Franklin India Bluechip Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
Franklin India BLUECHIP FUND - IDCW 23/Feb/2024 44.4949
-0.0069
-0.0155%
Franklin India BLUECHIP FUND - Direct - IDCW 23/Feb/2024 51.1645
-0.0068
-0.0133%
Franklin India Bluechip Fund-Growth 23/Feb/2024 877.6978
-0.1352
-0.0154%
Franklin India Bluechip Fund- Direct - Growth 23/Feb/2024 961.2326
-0.1285
-0.0134%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Franklin India Bluechip Fund Analysis

Bmsmoney Large Cap Fund Category Rank: 16

Franklin India Bluechip Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
4.96
4.81
Yes
No
No
12/29 2.10 / 10.52
1M Rolling Return %
2.05
2.35
No
No
Yes
25/29 1.74 / 3.08
3M Return %
13.16
14.84
No
No
No
20/29 8.71 / 26.71
3M Rolling Return %
3.83
4.71
No
No
Yes
25/29 2.96 / 6.87
6M Return %
16.70
19.48
No
No
Yes
22/29 11.49 / 34.77
6M Rolling Return %
8.29
9.01
No
No
Yes
22/29 5.73 / 13.07
1Y Return %
29.75
34.56
No
No
Yes
23/29 24.13 / 55.28
1Y Rolling Return %
3.64
6.77
No
No
Yes
24/26 1.22 / 14.43
3Y Return %
13.26
16.04
No
No
Yes
23/26 10.76 / 23.28
3Y Rolling Return %
14.11
14.25
No
No
No
16/25 10.48 / 17.24
5Y Return %
14.67
16.24
No
No
Yes
19/23 14.06 / 18.89
Standard Deviation
13.01
13.12
Yes
No
No
14/25 12.16 / 15.95
Semi Deviation
8.56
8.90
Yes
No
No
8/25 8.29 / 10.85
Max Drawdown
-13.13
-12.15
No
No
No
17/25 -17.27 / -6.79
VaR 1 Y
-13.82
-13.59
No
No
No
17/25 -19.12 / -11.33
Average Drawdown
-5.53
-4.89
No
No
Yes
21/25 -11.17 / -3.15
Sharpe Ratio
0.65
0.66
No
No
No
13/25 0.19 / 1.15
Sterling Ratio
0.71
0.77
No
No
No
14/25 0.37 / 1.39
Sortino Ratio
0.36
0.37
No
No
No
13/25 0.12 / 0.70
Jensen Alpha
4.05
0.86
Yes
Yes
No
5/25 -6.40 / 9.25
Treynor Ratio
0.12
0.10
Yes
Yes
No
5/25 0.03 / 0.18
Modigliani Square measure
16.74
17.08
No
No
No
14/25 10.01 / 23.58
Active Return
-0.46
-0.64
Yes
No
No
12/25 -6.99 / 6.54
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 23, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Franklin India Bluechip Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Franklin India Bluechip Fund

Top Performing Funds in Large Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Frontline Equity Fund

3 The Aditya Birla Sun Life Frontline Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Frontline Equity Fund performance snapshot section. 32.36% 16.85% -11.38% -12.42% 1.03 0.63 0.40

Edelweiss Large Cap Fund

2 The Edelweiss Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Large Cap Fund performance snapshot section. 33.38% 16.88% -11.44% -12.40% 0.97 0.56 0.37

Icici Prudential Bluechip Fund

1 The Icici Prudential Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 20<sup>th</sup> KPIs that are in top quartile. The fund has 87% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Bluechip Fund performance snapshot section. 39.25% 20.43% -8.34% -11.65% 1.24 0.77 0.39

Nippon India Large Cap Fund

4 The Nippon India Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Large Cap Fund performance snapshot section. 42.08% 23.28% -7.75% -12.86% 1.42 0.97 0.39

