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: 12,146.55 Cr As on 30-05-2025(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

108.8149

14.23%

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
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 3.58 19.3 21.92 25.02 13.93
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 11.61 27.53 27.03 26.65 15.09
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 11.38 21.93 23.08 - -
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 11.18 22.49 22.98 21.21 12.36
HDFC Focused Fund - GROWTH PLAN 05-09-2004 10.89 26.12 27.72 29.66 14.86
Invesco India Focused Fund - Growth 08-09-2020 10.46 34.56 28.78 - -
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 9.9 14.41 14.65 19.88 -
SBI Focused Equity Fund - Regular Plan -Growth 01-10-2004 9.4 20.57 19.5 20.87 14.92
Old Bridge Focused Fund - Regular Growth 24-01-2024 9.11 - - - -
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 8.59 21.21 20.77 21.59 12.95

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

5.19%

Others

5.31%

Large Cap

78.42%

Mid Cap

11.06%

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