Franklin India Bluechip Fund Direct Growth
Equity
Direct
Large-Cap
NAV: ₹ 962.15 as on 16-04-2024
Fund Performance
900 people have invested ₹ 1.4Cr in Franklin India Bluechip Fund Direct Growth in the last three months
Mutual Fund Insights
In the last 3 years, Nippon India Large Cap Fund - Direct Plan - Growth Plan has given 26.35% return, outperforming this fund by 11.25% per annum.
Over the last 6 months, this fund has experienced a 12.5% growth in AUM moving from 6.83K Cr to 7.69K Cr.
In the last 1 year, Nippon India Large Cap Fund - Direct Plan - Growth Plan has given 43.28% return, outperforming this fund by 14.51%.
In the last 5 years, Baroda BNP Paribas Large Cap Fund Direct Plan Growth Option has given 18.81% return, outperforming this fund by 4.94% per annum.
INDmoney Rank of Franklin India Bluechip Fund Direct Growth
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IND ranking is not available for this fund.
Pros
Beats FD returns for both 3Y & 5Y duration
Cons
5Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category
About the Franklin India Bluechip Fund Direct Growth
Franklin India Bluechip Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by R. Janakiraman, Anand Radhakrishnan. The fund could potentially beat inflation in the long-run.
Key Parameters
- Franklin India Bluechip Fund Direct Growth has ₹7691 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 1.1.
Franklin India Bluechip Fund Direct Growth Overview
 | 1.1% |
 Benchmark | S&P BSE 100 India TR INR |
 | ₹7691 Cr |
 | 1 January, 2013 |
 | ₹5000/₹500 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 48.64% |
Franklin India Bluechip Fund Direct Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
86.5%
Mid cap
11.8%
Sector Allocation
Financial Services
35.3%
Consumer Cyclical
18.4%
Tech
12.9%
Energy
8.2%
Health
7.8%
Industrial
7.7%
Consumer Defensive
5.5%
Basic Materials
3.1%
Communication
1.1%
Top Holdings of Franklin India Bluechip Fund Direct Growth as on (31-Mar-24)
Equity Holdings37
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 9.49% | 0% | |
 Reliance Industries Ltd | 8.04% | 0% | |
 HDFC Bank Ltd | 6.87% | -10.6% | |
 Axis Bank Ltd | 4.62% | 18.8% | |
 Infosys Ltd | 4.49% | -14.9% |
See all
Franklin India Bluechip Fund Direct Growth: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 1.61% whereas the fund’s underlying benchmark Nifty 100 returns stands at 0.26% as on Mar'24
- This fund outperformed Nifty 100 by 1.35% in Mar'24
AUM Change
- AUM of the fund stands at 7.7K Cr as of Mar'24
- AUM increased by 89 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Franklin India Bluechip Fund Direct Growth portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 Zomato Ltd | 29.2% |
 Interglobe Aviation Ltd | 18.7% |
 Hindalco Industries Ltd | 18.1% |
Top Losers | 1M Return |
|---|---|
 Infosys Ltd | -7.9% |
 HCL Technologies Ltd | -6.7% |
 Axis Bank Ltd | -0.6% |
Peer Analysis
Franklin India Bluechip Fund Direct Growth Fund Manager
R. Janakiraman
Fund Manager of Franklin India Bluechip Fund Direct Growth, since 18 October 2021
Top funds managed
Anand Radhakrishnan
Fund Manager of Franklin India Bluechip Fund Direct Growth, since 1 February 2011
Top funds managed
Franklin India Bluechip Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 13.16% since inception which is less than its category average return of 13.36%
Fund Allocations
This fund has an allocation of 98.31% in Equity, 0% in Debt and 1.69% in Cash related instruments
AUM size ₹7691 Cr
This fund has AUM of ₹7691 Cr which is more than its category average of ₹ 6122 Cr
Expense Ratio 1.1%
This fund has an expense ratio of 1.1% which is less than its category average expense ratio of 1.32%
Frequently Asked Questions
The current NAV of Franklin India Bluechip Fund Direct Growth is ₹962.15 as on 16-Apr-2024.
Existing (Absolute + CAGR) as on 16-Apr-2024.
Franklin India Bluechip Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.8% | 1.8% |
6 Month Returns | 14.57% | 14.57% |
1 Year Returns | 28.77% | 28.77% |
3 Years Returns | 52.45% | 15.09% |
5 Years Returns | 91.46% | 13.87% |
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1.1% as on March 2024
₹7691 Cr as on March 2024
ICICI Bank Ltd(9.49%), Reliance Industries Ltd(8.04%), HDFC Bank Ltd(6.87%), Axis Bank Ltd(4.62%), Infosys Ltd(4.49%) as on March 2024
Financial Services(34.67%), Consumer Cyclical(18.12%), Tech(12.67%) as on March 2024
The alpha ratio for the Franklin India Bluechip Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Franklin India Bluechip Fund Direct Growth | 2.12 | -0.04 | -0.6 |
As on March 2024
The alpha for Franklin India Bluechip Fund Direct Growth is calculated against S&P BSE 100 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Franklin India Bluechip Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Franklin India Bluechip Fund Direct Growth | 0.83 | 0.83 | 0.96 |
As on March 2024
The Beta for Franklin India Bluechip Fund Direct Growth is calculated with S&P BSE 100 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Franklin India Bluechip Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Franklin India Bluechip Fund Direct Growth | 2.41 | 0.81 | 0.54 |
As on March 2024
The sharpe ratio for Franklin India Bluechip Fund Direct Growth is calculated with S&P BSE 100 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Franklin India Bluechip Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Franklin India Bluechip Fund Direct Growth | 9.15 | 11.59 | 18.66 |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.42 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
R. Janakiraman, Anand Radhakrishnan are the fund managers of Franklin India Bluechip Fund Direct Growth
The Exit load of Franklin India Bluechip Fund Direct Growth is 1%