FranklIn India Focused Equity Fund - Direct - Growth

(Erstwhile Franklin India High Growth Companies Fund - Direct - Growth)
Fund House: Franklin Templeton Mutual Fund
Category: Equity: Focused
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 500 TRI
TER: 1.13% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,510.35 Cr As on 31-07-2026(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

115.1705

16.29%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
Nifty 500 TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 5 Months
4 Years 9 Months
7 Years 11 Months
11 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 14.13
Sharpe Ratio 0.47
Alpha -1.28
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 - Direct - Growth 01-01-2013 -4.88 -3.44 9.17 10.68 13.19
Motilal Oswal Focused Fund - Regular Plan Growth Option 05-05-2013 26.11 2.54 13.33 9.23 11.91
Old Bridge Focused Fund - Regular Growth 24-01-2024 18.07 4.31 - - -
SBI Focused Fund - Regular Plan -Growth 01-10-2004 15.03 9.41 15.69 11.59 14.3
ITI Focused Fund - Regular Plan - Growth 19-06-2023 11.1 5.05 17.15 - -
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 10.8 -1.35 12.6 11.85 13.5
HSBC Focused Fund - Regular Growth 22-07-2020 9.81 3.39 14.21 11.46 -
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 8.2 4.06 11.38 9.33 -
Kotak Focused Fund- Regular Plan - Growth Option 05-07-2019 7.81 3.85 14.07 11.14 -
360 One Focused Fund -Regular Plan - Growth 30-10-2014 6.53 -0.73 11.01 10.56 14.24

Scheme Characteristics

A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.47%

Others

4.81%

Large Cap

77.86%

Mid Cap

9.86%

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