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: 1.77% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,511.53 Cr As on (30-04-2024)
Turn over: 26.22% | Exit Load: Exit load of 1% if redeemed within 1 year

99.5873

14.62%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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
There is no value for 10x
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 12.84
Sharpe Ratio 1.27
Alpha 3.37
Beta 0.9
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 39.63 28.17 20.19 18.36 17.62
Invesco India Focused Fund - Growth 08-09-2020 66.28 33.55 23.88 - -
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 56.13 30.68 21.04 22.36 19.31
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 53.17 33.43 25.13 - -
JM Focused Fund (Regular) - Growth Option 05-03-2008 53.16 35.16 23.75 16.12 14.57
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 48.73 32.01 23.35 21.08 15.01
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 43.71 32.67 27.82 20.12 14.16
DSP Focus Fund - Regular Plan - Growth 10-06-2010 43.44 27.48 16.59 15.46 14.04
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option 06-10-2017 42.87 27.15 - - -
360 ONE Focused Equity Fund -Regular Plan - Growth 30-10-2014 40.0 29.87 21.52 21.92 -

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

5.08%

Others

2.68%

Large Cap

74.52%

Mid Cap

17.71%

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