Franklin India Focused Equity Fund - IDCW

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NAV
₹ 41.6778 ₹ -0.71 (-1.7 %)
as on 19-07-2024
Asset Size (AUM)
12,198.1 Cr
Launch Date
Jul 26, 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 26, 2007
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13.98

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.1 %
Expense Ratio
1.76%
Volatility
11.81 %
Fund House
Franklin Templeton Mutual Fund
Fund Manager
Ajay Argal, Varun Sharma, Sandeep Manam
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
Exit load of 1% if redeemed within 1 year
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 19-07-2024

Yearly Performance (%)

Investment Returns Calculator
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 - IDCW 26-07-2007 35.47 28.47 20.02 20.14 15.54
Invesco India Focused Fund - Growth 08-09-2020 58.9 35.9 22.87 0.0 0.0
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 50.14 36.28 25.19 0.0 0.0
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 44.11 33.98 24.07 23.67 15.34
JM Focused Fund (Regular) - Growth Option 05-03-2008 43.51 33.59 23.63 18.72 14.25
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 43.45 32.7 21.85 23.83 18.63
ITI Focused Equity Fund - Regular Plan - Growth 19-06-2023 42.63 0.0 0.0 0.0 0.0
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 42.59 34.63 28.47 22.7 14.52
DSP Focus Fund - Regular Plan - Growth 10-06-2010 39.69 29.05 16.65 17.95 13.94
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option 06-10-2017 37.78 28.01 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings