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: 1.71% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 17,449.65 Cr As on 31-10-2024(Source:AMFI)
Turn over: 24% | Exit Load: Exit load of 1% if redeemed within 1 year

1603.0856

18.35%

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 13.02
Sharpe Ratio 0.86
Alpha 2.72
Beta 0.93
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 34.92 25.4 16.81 22.57 14.82
JM Flexicap Fund (Regular) - Growth option 23-09-2008 48.25 36.41 24.61 24.39 17.45
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 47.41 31.5 18.98 17.38 15.43
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 45.48 32.79 20.87 - -
Invesco India Flexi Cap Fund - Growth 05-02-2022 43.1 30.65 - - -
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 04-06-2023 43.08 - - - -
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 42.3 - - - -
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 41.7 26.01 17.05 20.69 -
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 41.24 28.57 17.21 20.45 13.33
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 40.36 27.87 22.78 23.09 14.89

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.23%

Others

4.07%

Large Cap

70.22%

Mid Cap

15.47%

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