Fund Details
Franklin India Focused Equity Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.87% |
| NAV | ₹42.92 (27 Nov 2020) |
|---|---|
| Fund Started | 26 Jul 2007 |
| Fund Size | ₹6,581 Cr |
Fund Overview
Returns
as per Historical Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 10Y Returns are higher than the category average returns
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 10.1% |
| State Bank of India | Financial | Equity | 10.1% |
| Axis Bank Ltd. | Financial | Equity | 9.0% |
| Bharti Airtel Ltd. | Communication | Equity | 6.6% |
| HDFC Bank Ltd. | Financial | Equity | 5.2% |
| ACC Ltd. | Construction | Equity | 4.9% |
| Indian Oil Corpn. Ltd. | Energy | Equity | 4.7% |
| Ultratech Cement Ltd. | Construction | Equity | 4.6% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 4.6% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 4.3% |
Fund Managers
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.
