Should I invest in Franklin India Flexi Cap Fund?

We don't give personal investment advice. Franklin India Flexi Cap Fund-Growth Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 10.18%.

Franklin Templeton

Franklin India Flexi Cap Fund-Growth Plan

Latest NAV

₹178.6774

As of

8 Jun 2026

4,962 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	-0.04%	+0.04	11 / 32	Q2
1W	-1.07%	-0.87%	-0.20	19 / 32	Q3
2W	-3.23%	-0.94%	-2.29	31 / 32	Q4
1M	-4.38%	-2.55%	-1.83	30 / 32	Q4
3M	+0.55%	-0.11%	+0.66	10 / 32	Q2
6M	-8.18%	-5.29%	-2.89	26 / 32	Q4
YTD	-9.07%	-5.64%	-3.42	26 / 32	Q4
1Y	-6.86%	-2.28%	-4.58	25 / 32	Q4
2Y	+2.47%	+2.66%	-0.19	19 / 32	Q3
3Y	+12.60%	+13.27%	-0.67	21 / 32	Q3
4Y	+11.99%	+13.68%	-1.69	23 / 32	Q3
5Y	+10.18%	+11.68%	-1.51	22 / 32	Q3
7Y	+12.07%	+13.21%	-1.14	23 / 32	Q3
10Y	+11.09%	+11.41%	-0.33	22 / 32	Q3
Inception	+11.82%	+9.19%	+2.62	9 / 29	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-9.07%	-5.64%	-3.42	26 / 32
2025	+6.93%	+2.91%	+4.02	10 / 32
2024	+18.44%	+19.92%	-1.47	16 / 32
2023	+26.44%	+27.73%	-1.28	23 / 32
2022	-2.82%	+2.49%	-5.31	28 / 32
2021	+37.85%	+32.49%	+5.36	7 / 32
2020	+11.78%	+13.97%	-2.19	22 / 32
2019	+1.98%	+4.84%	-2.86	23 / 32
2018	-4.45%	-10.87%	+6.42	5 / 32
2017	+30.20%	+31.34%	-1.15	18 / 32
2016	+3.46%	+2.52%	+0.93	14 / 32

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.79%

234 windows

min -53.1% · max 119.6%

77% positive

3-Year rolling

+13.42%

210 windows

min -8.4% · max 32.2%

94% positive

5-Year rolling

+13.17%

186 windows

min -2.8% · max 26.7%

99% positive

7-Year rolling

+12.82%

161 windows

min 7.3% · max 23.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.90%

3-year · annualised

Sharpe ratio

0.47

vs risk-free 6.5%

Sortino ratio

0.83

Downside-only deviation

Max drawdown

-18.07%

Sep 2024 → Apr 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹326.4280	8 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹282.5033	5 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.5200	8 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.5379	8 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹57.7650	8 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹237.1100	8 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹175.8498	8 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹96.4300	8 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹128.4700	8 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹73.1908	8 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹178.6774
5 Jun 2026	₹180.6673
4 Jun 2026	₹180.5818
3 Jun 2026	₹180.5383
2 Jun 2026	₹181.6237
1 Jun 2026	₹180.6087
29 May 2026	₹182.6303
27 May 2026	₹184.9845
26 May 2026	₹184.4303
25 May 2026	₹184.6330

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 08 Jun 2026, the NAV of Franklin India Flexi Cap Fund-Growth Plan is ₹178.6774. It's a Large & Mid Cap Fund from Franklin Templeton, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Flexi Cap Fund-Growth Plan has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Franklin India Flexi Cap Fund-Growth Plan is managed by Franklin Templeton. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Flexi Cap Fund-Growth Plan has delivered a absolute return of -6.86% — -4.58 pp behind the Large & Mid Cap Fund category average of -2.28%. The fund ranks #25 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India Flexi Cap Fund-Growth Plan has delivered a CAGR of 12.60% — -0.67 pp behind the Large & Mid Cap Fund category average of 13.27%. The fund ranks #21 of 32 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Franklin India Flexi Cap Fund-Growth Plan has delivered a CAGR of 10.18% — -1.51 pp behind the Large & Mid Cap Fund category average of 11.68%. The fund ranks #22 of 32 in its category — the third (Q3) quartile.

₹1 lakh invested in Franklin India Flexi Cap Fund-Growth Plan exactly 10 years ago would be worth approximately ₹286,152 today — a multiplier of 2.86×, based on the 10-year CAGR of 11.09%. The category average over the same window would have grown ₹1 lakh to ₹294,691.

A ₹10,000 monthly SIP in Franklin India Flexi Cap Fund-Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹740,252 today. That's an XIRR (money-weighted annualised return) of 8.33%.

A ₹10,000 monthly SIP for 10 years in Franklin India Flexi Cap Fund-Growth Plan = ₹1,200,000 invested. It would currently be worth ₹2,175,128 (multiplier 1.81×). XIRR: 11.44%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India Flexi Cap Fund-Growth Plan ranks #22 out of 32 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.68%; this fund delivered 10.18%.

The worst peak-to-trough decline Franklin India Flexi Cap Fund-Growth Plan has experienced over the last 5-year window is 19.92% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin India Flexi Cap Fund-Growth Plan averaged 13.17% (best 26.72%, worst -2.80%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.29 — weak risk-adjusted performance.

In calendar year 2025, Franklin India Flexi Cap Fund-Growth Plan returned 6.93% — beating the Large & Mid Cap Fund category average of 2.91% by 4.02 pp. It ranked #10 of 32 in its category that year.

Franklin India Flexi Cap Fund-Growth Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Franklin India Flexi Cap Fund-Growth Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 10.18%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.