Franklin India BLUECHIP FUND (Equity, Large Cap)

428.26
21.52%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.23%
23 yrs 9 months01 Dec 1993
₹ 8961.59 Cr21 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

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

Investment Objective

The scheme seeks aggressive growth and aims to provide medium to long term capital appreciation through investment in shares of quality companies and by focusing on well established large sized companies.

Scheme Documents

TenureReturns (CAGR)
YTD
16.68
3 Month
1.81
1 YR
10.11
2 YR
8.96
3 YR
11.35
TenureReturns (CAGR)
1 YR
13.97
2 YR
14.26
3 YR
11.09
5 YR
14.22
10 YR
13.3

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.96
ICICI Bank Ltd.4.86
Yes Bank Ltd.4.75
Infosys Ltd.4.23
Larsen & Toubro Ltd.4.2
Bharti Airtel Ltd.4.02
State Bank of India4.01
Indusind Bank Ltd.3.12
Kotak Mahindra Bank Ltd.3.02
Mahindra & Mahindra Ltd.2.98

Top Sectoral Holdings

Sector Name% Assets
Financial32.82
Automobile10.56
Energy8.86
Technology8.16
Healthcare7.95
Construction7.94
FMCG6.51
Communication4.02
Diversified2.33
Engineering1.54

Indicators

Portfolio turnover ratio36.45
Standard Deviation12.68%
Beta0.92%
Sharpe Ratio0.74

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

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