How to check the XIRR of Franklin India Multi Cap Fund - Direct - Growth?

You can track the exact XIRR and portfolio overlapping of Franklin India Multi Cap Fund - Direct - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Franklin India Multi Cap Fund - Direct - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Franklin India Multi Cap Fund - Direct - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Franklin India Multi Cap Fund - Direct - Growth

Franklin Templeton Mutual Fund

Expense Ratio: 0.46

Risk: Very High

Equity Scheme - Multi Cap Fund

Plan: Direct

Benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index

Inception: 08-07-2024

Exit Load: Nil

Fund Size:₹5,079.46 Cr

Performance

Fund1.79%

Cat. Avg.1.62%

Fund2.16%

Cat. Avg.0.51%

FundN/A

Cat. Avg.13.01%

FundN/A

Cat. Avg.12.48%

10Y

FundN/A

Cat. Avg.14.95%

Fund3.79%

Cat. Avg.13.13%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

Tap to expand

Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Call, Cash & Other Assets	Equity	Foreign		Foreign	327.78	6.52%
2	Hindustan Aeronautics Ltd	Equity	Listed	Large Cap	Aerospace & Defense	257.51	5.12%
3	Syrma SGS Technology Ltd	Equity	Listed	Small Cap	Industrial Manufacturing	192.23	3.82%
4	State Bank of India	Equity	Listed	Large Cap	Banks	190.07	3.78%
5	HDFC Bank Ltd	Equity	Listed	Large Cap	Banks	183.63	3.65%
6	Kirloskar Oil Engines Ltd	Equity	Listed	Small Cap	Industrial Products	150.85	3.00%
7	Data Patterns India Ltd	Equity	Listed	Small Cap	Aerospace & Defense	147.40	2.93%
8	PNB Housing Finance Ltd	Equity	Listed	Small Cap	Finance	136.42	2.71%
9	Global Health Ltd	Equity	Listed	Small Cap	Healthcare Services	132.75	2.64%
10	Cyient DLM Ltd	Equity	Listed	Small Cap	Aerospace & Defense	128.68	2.56%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	60957	+1.6%	+3.3%
2Y	07 Nov, 24	1.20 L.	1.26 L.	+5.4%	+5.4%
SI	07 Aug, 24	1.35 L.	1.43 L.	+5.6%	+5.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.02 L.	+1.8%	+1.8%
2Y	16 Oct, 24	1 L.	1.04 L.	+4.4%	+2.2%
SI	29 Jul, 24	1 L.	1.09 L.	+8.6%	+3.8%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.