Franklin India Flexi Cap Fund - Growth
(Erstwhile Franklin India Prima Plus-Growth)
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 29-09-1994 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.7% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 18,679.3 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 24% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
1665.6873
5.03 (0.3021%)
18.07%
Benchmark: 12.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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
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 investment objective of the scheme is to provide growth of capital plus regular IDCW through a diversified portfolio of equities, fixed income securities and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.02 |
| Sharpe Ratio | 1.35 |
| Alpha | 3.33 |
| Beta | 0.91 |
| 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 Flexi Cap Fund - Growth | 29-09-1994 | 4.83 | 23.81 | 22.83 | 26.07 | 14.08 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 11.26 | 32.63 | 26.94 | 21.14 | 13.37 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 9.38 | 23.14 | 22.83 | 24.64 | 17.6 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 9.04 | 25.38 | 26.23 | 29.27 | 15.6 |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 8.54 | 28.04 | 26.05 | - | - |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 8.54 | 20.99 | 19.06 | 19.47 | - |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | 05-08-2022 | 8.3 | 22.97 | - | - | - |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 7.8 | 14.95 | 14.09 | 18.34 | 12.39 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 7.32 | 21.28 | 20.68 | 22.33 | 14.2 |
| Sundaram Flexicap Fund Regular Growth | 06-09-2022 | 6.91 | 17.16 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.21%
Others
7.13%
Large Cap
72.32%
Mid Cap
12.31%
