Franklin India Equity Fund (Equity, Multi Cap)

Moderately High
25 yrs 11 monthsStarted on:29 Sep 1994
₹ 11847.71 Cras on: 07 Jun 2018
Long Term Horizon
2.24%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.

Exit Load

w.e.f 24/08/2009 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month2.86
1 YR7.22
2 YR12.48
3 YR10.23

SIP Returns

TenureReturns (CAGR)
1 YR2.58
2 YR9.56
3 YR11.12
5 YR14.9
10 YR16.03

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.7
Infosys Ltd.5.16
Bharti Airtel Ltd.4.6
Yes Bank Ltd.4.34
Larsen & Toubro Ltd.3.9
ICICI Bank Ltd.3.77
Mahindra & Mahindra Ltd.3.69
Kotak Mahindra Bank Ltd.3.32
Axis Bank Ltd.3.14
HCL Technologies Ltd.2.75

Top Sectoral Holdings

Sector Name% Assets
Financial27.64
Healthcare11.12
Technology9.73
Automobile9.24
Construction7.23
FMCG7.09
Communication6.58
Services4.81
Energy4.55
Engineering2.97

Indicators

LabelValue
Portfolio turnover ratio32.42
Standard Deviation12.75%
Beta0.89%
Sharpe Ratio0.24

Anand Radhakrishnan,R Janakiraman

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Mr. Janakiraman is a B.E and PGDM (Business Management).
Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.