Franklin India Focused Equity Fund - Growth Plan
Category: Equity: Focused
Launch Date: 05-07-2007
AUM:
₹ 12,421.39 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 | 1.31 | 17.0 | 23.93 |
| NIFTY 500 TRI | 0.41 | 16.01 | 21.08 |
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
109.5636
Last change
0.51 (0.4641%)
Fund Size (AUM)
₹ 12,421.39 Cr
Performance
14.16% (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/- | 10.07 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 9.9 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.01 |
| ZOMATO LIMITED EQ | 5.82 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 5.59 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.37 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 5.13 |
| Call, Cash & Other Assets | 4.56 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 4.4 |
| CIPLA LIMITED EQ NEW FV RS.2/- | 4.38 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.99 |
| Consumer Services | 9.09 |
| Healthcare | 8.78 |
| Telecommunication | 6.01 |
| Oil, Gas & Consumable Fuels | 5.37 |
| Information Technology | 5.13 |
| Capital Goods | 4.97 |
| Fast Moving Consumer Goods | 4.3 |
| Services | 4.16 |
| Automobile and Auto Components | 4.06 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Focused Equity Gr | 23.93 |
| HDFC Focused Fund GR | 27.45 |
| SBI FOCUSED FUND Reg PLAN Gr | 19.02 |
| Canara Robeco Focused Fund Reg Gr | 0.0 |
| ICICI Pru Focused Equity Gr | 24.38 |
| Bandhan Focused Fund Reg Gr | 18.01 |
| Mirae Asset Focused Reg Gr | 17.06 |
| Invesco India Focused Gr | 0.0 |
| Axis Focused Fund Reg Gr | 13.67 |
| Kotak Focused Fund Reg Gr | 20.05 |