FranklIn India Focused Equity Fund - Growth Plan
(Erstwhile Franklin India High Growth Companies Fund - Growth Plan)
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-07-2007 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 1.88% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,408.91 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 19.2% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
99.5472
-0.32 (-0.3165%)
12.85%
Benchmark: 12.09%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.12 |
| Sharpe Ratio | 0.41 |
| Alpha | -2.08 |
| Beta | 0.86 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| FranklIn India Focused Equity Fund - Growth Plan | 05-07-2007 | -8.37 | -3.31 | 8.33 | 10.38 | 12.38 |
| SBI Focused Fund - Regular Plan -Growth | 01-10-2004 | 9.76 | 9.35 | 14.76 | 12.51 | 14.35 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 9.25 | 4.79 | - | - | - |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 9.05 | 1.79 | 10.79 | 9.03 | 11.46 |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 6.46 | -0.89 | 12.92 | 12.49 | 14.05 |
| Kotak Focused Fund- Regular Plan - Growth Option | 05-07-2019 | 6.17 | 4.83 | 14.16 | 12.43 | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 5.96 | 4.32 | 10.7 | 10.26 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 5.6 | 5.24 | 16.89 | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 2.72 | 2.96 | 12.69 | 11.48 | 12.09 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 2.53 | 3.52 | 12.87 | 12.25 | - |
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.28%
Others
4.91%
Large Cap
77.94%
Mid Cap
8.87%
