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Franklin India Flexi Cap Fund – Direct-Progress
This Flexi cap fund was launched on 29 September 1994 by the Franklin Templeton Mutual Fund. Beforehand this fund was an fairness fund. The AUM of this fund is Rs 10113.58 Crore. The latest declared NAV of the fund on eleventh April 2022 is Rs 1063.2369. The expense ratio of this fund is 1.15%, in comparison with its class common, which is excessive.
This fund is an open-ended high-risk fund. It’s also a medium-sized fund of its class. The fund has been rated 3 Stars by the CRISIL. It has given above-average returns amongst its peer funds. For funding on this fund, the minimal quantity required is Rs 5000. for SIP the quantity required is Rs 500.
Absolute And Annualised Returns
Lump-Sum Funding Returns
Within the final 1-year, the fund has provided 27.40% returns. Since its launch, it has delivered 16.70% common annual returns.
| Invetsment Interval | Absolute Returns | Annualised Returns | Class Avg |
|---|---|---|---|
| 1 Yr | 27.57% | 27.40% | 22.71% |
| 2 Yr | 122.86% | 49.12% | 41.26% |
| 3 Yr | 66.77% | 18.57% | 18.56% |
| 5 Yr | 94.91% | 14.27% | 14.50% |
| Since Inception | 319.11% | 16.70% | 15.32% |
SIP Returns
| SIP Interval | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Yr | 9.34% | 17.74% |
| 2 Yr | 41.05% | 37.03% |
| 3 Yr | 52.27% | 29.31% |
| 5 Yr | 62.86% | 19.59% |
Portfolio
The fund has 96.5% funding in Indian shares of which 69.83% is in large-cap shares, 13.41% is in mid-cap shares, and three.63% in small-cap shares. The fund has the vast majority of its cash invested within the Monetary, Know-how, Client Staples, Power, and Vehicle sectors. It has taken much less publicity within the Monetary, Know-how sectors in comparison with different funds within the class. The fund’s prime holdings are in ICICI Financial institution Ltd., Infosys Ltd., HDFC Financial institution Ltd., Axis Financial institution Ltd., and Bharti Airtel Ltd.
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