Franklin India Focused Equity Fund (Equity, Multi Cap)

Moderately High
12 yrs 8 monthsStarted on:26 Jul 2007
₹ 8932.46 Cras on: 25 Feb 2020
Long Term Horizon
1.83%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.

Exit Load

w.e.f 01/09/2014 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 2 years from the date of allotment: For SIP/STP, basis registration date

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR9.87
2 YR2.32
3 YR6.39

SIP Returns

TenureReturns (CAGR)
1 YR1.93
2 YR4.41
3 YR4.07
5 YR7.06
10 YR13.9

Portfolio

Company Name% Assets
State Bank of India9.98
ICICI Bank Ltd.9.42
Indian Oil Corpn. Ltd.5.84
Bharti Airtel Ltd.5.56
Ultratech Cement Ltd.4.94
Dr. Reddy's Laboratories Ltd.4.88
ACC Ltd.4.55
HDFC Bank Ltd.4.26
SBI Life Insurance Company Ltd.4.01
Axis Bank Ltd.3.67

Top Sectoral Holdings

Sector Name% Assets
Financial31.33
Construction16.79
Energy16.03
Communication8.22
Healthcare8.12
Engineering3.24
Technology2.62
Automobile2.41
Services2.17
Chemicals0.23

Indicators

LabelValue
Portfolio turnover ratio44.03
Standard Deviation14.01%
Beta0.99%
Sharpe Ratio0.29

Anand Radhakrishnan,Roshi Jain,Pyari Menon

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Ms. Jain is a CFA, ACA and PGDM.Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
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 she has worked with Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).

Other Funds Managed by Anand Radhakrishnan,Roshi Jain,Pyari Menon