FRANKLIN INDIA FLEXI CAP FUND PERFORMANCE: RS 2000 SIP TURNS INTO RS 3.5 CRORE, DELIVERS OVER 17% RETURN SINCE LAUNCH

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

Benchmark: Nifty 500

AUM: Rs 19,528 crore (January 31, 2026)

Expense ratio: 1.70 per cent (January 31, 2026)

Latest NAV: 1627.1068

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

Axis Bank: 4.85 per cent

Larsen & Toubro: 4.29 per cent

Bharti Airtel: 4.27 per cent

Infosys: 3.79 per cent

State Bank of India: 3.59 per cent

Reliance Industries: 3.21 per cent

HCL Technologies: 3.09 per cent

Kotak Mahindra Bank: 2.90 per cent

Portfolio: Top 10 Sectors

Banks: 27.07 per cent

IT: 7.89 per cent

Construction: 4.50 per cent

Telecom: 4.47 per cent

Retailing: 4.36 per cent

Power: 4.35 per cent

CEMENT: 3.86 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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2026-03-02T20:12:39Z