Overview (as on 04 Aug 2021)

NAV

₹728.7304

1y returns

64.306%

Fund AUM

₹6,375 Cr

Expense Ratio

1.17%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
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-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
38.66%
Health
11.00%
Basic Materials
9.95%
Utilities
9.68%
Industrials
7.89%
Energy
6.81%
Tech
6.31%
Communication
5.02%
Defensive
2.53%
Consumer
2.15%
Size Breakup
Large Cap
93.48%
Mid Cap
6.52%

Key Metrics

Beta 

1.0

Std deviation 

18.91%

Sharpe Ratio 

0.42

Holdings

Fund Details

Investment Objectives
The investment objective of the scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies
Scheme Name
Franklin India Bluechip Fund Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Pyari Menon
Fund House Details
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Email
service@templeton.com
Phone
+912266490622/66490627
Address
Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W)

Other Related Plans

Peer Funds

Franklin India Bluechip Fund Direct Growth

NAV

₹728.7304

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Pyari Menon
Pyari Menon

manager

Work Experience
"null"
Mayank Bukrediwala
Mayank Bukrediwala

manager

Work Experience
"null"
Anand Radhakrishnan
Anand Radhakrishnan

leader

Qualifications
CFA, PGDM (IIM) B.Tech.
Work Experience
"Senior Vice President and Portfolio Manager- He manages FIBCF, FIF, FIT, FPF, FBIF and equity portions of FTIBF, TIPP, TICAP, TMIP, FTIMIP, FTFTF Series, FTCSF & FTCPOF. He is also a co-fund manager for FIPP & FIHGCF. Prior assignments: 2004-2006, Fund Manager for the Portfolio Management Services of the AMC. 1996-2004, Fund Manager - Sundaram Asset Management Ltd. 1994-1996, Deputy Manager, Portfolio Manager of Asian Convertible and Income Fund - SBI Funds Management Ltd."
Roshi Jain
Roshi Jain

manager

Qualifications
CFA, PGDM, ACA
Work Experience
"Vice President- She is responsible for investments in Foreign Securities for Franklin Equity Team. Also responsible for Equity Research (since May 2005), identifying investment opportunities in capital goods, retail, textiles & transportation sector. Prior assignment: Goldman Sachs, London (2004-2005). Responsible for Equity Research, researched European building material stocks. Goldman Sachs, Singapore / HK (2002 2004). Responsible for Equity Research, researched Asian retail stocks. Wipro Ltd. (1999-2000). Responsible for Internal Audit, Internal audit of processes & transactions. S. R. Batliboi & Co. (1999). Responsible for Statutory audit of corporates."

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