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 (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,421.39 Cr As on 31-07-2025(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 |
107.8944
-0.1 (-0.0931%)
14.02%
Benchmark: 12.42%
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 | 12.04 |
| Sharpe Ratio | 0.97 |
| Alpha | 1.91 |
| Beta | 0.85 |
| 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 | -2.2 | 16.01 | 16.07 | 23.69 | 14.51 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 6.5 | 16.66 | 15.24 | 18.84 | 14.9 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 5.83 | 22.73 | 22.04 | 27.85 | 15.23 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 2.73 | 23.57 | 22.0 | 24.34 | 16.01 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.24 | 19.19 | 17.3 | - | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 1.11 | 29.1 | 23.43 | - | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 0.64 | 19.36 | 17.01 | 17.2 | 13.18 |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 0.51 | 12.88 | 12.49 | 17.98 | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 0.16 | 11.47 | 11.18 | 16.81 | - |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | -0.12 | 16.85 | 15.07 | 19.88 | - |
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
6.75%
Others
4.76%
Large Cap
75.43%
Mid Cap
13.07%
