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: 1.76% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,968.47 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 26.36% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
107.5126
-0.34 (-0.3172%)
14.2%
Benchmark: 12.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
6 Years 11 Months
10 Years 4 Months
13 Years 6 Months
16 Years 11 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 | 13.28 |
| Sharpe Ratio | 0.95 |
| Alpha | 1.7 |
| Beta | 0.88 |
| 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 | 5.48 | 21.09 | 20.62 | 24.63 | 13.98 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 15.51 | 23.79 | 21.89 | 21.46 | 12.49 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 14.67 | 35.87 | 27.01 | - | - |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 13.62 | 22.55 | 21.6 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 13.52 | 28.68 | 25.66 | 26.53 | 14.95 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 13.35 | 15.66 | 13.59 | 21.13 | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 12.4 | 26.73 | 25.89 | 29.83 | 14.87 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 11.71 | 25.09 | 22.23 | 21.56 | 12.31 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 11.33 | - | - | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 11.3 | 21.06 | 18.4 | 21.32 | 15.15 |
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
4.74%
Others
5.86%
Large Cap
79.22%
Mid Cap
10.19%
