The investment strategy that the fund adopts is largely to provide investors with an opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy. The fund has generated an annualized returns of 31.85% over the last 3-years.
The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Small Cap companies. There is no assurance that the investment objective of the Scheme will be realized. The fund has given a 3-year annualized returns of almost 56%
Franklin India Flexi Cap Fund is slightly less risky as the fund provide growth of capital plus regular dividend through investment in equities, fixed income securities and money market instruments. The fund has generated a good returns of 21% on an annualized basis over the last 3-years.
The fund provides investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies. The 3-year annualized returns from the fund is 22%, while the 5-year returns from the fund is 13.47% on an annualized basis.
This is an Equity Linked Savings Scheme, where tax deduction under Sec80c of the Income Tax is available. The fund has given an annualized returns of 24% over the last 3-years.