Franklin India Focused Equity Fund Direct Growth+0.39%

3
-8.02%
1 Year Return
Equity
Focused
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Focused Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.11%
NAV39.00 (31 Jul 2020)
Fund Started01 Jan 2013
Fund Size7,097 Cr

Fund Overview

Quick overview of Franklin India Focused Equity Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Focused Equity Fund Direct Growth
-8.0%
-0.4%
4.3%
13.8%
Category Average
-10.2%
-1.2%
4.9%
-
Rank within category
45
25
24
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -8.0% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the category average returns
    2. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity9.7%
    State Bank of IndiaFinancialEquity9.6%
    Bharti Airtel Ltd.CommunicationEquity7.1%
    Axis Bank Ltd.FinancialEquity6.9%
    HDFC Bank Ltd.FinancialEquity6.8%
    ACC Ltd.ConstructionEquity5.8%
    Indian Oil Corpn. Ltd.EnergyEquity5.3%
    Ultratech Cement Ltd.ConstructionEquity4.8%
    Bharat Petroleum Corpn. Ltd.EnergyEquity4.5%
    Lupin Ltd.HealthcareEquity4.4%
    See All

    Fund Managers

    addAnand Radhakrishnan
    Education
    Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.
    Experience
    Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.
    Funds Managed
    addSrikesh Nair
    Education
    Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer
    Funds Managed
    addPyari Menon
    Education
    Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).
    Funds Managed

    Franklin India Focused Equity Fund Direct Growth Details

    Franklin India Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Anand Radhakrishnan, Roshi Jain, Srikesh Nair is the Current Fund Manager of Franklin India Focused Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹7,097 Cr and the Latest NAV as of 31 Jul 2020 is ₹39.00.

    The Franklin India Focused Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    an open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    19 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Templeton
    Address
    Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi
    Email
    NA
    Website
    NA
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