Franklin India Focused Equity Fund (Equity, Multi Cap)

Moderately High
12 yrs 2 monthsStarted on:26 Jul 2007
₹ 7602.37 Cras on: 07 Jun 2018
Long Term Horizon
2.29%
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 Month0.40
3 Month1.11
1 YR5.17
2 YR14.13
3 YR9.61

SIP Returns

TenureReturns (CAGR)
2 YR8.7
3 YR11.21
5 YR16.36
10 YR18.3

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.95
State Bank of India8.91
ICICI Bank Ltd.8.22
Axis Bank Ltd.7.48
Bharti Airtel Ltd.6.2
Tata Motors DVR5.04
Indian Oil Corpn. Ltd.4.06
Abbott India Ltd.3.41
Whirlpool Of India Ltd.3.37
National Thermal Power Corp. Ltd.3.17

Top Sectoral Holdings

Sector Name% Assets
Financial34.45
Energy13.88
Automobile8.73
Construction8.53
Communication8.01
Healthcare6.16
Engineering5.87
Cons Durable3.75
Technology2.35
Chemicals1.34

Indicators

LabelValue
Portfolio turnover ratio41.88
Standard Deviation15.55%
Beta1.02%
Sharpe Ratio0.2

Anand Radhakrishnan,Roshi Jain,Srikesh Nair

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Ms. Jain is a CFA, ACA and PGDM.Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
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. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer

Other Funds Managed by Anand Radhakrishnan,Roshi Jain,Srikesh Nair