Franklin India Focused Equity Fund Growth-0.02%

1.43%
1 Year Return
Equity
Focused
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Focused Equity Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.87%
NAV42.92 (27 Nov 2020)
Fund Started26 Jul 2007
Fund Size6,581 Cr

Fund Overview

Quick overview of Franklin India Focused Equity Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
1.4%
1.6%
7.6%
11.6%
Category Average
8.6%
5.0%
9.6%
-
Rank Within Category
53
34
33
-
*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 1.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    3. 10Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark
    8. Risk-adjusted returns are lower compared to the category
    9. Higher expense ratio - 1.89%
    10. 1Y Returns are lower than the category average returns
    11. 3Y Returns are lower than the category average returns
    12. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity10.1%
    State Bank of IndiaFinancialEquity10.1%
    Axis Bank Ltd.FinancialEquity9.0%
    Bharti Airtel Ltd.CommunicationEquity6.6%
    HDFC Bank Ltd.FinancialEquity5.2%
    ACC Ltd.ConstructionEquity4.9%
    Indian Oil Corpn. Ltd.EnergyEquity4.7%
    Ultratech Cement Ltd.ConstructionEquity4.6%
    Bharat Petroleum Corpn. Ltd.EnergyEquity4.6%
    National Thermal Power Corp. Ltd.EnergyEquity4.3%
    See All

    Fund Managers

    Anand Radhakrishnan
    keyboard_arrow_down
    Srikesh Nair
    keyboard_arrow_down
    Pyari Menon
    keyboard_arrow_down
    Mayank Bukrediwala
    keyboard_arrow_down

    Franklin India Focused Equity Fund Growth Details

    Franklin India Focused Equity Fund Growth is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 26 Jul 2007. Anand Radhakrishnan, Roshi Jain, Srikesh Nair is the Current Fund Manager of Franklin India Focused Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹6,581 Cr and the Latest NAV as of 27 Nov 2020 is ₹42.92.

    The Franklin India Focused Equity Fund 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

    The scheme seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.

    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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