Franklin India Technology Fund (Equity, Equity Sectoral-technolog)

High
21 yrs 7 monthsStarted on:22 Aug 1998
₹ 254.7 Cras on: 20 Feb 2020
Long Term Horizon
2.44%
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)
YTD8.48
1 Month3.83
3 Month11.04
1 YR12.77
2 YR13.61
3 YR15.81

SIP Returns

TenureReturns (CAGR)
1 YR22.45
2 YR13.99
3 YR15.73
5 YR13.23
10 YR13.2

Portfolio

Company Name% Assets
Infosys Ltd.28.1
HCL Technologies Ltd.7.9
Tech Mahindra Ltd.7
Tata Consultancy Services Ltd.6.03
Info Edge (India) Ltd.5.18
Bharti Airtel Ltd.4.85
Cyient Limited4.05
Larsen & Toubro Infotech Ltd.2.29
Hexaware Technologies Ltd.2.18
eClerx Services Ltd1.79

Top Sectoral Holdings

Sector Name% Assets
Technology69.23
Communication7.28
Services6.97
Engineering2.25
Cons Durable1.13
Diversified1.05
Financial0

Indicators

LabelValue
Portfolio turnover ratio19.25
Standard Deviation11.54%
Beta0.74%
Sharpe Ratio0.89

Anand Radhakrishnan,Varun Sharma,Pyari Menon

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.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.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 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.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).