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: 1.05% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,396.38 Cr As on 31-03-2025(Source:AMFI)
Turn over: 26.36% | Exit Load: Exit load of 1% if redeemed within 1 year

116.7896

18.32%

PERFORMANCE

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

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.43
Sharpe Ratio 0.64
Alpha 2.49
Beta 0.87
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 8.9 23.03 20.28 28.38 14.95
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 16.68 27.51 25.06 31.51 14.75
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 15.58 28.59 23.68 28.35 14.61
DSP Focused Fund - Regular Plan - Growth 10-06-2010 14.58 25.76 19.33 22.67 12.34
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 13.37 23.74 18.6 21.84 11.98
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 12.94 22.05 19.06 - -
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 12.77 14.75 11.1 22.01 -
Invesco India Focused Fund - Growth 08-09-2020 12.69 35.56 23.6 - -
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 12.18 - - - -
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 12.1 22.19 17.17 22.62 12.8

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

4.4%

Others

5.19%

Large Cap

79.7%

Mid Cap

10.73%

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