Franklin India Bluechip Fund (Equity, Large Cap)

Moderately High
26 yrs 3 monthsStarted on:01 Dec 1993
₹ 6391.75 Cras on: 20 Feb 2020
Long Term Horizon
1.89%
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)
YTD0.55
3 Month0.69
1 YR8.70
2 YR2.79
3 YR5.70

SIP Returns

TenureReturns (CAGR)
1 YR7.49
2 YR4.41
3 YR3.81
5 YR5.97
10 YR9.36

Portfolio

Company Name% Assets
ICICI Bank Ltd.9.87
State Bank of India8.12
HDFC Bank Ltd.7.1
Bharti Airtel Ltd.5.83
Dr. Reddy's Laboratories Ltd.4.63
Indian Oil Corpn. Ltd.4.08
SBI Life Insurance Company Ltd.3.89
Axis Bank Ltd.3.88
ACC Ltd.3.83
Ultratech Cement Ltd.3.8

Top Sectoral Holdings

Sector Name% Assets
Financial32.86
Energy15.39
Construction13.56
Technology7.95
Communication7.8
Healthcare7.35
Services3.45
Automobile2.59
Metals1.33
FMCG0.78

Indicators

LabelValue
Portfolio turnover ratio33.67
Standard Deviation12.12%
Beta0.95%
Sharpe Ratio0.14

Anand Radhakrishnan,Roshi Jain,Pyari Menon

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Ms. Jain is a CFA, ACA and PGDM.Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
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 (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).

Other Funds Managed by Anand Radhakrishnan,Roshi Jain,Pyari Menon