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
-5.9 (-0.3854%)
17.93%
Benchmark: 12.36%
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 | 13.57 |
| 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
PORTFOLIO
Market Cap Distribution
Small Cap
7.88%
Others
4.44%
Large Cap
71.85%
Mid Cap
15.87%
