December 29, 2025
RA Jainee
Franklin India Flexi Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 1858.15 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 77.37 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 20,022 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.89% |
| 1 Year Return (%) | 4.09 |
| 3 Year Return (%) | 19.08 |
| 5 Year Return (%) | 20.72 |
| 10 Year Return (%) | 15.36 |
| Return Since Launch | 16.56% |
⚖️ Sahifund Review — Franklin India Flexi Cap Fund ✓
PLUS: Stability, track record, cost efficiency
Franklin India Flexi Cap Fund comes with a long and proven track record since 2013, making it one of the seasoned choices in the flexi-cap space. The fund has delivered consistent 5-year and 10-year returns of ~21% and ~15%, reflecting steady compounding across cycles. Its quality-biased portfolio, dominated by large and giant companies, helps cushion downside during volatile phases. A disciplined turnover (~21%) indicates a patient investment approach rather than frequent churn. Backed by Franklin Templeton Mutual Fund, the fund benefits from strong global research processes.
MINUS: Large AUM, large-cap bias, momentum lag
With assets of over Rs. 20,000 Cr, agility in capturing sharp mid- and small-cap rallies is limited. The portfolio shows a pronounced large-cap tilt, which can result in momentum lag during risk-on phases. Expense ratio is higher than several peers, slightly impacting net returns. Short-term performance has also trailed benchmark in recent periods.
Decisive Line (Sahifund View):
Best suited for conservative flexi-cap investors seeking stability and long-term consistency over aggressive, momentum-driven returns.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.
Fund Manager:
1) Rajasa Kakulavarapu
Education: Ms. Kakulavarapu has done B.Tech and MBA.
Experience: Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.
2) R Janakiraman
Education: Mr. Janakiraman is a B.E and PGDM (Business Management).
Experience: Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Franklin India Flexi Cap Fund
| Fund House | Franklin Templeton Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.56% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 20,022 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.89% |
| (As on 30-Nov-2025) | |
| Risk Grade | Below Average |
| Return Grade | Above Average |
| Turnover | 21.05% |
Trailing Returns (%) of Franklin India Flexi Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Franklin India Flexi Cap Dir | 3.98 | -0.26 | -1.15 | 4.12 | 0.08 | 4.09 | 19.08 | 20.72 | 17.54 | 15.36 |
| BSE 500 TRI | 7.53 | -0.17 | 0.73 | 2.95 | 3.84 | 7.43 | 17.38 | 17.18 | 16.16 | 14.93 |
| Equity: Flexi Cap | 4.52 | -0.40 | -1.09 | 3.81 | 1.19 | 4.19 | 17.82 | 17.22 | 16.02 | 14.72 |
| Rank within category | 59 | 17 | 68 | 51 | 76 | 54 | 26 | 9 | 11 | 14 |
| Number of funds in category | 93 | 112 | 110 | 107 | 99 | 92 | 70 | 53 | 41 | 34 |
Peer Comparison of Franklin India Flexi Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Franklin India Flexi Cap Dir | 4 star | 4.09 | 19.08 | 20.72 | 0.89 | 20,022 | 16.56 | 1.00 (365) | 12Y 11M | 21.05 |
| Parag Parikh Flexi Cap Dir | 5 star | 9.04 | 23.66 | 21.14 | 0.63 | 1,29,783 | 19.61 | 2.00 (365) | 12Y 7M | 12.67 |
| HDFC Flexi Cap Dir | 5 star | 11.41 | 22.40 | 24.65 | 0.67 | 94,069 | 16.91 | 1.00 (365) | 12Y 11M | 12.51 |
| SBI Focused Dir | 4 star | 16.08 | 19.64 | 18.04 | 0.75 | 42,773 | 16.09 | 0.25 (30) | 12Y 11M | 37.00 |
| HDFC Focused Dir | 5 star | 11.55 | 22.59 | 25.88 | 0.62 | 26,230 | 15.78 | 1.00 (365) | 12Y 11M | 13.75 |
Portfolio Analysis of Franklin India Flexi Cap Fund
| No. of Stocks | 57 |
| Top 10 Stocks | 43.93% |
| Top 5 Stocks | 27.86% |
| Top 3 Sectors | 57.91% |
| Portfolio P/B Ratio | 3.74 |
| Portfolio P/E Ratio | 25.79 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,78,813 | 1,83,488 |
| Giant (%) | 66.01 | 49.57 |
| Large (%) | 20.08 | 21.41 |
| Mid (%) | 11.74 | 23.80 |
| Small (%) | 2.17 | 6.21 |
| Tiny (%) | — | 0.79 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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