With 122.86% Returns, This Flexi-Cap Fund is Good For Investment, Rated 3-Star By CRISIL

This Flexi-cap mutual fund that we have highlighted here in this article below has outperformed the category average in 2nd year of the investment. Check out other details of the fund below to know more.

Franklin India Flexi Cap Fund - Direct-Growth

This Flexi cap fund was launched on 29 September 1994 by the Franklin Templeton Mutual Fund. Previously this fund was an equity fund. The AUM of this fund is Rs 10113.58 Crore. The recent declared NAV of the fund on 11th April 2022 is Rs 1063.2369. The expense ratio of this fund is 1.15%, compared to its category average, which is high. 

This fund is an open-ended high-risk fund. It is also a medium-sized fund of its category. The fund has been rated 3 Stars by the CRISIL. It has given above-average returns among its peer funds. For investment in this fund, the minimum amount required is Rs 5000. for SIP the amount required is Rs 500. 

Absolute And Annualised Returns

Lump-Sum Investment Returns

In the last 1-year, the fund has offered 27.40% returns. Since its launch, it has delivered 16.70% average annual returns. 

Invetsment Period	Absolute Returns	Annualised Returns	Category Avg
1 Year	27.57%	27.40%	22.71%
2 Year	122.86%	49.12%	41.26%
3 Year	66.77%	18.57%	18.56%
5 Year	94.91%	14.27%	14.50%
Since Inception	319.11%	16.70%	15.32%

SIP Returns

SIP Period	Absolute Returns	Annualised Returns
1 Year	9.34%	17.74%
2 Year	41.05%	37.03%
3 Year	52.27%	29.31%
5 Year	62.86%	19.59%

Portfolio

The fund has 96.5% investment in Indian stocks of which 69.83% is in large-cap stocks, 13.41% is in mid-cap stocks, and 3.63% in small-cap stocks. The fund has the majority of its money invested in the Financial, Technology, Consumer Staples, Energy, and Automobile sectors. It has taken less exposure in the Financial, Technology sectors compared to other funds in the category. The fund's top holdings are in ICICI Bank Ltd., Infosys Ltd., HDFC Bank Ltd., Axis Bank Ltd., and Bharti Airtel Ltd.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.