FranklIn India Focused Equity Fund - Growth Plan
Category: Equity: Focused
Launch Date: 05-07-2007
AUM:
₹ 10,410.26 Cr
Expense Ratio
1.92%
Benchmark
Nifty 500 TRI
ISIN
INF090I01981
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Ajay Argal, Venkatesh Sanjeevi & Sandeep Manam
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| FranklIn India Focused Equity Fund - Growth Plan | -15.8 | 6.48 | 6.71 |
| NIFTY 500 TRI | -8.03 | 10.07 | 8.09 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
94.0364
Last change
0.39 (0.4172%)
Fund Size (AUM)
₹ 10,410.26 Cr
Performance
12.33% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
Fund Manager
Ajay Argal, Venkatesh Sanjeevi & Sandeep Manam
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.57 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 7.65 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.62 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.91 |
| ZOMATO LIMITED EQ | 5.84 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.7 |
| Call, Cash & Other Assets | 5.29 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 5.15 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 4.42 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.66 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.66 |
| Consumer Services | 10.33 |
| Capital Goods | 9.66 |
| Healthcare | 6.52 |
| Telecommunication | 5.91 |
| Services | 5.75 |
| Oil, Gas & Consumable Fuels | 5.7 |
| Automobile and Auto Components | 5.34 |
| Information Technology | 4.42 |
| Realty | 2.93 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| FranklIn India Focused Equity Gr | 6.71 |