Franklin India Equity Fund - Growth

(Erstwhile Franklin India Prima Plus-Growth)
Fund House: Franklin Templeton Mutual Fund
Category: Equity: Multi Cap
Launch Date: 29-09-1994
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.83% As on (30-11-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,033.23 Cr As on (31-12-2020)
Turn over: 29.44% | Exit Load: 1% for redemption within 365 days

741.2772

17.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focussing on wealth creating companies across all sectors and market cap ranges

Current Asset Allocation (%)

Indicators

Volatility 12.68
Sharp Ratio 0.58
Alpha -1.43
Beta 0.88
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 Equity Fund - Growth 29-09-1994 23.29 14.08 6.58 12.93 12.94
Quant Active Fund-GROWTH OPTION 21-03-2001 48.72 25.97 15.48 18.91 14.18
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 37.3 25.79 12.46 16.51 -
UTI - Equity Fund-Growth Option 05-08-2005 32.91 23.62 15.31 17.75 14.12
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 31.99 24.04 14.55 17.89 -
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 24.32 19.16 12.35 16.66 12.64
Union Multi Cap Fund - Growth Option 10-06-2011 23.52 18.6 10.23 14.24 -
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 22.93 16.23 6.21 12.77 8.96
DSP Equity Fund - Regular Plan - Growth 29-04-1997 20.34 21.18 9.82 16.58 12.33
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 20.19 19.71 14.92 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.59%

Others

2.41%

Large Cap

76.52%

Mid Cap

13.46%

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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