Franklin India Focused Equity Fund - IDCW
(Erstwhile Franklin India High Growth Companies Fund - Dividend Plan)
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Focused |
| Launch Date: 26-07-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.76% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,815.07 Cr As on 28-11-2025(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 |
36.3592
0.06 (0.1746%)
12.93%
Benchmark: 12.41%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 11.81 |
| Sharpe Ratio | 1.1 |
| Alpha | 2.57 |
| Beta | 0.86 |
| 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 - IDCW | 26-07-2007 | 1.72 | 11.56 | 14.25 | 18.01 | 12.86 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 12.03 | 20.73 | 22.53 | 22.02 | 16.34 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 11.24 | 16.17 | 17.59 | 16.57 | 15.21 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 8.47 | 14.26 | 15.99 | 16.71 | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 8.1 | 17.02 | 20.31 | 24.05 | 14.46 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 6.96 | 14.37 | 16.28 | 15.64 | 13.57 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 5.33 | 9.73 | 13.81 | 17.66 | 13.78 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 4.54 | 12.9 | 18.62 | 15.29 | 12.78 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 3.57 | 13.65 | 18.03 | 20.62 | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.74 | 14.56 | 16.51 | - | - |
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
7.08%
Others
3.28%
Large Cap
77.84%
Mid Cap
11.8%
