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Franklin India Focused Equity Fund - Dividend Plan

(Erstwhile Franklin India High Growth Companies Fund - Dividend Plan)

Category: Equity: Focused
Launch Date: 26-07-2007
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 2.04% As on (30-09-2018)
Status: Open Ended Schemes(Equity Scheme - Focussed Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,249.45 Cr As on (30-09-2018)
Turn over: 47.56%
NAV as on 16-11-2018

22.2218

0.22 (0.9995%)

CAGR Since Inception

11.38%

Nifty 500 TRI 16.65%

PERFORMANCE of Franklin India Focused Equity Fund - Dividend Plan

Scheme Performance (%)

Data as on - 16-11-2018

Yearly Performance (%)

Fund Managers

Ms. Roshi Jain, Mr. Anand Radhakrishnan, Mr. Srikesh Nair

Ms. Jain is a CFA, ACA and PGDM. Prior to joining Franklin Templeton Investments she has worked with Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.

Investment Objective

The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth, risk and valuation. The fund managers will follow an active investment strategy and will be focusing on rapid growth companies which will be selected based on growth, measures such as Enterprise value, growth rate, price/earnings/growth, forwardprice/sales, and discounted EPS.

RETURNS CALCULATOR for Franklin India Focused Equity Fund - Dividend Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Focused Equity Fund - Dividend Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Focused Equity Fund - Dividend Plan 15.11 1.03 1.96 0.93 - -
Equity: Focused - - - - - -

PEER COMPARISION of Franklin India Focused Equity Fund - Dividend Plan

Period
Data as on - 16-11-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Focused Equity Fund - Dividend Plan 26-07-2007 -6.57 5.89 5.61 17.83 19.47
Sundaram Select Focus-Inst Growth 15-04-2008 5.39 17.96 12.24 13.84 13.75
Sundaram Select Focus-Growth 30-07-2002 3.51 16.5 11.24 13.05 12.43
Axis Focused 25 Fund - Growth Option 29-06-2012 3.13 18.57 15.11 16.61 0.0
ICICI Prudential Focused Equity Fund - Growth 28-05-2009 2.1 10.85 10.43 13.22 0.0
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 11-10-2004 0.91 13.37 12.03 19.49 23.34
IDBI FOCUSED 30 EQUITY FUND - Growth Regular 13-11-2017 0.0 0.0 0.0 0.0 0.0
Principal Focused Multicap Fund-Growth Option 11-11-2005 -0.38 11.72 10.33 14.71 17.67
MOF25- Regular Plan Growth Option 13-05-2013 -0.81 10.58 9.36 15.06 0.0
DSP Focus Fund - Regular Plan - Growth 10-06-2010 -2.19 8.95 8.19 15.46 0.0

PORTFOLIO ANALYSIS of Franklin India Focused Equity Fund - Dividend Plan

Asset Allocation (%)

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