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Investment Focus
Stocks of companies are usually
categorised as large-cap, midcap, and small-cap
depending on their market capitalisation. History
has demonstrated that these categories tend
to perform differently through economic and
market cycles. For example, mid or small cap
stocks could move up sharply during a certain
time period while large cap stocks remain range
bound and vice versa. On the other hand, large-cap
stocks tend to be less volatile than mid & small-cap
stocks on account of factors such as size, market
leadership..etc. Moreover, such periods of outperformance
are typically followed by a consolidation phase
and a possible reversal of the situation. In
order to derive optimal returns from the stock
markets, investments need to be diversified
and have flexibility to shift allocations across
market caps.
Designed to help you achieve this
with a single investment is Franklin India Flexi
Cap Fund (FIFCF). An open-end diversified equity
fund, FIFCF seeks to provide medium to long-term
capital appreciation by investing in stocks
across the entire market capitalization range.
| Performance Snapshot |
|
Last
3 Months |
Last
6 Months |
Last
1
Year |
Last
3
Years* |
Since
Inception* |
| FIFCF
(G) |
43.04% |
71.16% |
21.97% |
14.17% |
22.35% |
| FIFCF
(D) |
43.04% |
71.16% |
21.97% |
14.17% |
22.35% |
| S&P
CNX 500 |
41.35% |
70.39% |
8.89% |
13.66% |
17.81% |
|
Past performance
may or may not be sustained in the
future.
* Compounded and
annualised. As on July 31, 2009.
|
Highlights
- Daily
NAV
- Choice:
Growth Plan and Dividend Plan (Reinvestment
& Payout options)
- Low
entry amount of Rs.5000
- Easy
liquidity: transactions are processed within
4 working days normally
- Convenience
of Systematic
Investment Plan: the ideal way to accumulate
wealth over the long term
- NRIs can invest on a fully
repatriable basis
Fund Information
| Net Asset Value |
Calculated and disclosed on all business days |
|
Minimum Investments :
|
|
New Investments
Additional Investments |
Rs. 5,000
Rs. 1,000 |
|
Load
|
| Entry Load |
Exit Load |
|
Nil |
In
respect of each purchase
of Units - 1% if the Units
are redeemed/switched-out
within one year of allotment
|
|
| Systematic Investment Plan |
Minimum Amount Rs. 500 per month for 12months,Rs.
1000 per month for 6 months |
| Tax Benefits |
Indexation
benefits
Units are not liable to Wealth Tax
and Gift Tax.
No TDS on redemptions for resident
investors
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