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

106.6894

14.13%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 500 TRI
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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 2.69 19.54 22.64 24.45 13.77
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 11.43 27.49 27.84 26.51 14.94
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 10.84 21.51 23.57 - -
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 10.12 25.94 28.45 29.48 14.72
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 9.56 22.07 23.5 20.69 12.24
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 8.97 14.16 15.33 19.89 -
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 8.89 21.35 21.32 21.35 12.91
Invesco India Focused Fund - Growth 08-09-2020 8.84 34.01 29.02 - -
SBI Focused Equity Fund - Regular Plan -Growth 01-10-2004 8.74 19.2 19.85 20.59 14.78
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 5.98 - - - -

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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