Franklin India Bluechip (Equity, Large Cap)

Moderately High
25 yrs 3 monthsStarted on:01 Dec 1993
₹ 7685.4 Cras on: 22 Feb 2019
Long Term Horizon
2.03%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies.

Exit Load

w.e.f 24/08/2009 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.37
2 YR4.54
3 YR11.03

SIP Returns

TenureReturns (CAGR)
3 YR3.87
5 YR6.56
10 YR10.38

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.66
Infosys Ltd.7.02
ICICI Bank Ltd.5.22
Axis Bank Ltd.4.23
Bharti Airtel Ltd.4.19
Larsen & Toubro Ltd.4.1
Mahindra & Mahindra Ltd.3.36
Kotak Mahindra Bank Ltd.2.94
HCL Technologies Ltd.2.88
State Bank of India2.87

Top Sectoral Holdings

Sector Name% Assets
Financial27.66
Technology13.8
Construction10.86
Automobile9.15
Energy8.1
FMCG7.49
Healthcare6.46
Communication5.36
Metals2.73
Engineering1.44

Indicators

LabelValue
Portfolio turnover ratio26.29
Standard Deviation13.35%
Beta0.92%
Sharpe Ratio0.31

Anand Radhakrishnan,Roshi Jain,Srikesh Nair

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Ms. Jain is a CFA, ACA and PGDM.Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.Prior to joining Franklin Templeton Investments she has worked with Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer

Other Funds Managed by Anand Radhakrishnan,Roshi Jain,Srikesh Nair