Franklin India Bluechip Fund- Direct - Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 1.08% 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 |
1143.4818
2.19 (0.1916%)
13.34%
Benchmark: 17.2%
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 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 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 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 | 12.83 |
| Sharpe Ratio | 0.75 |
| Alpha | 0.45 |
| Beta | 0.9 |
| 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- Direct - Growth | 01-01-2013 | 6.25 | 18.64 | 17.58 | 20.82 | 11.93 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 16.19 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 7.83 | 21.68 | 21.39 | 19.98 | 11.42 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 6.14 | 20.62 | - | - | - |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 6.11 | 18.34 | 18.88 | 19.57 | 13.54 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 5.95 | 21.72 | 21.8 | 23.0 | 14.15 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 5.59 | 15.66 | 17.89 | 20.57 | 12.44 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 5.53 | 18.58 | 19.25 | 21.17 | 12.41 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 5.5 | 16.03 | 15.95 | 18.62 | 13.12 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 5.45 | 17.69 | 16.62 | 19.88 | 11.02 |
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%
