Formerly Franklin India Bluechip DR
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 44.6888
NAV (May 7)
Last 1Y | 16.8% |
Last 3Y | 5.9% |
Last 5Y | 9% |
Last 10Y | 10.6% |
Since Inception | 19.3% |
6 Month CAGR | 6.5% |
Scheme Information Document
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 | 1.84 |
Launched (31y ago) | Dec 01, 1993 |
AUM in Crores | 7691.109 |
ISIN | INF090I01163 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.5 |
Standard Deviation (5yr) | 19.9 |
Beta (3yr) | 0.95 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 0.143 |
Sharpe Ratio (5yr) | 0.269 |
YTM | 0 |
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for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Franklin India Bluechip Fund (RIDCW-A) | 9,12,156 | 1,79,544 | 9% | |
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.
icici bank ltd
9.5%reliance industries ltd
8%hdfc bank ltd
6.9%axis bank ltd
4.6%infosys ltd
4.5%financial services
34.7%consumer cyclical
18.1%technology
12.7%energy
8%healthcare
7.7%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
28% | 16.9% | ||
22.8% | 18.3% | ||
22.1% | 14.5% | ||
22.4% | 21.4% | ||
25.5% | 15.3% |
Franklin India Bluechip Fund (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 19.3% over a period of 30 years. The fund was previously known as Franklin India Bluechip DR. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Ajay Argal, Sandeep Manam, Venkatesh Sanjeevi.
Nav of Franklin India Bluechip Fund (RIDCW-A) as of 5/7/2024 is ₹44.69 with the total AUM as of 5/8/2024 is ₹7691.109. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Bluechip Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 Nifty 100 TR INR.
Franklin India Bluechip Fund (RIDCW-A) is rated as a 3 fund in Equity and delivered 16.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Bluechip Fund (RIDCW-A).
What is Franklin India Bluechip Fund (RIDCW-A)?
How to invest in Franklin India Bluechip Fund (RIDCW-A)?
You can invest in Franklin India Bluechip Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for Franklin India Bluechip Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Bluechip Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Bluechip Fund (RIDCW-A) is a Neutral fund. You can investFranklin India Bluechip Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the Franklin India Bluechip Fund (RIDCW-A) is 1.84% for regular plan.