- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Bluechip Fund (PIDCW-A)
Formerly Franklin India Bluechip DP
Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 42.4538
NAV (Sep 29)
Fund Returns
Last 1Y | 3.7% |
Last 3Y | 17.7% |
Last 5Y | 8.4% |
Last 10Y | 11.5% |
Since Inception | 19.5% |
6 Month CAGR | 15.7% |
Scheme Information
The investment objective of 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.
Expense Ratio | 1.81 |
Launched (30y ago) | Dec 01, 1993 |
AUM in Crores | 6769.454 |
ISIN | INF090I01155 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.5 |
Standard Deviation (5yr) | 19.5 |
Beta (3yr) | 1.03 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 0.787 |
Sharpe Ratio (5yr) | 0.254 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Bluechip Fund (PIDCW-A) | 8,98,504 | 1,65,892 | 8.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
9.2%hdfc bank ltd
9.1%reliance industries ltd
5.7%state bank of india
4.1%kotak mahindra bank ltd
3.7%Allocation by Sector
financial services
34.2%consumer cyclical
14%technology
13.4%consumer defensive
8.3%industrials
7.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
2.8% | 14.7% | ||
2.8% | 14.7% | ||
2.8% | 14.7% | ||
36.5% | 16.4% | ||
29.5% | 14.1% |
Franklin India Bluechip Fund (PIDCW-A) Review
Franklin India Bluechip Fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 19.5% over a period of 29 years. The fund was previously known as Franklin India Bluechip DP. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anand Radhakrishnan, R. Janakiraman, Sandeep Manam, Venkatesh Sanjeevi.
Nav of Franklin India Bluechip Fund (PIDCW-A) as of 9/29/2023 is ₹42.45 with the total AUM as of 10/4/2023 is ₹6769.454. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Bluechip Fund (PIDCW-A) was launched on Dec 01, 1993. The category risk of the fund is Very High Risk.
The minimum SIP amount for Franklin India Bluechip Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Franklin India Bluechip Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 100 TR INR.
Franklin India Bluechip Fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 3.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Bluechip Fund (PIDCW-A).
Frequently Asked Questions
What is Franklin India Bluechip Fund (PIDCW-A)?
How to invest in Franklin India Bluechip Fund (PIDCW-A)?
You can invest in Franklin India Bluechip Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Bluechip Fund (PIDCW-A)?
The minimum sip amount for Franklin India Bluechip Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Bluechip Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Bluechip Fund (PIDCW-A) is a Not Recommended fund. You can investFranklin India Bluechip Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Bluechip Fund (PIDCW-A)?
The expense ratio of the Franklin India Bluechip Fund (PIDCW-A) is 1.81% for regular plan.