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Franklin India Focused Equity Fund - Growth Plan
Category: Equity: Focused
Launch Date: 05-07-2007
AUM:
₹ 12,815.07 Cr
Expense Ratio
1.76%
Benchmark
NIFTY 500 TRI
ISIN
INF090I01981
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Ajay Argal; Venkatesh Sanjeevi; Sandeep Manam (dedicated for making investments for Foreign Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Focused Equity Fund - Growth Plan | 6.41 | 15.07 | 17.33 |
| NIFTY 500 TRI | 7.58 | 16.79 | 15.88 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
109.1567
Last change
-0.84 (-0.7719%)
Fund Size (AUM)
₹ 12,815.07 Cr
Performance
13.81% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
Fund Manager
Ajay Argal; Venkatesh Sanjeevi; Sandeep Manam (dedicated for making investments for Foreign Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.59 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.24 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 6.49 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.4 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 6.37 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.87 |
| ZOMATO LIMITED EQ | 5.5 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 4.57 |
| CIPLA LIMITED EQ NEW FV RS.2/- | 4.18 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.82 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.44 |
| Healthcare | 8.75 |
| Consumer Services | 8.35 |
| Capital Goods | 6.86 |
| Telecommunication | 6.4 |
| Information Technology | 6.37 |
| Oil, Gas & Consumable Fuels | 5.87 |
| Services | 4.26 |
| Automobile and Auto Components | 3.82 |
| Metals & Mining | 3.28 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Focused Equity Gr | 17.33 |
| ICICI Pru Focused Equity Gr | 20.57 |
| SBI FOCUSED FUND Reg PLAN Gr | 16.1 |
| Kotak Focused Fund Reg Gr | 15.95 |
| HDFC Focused Fund GR | 23.27 |
| ABSL Focused Gr | 14.56 |
| ITI Focused Fund Reg Gr | 0.0 |
| Nippon India Focused Fund Gr Plan Gr | 16.22 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| DSP Focused Fund Reg Gr | 13.8 |
