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Business News/Market/Market Stats/    Franklin India Focused Equity Fund Growth

Franklin India Focused Equity Fund Growth

+
  • Equity
  • Focused Fund
  • Rating 4
  • Plan
102.15 +0.36 (0.35%) NAV as on 12 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)11442.54
  • CAGR 38.98%
  • Exit Load1.00%
  • Expense ratio1.72%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2007-07-26

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 14 June 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.86%
  • Beta 1.06
  • Sharpe Ratio1.09
  • Std Deviation 11.81%
  • Tracking Error 8.27%

About Fund

An open-end focused equity fund that seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.

 

The Franklin India Focused Equity Fund Growth has an AUM of 11442.54 crores & has delivered CAGR of 18.79% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.72%. The minimum investment in Franklin India Focused Equity Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Infosys & Bharti Airtel.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Software & Programming & Biotechnology & Drugs.

 

Some of the similar funds are HDFC Focused 30 Fund Growth, ICICI Prudential Focused Equity Fund Growth, Franklin India Focused Equity Fund Growth, Mirae Asset Focused Fund Regular Growth, Axis Focused Fund Growth. Franklin India Focused Equity Fund Growth has a sharpe ratio of 1.09 & a standard deviation of 11.81%.

FAQs about Franklin India Focused Equity Fund Growth

According to the morning star rating Franklin India Focused Equity Fund Growth has a Moderate risk & Exceptional return.
Franklin India Focused Equity Fund Growth is managed by Ajay Argal,Varun Sharma,Sandeep Manam.
The expense ratio of Franklin India Focused Equity Fund Growth is 1.72%.
The 5 year annualized return on Franklin India Focused Equity Fund Growth is 18.79% & it has generated 38.98% in the last 1 year.
The minimum investment in Franklin India Focused Equity Fund Growth is 5000 Rs.
Franklin India Focused Equity Fund Growth has an AUM of 11442.54 crores.
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