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: 1.75% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 17,393.86 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 24% | Exit Load: Exit load of 1% if redeemed within 1 year |
1581.8546
1.43 (0.0904%)
17.99%
Benchmark: 12.43%
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 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 | 13.89 |
| Sharpe Ratio | 0.69 |
| Alpha | 3.09 |
| 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 | 8.95 | 25.73 | 19.07 | 28.19 | 13.93 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 15.57 | 28.49 | 23.43 | 30.48 | 15.29 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 14.89 | 32.71 | 21.42 | 21.95 | 13.45 |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 13.77 | 17.24 | 9.33 | 19.69 | 12.16 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 12.56 | 24.32 | 19.15 | 28.1 | 17.2 |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 11.82 | 28.52 | 20.75 | - | - |
| DSP Flexi Cap Fund - Regular Plan - Growth | 29-04-1997 | 11.56 | 23.4 | 17.01 | 22.6 | 13.87 |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | 05-08-2022 | 11.45 | 25.5 | - | - | - |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 10.95 | 22.92 | 14.86 | 19.81 | - |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 10.61 | 23.19 | 15.88 | 23.13 | 13.77 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.74%
Others
5.12%
Large Cap
72.29%
Mid Cap
14.85%
