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: 0.95% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,536.45 Cr As on 30-06-2025(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 |
120.3506
-1.27 (-1.0513%)
18.23%
Benchmark: 12.43%
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
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
To achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.96 |
| Sharpe Ratio | 1.24 |
| Alpha | 2.31 |
| 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 - Direct - Growth | 01-01-2013 | -0.68 | 17.26 | 18.06 | 25.24 | 14.29 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 8.68 | 20.96 | 18.03 | 18.57 | 12.08 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 6.17 | 31.85 | 24.73 | - | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 5.44 | 22.31 | 22.86 | 27.98 | 13.75 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 5.42 | 19.47 | 18.05 | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 3.22 | 12.3 | 11.42 | 17.75 | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 3.06 | 22.5 | 21.96 | 24.33 | 14.55 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 2.96 | 14.96 | 14.9 | 19.42 | 13.97 |
| Axis Focused Fund - Regular Plan - Growth Option | 02-05-2012 | 1.19 | 13.05 | 9.58 | 13.85 | 11.38 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 0.89 | 16.89 | 16.68 | 20.12 | - |
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
6.51%
Others
4.86%
Large Cap
75.62%
Mid Cap
13.01%
