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Franklin India Bluechip Fund

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Annualised Returns As of 30/09/2017
21.48%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 275,000 Unique Investors (As of 30/09/2017)
Why should you invest in this fund?
  • Franklin India Bluechip Fund predominantly invests in companies that:
    • Run large and established businesses
    • Have a long track record
    • Enjoy leadership in their industry
    • The fund has declared a dividend every year for the last 19 years. 
  • The fund has declared a dividend every year for the last 19 years.
What are the “Tax Benefits” of investing in this fund?
  • The long term capital gains (LTCG) tax, if you stay invested for more than 12 months, is “Nil”
  • The dividends declared are "Tax Free” and carry “NIL” Dividend Distribution Tax
Top 10 companies and sectors where the fund has invested as on 30/09/2017 are given below*:
  • HDFC Bank Ltd. (Banks)
  • Infosys Ltd. (Software & Services)
  • Larsen & Toubro Ltd. (Capital Goods)
  • State Bank of India (Banks)
  • Mahindra & Mahindra Ltd. (Automobiles & Components)
  • Yes Bank Ltd. (Banks)
  • ICICI Bank Ltd. (Banks)
  • Bharti Airtel Ltd. (Telecommunication Services)
  • IndusInd Bank Ltd. (Banks)
  • Kotak Mahindra Bank Ltd. (Banks)
What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Investments In Large Sized Companies

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Education Corpus

Fund Video

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 23/10/2017
  • Growth 445.60
  • Dividend 43.40
  • Direct-Growth 463.84
  • Direct-Dividend 45.60
  • Additional Fund Information as on 30/09/2017
  • Portfolio Turnover 35.39%
  • Standard Deviation 3.69%
  • Beta 0.91
  • Sharpe Ratio ** 0.40
  • RSquared Ratio 0.87
  • Risk-free Rate 6.05%
  • Expense Ratio [#] 2.23%
  • Expense Ratio (Direct) [#] 1.36%
  • Benchmark(s) S&P BSE Sensex
    Nifty 50
  • 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.

** Annualized risk free rate assumed to be FIBL Overnight MIBOR

[#] The rates specified are the actual average charged for the month of September 2017. The above ratio includes the Service tax on Investment management fees. The above expense also includes proportionate charge in respect sales of beyond T-15 cities subject to maximum of 30 bps on daily net assets wherever applicable.