Franklin India Bluechip has outperformed in the past 5 years
Franklin India Bluechip has outperformed its benchmark in the past five years.
Franklin India Bluechip has outperformed its benchmark in the past five years -
FUND FACTS
INCEPTION: December 1993
CATEGORY: Equity large-cap
TYPE: Open-ended
AUM: Rs 5,040.43 crore
BENCHMARK INDEX: BSE Sensex
WHAT IT COSTS
NAV:Rs 236.67 (G), Rs 38.94 (D)
MIN INVESTMENT:Rs 5,000
MIN SIP AMOUNT:Rs 500
EXPENSE RATIO:1.81 per cent
EXIT LOAD:1 per cent for redemption within 365 days
WHO SHOULD INVEST IN IT?
Franklin India Bluechip, as the name suggests, invests in large-cap stocks and has maintained this investment trend since 1996. This has enabled the fund to have a consistent risk-adjusted score, maintaining high returns with a low risk grade.
When considering the annualised two-year return, the fund managed 6.25 per cent as compared with the average category return of 3.35 per cent and the BSE Sensex's 2.50 per cent (as on 31 December 2012).
In fact, it has returned below the category average only twice in its 18-year history. It has also shown resilience during market downturns, arresting its fall in both 2008 and 2011. This is yet another option as a long-term investment.
MEET THE FUND MANAGER
Fund manager Anand Vasudevan follows a 'buy-and-hold' approach, as required by the fund's philosophy, with few stocks finding a place in its portfolio. Though he is relatively new to managing the fund, joining in February 2011, he has been with Franklin Templeton since 2007 and has 18 years experience in the sector.
Data and analysis of the fund have been sourced from Value Research
FUND FACTS
INCEPTION: December 1993
CATEGORY: Equity large-cap
TYPE: Open-ended
AUM: Rs 5,040.43 crore
BENCHMARK INDEX: BSE Sensex
WHAT IT COSTS
NAV:Rs 236.67 (G), Rs 38.94 (D)
MIN INVESTMENT:Rs 5,000
MIN SIP AMOUNT:Rs 500
EXPENSE RATIO:1.81 per cent
EXIT LOAD:1 per cent for redemption within 365 days
WHO SHOULD INVEST IN IT?
Franklin India Bluechip, as the name suggests, invests in large-cap stocks and has maintained this investment trend since 1996. This has enabled the fund to have a consistent risk-adjusted score, maintaining high returns with a low risk grade.
When considering the annualised two-year return, the fund managed 6.25 per cent as compared with the average category return of 3.35 per cent and the BSE Sensex's 2.50 per cent (as on 31 December 2012).
In fact, it has returned below the category average only twice in its 18-year history. It has also shown resilience during market downturns, arresting its fall in both 2008 and 2011. This is yet another option as a long-term investment.
MEET THE FUND MANAGER
Fund manager Anand Vasudevan follows a 'buy-and-hold' approach, as required by the fund's philosophy, with few stocks finding a place in its portfolio. Though he is relatively new to managing the fund, joining in February 2011, he has been with Franklin Templeton since 2007 and has 18 years experience in the sector.
Data and analysis of the fund have been sourced from Value Research
