Franklin India Bluechip Fund

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It has a diversified portfolio in companies with large market capitalisation that are highly liquid. The fund managers follow a combination of value and growth investment with bottom-up stock picking. Further, the fund maintains an average allocation of 85 per cent in large caps. Investments in quality stocks are also retained for long stretches, espousing the buy and hold strategy for the long term. Fund managers also endeavour to stay fully invested with an average equity allocation of 92 per cent. There is no restriction on the allocation to stocks and sectors, with investments in several stocks exceeding 5 per cent frequently, such as Infosys and Bharti Airtel at the moment.

 

Performance

This fund is nearing 20 years of existence, and has been a consistent performer over different market cycles. Despite the market ups and downs, the fund has maintained a disciplined style purity. Not easily fazed even during the 2008 market turmoil, this fund largely remained invested with under 10 per cent cash exposure.

 

Although it is the largest fund in the category, it has underperformed the category average only on four occasions. A top-2 quartile performer 15 out of 20 times, it has been in the top quartile consistently from 2008 to 2011, though in 2012 it slipped to the third quartile because of marginal underperformance vis-a-vis category average.

Fund performance is achieved with investments in quality large-cap stocks such as Infosys, L&T, Reliance, BPCL, ICICI, BHEL, ITC and SBI which have been in its portfolio for the past 5 years. This fund tends to have phases of underperformance, especially in the short- to medium-term. Currently, the fund is overweight on healthcare and communication and underweight in FMCG, with exposure to metals shooting up in the past three months. A safe bet during bear phases, this fund checked its fall much better than peers in 2008 and 2011.

 

Why Invest?

This fund posts consistent risk-adjusted score and maintains a high return with low risk grade, which makes it a compelling fund in the core portfolio

Happy Investing!!

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