Franklin India Flexi Cap Fund - IDCW

(Erstwhile Franklin India Prima Plus-Dividend)
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: 18,224.57 Cr As on 30-04-2025(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

68.1099

16.71%

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
5 Years 0 Months
13 Years 0 Months
27 Years 0 Months
There is no value for 10x
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 12.16
Sharpe Ratio 1.21
Alpha 3.63
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 - IDCW 29-09-1994 9.49 25.2 22.28 26.41 13.96
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 15.89 32.39 25.84 22.37 13.73
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 15.18 24.05 22.23 26.36 17.71
Invesco India Flexi Cap Fund - Growth 05-02-2022 15.09 29.93 25.83 - -
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 13.74 24.92 - - -
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 13.21 27.32 25.56 30.06 15.98
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 12.79 21.91 18.38 20.23 -
UTI - Flexi Cap Fund-Growth Option 05-08-2005 12.13 16.11 14.02 19.5 12.78
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth 01-08-2023 12.01 - - - -
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 11.84 23.51 20.24 23.23 14.62

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.91%

Others

6.88%

Large Cap

72.53%

Mid Cap

12.69%

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