Franklin India BlueChip Fund - IDCW

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NAV
₹ 44.4872 ₹ 0.17 (0.37 %)
as on 27-02-2024
Asset Size (AUM)
7,465.07 Cr
Launch Date
Dec 01, 1993
Investment Objective
The scheme seeks aggressive growth and aims to provide medium to long term capital appreciation through investment in shares of quality companies and by focusing on well established large sized companies
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Dec 01, 1993
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16.02

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.82 %
Expense Ratio
1.86%
Volatility
12.68 %
Fund House
Franklin Templeton Mutual Fund
Fund Manager
Ajay Argal, Venkatesh Sanjeevi, Sandeep Manam
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give sustainable returns in the medium to long run. Investment in this fund can be made for a horizon of at least 4 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
Exit load of 1% if redeemed within 1 year
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 28-02-2024

Yearly Performance (%)

Investment Returns Calculator
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Franklin India BlueChip Fund - IDCW 01-12-1993 29.51 13.94 12.46 13.79 12.92
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 52.43 0.0 0.0 0.0 0.0
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 45.43 19.52 17.07 14.84 12.65
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 44.91 19.26 0.0 0.0 0.0
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 43.27 23.06 19.84 17.06 14.73
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 41.47 25.59 22.72 18.49 17.5
ICICI Prudential Bluechip Fund - Growth 05-05-2008 39.04 21.15 20.35 18.68 16.53
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 37.48 22.9 19.89 17.14 15.87
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 37.29 19.5 17.74 18.72 16.32
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 36.96 15.82 16.39 16.32 13.32
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings