Franklin India Flexi Cap Fund Nears ₹20,000 Crore AUM on 31st Anniversary
by Prashant Kapadia/NHN
Mumbai, December 12, 2025: Franklin India Flexi Cap Fund, one of the mutual fund industry’s longest-standing wealth creators, is celebrating its 31st anniversary with a remarkable milestone—nearing ₹20,000 crore in Assets Under Management (AUM).
The fund has outperformed its benchmark, Nifty 500 TRI across the recent 2, 3, 5 and 15 years, as well as since inception. This enduring performance underscores the fund’s reputation as a reliable vehicle for long-term wealth creation.
Wealth Creation Track Record
A lump sum investment of ₹10,000 at inception of the fund in September 1994 has grown to about Rs 17 lakhs at the end of November 2025 versus Rs 3 lakhs in the benchmark. This highlights the fund’s value creation for investors over three decades. Similarly, a Systematic Investment Plan (SIP) of ₹10,000 per month since inception would have grown a principal investment of Rs 37.3 lakhs into a corpus of Rs 17.49 crores at the end of November 2025 further reinforcing the power of disciplined investing in Franklin India Flexi Cap Fund.
Experienced Fund Management
The fund is managed by Janakiraman Rengaraju, Rajasa Kakulavarapu, and Sandeep Manam, seasoned fund managers who have successfully navigated multiple market cycles. Their disciplined investment approach of Growth At Reasonable Price (GARP) has been a key driver of performance.
Portfolio Allocation
As of the latest portfolio, the banking sector holds the largest allocation at about 25% of the equity portfolio. Other significant allocations include:
• IT Software: 7.25%
• Telecom Services: 5.78%
• Construction: 4.333%
• Retailing: 4.28%
Commenting on the milestone, Janakiraman R CIO- India Equities, Templeton Global Investments, said “For over three decades, Franklin India Flexi Cap Fund has remained a trusted choice for lakhs of investors seeking long-term wealth creation through equity investing. Our focus on investing in businesses with sustainable quality along with the flexibility to invest across market caps has helped us build a diversified portfolio and deliver consistent performance. It continues to stand out as a flagship equity scheme in India’s mutual fund industry. We remain committed to creating sustainable value for our investors”
About Franklin Templeton: Franklin Templeton (India) is one of the largest foreign fund houses in the country. It manages mutual funds schemes catering to varied investor requirements and offering different investment styles to choose from. It has offices in 39 cities and Collection Centres in over 100 locations across the country.
Franklin Resources, Inc. [NYSE: BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in equity, fixed income, alternatives and multi-asset solutions. With more than 1,600 investment professionals, and offices in major financial markets around the world, the California-based company has over 77 years of investment experience and US$1.67 trillion in assets under management as of November 30, 2025.Source: Franklin Templeton. Data as of 30 November 2025.