Franklin India Focused Equity Fund Dividend-1.04%

4Groww
14.34%
1 Year Return
Equity
Focused
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Focused Equity Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.82%
NAV22.92 (05 Dec 2019)
Fund Started26 Jul 2007
Fund Size8,714 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Focused Equity Fund Dividend
14.3%
11.4%
8.3%
12.4%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
12
18
11
-
*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 14.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    State Bank of IndiaFinancialEquity10.4%
    ICICI Bank Ltd.FinancialEquity9.6%
    Indian Oil Corpn. Ltd.EnergyEquity5.9%
    Bharti Airtel Ltd.CommunicationEquity5.7%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity4.5%
    Ultratech Cement Ltd.ConstructionEquity4.4%
    HDFC Bank Ltd.FinancialEquity4.4%
    SBI Life Insurance Company Ltd.FinancialEquity4.3%
    Axis Bank Ltd.FinancialEquity4.2%
    National Thermal Power Corp. Ltd.EnergyEquity4.1%
    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

    Other Details

    Franklin India Focused Equity Fund Dividend is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was introduced to investors on 26 Jul 2007. Anand Radhakrishnan, Roshi Jain, Srikesh Nair is the Current Fund Manager of Franklin India Focused Equity Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹8,714 Cr and the Latest NAV as of 05 Dec 2019 is ₹22.92.

    The Franklin India Focused Equity Fund Dividend is rated Moderately High risk. Minimum SIP Investment is 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
    18 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Templeton
    Address
    4th Floor, Kuber Complex, Rathyatra Kamachha Rd, Rathyatra Crossing, Near Tanishq Jewelers, Rathyatra, Sidhgiribagh, Varanasi,
    Email
    NA
    Website
    NA
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