Fund Details
Franklin India Equity Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.81% |
| NAV | ₹725.91 (25 Jan 2021) |
|---|---|
| Fund Started | 29 Sep 1994 |
| Fund Size | ₹9,033 Cr |
Fund Overview
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Lower expense ratio
4. Age is more than 10 years
5. Lower expense ratio - 1.84%
6. 10Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the benchmark
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
6. Risk-adjusted returns are lower compared to the category
7. 1Y Returns are lower than the category average returns
8. 3Y Returns are lower than the category average returns
9. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.7% |
| Infosys Ltd. | Technology | Equity | 7.5% |
| ICICI Bank Ltd. | Financial | Equity | 7.4% |
| Bharti Airtel Ltd. | Communication | Equity | 6.7% |
| Axis Bank Ltd. | Financial | Equity | 6.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.4% |
| State Bank of India | Financial | Equity | 4.3% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.7% |
| Tata Motors Ltd. | Automobile | Equity | 3.4% |
| Voltas Ltd. | Cons Durable | Equity | 2.6% |
Fund Managers
Franklin India Equity Fund Growth Details
Franklin India Equity Fund Growth is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 29 Sep 1994. Anand Radhakrishnan, R Janakiraman, Srikesh Nair is the Current Fund Manager of Franklin India Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹9,033 Cr and the Latest NAV as of 25 Jan 2021 is ₹725.91.
The Franklin India 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 aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.
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.
