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Highlights
- Rs 2000 monthly SIP grew to over Rs 3.37 crore since launch with 19.27 per cent annualised return.
- Rs 1 lakh lump sum investment turned into over Rs 1.7 crore in 31 years.
- Fund manages Rs 19,528 crore AUM with diversified exposure across market caps.
Best Flexi Cap Fund Performance: Flexi cap funds have emerged as the most popular category among investors these days. This is because they invest across all market caps, minimize risk, and aim to deliver high returns over the long term. Within this category, Franklin India Flexi Cap is a fund that has established a track record of returns that makes it unmissable. Whether through lump sum investments or SIPs, this fund has outperformed its benchmark, the Nifty 500.
Franklin India Flexi Cap has converted a SIP of just 2,000 rupees into 3.5 crore rupees since its launch. An investment of 1 lakh rupees has now grown to 1.7 crore rupees. Launched in September 1994, this fund has completed a journey of more than 31 years and has become one of the top schemes in the equity mutual fund category.
Fund: Lump Sum Performance
Value of 1 lakh investment in 3 years: Rs 165370
5-year annualized return: 18.06 per cent
Value of 1 lakh investment in 5 years: Rs 229600
10-year annualized return: 14.56 per cent
Value of 1 lakh investment in 10 years: Rs 389870
15-year annualized return: 14.48 per cent
Value of 1 lakh investment in 15 years: Rs 761560
Annualized return since launch: 17.62 per cent
Value of 1 lakh investment since launch: Rs 16231930
Fund's SIP performance
Launch date: September 29 1994
Annualized return since launch: 19.27 per cent
Monthly SIP amount: Rs 2000
SIP launched Value since 2015: Rs 33782568
(Source: Fund fact sheet)
Fund details
Launch date: September 29,1994
AUM: Rs 19,528 crore (January 31, 2026)
Expense ratio: 1.70 per cent (January 31, 2026)
Standard deviation: 3.49 per cent
Sharpe ratio: 1.05 per cent
Portfolio turnover: 24.43 per cent
What is Franklin India Flexi Cap Fund?
This is an open-ended equity fund that invests in stocks of companies across different market caps (large-cap, mid-cap, and small-cap).
It is a good option for investors who aim to grow their wealth over the long term and want higher returns while being able to withstand slightly more volatility than large-cap funds.
How does this fund work?
This fund can invest from 0 per cent to 100 per cent in large-cap, mid-cap, and small-cap companies. This means it has complete flexibility to invest in every market cap category.
This fund adjusts its investment ratio across different market caps based on market opportunities. This fund has consistently declared dividends every year for the last 25 years.
Portfolio: Top 10 Stocks
HDFC Bank: 8.31 per cent
ICICI Bank: 6.17 per cent
Larsen & Toubro: 4.29 per cent
Bharti Airtel: 4.27 per cent
Reliance Industries: 3.21 per cent
HCL Technologies: 3.09 per cent
Portfolio: Top 10 Sectors
Banks: 27.07 per cent
Construction: 4.50 per cent
AUTOMOBILE : 3.67 per cent
Aerospace & Defense : 3.48 per cent
Petroleum Products: 3.37 per cent
(source: fund fact sheet)
(Disclaimer: The above article is meant for informational purposes only and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money-related decisions)
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