Franklin India Bluechip Fund Overview
Category Large Cap Fund
BMSMONEY Rank 10
Rating
Growth Option 07-03-2025
NAV ₹911.0(R) -0.22% ₹1005.81(D) -0.21%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.33% 13.21% 17.08% 11.04% 9.79%
Direct 4.14% 14.15% 18.0% 11.92% 10.69%
Benchmark
SIP (XIRR) Regular -9.39% 10.36% 13.06% 12.19% 11.3%
Direct -8.66% 11.31% 14.01% 13.09% 12.19%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.29 0.15 0.42 0.95% 0.04
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.63% -18.04% -15.15% 0.88 8.99%
Top Large Cap Fund
Fund Name Rank Rating
Dsp Top 100 Equity Fund 1
Nippon India Large Cap Fund 2
Icici Prudential Bluechip Fund 3
Hdfc Top 100 Fund 4
Canara Robeco Bluechip Equity Fund 5
Sbi Blue Chip Fund 6

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Franklin India BLUECHIP FUND - IDCW 42.01
-0.0900
-0.2200%
Franklin India BLUECHIP FUND - Direct - IDCW 48.63
-0.1000
-0.2100%
Franklin India Bluechip Fund-Growth 911.0
-1.9700
-0.2200%
Franklin India Bluechip Fund- Direct - Growth 1005.81
-2.1600
-0.2100%

Review Date: 07-03-2025

Franklin India Bluechip Fund has shown average performance in the Large Cap Fund category. The fund has rank of 12 out of 27 funds in the category. The fund has delivered return of 3.33% in 1 year, 13.21% in 3 years, 17.08% in 5 years and 9.79% in 10 years. The category average for the same periods is 1.34%, 14.36%, 16.8% and 10.55% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 12.63, VaR of -18.04, Average Drawdown of -7.16, Semi Deviation of 8.99 and Max Drawdown of -15.15. The category average for the same parameters is 13.47, -17.41, -6.37, 9.49 and -15.9 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Franklin India Bluechip Fund direct growth option would have grown to ₹10414.0 in 1 year, ₹14873.0 in 3 years and ₹22877.0 in 5 years as of today (07-03-2025).
  2. An SIP of ₹1,000 per month in Franklin India Bluechip Fund direct growth option would have grown to ₹11434.0 in 1 year, ₹42636.0 in 3 years and ₹85215.0 in 5 years as of today (07-03-2025).
  3. standard deviation of 12.63 and based on VaR one can expect to lose more than -18.04% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.29 which shows average performance of fund in the large cap fund category.
  5. The fund has R-square of 0.95, Beta of 0.88 and Jensen's Alpha of 0.95% which exhibit good performance in the large cap fund category .


Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Franklin India Bluechip Fund NAV Regular Growth Franklin India Bluechip Fund NAV Direct Growth
07-03-2025 910.9989 1005.8084
06-03-2025 912.9729 1007.9681
05-03-2025 905.5306 999.7318
04-03-2025 895.4261 988.5567
03-03-2025 895.6692 988.8057
28-02-2025 895.8945 988.9962
25-02-2025 917.2102 1012.4673
24-02-2025 917.7605 1013.0549
21-02-2025 926.7023 1022.8649
20-02-2025 934.0964 1031.0055
19-02-2025 933.7775 1030.6326
18-02-2025 929.5301 1025.9239
17-02-2025 929.2623 1025.6076
14-02-2025 928.8752 1025.1182
13-02-2025 936.2676 1033.2557
12-02-2025 933.9776 1030.7076
11-02-2025 933.7385 1030.4228
10-02-2025 949.859 1048.1913
07-02-2025 958.346 1057.4927

Fund Launch Date: 01/Dec/1993
Fund Category: Large Cap Fund
Investment Objective: 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.
Fund Description: An open ended equity scheme predominantly investing in large cap stocks
Fund Benchmark: Nifty 100
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.