Franklin India Equity Fund (Equity, Multi Cap)

Moderately High
25 yrs 9 monthsStarted on:29 Sep 1994
₹ 11847.71 Cras on: 07 Jun 2018
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.

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

Similar Funds
UTI CCF Investment Plan Fund
Current NAV 33.08
Return (CAGR) 0.00%
Value Research
IDFC Multi Cap Fund
Current NAV 79.74
Return (CAGR) 0.00%
Value Research
Axis Focused 25 Fund
Current NAV 26.29
Return (CAGR) 0.00%
Value Research
SBI Focused Equity Fund
Current NAV 134.2
Return (CAGR) 0.00%
Value Research
Baroda Pioneer Multi Cap Fund
Current NAV 86.01
Return (CAGR) 0.00%
Value Research
Franklin India Focused Equity Fund
Current NAV 34.3
Return (CAGR) 0.00%
Value Research
Tata Multicap Fund
Current NAV 9.77
Return (CAGR) 0.00%
Value Research NA
Motilal Oswal Multicap 35 Fund
Current NAV 22.13
Return (CAGR) 0.00%
Value Research
Kotak Standard Multicap Fund
Current NAV 31.22
Return (CAGR) 0.00%
Value Research
Principal Multicap Fund
Current NAV 120.64
Return (CAGR) 0.00%
Value Research
DSP Equity Fund
Current NAV 37.07
Return (CAGR) 0.00%
Value Research NA
Nippon India multi cap fund
Current NAV 70.37
Return (CAGR) 0.00%
Value Research


TenureReturns (CAGR)
3 Month2.86
1 YR7.22
2 YR12.48
3 YR10.23

SIP Returns

TenureReturns (CAGR)
1 YR2.58
2 YR9.56
3 YR11.12
5 YR14.9
10 YR16.03


Company Name% Assets
HDFC Bank Ltd.8.7
Infosys Ltd.5.16
Bharti Airtel Ltd.4.6
Yes Bank Ltd.4.34
Larsen & Toubro Ltd.3.9
ICICI Bank Ltd.3.77
Mahindra & Mahindra Ltd.3.69
Kotak Mahindra Bank Ltd.3.32
Axis Bank Ltd.3.14
HCL Technologies Ltd.2.75

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio32.42
Standard Deviation12.75%
Sharpe Ratio0.24

Anand Radhakrishnan,R Janakiraman

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Mr. Janakiraman is a B.E and PGDM (Business Management).
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, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.