Should I invest in Franklin India Flexi Cap Fund - Direct?

We don't give personal investment advice. Franklin India Flexi Cap Fund - Direct - Growth 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: 17.7%. 5-year CAGR: 13.94%.

Franklin India

Franklin India Flexi Cap Fund - Direct - Growth

Latest NAV

₹1,722.7007

As of

3 Jun 2026

3,301 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	-0.15%	+0.11%	-0.26	94 / 104	Q4
1W	-1.99%	-0.67%	-1.32	94 / 103	Q4
2W	-0.10%	+0.04%	-0.14	61 / 102	Q3
1M	-2.09%	+0.32%	-2.41	92 / 101	Q4
3M	-2.76%	+3.68%	-6.43	88 / 100	Q4
6M	-7.31%	+6.18%	-13.49	94 / 99	Q4
YTD	-7.77%	+2.47%	-10.24	95 / 99	Q4
1Y	-4.08%	+17.47%	-21.55	85 / 89	Q4
2Y	+1.73%	+10.45%	-8.72	78 / 84	Q4
3Y	+14.72%	+13.44%	+1.28	27 / 74	Q2
4Y	+15.05%	+14.31%	+0.74	14 / 38	Q2
5Y	+13.94%	+14.05%	-0.11	13 / 32	Q2
7Y	+15.24%	+14.35%	+0.88	8 / 23	Q2
10Y	+13.89%	+14.35%	-0.46	10 / 18	Q3
Inception	+15.33%	+11.11%	+4.22	27 / 104	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	-7.77%	-4.10%	-3.67	42 / 44
2025	+3.70%	+3.69%	+0.01	23 / 39
2024	+22.50%	+20.93%	+1.57	16 / 40
2023	+31.62%	+29.96%	+1.65	12 / 34
2022	+6.10%	+1.56%	+4.54	5 / 34
2021	+40.59%	+25.89%	+14.70	6 / 52
2020	+16.62%	+15.92%	+0.71	21 / 58
2019	+4.03%	+7.18%	-3.15	52 / 69
2018	-2.83%	-5.07%	+2.24	12 / 34
2017	+31.03%	+36.55%	-5.52	25 / 31
2016	+5.66%	+3.36%	+2.29	11 / 31

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

+19.15%

152 windows

min -34.0% · max 86.3%

85% positive

3-Year rolling

+16.59%

128 windows

min -8.1% · max 32.6%

96% positive

5-Year rolling

+15.85%

103 windows

min -1.6% · max 29.4%

99% positive

7-Year rolling

+14.87%

79 windows

min 8.7% · max 18.0%

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

12.77%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.06

Downside-only deviation

Max drawdown

-16.38%

Sep 2024 → Feb 2025

% positive months

63.9%

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 Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Flexi Cap Fund - Growth Option - Direct Plan	HDFC	₹2,115.5350	3 Jun 2026
Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option	Nippon India	₹17.0211	3 Jun 2026
SBI Flexicap Fund - DIRECT PLAN - Growth Option	SBI	₹117.4238	2 Jun 2026
ICICI Prudential Flexicap Fund - Direct Plan - Growth	ICICI Prudential	₹19.8000	3 Jun 2026
Invesco India Flexi Cap Fund - Direct Plan - Growth	Invesco	₹19.0200	3 Jun 2026
BANDHAN Flexi Cap Fund-Direct Plan-Growth	Bandhan	₹222.6510	3 Jun 2026
quant Flexi Cap Fund - Growth Option-Direct Plan	Quant	₹118.9418	3 Jun 2026
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹2,064.0200	3 Jun 2026
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option	Motilal Oswal	₹63.2311	3 Jun 2026
Mirae Asset Flexi Cap Fund - Direct Plan - Growth	Mirae Asset	₹16.2220	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹1,722.7007
2 Jun 2026	₹1,725.2224
1 Jun 2026	₹1,721.0900
29 May 2026	₹1,736.3018
27 May 2026	₹1,757.7085
26 May 2026	₹1,751.8523
25 May 2026	₹1,757.6908
22 May 2026	₹1,733.8721
21 May 2026	₹1,727.6232
20 May 2026	₹1,724.3597

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 03 Jun 2026, the NAV of Franklin India Flexi Cap Fund - Direct - Growth is ₹1,722.7007. It's a Flexi Cap Fund from Franklin India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Flexi Cap Fund - Direct - Growth has NAV history starting from 01 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

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

Over the trailing 1-year window, Franklin India Flexi Cap Fund - Direct - Growth has delivered a absolute return of -4.08% — -21.55 pp behind the Flexi Cap Fund category average of 17.47%. The fund ranks #85 of 89 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India Flexi Cap Fund - Direct - Growth has delivered a CAGR of 14.72% — +1.28 pp ahead of the Flexi Cap Fund category average of 13.44%. The fund ranks #27 of 74 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Franklin India Flexi Cap Fund - Direct - Growth has delivered a CAGR of 13.94% — -0.11 pp behind the Flexi Cap Fund category average of 14.05%. The fund ranks #13 of 32 in its category — the second (Q2) quartile.

₹1 lakh invested in Franklin India Flexi Cap Fund - Direct - Growth exactly 10 years ago would be worth approximately ₹367,096 today — a multiplier of 3.67×, based on the 10-year CAGR of 13.89%. The category average over the same window would have grown ₹1 lakh to ₹382,239.

A ₹10,000 monthly SIP in Franklin India Flexi Cap Fund - Direct - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹787,357 today. That's an XIRR (money-weighted annualised return) of 10.80%.

A ₹10,000 monthly SIP for 10 years in Franklin India Flexi Cap Fund - Direct - Growth = ₹1,200,000 invested. It would currently be worth ₹2,552,730 (multiplier 2.13×). XIRR: 14.43%. 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 - Direct - Growth ranks #13 out of 32 funds in the Flexi Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 14.05%; this fund delivered 13.94%.

The worst peak-to-trough decline Franklin India Flexi Cap Fund - Direct - Growth has experienced over the last 5-year window is 17.65% — its NAV fell from a high on 17 Jan 2022 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 - Direct - Growth averaged 15.85% (best 29.41%, worst -1.59%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.56 — reasonable risk-adjusted performance.

In calendar year 2025, Franklin India Flexi Cap Fund - Direct - Growth returned 3.70% — beating the Flexi Cap Fund category average of 3.69% by 0.01 pp. It ranked #23 of 39 in its category that year.

Franklin India Flexi Cap Fund - Direct - Growth 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 - Direct - Growth 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: 17.7%. 5-year CAGR: 13.94%.

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