Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | - |
INDMoney rank | - | 13/20 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 7692 Cr | 52251 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 1.08% | 0.81% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 100 TR INR | BSE 100 India TR INR |
No of Holdings | 38 | 48 | ||
Top 5 Holdings | ICICI Bank Ltd (8.57%) HDFC Bank Ltd (8.27%) Reliance Industries Ltd (6.39%) Axis Bank Ltd (4.87%) Tata Consultancy Services Ltd (4.82%) | HDFC Bank Ltd (9.57%) ICICI Bank Ltd (8.02%) Reliance Industries Ltd (7.89%) Larsen & Toubro Ltd (5.2%) Kotak Mahindra Bank Ltd (4.36%) | ||
No of Sectors | 10 | 11 | ||
Top 3 Sectors | Financial Services (34.81%) Consumer Cyclical (17.53%) Tech (11.73%) | Financial Services (35.77%) Consumer Cyclical (13.05%) Consumer Defensive (9.14%) | ||
Equity % | 96.91% | 97.51% | ||
Debt % | - | - | ||
P/E | 28.08 | 25.89 | ||
P/B | 4.44 | 3.97 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 3.35% | 3.4% | ||
3-Month Return | 11.1% | 11.89% | ||
6-Month Return | 3.56% | 5.62% | ||
1-Year Return | 5.92% | 6.56% | ||
3-Year Return | 18.43% | 19.5% | ||
5-Year Return | 20.96% | 21.81% |
Sharpe | 0.97 | 1.02 | ||
Alpha | 1.22 | 0.9 | ||
Beta | 0.89 | 0.91 | ||
Standard Deviation | 12.38 | 12.31 | ||
Information Ratio | 0.01 | -0.07 |
Description | Franklin India Bluechip Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Bluechip Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | - | Saurabh Pant |