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: 1.74% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 16,139.31 Cr As on 28-02-2025(Source:AMFI)
Turn over: 24% | Exit Load: Exit load of 1% if redeemed within 1 year

1530.4758

17.93%

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

Standard Deviation 13.57
Sharpe Ratio 0.67
Alpha 2.81
Beta 0.92
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 10.99 26.82 18.05 30.62 13.28
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 20.54 35.83 21.62 24.46 12.84
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 16.43 29.88 23.01 33.86 14.88
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 16.1 25.75 16.11 24.96 13.35
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 15.15 27.68 17.67 32.77 17.2
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 04-06-2023 14.17 - - - -
Invesco India Flexi Cap Fund - Growth 05-02-2022 13.64 29.58 18.4 - -
UTI - Flexi Cap Fund-Growth Option 05-08-2005 13.17 18.15 8.01 21.72 11.41
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 13.09 27.8 - - -
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth 01-08-2023 12.34 - - - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.88%

Others

4.44%

Large Cap

71.85%

Mid Cap

15.87%

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