Sbi Blue Chip Fund

5 The Sbi Blue Chip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Blue Chip Fund performance snapshot section. 25.41% 14.40% -10.33% -11.81% 1.03 0.68 0.41

Franklin India Bluechip Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
5.02
4.91
Yes
No
No
12/29 2.15 / 10.65
1M Rolling Return %
2.14
2.44
No
No
Yes
25/29 1.87 / 3.13
3M Return %
13.39
15.15
No
No
No
21/29 8.90 / 27.15
3M Rolling Return %
4.06
4.98
No
No
Yes
25/29 3.22 / 7.10
6M Return %
17.19
20.11
No
No
Yes
22/29 12.04 / 35.79
6M Rolling Return %
8.82
9.58
No
No
Yes
22/29 6.26 / 13.53
1Y Return %
30.95
35.97
No
No
Yes
23/29 25.37 / 57.77
1Y Rolling Return %
4.40
7.94
No
No
Yes
25/26 2.33 / 15.39
3Y Return %
14.18
17.29
No
No
Yes
24/26 11.94 / 24.32
3Y Rolling Return %
14.97
15.43
No
No
No
17/25 11.35 / 18.70
5Y Return %
15.57
17.37
No
No
Yes
22/23 15.26 / 19.76
Standard Deviation
13.01
13.12
Yes
No
No
14/25 12.16 / 15.95
Semi Deviation
8.56
8.90
Yes
No
No
8/25 8.29 / 10.85
Max Drawdown
-13.13
-12.15
No
No
No
17/25 -17.27 / -6.79
VaR 1 Y
-13.82
-13.59
No
No
No
17/25 -19.12 / -11.33
Average Drawdown
-5.53
-4.89
No
No
Yes
21/25 -11.17 / -3.15
Sharpe Ratio
0.65
0.66
No
No
No
13/25 0.19 / 1.15
Sterling Ratio
0.71
0.77
No
No
No
14/25 0.37 / 1.39
Sortino Ratio
0.36
0.37
No
No
No
13/25 0.12 / 0.70
Jensen Alpha
4.05
0.86
Yes
Yes
No
5/25 -6.40 / 9.25
Treynor Ratio
0.12
0.10
Yes
Yes
No
5/25 0.03 / 0.18
Modigliani Square measure
16.74
17.08
No
No
No
14/25 10.01 / 23.58
Active Return
-0.46
-0.64
Yes
No
No
12/25 -6.99 / 6.54
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 23, 2024.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Franklin India Bluechip Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 4.96% 5.02%
1M Rolling Return % 2.05% 2.14%
3M Return % 13.16% 13.39%
3M Rolling Return % 3.83% 4.06%
6M Return % 16.70% 17.19%
6M Rolling Return % 8.29% 8.82%
1Y Return % 29.75% 30.95%
1Y Rolling Return % 3.64% 4.40%
3Y Return % 13.26% 14.18%
3Y Rolling Return % 14.11% 14.97%
5Y Return % 14.67% 15.57%
Standard Deviation 13.01% 13.01%
Semi Deviation 8.56% 8.56%
Max Drawdown -13.13% -13.13%
VaR 1 Y -13.82% -13.82%
Average Drawdown -5.53% -5.53%
Sharpe Ratio 0.65% 0.65%
Sterling Ratio 0.71% 0.71%
Sortino Ratio 0.36% 0.36%
Jensen Alpha 4.05% 4.05%
Treynor Ratio 0.12% 0.12%
Modigliani Square measure 16.74% 16.74%
Active Return -0.46% -0.46%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Franklin India Bluechip Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
One Year -31.72% 76.84% 8.01% 25.59%
Three Year 0.51% 19.93% 13.28% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Large Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Large Cap Fund

