Franklin India Focused Equity Fund - Growth - Regular Plan

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  • Net Change on 26-06-2019

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Fund Overview Growth | Regular Plan

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Fund Objective

To achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Franklin India Focused Equity Fund - Growth Plan -1.45 4.94 11.40 13.22 14.71 12.85
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
NIFTY 500 -0.40 1.79 4.89 12.61 9.80 13.32
NIFTY 500 - TRI -0.19 1.87 -2.08 14.37 15.42 11.36

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 Unrated 11.40 13.22 14.71 1.85 8,653.30
Axis Focused 25 Fund - Growth Option Jun 29, 2012 2.50 16.54 14.40 2.08 7,977.51
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 8.16 15.19 14.93 2.03 4,634.42
Reliance Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 4.21 12.22 13.50 2.09 4,518.53
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 8.09 12.03 10.65 2.09 4,374.07
DSP Focus Fund - Regular Plan - Growth Jun 10, 2010 Unrated 5.61 10.54 11.55 2.10 2,078.02

Fund Holdings as on 31-May-2019

  • Call, Cash & Other Assets

  • ICICI Bank Ltd.

  • State Bank of India

  • Bharti Airtel Ltd.

  • Indian Oil Corp. Ltd.

  • HDFC Bank Ltd.

  • Axis Bank Ltd.

  • UltraTech Cement Ltd.

  • NTPC Ltd.

  • Vodafone Idea Ltd.

  • Abbott India Ltd.

  • Petronet LNG Ltd.

  • Tata Motors Ltd DVR

  • Sobha Ltd.

  • SpiceJet Ltd.

  • KEI Industries Ltd.

  • Bharat Petroleum Corp. Ltd.

  • Cognizant Technology Solutions Corp.

  • PI Industries Ltd.

  • JK Lakshmi Cement Ltd.

  • Somany Ceramics Ltd.

  • SBI Life Insurance Co. Ltd.

  • ITD Cementation India Ltd.

  • Orient Cement Ltd.

  • Natco Pharma Ltd.

  • Ujjivan Financial Services Ltd.

  • GAIL India Ltd.

  • Schaeffler India Ltd.

  • BASF India Ltd.

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  • Bank - Private

  • Miscellaneous

  • Telecommunication - Service Provider

  • Bank - Public

  • Refineries

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Construction - Real Estate

  • Airlines

  • Cable

  • Ceramics/Marble/Granite/Sanitaryware

  • Engineering - Construction

  • Insurance

  • Finance Term Lending

  • Bearings

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About Franklin India Focused Equity Fund

Launched in July 2007, Franklin India High Growth Companies Fund is positioned as a diversified equity fund which follows an active investment strategy and focuses on companies or sectors with high growth rates or potential. 

While selecting companies, the fund manager considers fundamental factors and ratios to measure growth prospects of the company like Enterprise Value / EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization) / growth rate, price / earnings / growth, forward price / sales, and discounted EPS (Earning per Share). 

Following a blend style of investment, Franklin India High Growth Companies Fund invests a substantial portion of its portfolio in equities. Under normal circumstances 85% to 100% of the funds corpus is deployed in equities and balance in debt & money market instruments. The fund holds about 30 - 50 stocks in its portfolio. 

Franklin India High Growth Companies Fund adopts a top-down approach to identify sectors and bottom-up approach to select stocks within those sectors which can exhibit above average growth or high return potential. In terms of allocation, Franklin India High Growth Companies Fund follows a multi cap strategy and holds a considerable exposure to largecap stocks along with significant diversification to mid and small caps.

Scheme Analysis

Franklin India Focused Equity Fund is a Equity - Focused Fund fund and belongs to Franklin Templeton Mutual Fund. It was launched on 26-Jul-2007 and currently has an AUM of ₹8,653.30 crore. Franklin India Focused Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Franklin India Focused Equity Fund ended up ₹0.31(0.74%)yesterday to ₹42.56.

Among its top 3 holdings the fund has exposure to Call, Cash & Other Assets, ICICI Bank Ltd. and State Bank of India

The Franklin India Focused Equity Fund is managed by Anand Radhakrishnan and Roshi Jain.

Fund House Contact

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013

+91 (22) 67519100
service@templeton.com
+91 (22) 66490622 / 66490627

Fund Manager

  • Cash

  • Equity

  • Rights

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