Franklin India Flexi Cap Fund - Direct Plan has delivered 51.69% absolute return over the last 5 years.
The average return for Flexi Cap funds is 66.68% .
This fund ranks #20 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 7.25% .
The fund currently owns more than 58 stocks.
The top 10 holdings account for 43.40% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 1.78% | -1.16% |
| 2 Year Return | 35.02% | 12.01% |
| 3 Year Return | 62.82% | 35.81% |
| 4 Year Return | 188.85% | 52.38% |
| 5 Year Return | 169.95% | 66.68% |
| 6 Year Return | 191.31% | 109.08% |
| 7 Year Return | 288.18% | 129.34% |
| Expense Ratio | 0.75% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
7.25%
|
|
| 2 | Financials |
6.54%
|
|
| 3 |
5.05%
|
||
| 4 | Financials |
5.02%
|
|
| 5 | Industrials |
3.73%
|
|
| 6 | Financials |
3.43%
|
|
| 7 | Communication Services |
3.42%
|
|
| 8 | Energy |
3.01%
|
|
| 9 | Consumer Discretionary |
2.97%
|
|
| 10 | Finance - Banks - Private Sector |
2.97%
|
|
| 11 | E-Commerce/E-Retail |
2.82%
|
|
| 12 | Information Technology |
2.81%
|
AMC: FRANKLINTEMPLETON
Category: Equity • Flexi Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rajasa Kakulavarapu
Minimum Purchase: ₹5,000
Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment.
Lock-in: 1
Risk: Moderate Risk
Franklin India Flexi Cap Fund - Direct Plan is managed by FRANKLINTEMPLETON and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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