Franklin India Focused Equity Fund - Growth Plan

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NAV
₹ 104.4541 ₹ -0.36 (-0.35 %)
as on 22-05-2025
Asset Size (AUM)
11,968.47 Cr
Launch Date
Jul 05, 2007
Investment Objective
The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth, risk and valuation. The fund managers will follow an active investment strategy and will be focusing on rapid growth companies which will be selected based on growth, measures such as Enterprise value, growth rate, price/earnings/growth, forwardprice/sales, and discounted EPS.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jul 05, 2007
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14.06

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.83 %
Expense Ratio
1.78%
Volatility
11.81 %
Fund House
Franklin Templeton Mutual Fund
Fund Manager
Ajay Argal; Venkatesh Sanjeevi; Sandeep Manam (dedicated for making investments for Foreign Securities)
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give good returns following a concentrated investment strategy. Investment in this fund can be made for a horizon of at least 5-7 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsDebtCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10660
FD₹ 10600
Gold₹ 10800
Nifty₹ 10731
Performance

Scheme Performance (%)

Data as on - 22-05-2025
Created with Highcharts 4.1.4ReturnsFranklin India Focused Equity Fund - Growth PlanNIFTY 500 TRIEquity: FocusedYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesFranklin India Focused Equity Fund - Growth PlanNIFTY 500 TRIEquity: Focused2016201720182019202020212022202320242025-40-200204060
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000120,1871870.34
Benchmark120,000121,7311,7313.17
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Franklin India Focused Equity Fund - Growth Plan 05-07-2007 6.6 20.91 19.65 27.6 13.43
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 15.24 27.7 25.71 32.59 14.43
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 14.68 22.8 19.92 22.23 11.55
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 13.38 15.33 12.78 23.02 0.0
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 13.3 22.39 20.28 0.0 0.0
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
Financial Services36.19
Healthcare9.43
Consumer Services8.21
Information Technology6.3
Telecommunication6.08
N/A5.85
Oil, Gas & Consumable Fuels5.4
Fast Moving Consumer Goods4.13
Automobile and Auto Components3.8
Services3.69
Capital Goods3.29
Realty2.97
Metals & Mining2.93
Chemicals1.24
Consumer Durables0.49
Portfolio Holdings
CompanyHoldings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/-10.94
ICICI BANK LIMITED EQ NEW FV RS. 2/-9.9
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.08
AXIS BANK LIMITED EQ NE FV RS. 2/-5.94
Call, Cash & Other Assets5.65
RELIANCE INDUSTRIES LIMITED EQ5.4
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-4.9
ZOMATO LIMITED EQ4.57
CIPLA LIMITED EQ NEW FV RS.2/-4.53
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-4.04
MARUTI SUZUKI INDIA LIMITED EQ3.58
SOBHA LIMITED EQ2.97
TATA STEEL LIMITED EQ NEW FV RE.1/-2.93
HDFC LIFE INSURANCE COMPANY LIMITED EQ2.8
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 12.79
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/-2.67
PB FINTECH LIMITED EQ NEW FV RS. 2/-2.44
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-2.41
STATE BANK OF INDIA EQ NEW RE. 1/-2.31
INFOSYS LIMITED EQ FV RS 52.26
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-1.98
INDUSIND BANK LIMITED EQ1.86
DABUR INDIA LIMITED EQ F.V. RE.11.34
CUMMINS INDIA LIMITED EQ FV RS.21.31
DELHIVERY LIMITED EQ NEW FV RE.1/-1.28
DEEPAK NITRITE LIMITED EQ NEW FV RS. 2/-1.24
TRENT LIMITED EQ NEW FV Re. 1/-0.97
SOMANY CERAMICS LIMITED EQ NEW RS. 2/-0.49
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-0.22
91 DTB (17-Jul-2025)0.21
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesHealthcareConsumer ServicesInformation TechnologyTelecommunicationOil, Gas & Consumable FuelsFast Moving Consumer GoodsAutomobile and Auto ComponentsServicesOthers
Portfolio Holdings
Created with Highcharts 4.1.4HDFC BANK LIMITED EQ NEW FV RE. 1/-ICICI BANK LIMITED EQ NEW FV RS. 2/-BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-AXIS BANK LIMITED EQ NE FV RS. 2/-Call, Cash & Other AssetsRELIANCE INDUSTRIES LIMITED EQSUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-ZOMATO LIMITED EQCIPLA LIMITED EQ NEW FV RS.2/-Others