NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Franklin India Flexi Cap Fund Growth for NRI [1642.34]

Min Investment

5,000

Fund Size

17,808.37 Cr

Expense Ratio

1.7%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

1642.34

-0.78%

NAV as on 18 Dec 24, 12:00 AM

very high risk

flexi cap

equity

NAV as on 18 Dec 24, 12:00 AM

very high risk

flexi cap

equity

24.85%p.a.

Last 1Y

20.00%p.a.

Last 3Y

22.49%p.a.

Last 5Y

18.36%p.a.

Since Inception

About Franklin India Flexi Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Franklin India Flexi Cap Fund Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Sep 1994, Franklin India Flexi Cap Fund Growth is Flexi Cap fund of its category with 17,808.37 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.

  • Franklin India Flexi Cap Fund Growth delivered 24.9% annual returns during the last year. It has delivered 18.4% average annual returns since the fund was launched.
  • Franklin India Flexi Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective of this scheme is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Top 10 Holdings

HDFC Bank Ltd

8.51%

ICICI Bank Ltd

7.96%

Bharti Airtel Ltd

5.08%

Infosys Ltd

4.83%

Larsen & Toubro Ltd

4.46%

HCL Technologies Ltd

3.69%

Axis Bank Ltd

3.39%

United Spirits Ltd

3.09%

Zomato Ltd

2.67%

Reliance Industries Ltd

2.46%

Fund Managers

  1. R. Janakiraman (Feb 2011 - Present)
  2. Sandeep Manam (Oct 2021 - Present)
  3. Rajasa Kakulavarapu (Dec 2023 - Present)

Key Information

View Scheme Document

Franklin India Flexi Cap Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Franklin India Flexi Cap Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Franklin India Flexi Cap Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Flexi Cap Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions