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 (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 |
106.0455
-0.98 (-0.9207%)
13.98%
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
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 | 12.95 |
| Sharpe Ratio | 1.18 |
| Alpha | 1.49 |
| 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 | 0.3 | 15.91 | 16.5 | 24.0 | 13.02 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 9.19 | 20.52 | 17.22 | 17.58 | 11.86 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 8.24 | 31.06 | 23.86 | - | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 7.84 | 19.4 | 17.24 | - | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 7.72 | 22.12 | 22.3 | 27.5 | 13.49 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 5.93 | 15.18 | 14.29 | 19.04 | 13.75 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 4.93 | 22.51 | 21.51 | 24.09 | 14.42 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 3.91 | 10.75 | 10.5 | 16.79 | - |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 3.8 | 17.04 | 16.03 | 19.62 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 2.65 | 20.92 | - | - | - |
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.51%
Others
4.86%
Large Cap
75.62%
Mid Cap
13.01%
