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: 5,000 |
| Minimum Topup: 1,000 |
| 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 |
1500.9475
-19.57 (-1.3039%)
17.84%
Benchmark: 12.29%
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
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 | 6.56 | 24.57 | 15.94 | 30.26 | 12.86 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 15.19 | 34.13 | 19.64 | 24.43 | 12.54 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 13.8 | 26.25 | 16.82 | 30.3 | 17.06 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 12.83 | 27.57 | 21.03 | 32.85 | 14.44 |
| DSP Flexi Cap Fund - Regular Plan - Growth | 29-04-1997 | 10.41 | 23.23 | 14.02 | 24.48 | 12.75 |
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%
