Franklin India Focused Equity Fund - Growth Plan
Category: Equity: Focused
Launch Date: 05-07-2007
AUM:
₹ 10,716.01 Cr
Expense Ratio
1.8%
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
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Focused Equity Fund - Growth Plan | -1.32 | 12.95 | 13.54 |
| NIFTY 500 TRI | 6.18 | 16.02 | 14.2 |
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
101.4685
Last change
-0.73 (-0.7222%)
Fund Size (AUM)
₹ 10,716.01 Cr
Performance
13.12% (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
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.67 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.6 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 7.04 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.57 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 5.83 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.82 |
| ZOMATO LIMITED EQ | 5.02 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 4.84 |
| TATA STEEL LIMITED EQ NEW FV RE.1/- | 3.94 |
| Call, Cash & Other Assets | 3.87 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.81 |
| Information Technology | 8.75 |
| Healthcare | 8.67 |
| Consumer Services | 6.83 |
| Oil, Gas & Consumable Fuels | 6.57 |
| Telecommunication | 5.82 |
| Capital Goods | 4.83 |
| Services | 4.51 |
| Metals & Mining | 3.94 |
| Automobile and Auto Components | 3.54 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Focused Equity Gr | 13.54 |
| Motilal Oswal Focused Fund Reg Plan Gr | 9.52 |
| SBI FOCUSED FUND Reg PLAN Gr | 15.07 |
| ITI Focused Fund Reg Gr | 0.0 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| HSBC Focused Fund Reg Gr | 14.51 |
| Kotak Focused Fund Reg Gr | 14.51 |
| Union Focused Reg Gr | 12.4 |
| Bandhan Focused Fund Reg Gr | 14.38 |
| Quant Focused Gr | 12.32 |