Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) ^
Current NAV
—
1Y Return
--
3Y Return
--
5Y Return
--
AUM
--
Category
Flexi Cap
Top Holdings
Top stocks held by this fund as of May 2026 (Source: AMC monthly disclosure)
HDFC Bank Ltd.
Banks
ICICI Bank Ltd.
Banks
Axis Bank Ltd.
Banks
Larsen & Toubro Ltd.
Construction
Bharti Airtel Ltd.
Telecom - Services
Reliance Industries Ltd.
Petroleum Products
Kotak Mahindra Bank Ltd.
Banks
Infosys Ltd.
IT - Software
Mahindra & Mahindra Ltd.
Automobiles
HCL Technologies Ltd.
IT - Software
Eternal Ltd.
Retailing
Apollo Hospitals Enterprise Ltd.
Healthcare Services
Kirloskar Oil Engines Ltd.
Industrial Products
Tata Steel Ltd.
Ferrous Metals
Tata Power Co Ltd
Power
Marico Ltd.
Agricultural Food & other Products
Grasim Industries Ltd.
Cement & Cement Products
NTPC Ltd.
Power
Bharat Electronics Ltd.
Aerospace & Defense
TUBE INVESTMENTS OF INDIA LTD
Auto Components
📋 All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.
SIP in Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) ^
If you had invested ₹10,000/month via SIP:
1 Year SIP
₹127,200
Invested: ₹1,20,000
3 Year SIP
₹403,200
Invested: ₹3,60,000
5 Year SIP
₹744,000
Invested: ₹6,00,000
Invest in Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) ^
Start SIP from ₹500/month on these platforms
Portfolio Overlap
Funds that share the most stock holdings with Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) ^.
View full overlap analysis →More Flexi Cap Funds
About Flexi Cap Funds
Flexi Cap mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the flexi cap profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.
When evaluating a Flexi Cap fund like Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) ^, key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.
For long-term wealth creation, Flexi Cap funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.
Frequently Asked Questions
Is Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) ^ good for SIP?
Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) ^ is a Flexi Cap fund with moderate risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Flexi Cap funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.
What is the risk level of this fund?
Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) ^ is categorized as moderate risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. This risk level indicates relatively stable returns with moderate portfolio fluctuation.
How to invest in this fund?
You can invest in Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) ^ (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.
What are the tax implications?
For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.