Franklin India Flexi Cap Fund - Direct Plan - Growth
code 118535 Flexi Cap Fund direct plan · growth NAVs 2013-01-01 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-01, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 8.48% | -5.92% | -6.04% | 0.12% | 2026-10-09 → 2026-11-09 |
| 3M | -0.01% | -4.31% | -3.61% | -0.70% | 2026-08-07 → 2026-11-09 |
| 6M | 3.46% | 2.93% | 5.81% | -2.88% | 2026-05-08 → 2026-11-09 |
| 1Y | -0.64% | -4.36% | -1.79% | -2.57% | 2025-11-07 → 2026-11-09 |
| 3Y | 12.02% | 9.76% | 9.55% | 0.21% | 2023-11-09 → 2026-11-09 |
| 5Y | 10.72% | 10.66% | 9.02% | 1.65% | 2021-11-09 → 2026-11-09 |
| 7Y | 16.83% | 15.99% | 14.12% | 1.87% | 2019-11-08 → 2026-11-09 |
| 10Y | 13.96% | 13.11% | 12.86% | 0.25% | 2016-11-09 → 2026-11-09 |
| since inception | 15.33% | 14.87% | 13.00% | 1.87% | 2013-01-01 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 58.02% | 5.51% | 6.17% | 32.07% | -3.42% | 4.23% | 16.86% | 41.32% | 6.10% | 31.81% | 22.69% | 4.15% |
| benchmark | 39.30% | 0.22% | 5.12% | 37.65% | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,132 | 18.76% | 12.07% | -35.08% | 104.97% | 84% | 60% |
| 3 years | 2,644 | 16.66% | 17.84% | -8.55% | 36.83% | 96% | 68% |
| 5 years | 2,151 | 15.88% | 15.21% | -1.88% | 32.77% | 100% | 67% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 10.47% | 10.04% | 12.83% |
| volatility | 14.61% | 13.85% | 16.79% |
| max drawdown | -16.38% | -17.65% | -37.72% |
| downside deviation | 10.22% | 9.39% | 11.83% |
| Sharpe ratio | 0.35 | 0.35 | 0.49 |
| Sortino ratio | 0.50 | 0.52 | 0.69 |
| Calmar ratio | 0.64 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Flexi Cap Fund
Overall ★★★☆☆ (3y ★★☆☆☆ · 5y ★★★☆☆ · 10y ★★★☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 36 funds | 5 years of 27 funds | 10 years of 18 funds |
|---|---|---|---|
| return | 75th | 39th | 48th |
| volatility | 20th | 24th | 42nd |
| Sharpe | 72nd | 39th | 53rd |
| Sortino | 75th | 39th | 48th |
| worst fall | 23rd | 12th | 71st |
| risk-adjusted return (MRAR) | 72nd | 39th | 53rd |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.