0.88
1
1.61
1
10.52
1
26.71
1
34.77
1
55.28
1

Union Largecap Fund

0.42
2
1.08
3
5.58
7
14.67
12
18.97
14
33.31
17
16.17
12
16.34
13

Indiabulls Blue Chip Fund

0.37
3
0.97
7
4.38
19
16.71
8
21.79
8
33.59
14
15.38
16
14.19
22

Idfc Large Cap Fund

0.32
4
0.51
23
5.36
10
17.10
7
21.29
9
38.01
8
16.57
10
16.60
12

Axis Bluechip Fund

0.30
5
1.05
4
4.39
18
12.74
23
16.53
23
26.25
25
10.76
26
14.42
20

Hsbc Large Cap Equity Fund

0.26
6
0.96
8
5.51
8
14.37
14
19.88
13
35.43
12
15.54
15
16.69
8

Sundaram Large Cap Fund

0.24
7
0.99
6
4.18
21
12.63
24
15.99
24
30.69
20
16.17
11

Nippon India Large Cap Fund

0.24
8
1.15
2
5.36
9
16.27
11
20.06
11
42.08
5
23.28
1
18.76
2

Sbi Blue Chip Fund

0.21
9
0.68
16
2.10
29
8.71
29
11.89
28
25.41
26
14.40
19
16.62
11

Pgim India Large Cap Fund

0.19
10
0.87
10
2.79
27
10.21
26
12.30
27
24.76
27
12.53
24
14.06
23

Aditya Birla Sun Life Frontline Equity Fund

0.19
11
0.81
13
4.25
20
13.56
18
17.11
18
32.36
18
16.85
9
16.32
14

Canara Robeco Bluechip Equity Fund

0.17
12
0.91
9
3.94
23
13.54
19
16.85
21
30.16
21
14.80
18
18.08
3

Baroda Bnp Paribas Large Cap Fund

0.13
13
0.28
28
6.51
3
17.67
5
22.35
7
37.58
11

Iti Large Cap Fund

0.11
14
0.60
19
5.97
5
17.37
6
23.06
6
37.86
9
14.17
20

Tata Large Cap Fund

0.11
15
0.75
14
4.43
17
14.36
15
18.37
15
33.34
16
17.06
7
16.66
10

Taurus Largecap Equity Fund

0.08
16
1.03
5
7.44
2
19.11
3
26.75
4
47.60
2
17.26
6
15.11
17

Mahindra Manulife Large Cap Pragati Yojana

0.08
17
0.60
20
4.82
14
13.63
16
16.99
20
31.55
19
15.33
17

Invesco India Largecap Fund

0.07
18
0.69
15
5.20
11
16.56
9
20.04
12
38.40
7
18.12
5
16.69
9

Bank Of India Bluechip Fund

0.07
19
0.61
17
5.63
6
17.99
4
28.09
3
45.15
3

Lic Mf Large Cap Fund

0.07
20
0.56
22
3.41
24
11.46
25
14.00
25
24.14
28
12.34
25
14.31
21

Kotak Bluechip Fund

0.05
21
0.47
25
3.98
22
13.10
22
17.04
19
30.03
22
16.07
13
17.33
5

Hdfc Top 100 Fund

0.02
22
0.39
27
3.39
25
14.63
13
20.67
10
37.74
10
20.11
3
17.31
6

Mirae Asset Large Cap Fund

0.01
23
0.47
26
2.38
28
9.04
28
11.49
29
24.13
29
13.55
22
15.06
18

Icici Prudential Bluechip Fund

0.01
24
0.56
21
4.88
13
16.44
10
23.18
5
39.25
6
20.43
2
18.89
1

Franklin India Bluechip Fund

-0.02
25
0.83
11
4.96
12
13.16
20
16.70
22
29.75
23
13.26
23
14.67
19

Uti Mastershare Unit Scheme

-0.06
26
0.26
29
2.81
26
9.97
27
13.97
26
26.42
24
14.11
21
15.59
15

Jm Large Cap Fund

-0.07
27
0.61
18
6.34
4
22.01
2
29.05
2
44.15
4
20.11
4
17.34
4

Dsp Top 100 Equity Fund

-0.08
28
0.82
12
4.44
16
13.14
21
17.56
17
34.40
13
15.80
14
15.36
16

Edelweiss Large Cap Fund

-0.08
29
0.50
24
4.63
15
13.57
17
18.14
16
33.38
15
16.88
8
17.15
7

Idbi India Top 100 Equity Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Large Cap Fund

0.88
1
1.64
1
10.65
1
27.15
1
35.79
1
57.77
1

Union Largecap Fund

0.40
2
1.12
3
5.65
7
14.88
12
19.43
14
34.40
17
16.98
14
17.08
14

Indiabulls Blue Chip Fund

0.36
3
1.01
6
4.50
18
17.10
8
22.55
8
35.23
15
16.90
15
15.75
18

Idfc Large Cap Fund

0.32
4
0.52
24
5.46
9
17.44
7
22.03
9
39.69
9
18.01
8
17.95
9

Axis Bluechip Fund

0.30
5
1.07
4
4.48
19
12.99
24
17.07
23
27.37
25
11.94
26
15.69
20

Hsbc Large Cap Equity Fund

0.26
6
0.97
8
5.59
8
14.64
15
20.44
13
36.72
12
16.64
18
17.79
10

Sundaram Large Cap Fund

0.24
7
1.00
7
4.30
21
12.99
23
16.75
24
32.41
20
17.95
9

Nippon India Large Cap Fund

0.24
8
1.16
2
5.44
10
16.52
11
20.57
12
43.25
5
24.32
1
19.76
1

Sbi Blue Chip Fund

0.21
9
0.69
15
2.15
29
8.90
29
12.28
28
26.31
27
15.23
20
17.48
12

Pgim India Large Cap Fund

0.19
10
0.89
10
2.92
26
10.64
26
13.16
27
26.66
26
14.23
23
15.72
19

Aditya Birla Sun Life Frontline Equity Fund

0.19
11
0.82
13
4.31
20
13.75
19
17.50
21
33.24
19
17.64
10
17.11
13

Canara Robeco Bluechip Equity Fund

0.18
12
0.93
9
4.04
23
13.89
18
17.58
20
31.76
21
16.42
19
19.74
2

Baroda Bnp Paribas Large Cap Fund

0.13
13
0.29
28
6.61
3
18.01
6
23.07
7
39.21
10

Iti Large Cap Fund

0.12
14
0.62
18
6.22
5
18.02
5
24.32
5
40.64
6
16.65
17

Tata Large Cap Fund

0.11
15
0.78
14
4.53
16
14.65
14
18.95
16
34.61
16
18.19
7
17.73
11

Mahindra Manulife Large Cap Pragati Yojana

0.08
16
0.62
19
4.96
13
14.09
16
17.95
18
33.77
18
17.42
12

Taurus Largecap Equity Fund

0.08
17
1.03
5
7.44
2
19.13
3
26.81
4
47.71
2
17.36
13
15.26
23

Lic Mf Large Cap Fund

0.07
18
0.57
22
3.52
24
11.77
25
14.60
25
25.42
28
13.73
25
15.61
21

Bank Of India Bluechip Fund

0.07
19
0.59
20
5.73
6
18.32
4
28.76
3
46.51
3

Invesco India Largecap Fund

0.06
20
0.68
16
5.30
11
16.94
9
20.86
11
40.35
7
19.83
5
18.31
7

Kotak Bluechip Fund

0.05
21
0.49
25
4.08
22
13.43
20
17.73
19
31.63
22
17.52
11
18.74
5

Hdfc Top 100 Fund

0.02
22
0.39
27
3.43
25
14.79
13
21.02
10
38.53
11
20.82
4
17.99
8

Mirae Asset Large Cap Fund

0.02
23
0.48
26
2.46
28
9.31
28
12.04
29
25.37
29
14.73
22
16.29
16

Icici Prudential Bluechip Fund

0.01
24
0.58
21
4.92
14
16.61
10
23.54
6
40.04
8
21.16
2
19.61
3

Franklin India Bluechip Fund

-0.01
25
0.84
11
5.02
12
13.39
21
17.19
22
30.95
23
14.18
24
15.57
22

Uti Mastershare Unit Scheme

-0.06
26
0.27
29
2.89
27
10.22
27
14.50
26
27.53
24
15.14
21
16.62
15

Edelweiss Large Cap Fund

-0.06
27
0.53
23
4.79
15
14.03
17
19.07
15
35.43
14
18.67
6
18.93
4

Jm Large Cap Fund

-0.07
28
0.63
17
6.45
4
22.29
2
29.59
2
45.28
4
21.14
3
18.42
6

Dsp Top 100 Equity Fund

-0.08
29
0.83
12
4.51
17
13.37
22
18.02
17
35.45
13
16.71
16
16.24
17

Idbi India Top 100 Equity Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

2.27
20
4.14
22
9.48
11
7.94
5
14.84
10

Axis Bluechip Fund

1.81
28
3.50
26
6.29
28
1.22
26
12.44
21

Franklin India Bluechip Fund

2.05
25
3.83
25
8.29
22
3.64
24
14.11
16

Mirae Asset Large Cap Fund

2.18
23
3.40
28
7.31
24
6.76
11
14.87
8

Canara Robeco Bluechip Equity Fund

1.94
26
3.97
24
8.36
21
5.52
21
16.95
2

Dsp Top 100 Equity Fund

2.49
8
5.60
7
10.80
4
5.76
20
10.48
25

Edelweiss Large Cap Fund

2.49
9
4.96
11
10.16
7
7.62
8
14.90
7

Hdfc Top 100 Fund

2.68
3
5.74
5
11.01
3
12.84
2
13.00
20

Hsbc Large Cap Equity Fund

2.45
12
5.15
9
9.90
8
5.76
19
13.74
18

Icici Prudential Bluechip Fund

2.48
10
5.75
4
10.48
5
10.75
3
16.23
3

Idfc Large Cap Fund

2.32
17
4.96
10
9.37
12
5.92
16
14.63
12

Indiabulls Blue Chip Fund

2.30
19
4.21
20
7.16
25
6.31
15
10.49
24

Invesco India Largecap Fund

2.56
5
4.73
14
11.46
2
6.37
13
14.84
9

Jm Large Cap Fund

2.53
7
5.48
8
9.72
9
7.67
6
13.88
17

Kotak Bluechip Fund

2.23
21
4.51
16
8.44
20
6.80
10
16.08
5

Mahindra Pragati Bluechip Yojana

2.57
4
4.46
18
8.69
18
5.91
17
14.34
15

Nippon India Large Cap Fund

2.97
2
5.84
3
13.07
1
14.43
1
14.82
11

Pgim India Large Cap Fund

1.74
29
3.41
27
7.08
26
5.44
22
12.17
23

Sbi Blue Chip Fund

2.38
15
4.19
21
8.78
17
8.29
4
15.68
6

Tata Large Cap Fund

2.46
11
4.48
17
8.16
23
7.57
9
14.41
14

Union Largecap Fund

2.43
13
4.58
15
8.99
15
6.66
12
14.56
13

Uti Mastershare Unit Scheme

2.40
14
4.26
19
8.65
19
5.80
18
16.22
4

Taurus Largecap Equity Fund

2.34
16
5.93
2
6.81
27
6.35
14
12.22
22

Lic Mf Large Cap Fund

1.87
27
2.96
29
5.73
29
4.29
23
13.16
19

Iti Large Cap Fund

2.30
18
4.93
12
9.14
13
2.78
25

Sundaram Large Cap Fund

2.21
22
4.08
23
8.89
16
7.64
7

Boi Axa Bluechip Fund

3.08
1
6.87
1
10.44
6

Baroda Bnp Paribas Large Cap Fund

2.09
24
4.86
13
9.09
14

Quant Large Cap Fund

2.53
6
5.73
6
9.49
10

Idbi India Top 100 Equity Fund

17.24
1
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

2.32
22
4.32
23
9.84
13
8.67
7
15.63
13

Axis Bluechip Fund

1.91
28
3.74
27
6.79
28
2.33
26
13.78
21

Franklin India Bluechip Fund

2.14
25
4.06
25
8.82
22
4.40
25
14.97
17

Mirae Asset Large Cap Fund

2.26
23
3.65
28
7.84
25
7.85
13
16.12
10

Canara Robeco Bluechip Equity Fund

2.03
26
4.31
24
9.04
21
7.10
17
18.70
1

Dsp Top 100 Equity Fund

2.55
9
5.81
7
11.22
4
6.60
21
11.35
25

Edelweiss Large Cap Fund

2.62
7
5.37
11
10.99
5
9.34
5
16.71
6

Hdfc Top 100 Fund

2.73
3
5.89
6
11.33
3
13.51
2
13.66
22

Hsbc Large Cap Equity Fund

2.54
10
5.40
10
10.42
8
6.77
19
14.82
18

Icici Prudential Bluechip Fund

2.52
12
5.89
5
10.79
7
11.42
3
16.95
5

Idfc Large Cap Fund

2.42
17
5.28
12
10.04
12
7.25
16
15.94
11

Indiabulls Blue Chip Fund

2.39
18
4.52
19
7.78
26
7.71
14
12.09
24

Invesco India Largecap Fund

2.68
6
5.14
14
12.23
2
7.98
11
16.42
9

Jm Large Cap Fund

2.59
8
5.67
8
10.12
11
8.66
8
15.03
16

Kotak Bluechip Fund

2.34
20
4.82
16
9.15
19
8.19
10
17.48
3

Mahindra Pragati Bluechip Yojana

2.72
4
4.88
15
9.58
16
7.95
12
16.50
8

Nippon India Large Cap Fund

3.05
2
6.07
3
13.53
1
15.39
1
15.80
12

Pgim India Large Cap Fund

1.87
29
3.80
26
7.89
24
7.01
18
13.83
20

Sbi Blue Chip Fund

2.44
16
4.38
22
9.17
18
9.06
6
16.56
7

Tata Large Cap Fund

2.54
11
4.72
18
8.65
23
8.64
9
15.41
14

Union Largecap Fund

2.48
14
4.76
17
9.42
17
7.32
15
15.27
15

Uti Mastershare Unit Scheme

2.49
13
4.51
20
9.11
20
6.76
20
17.29
4

Taurus Largecap Equity Fund

2.36
19
5.96
4
6.85
27
6.44
22
12.39
23

Lic Mf Large Cap Fund

1.95
27
3.22
29
6.26
29
5.58
23
14.54
19

Iti Large Cap Fund

2.46
15
5.42
9
10.19
10
5.09
24

Sundaram Large Cap Fund

2.32
21
4.42
21
9.62
15
9.42
4

Boi Axa Bluechip Fund

3.13
1
7.10
1
10.96
6

Baroda Bnp Paribas Large Cap Fund

2.20
24
5.17
13
9.74
14

Quant Large Cap Fund

2.69
5
6.16
2
10.40
9

Idbi India Top 100 Equity Fund

18.61
2
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

-12.42
7
-11.38
8
-4.02
6
13.63
13
8.89
11

Baroda Bnp Paribas Large Cap Fund

Canara Robeco Bluechip Equity Fund

-12.69
9
-12.48
13
-4.58
12
12.88
4
8.52
4

Dsp Top 100 Equity Fund

-15.50
23
-14.68
24
-4.70
13
13.33
10
8.96
12

Edelweiss Large Cap Fund

-12.40
6
-11.44
9
-4.37
10
13.15
8
8.86
9

Franklin India Bluechip Fund

-13.82
17
-13.13
17
-5.15
18
14.55
21
9.13
14

Hdfc Top 100 Fund

-14.29
19
-6.79
1
-3.53
4
14.86
23
9.60
23

Hsbc Large Cap Equity Fund

-14.84
21
-13.08
16
-4.97
15
14.51
20
9.54
22

Icici Prudential Bluechip Fund

-11.65
3
-8.34
3
-3.27
1
13.01
7
8.55
5

Idbi India Top 100 Equity Fund

Idfc Large Cap Fund

-13.31
13
-13.18
18
-4.77
14
12.71
2
8.36
2

Indiabulls Blue Chip Fund

-16.32
24
-12.63
14
-5.58
21
14.04
17
9.44
20

Invesco India Largecap Fund

-14.03
18
-14.38
22
-4.47
11
13.44
12
9.38
19

Jm Large Cap Fund

-11.47
2
-10.73
5
-3.50
3
11.51
1
8.15
1

Kotak Bluechip Fund

-12.93
11
-11.63
10
-4.06
8
12.92
6
8.66
7

Lic Mf Large Cap Fund

-12.28
5
-14.50
23
-7.13
24
14.19
18
9.17
16

Mahindra Manulife Large Cap Pragati Yojana

-14.94
22
-11.66
11
-5.47
20
13.37
11
9.08
13

Mirae Asset Large Cap Fund

-13.39
14
-10.99
7
-4.22
9
12.72
3
8.51
3

Nippon India Large Cap Fund

-12.86
10
-7.75
2
-3.31
2
15.20
24
9.66
24

Sbi Blue Chip Fund

-11.81
4
-10.33
4
-4.03
7
14.27
19
8.88
10

Sundaram Large Cap Fund

-11.33
1
-10.83
6
-3.84
5
13.32
9
8.81
8

Tata Large Cap Fund

-13.46
15
-11.92
12
-5.39
19
13.99
16
9.34
18

Taurus Largecap Equity Fund

-19.12
25
-13.52
19
-6.29
23
15.61
25
10.73
25

Union Largecap Fund

-12.66
8
-14.04
20
-5.05
17
13.84
15
9.28
17

Uti Mastershare Unit Scheme

-13.70
16
-12.94
15
-4.99
16
13.69
14
9.13
15

Pgim India Large Cap Fund

-13.15
12
-14.17
21
-5.90
22
12.92
5
8.57
6

Axis Bluechip Fund

-14.67
20
-17.27
25
-11.11
25
14.65
22
9.48
21
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

