Franklin India Technology (Equity, Equity Sectoral-technolog)

High
20 yrs 4 monthsStarted on:22 Aug 1998
₹ 229.95 Cras on: 14 Dec 2018
Long Term Horizon
2.75%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks above normal capital appreciation through investments in high quality, fast growing companies in the information technology sector. The Fund will Follow a bottom-up approach to stock pricing.

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)
YTD16.63
1 Month2.41
1 YR19.16
2 YR18.33
3 YR11.14

SIP Returns

TenureReturns (CAGR)
1 YR5.62
2 YR16.65
3 YR14.57
5 YR11.28
10 YR14.41

Portfolio

Company Name% Assets
Infosys Ltd.21.92
HCL Technologies Ltd.9.13
Tata Consultancy Services Ltd.8.38
Tech Mahindra Ltd.8.19
Bharti Airtel Ltd.4.42
eClerx Services Ltd3.86
Info Edge (India) Ltd.3.7
Cyient Limited2.76
Oracle Financial Services Software Ltd.2.24
MindTree Ltd.2.17

Top Sectoral Holdings

Sector Name% Assets
Technology68.51
Services8.98
Financial8.16
Communication5.88
FMCG2.08
Engineering2.04

Indicators

LabelValue
Portfolio turnover ratio32.71
Standard Deviation12.51%
Beta0.68%
Sharpe Ratio0.33

Anand Radhakrishnan,Srikesh Nair,Varun Sharma

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
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 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 EngineerPrior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
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