Franklin India Focused Equity Fund - Growth Plan

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NAV
₹ 105.433 ₹ 0.7 (0.66 %)
as on 29-05-2025
Asset Size (AUM)
11,968.47 Cr
Launch Date
Jul 05, 2007
Investment Objective
To achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jul 05, 2007
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14.1

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.83 %
Expense Ratio
1.78%
Volatility
11.81 %
Fund House
Franklin Templeton Mutual Fund
Fund Manager
Ajay Argal; Venkatesh Sanjeevi; Sandeep Manam (dedicated for making investments for Foreign Securities)
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give good returns following a concentrated investment strategy. Investment in this fund can be made for a horizon of at least 5-7 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 29-05-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Franklin India Focused Equity Fund - Growth Plan 05-07-2007 6.83 20.73 19.7 26.3 13.4
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 18.37 22.96 20.49 21.92 11.79
Invesco India Focused Fund - Growth 08-09-2020 15.62 36.46 26.11 0.0 0.0
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 15.2 27.6 25.67 31.27 14.37
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 14.89 28.75 24.76 27.31 14.41
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 14.89 15.23 12.8 21.85 0.0
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 14.01 0.0 0.0 0.0 0.0
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 13.88 22.35 20.48 0.0 0.0
DSP Focused Fund - Regular Plan - Growth 10-06-2010 12.96 25.7 21.36 22.41 11.83
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 12.75 21.61 18.29 22.41 12.49
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings