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Franklin India High Growth Companies Fund - Growth Plan

Category: Equity Funds Diversified
Launch Date: 26-07-2007
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.37% As on (29-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 6,713.42 Cr As on (29-09-2017)
Turn over: 39.92
NAV as on 16-02-2018

39.4582

-0.44 (-1.1235%)

CAGR Since Inception

13.87%

Nifty 500 Index 15.11%

PERFORMANCE of Franklin India High Growth Companies Fund - Growth Plan

Scheme Performance (%)

Data as on - 16-02-2018

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 High Growth Companies Fund - Growth 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 High Growth Companies Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India High Growth Companies Fund - Growth Plan 15.11 0.51 1.96 0.98 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Franklin India High Growth Companies Fund - Growth Plan

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India High Growth Companies Fund - Growth Plan 26-07-2007 18.26 26.39 9.42 22.48 13.0
Principal Growth Fund-Growth Option 25-10-2000 30.71 34.99 14.51 21.09 8.76
Invesco India Contra Fund - Growth 11-04-2007 29.59 30.92 13.58 22.65 14.35
Principal Dividend Yield Fund-Growth Plan 15-10-2004 28.9 33.24 13.15 15.92 10.44
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 28.22 29.16 12.25 19.32 11.95
HDFC Capital Builder Fund - Growth Option 01-02-1994 27.49 30.07 12.72 20.44 12.77
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 26.62 30.9 13.46 19.51 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 26.44 28.78 11.96 16.54 0.0
SBI Contra - Regular Plan -Growth 14-07-1999 26.2 25.4 9.31 14.93 8.6
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 26.0 25.77 9.24 16.44 0.0

PORTFOLIO ANALYSIS of Franklin India High Growth Companies Fund - Growth Plan

Asset Allocation (%)

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