Franklin India Focused Equity Fund - Growth Plan
Category: Equity: Focused
Launch Date: 05-07-2007
AUM:
₹ 12,302.98 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 | 3.7 | 16.72 | 23.55 |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
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
110.5474
Last change
-0.47 (-0.4261%)
Fund Size (AUM)
₹ 12,302.98 Cr
Performance
14.06% (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/- | 9.43 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 9.09 |
| ZOMATO LIMITED EQ | 6.22 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 6.1 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 5.98 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.95 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.32 |
| CIPLA LIMITED EQ NEW FV RS.2/- | 4.28 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 4.15 |
| MARUTI SUZUKI INDIA LIMITED EQ | 4.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.23 |
| Consumer Services | 9.32 |
| Healthcare | 8.43 |
| Information Technology | 6.1 |
| Telecommunication | 5.95 |
| Capital Goods | 5.74 |
| Oil, Gas & Consumable Fuels | 5.32 |
| Services | 4.38 |
| Fast Moving Consumer Goods | 4.23 |
| Automobile and Auto Components | 4.01 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Focused Equity Gr | 23.55 |
| SBI FOCUSED FUND Reg PLAN Gr | 20.05 |
| ICICI Pru Focused Equity Gr | 25.38 |
| HDFC Focused Fund GR | 28.68 |
| Kotak Focused Fund Reg Gr | 19.76 |
| Canara Robeco Focused Fund Reg Gr | 0.0 |
| Bandhan Focused Fund Reg Gr | 17.21 |
| ITI Focused Fund Reg Gr | 0.0 |
| Union Focused Reg Gr | 16.9 |
| Nippon India Focused Fund Gr Plan Gr | 21.86 |