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Franklin Asian Equity Fund - Growth Plan Franklin Asian Equity Fund - Growth Plan

Franklin Asian Equity Fund - Portfolio Analysis

  • ₹28.94 (0.32%)

    Current NAV 05-12-2024

  • 19.37%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Oct-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 38.67%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 29.57
Mid Cap 8.15
Small Cap 0.95

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Retailing

Construction

Realty

Insurance

Leisure Services

Auto Components

Beverages

Healthcare Services

Agricultural Food & other Products

IT - Software

Automobiles

Pharmaceuticals & Biotechnology

Petroleum Products

Capital Markets

Non - Ferrous Metals

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
13-Mar-2024
Holdings PE Ratio
13-Mar-2024
1Y Return
ICICI Bank Ltd Large Cap Banks (19.68) 5.36% 19.38 32.56%
HDFC Bank Ltd Large Cap Banks (19.68) 3.62% 20.51 14.07%
Zomato Ltd Large Cap Retailing (36.51) 2.87% -10.49 85.47%
Larsen & Toubro Ltd Large Cap Construction (43.31) 2.84% 40.16 13.86%
Oberoi Realty Ltd Mid Cap Realty (116.78) 2.45% 33.62 47.15%
HDFC Life Insurance Co Ltd Large Cap Insurance (22.18) 2.35% 80.88 -6%
Indian Hotels Co Ltd Mid Cap Leisure Services (82.6) 2.32% 70.24 88.42%
United Spirits Ltd Large Cap Beverages (30.79) 2.11% 0 0%
Tata Consumer Products Ltd Large Cap Agricultural Food & other Products (93.31) 2.05% 83.91 3.77%
Infosys Ltd Large Cap IT - Software (39.18) 1.86% 29.55 30.11%
Tata Motors Ltd Large Cap Automobiles (95.46) 1.51% 40.82 136.49%
Torrent Pharmaceuticals Ltd Large Cap Pharmaceuticals & Biotechnology (49.19) 1.25% 62.51 60.05%
Endurance Technologies Ltd Mid Cap Auto Components (44.5) 1.23% 0 25.18%
Reliance Industries Ltd Large Cap Petroleum Products (17.27) 1.15% 26.15 6.67%
Max Healthcare Institute Ltd Mid Cap Healthcare Services (98.06) 1.11% 100.77 67.31%
Tube Investments of India Ltd Mid Cap Auto Components (98.93) 1.04% 61.93 10.39%
360 One Wam Ltd Small Cap Capital Markets 0.95% - 0%
Apollo Hospitals Enterprise Ltd Large Cap Healthcare Services (98.06) 0.94% 87.81 30.35%
Kotak Mahindra Bank Ltd Large Cap Banks (24.43) 0.89% 26.45 -0.13%
Hindalco Industries Ltd Large Cap Non - Ferrous Metals (30.32) 0.77% 38.75 29.66%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Franklin Asian Equity Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Franklin Asian Equity Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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