Franklin India Focused Equity Fund - Growth Plan

Focused NAV 79.7746 0 25 September, 2023

Fund Details

Category Focused
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 July, 2007
Benchmark NIFTY 500
Asset Size(Cr) 8586.492600000001
Turn over 24.24%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 1.79
Fund Manager Ajay Argal, Varun Sharma, Sandeep Manam
Fund House Franklin Templeton Mutual Fund

Investment Returns (As on 25 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.34% 1.58% 1.82%
1 M 3.29% 4.02% 3.75%
3 M -0.93% 1.44% 1.61%
6 M -1.83% 0.35% -1.58%
1 Y 9.38% 7.25% 5.22%
2 Y 14.82% 12.49% 10.85%
3 Y 28.08% 23.79% 22.59%
5 Y 12.91% 12.46% 10.34%

Risk Mesasures (As on 25 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 17.44 1.28 2.34 1
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 5.05%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Franklin India Focused Equity Fund - Growth Plan 9.38% 28.08% 12.91%

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Know About Franklin India High Growth Companies Fund

Among the top-performing mutual fund schemes, everyone desires to select the one which is best suited to him/her. Making a better choice for investment is crucial due to the involvement of money matters. No one desires to lose the hard-earned money, and thus want to put it into the most promising strategy.

Here we are providing you with the reasons for why Franklin India High Growth Companies Fund is the most proficient one for your portfolio.

Franklin India High Growth Companies Fund (G): Overview

Franklin high growth companies scheme was launched by the renowned Franklin Mutual fund house on 29th June 2016, with the aim to provide capital appreciation by investing in such corporates that have high-growth potential. It is an open-ended mutual fund programme which has the growth-oriented strategy. It is well-diversified in a manner to minimise the associated risks and offer high-yielding returns. You can buy this scheme online as well by availing our services at MySIPonline, through SIPs or a lump sum payment. Hereunder is a brief about this plan to know its well-being in the mutual fund industry.

Performance Evaluation

The Franklin High Growth Fund is among the most preferred MF programme in the market. Since its inception it has been performing among the top ones which can be well proved by considering the below-mentioned data:

  • It holds 2nd rank in the Diversified Equity category as per CRISIL ratings for the quarter ended June 2016.
  • The returns generated by this plan are around 34.4% and 23.3% for 3 and 5 years investment tenure, which are much higher than the average returns of its category. You can also compute the returns of this scheme prior to investing by using the SIP calculator.
  • The NAV amounted to Rs.31.817 as on 19th August 2016, can be used to compute the accurate worth of the investment.
  • Its returns are higher than the benchmark set as well, which shows its proficiency of holding market possession.

Peer Comparison

The Franklin High Growth Companies plan holds four-star ratings, and thus is the most prominent one among its various alternatives in the MF industry. One can compare the schemes using the ‘Compare Funds’ solution as available on our website and get an idea about the competence of this plan.

Franklin India High Growth Scheme: Portfolio

As per the data available for this strategy, 94.02% of the assets are allocated into equities while the balance is put into cash & cash equivalents. Thus, the portfolio is well designed to provide better diversification. Furthermore, the sector allocation graph shows the investments in majorly the banking, automobiles, telecommunication, software and cement industries. The top-five holdings of this scheme include:

  1. State Bank Of India
  2. HDFC Bank Ltd.
  3. Axis Bank Ltd.
  4. ICICI Bank Ltd.
  5. TVS Motor Co. Ltd.

Henceforth, the investment made in the Franklin High Growth Companies(G) is the best option for the investors who are seeking:

  • Long-term capital appreciation.
  • A plan that invests in stocks of companies/sectors with excessive growth rates or above average potential.

So, if you too are desirous of creating a worthwhile portfolio and a corpus for your future, then you must opt for this mutual fund programme. It would definitely help you in attaining the desired financial goals by offering high returns.

To make the best choice and take an effective investment decision, we are ready to help you by offering different tools and solutions that would certainly cater all your desired needs.

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Meet Our Clients
When I started my investment journey in mutual funds, my only objective was to create wealth for future expenses. I parked my money in Franklin India High Growth Companies Fund (G) and more of growth-oriented schemes with the aim of capital appreciation. But out of all, the performance of Franklin Growth Fund surprised me. It has shown fantastic results in growth prospect. Thanks to MySIPonline.
Radhika Malhotra
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