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 8.38 | 20.43 | 20.19 | 20.59 | 13.88 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 8.2 | 23.52 | 22.87 | 23.89 | 14.41 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 8.02 | 19.36 | 17.97 | 20.4 | 11.32 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 7.85 | 22.5 | 21.97 | 21.68 | 12.95 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 7.39 | 17.1 | 16.99 | 19.58 | 13.37 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 7.32 | 20.34 | 20.5 | 22.07 | 12.63 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.9%
Others
3.09%
Large Cap
89.94%
Mid Cap
5.09%
