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MF_118535

Franklin India Flexi Cap Fund - Direct - Growth

Equity Scheme - Flexi Cap Fund

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End Amount
₹67,252.32
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.77%
MF_118535 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
9.46%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.57
Risk-Adjusted Return
Sortino Ratio
0.86
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 21% 16%
60 days 59% 14% 9%
90 days 60% 13% 7%
180 days 60% 11% 5%
1Yr 65% 9% 4%
3Yr 71% 6% 4%
5Yr 61% 5% 1%
7Yr 86% 2% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Flexi Cap Fund - Direct - Growth Nifty 50
30 days 2.9% | -62.8% | 19.9% | 200.4% 26.6% | -61.9% | 14.2% | 180.7%
60 days -30.2% | -46.7% | 19.3% | 144.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -26.1% | -37.9% | 18.0% | 113.6% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -8.9% | -12.0% | 12.0% | 71.9% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.5% | -1.2% | 17.8% | 30.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.7% | 3.3% | 15.1% | 28.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.6% | 10.6% | 15.3% | 18.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.8% | 13.1% | 15.7% | 19.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 12 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Nov. 1, 2013 290 days 16% Nifty 50: 12% 10234 8628 10246
Dec. 4, 2014 Jan. 2, 2015 29 days 6% Nifty 50: 6% 16807 15848 16944
April 13, 2015 July 16, 2015 94 days 8% Nifty 50: 10% 18342 16812 18396
Aug. 7, 2015 June 23, 2016 321 days 16% Nifty 50: 18% 18728 15760 18749
Sept. 8, 2016 Feb. 10, 2017 155 days 11% Nifty 50: 12% 20393 18081 20406
Jan. 23, 2018 Aug. 22, 2018 211 days 10% Nifty 50: 9% 25618 23016 25652
Aug. 31, 2018 Nov. 10, 2020 802 days 38% Nifty 50: 34% 25839 16094 25906
March 3, 2021 May 21, 2021 79 days 8% Nifty 50: 6% 34130 31492 34223
Nov. 9, 2021 Jan. 15, 2022 67 days 10% Nifty 50: 8% 43398 39275 43401
Jan. 17, 2022 Oct. 26, 2022 282 days 18% Nifty 50: 16% 43401 35740 43422
Dec. 14, 2022 June 7, 2023 175 days 10% Nifty 50: 9% 45101 40709 45366
Sept. 23, 2024 Oct. 30, 2026 767 days 16% Nifty 50: 15% 74690 62456 67252