Franklin India Equity Fund - Growth

(Erstwhile Franklin India Prima Plus-Growth)

Category: Equity: Multi Cap
Launch Date: 29-09-1994
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.83% As on (31-10-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,121.38 Cr As on (31-10-2020)
Turn over: 32.84
NAV as on 25-11-2020

633.9089

-10.5 (-1.6568%)

CAGR Since Inception

17.18%

NIFTY 500 TRI 16.03%

PERFORMANCE of Franklin India Equity Fund - Growth

Scheme Performance (%) Data as on - 25-11-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Equity Fund - Growth 7.0 2.69 7.78 10.94 17.18
NIFTY 500 TRI 11.02 6.16 11.29 9.36 16.03
Equity: Multi Cap 7.39 4.58 9.45 10.11 12.95

Yearly Performance (%)

Nav Movement

Fund Managers

Mayank Bukrediwala

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

RETURNS CALCULATOR for Franklin India Equity 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

riskometer

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Equity Fund - Growth 12.68 0.58 -1.43 0.88 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Franklin India Equity Fund - Growth

Period
Data as on - 25-11-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Equity Fund - Growth 29-09-1994 7.0 6.69 2.69 7.78 10.94
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 26.46 20.84 13.54 14.22 0.0
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 25.36 18.42 8.95 11.52 0.0
Quant Active Fund-GROWTH OPTION 21-03-2001 22.75 16.44 10.47 13.03 11.28
UTI - Equity Fund-Growth Option 05-08-2005 20.84 17.49 12.52 12.73 12.35
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 14.87 14.73 9.74 11.81 11.2
Union Multi Cap Fund - Growth Option 10-06-2011 11.17 12.67 7.16 9.12 0.0
DSP Equity Fund - Regular Plan - Growth 29-04-1997 10.62 15.28 7.24 11.68 10.66
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 10.5 10.78 2.78 8.1 7.36
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 10.5 15.4 11.54 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Equity Fund - Growth

Asset Allocation (%)