1.03
5
0.63
5
1.03
5
0.40
1.91
9 0.94 9
0.97
5
0.15
8
22.91
6
0.74
6

Baroda Bnp Paribas Large Cap Fund

Canara Robeco Bluechip Equity Fund

0.87
15
0.50
14
0.85
15
0.39
-0.71
16 0.90 16
0.97
3
0.13
17
20.83
12
-2.94
19

Dsp Top 100 Equity Fund

0.83
18
0.47
17
0.76
19
0.39
-0.77
17 0.89 17
0.89
17
0.12
18
19.91
18
-3.18
20

Edelweiss Large Cap Fund

0.97
8
0.56
9
0.96
8
0.37
1.20
10 0.91 13
0.97
1
0.14
11
22.26
9
-0.62
10

Franklin India Bluechip Fund

0.97
9
0.60
7
0.95
9
0.41
6.78
4 0.80 23
0.57
25
0.18
4
20.86
11
3.12
4

Hdfc Top 100 Fund

1.24
2
0.80
2
1.59
2
0.39
10.95
1 0.83 21
0.59
24
0.22
1
24.79
3
7.81
2

Hsbc Large Cap Equity Fund

0.79
19
0.45
18
0.83
17
0.37
-1.97
22 1.00 3
0.95
9
0.11
19
18.80
20
-2.07
15

Icici Prudential Bluechip Fund

1.24
3
0.77
3
1.32
3
0.39
9.48
2 0.77 24
0.67
23
0.21
2
25.61
2
5.34
3

Idbi India Top 100 Equity Fund

Idfc Large Cap Fund

0.77
20
0.44
20
0.75
20
0.38
-1.49
20 0.86 20
0.92
16
0.11
20
19.38
19
-4.49
24

Indiabulls Blue Chip Fund

0.66
22
0.36
23
0.74
21
0.41
-3.71
23 0.97 6
0.95
8
0.10
24
17.03
22
-4.42
22

Invesco India Largecap Fund

0.85
17
0.45
19
0.79
18
0.36
0.47
14 0.88 19
0.86
19
0.13
13
20.25
17
-2.08
16

Jm Large Cap Fund

0.92
11
0.49
16
0.88
13
0.38
2.54
7 0.75 25
0.86
18
0.14
9
22.55
7
-2.54
18

Kotak Bluechip Fund

0.96
10
0.56
10
0.94
10
0.39
1.18
11 0.90 15
0.97
2
0.14
12
22.25
10
-0.98
11

Lic Mf Large Cap Fund

0.65
23
0.38
22
0.69
24
0.40
-0.52
15 0.92 11
0.79
21
0.10
22
16.38
23
-2.03
14

Mahindra Manulife Large Cap Pragati Yojana

1.03
7
0.58
8
1.00
7
0.39
2.21
8 0.91 12
0.94
12
0.15
6
22.99
5
0.42
8

Mirae Asset Large Cap Fund

0.89
13
0.51
12
0.91
12
0.38
3.79
5 0.80 22
0.76
22
0.14
10
20.61
15
0.18
9

Nippon India Large Cap Fund

1.42
1
0.97
1
1.69
1
0.39
7.17
3 1.04 1
0.94
13
0.21
3
27.93
1
7.99
1

Sbi Blue Chip Fund

1.03
6
0.68
4
1.12
4
0.41
1.14
12 0.98 5
0.95
10
0.15
7
22.52
8
0.74
7

Sundaram Large Cap Fund

0.86
16
0.51
13
0.92
11
0.36
0.56
13 0.90 14
0.95
7
0.13
15
20.76
13
-1.37
12

Tata Large Cap Fund

1.04
4
0.61
6
1.03
6
0.37
2.86
6 0.94 10
0.93
14
0.15
5
23.00
4
1.70
5

Taurus Largecap Equity Fund

0.63
24
0.33
24
0.74
22
0.43
-4.57
24 1.00 2
0.83
20
0.10
23
15.89
24
-4.49
23

Union Largecap Fund

0.89
12
0.51
11
0.84
16
0.37
-0.97
18 0.96 7
0.97
4
0.13
14
20.61
14
-1.79
13

Uti Mastershare Unit Scheme

0.88
14
0.50
15
0.86
14
0.40
-1.02
19 0.95 8
0.96
6
0.13
16
20.43
16
-2.17
17

Pgim India Large Cap Fund

0.74
21
0.42
21
0.71
23
0.40
-1.73
21 0.88 18
0.95
11
0.11
21
18.79
21
-4.12
21

Axis Bluechip Fund

0.47
25
0.27
25
0.53
25
0.38
-6.71
25 0.99 4
0.92
15
0.07
25
13.91
25
-6.94
25

Franklin India Bluechip Fund Additional Return Analysis

Franklin India Bluechip Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 999.85 1008.34 1049.58 1131.62 1166.96 1297.54 1452.89 1982.28
Direct Plan Value of 1000 Rupee 999.87 1008.43 1050.22 1133.89 1171.92 1309.49 1488.40 2061.65
Fund Information
Fund Launch Date: 01/Dec/1993
Fund Category: Large Cap Fund
Investment Objective: The investment objective of the scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies.
Fund Description: An open ended equity scheme predominantly investing in large cap stocks
Fund Benchmark: Nifty 100
Source: Fund FactSheet


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