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Franklin India Bluechip Fund

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Annualised Returns As of 31/07/2018
21.03%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 275,000 Unique Investors (As of 30/06/2018)
Why should you invest in Franklin India Bluechip Fund?
  • Franklin India Bluechip Fund predominantly invests in companies that:
    • Run large and established businesses
    • Have a long track record
    • Enjoy leadership in their respective industries
  • The fund has declared a dividend every year for the last 20 years.
What are the “Tax Benefits” of investing in this fund?

 

  • Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months^
  • Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months
  • Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) ^^

^ Capital gain accrued up to January 31st 2018 is exempt form LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018.

^^ The DDT is to be paid by the mutual fund after grossing-up income distributed to the investor.

Top 10 companies and sectors where the fund has invested as on 31/08/2018 are given below*:
  • HDFC Bank Ltd. (Banks)
  • Larsen & Toubro Ltd. (Capital Goods)
  • ICICI Bank Ltd. (Banks)
  • Mahindra & Mahindra Ltd. (Automobiles & Components)
  • HCL Technologies Ltd. (Software & Services)
  • Infosys Ltd. (Software & Services)
  • Bharti Airtel Ltd. (Telecommunication Services)
  • Axis Bank Ltd. (Banks)
  • Yes Bank Ltd. (Banks)
  • Dr Reddy's Laboratories Ltd. (Pharmaceuticals, Biotechnology & Life Sciences)
What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Investments in predominantly Large Cap Companies

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Education Corpus

Fund Video

Franklin India Bluechip Fund is an equity fund that majorly invests in large established companies. It generally invests in large-cap stocks. This fund is suitable if you are looking for long term wealth creation. You should consider investing in this fund if your investment horizon is 5 years or more. To know more about Franklin India Bluechip Fund, watch the video below.

Fund Information

  • Inception 01/12/1993
  • Entry Load Nil
  • Exit Load In respect of each purchase of units - 1% if the units are redeemed/switched-out within one year of allotment
  • NAV in INR as on 18/09/2018
  • Growth 470.23
  • Dividend 41.81
  • Direct-Growth 493.40
  • Direct-Dividend 44.48
  • Additional Fund Information as on 31/08/2018
  • Fund Size in INR (CR) 8400.69
  • Portfolio Turnover 21.71%
  • Expense Ratio [#] 2.03
  • Expense Ratio (Direct) [#] 1.27
  • Benchmark(s) Nifty 50
    Nifty 100
  • Fund Manager Anand Radhakrishnan, Roshi Jain & Srikesh Karunakaran Nair
Product Label
This product is suitable for investors who are seeking*:
  • Long term capital appreciation
  • A fund that invests in large cap stocks.
”Moderately

*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.

* All portfolio holdings are subject to change. The information stated above does not constitute an investment advice or recommendation to subscribe or transact in these securities.

[#] The rates specified are the actual expenses charged as at the end of the month. The above ratio includes the GST on Investment management fees. The above expense also includes proportionate charge in respect sales of beyond T-30 cities subject to maximum of 30 bps on daily net assets wherever applicable.