Franklin India Bluechip Fund-Growth

Category: Equity: Large Cap
Launch Date: 01-12-1993
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.82% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,705.18 Cr As on (30-04-2024)
Turn over: 58.77
NAV as on 28-05-2024

905.6935

-2.31 (-0.2546%)

CAGR Since Inception

18.58%

NIFTY 50 TRI 14.08%

PERFORMANCE of Franklin India Bluechip Fund-Growth

Scheme Performance (%) Data as on - 29-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Bluechip Fund-Growth 27.02 12.07 13.74 12.25 18.58
NIFTY 50 TRI 23.48 15.12 15.23 13.5 14.08
Equity: Large Cap 31.85 16.12 15.45 13.62 15.13

Yearly Performance (%)

Nav Movement

Fund Managers

Ajay Argal, Venkatesh Sanjeevi, Sandeep Manam

Investment Objective

The scheme seeks aggressive growth and aims to provide medium to long term capital appreciation through investment in shares of quality companies and by focusing on well established large sized companies.

RETURNS CALCULATOR for Franklin India Bluechip Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Franklin India Bluechip Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Bluechip Fund-Growth 11.58 0.75 -2.24 0.86 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Franklin India Bluechip Fund-Growth

Period
Data as on - 29-05-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Bluechip Fund-Growth 01-12-1993 27.02 18.1 12.07 13.74 12.25
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 50.34 0.0 0.0 0.0 0.0
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 45.46 29.22 20.83 17.73 13.4
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 43.29 27.37 0.0 0.0 0.0
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 38.37 25.54 18.61 17.75 15.05
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 37.74 30.25 23.47 17.45 15.99
ICICI Prudential Bluechip Fund - Growth 05-05-2008 37.42 25.94 20.29 17.99 15.23
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 36.74 24.64 15.14 0.0 0.0
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 36.13 24.46 16.42 14.42 11.4
Invesco India Largecap Fund - Growth 21-08-2009 35.07 23.34 17.54 16.42 14.57

PORTFOLIO ANALYSIS of Franklin India Bluechip Fund-Growth

Asset Allocation (%)