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: 2.04% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,302.11 Cr As on ( 30-11-2018)
Turn over: 28.92
NAV as on 12-12-2018

561.6572

10.87 ( 1.9348% )

CAGR Since Inception

18.1%

Nifty 500 TRI 16.47%

PERFORMANCE of Franklin India Equity Fund - Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Equity Fund - Growth -2.83 10.01 16.56 17.86 18.1
NIFTY 500 TRI -3.39 11.98 13.77 16.1 16.47
Equity: Multi Cap -5.66 10.43 15.19 17.57 11.72

Yearly Performance (%)

Fund Managers

Mr. Anand Radhakrishnan, Mr. R Janakiraman

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad. Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.

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.

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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 - 11-12-2018
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 -2.83 10.29 10.01 16.56 17.86
UTI - Equity Fund-Growth Option 05-08-2005 6.19 14.76 11.8 15.35 17.99
UTI - Equity Fund-Income Option 18-05-1992 5.75 14.46 11.56 15.17 17.87
Axis Multicap Fund - Regular Plan - Growth 13-11-2017 5.26 0.0 0.0 0.0 0.0
Axis Multicap Fund - Regular Plan - Dividend 13-11-2017 5.26 0.0 0.0 0.0 0.0
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 2.89 16.43 11.65 14.03 17.82
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 1.4 16.6 15.31 19.11 22.03
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 1.33 13.14 10.97 16.97 0.0
Canara Robeco Equity Diversified fund - Regular Plan - Dividend 16-09-2003 1.11 15.05 10.54 13.08 24.49
Essel Multi Cap Fund - Regular Plan - Dividend - Annual 02-07-2018 0.0 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Equity Fund - Growth

Asset Allocation (%)

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