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Franklin India Bluechip Fund

Product Label

This product is suitable for Investors who are seeking*:

  • Long term capital appreciation.
  • A fund that invests in large cap stocks.
  • High Risk** High risk(BROWN)

Scheme Objectives

 

Is an open end growth scheme with an objective to primarily provide medium to long term capital appreciation.

Key Features

  • An open ended diversified equity fund with primary objective to provide medium to long term capital appreciation
  • The fund focuses investing in large-cap companies with strong financials, quality management and market leadership
  • The fund is suitable for Investors that prefer large cap oriented equity fund with an investment horizon of 3-5 years
  • The fund may be considered more suitable for investors who prefer funds with a long term track record as Franklin India Bluechip Fund has tackled the bull and bear phases by focusing on long term opportunities rather than short term trends.

Fund Manager

Anand Vasudevan
Mumbai, India
Anand Radhakrishnan
Chennai, India

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
**Note: Risk may be represented as:

(BLUE) Investors understand that their principal will be at low risk
(YELLOW) Investors understand that their principal will be at medium risk
(BROWN) Investors understand that their principal will be at high risk
Change Funds
All

Fund Information

Fund SizeRs.5394.83Cr.

As of 31/08/2014

Inception DateDecember 1, 1993

Plans and OptionsNOPLANGrowth,Dividend


Min. Investment (New)

Rs.5,000


Load Structure


Entry Load-

Exit Load1% (<1 yr)

As of 17/09/2014

NAV

GrowthRs.317.1159

DividendRs.40.3142

Direct-GrowthRs.321.2583

Direct-DividendRs.40.8985

As of 31/08/2014

Other Information

Total Expense Ratio12.2%

Portfolio Turnover Ratio35.42%


Volatility Measures (3 years)


Standard Deviation4.62

R-Squared0.88

Beta0.48

Sharpe Ratio*0.95


* Annualised. Risk-free rate assumed to be 8.39% (based on average of 3 month T-Bill Rate "during last 3 months")


┬╣Includes service tax on Investment Management fees.