Franklin India Focused Equity Fund

By Cali Crystal May 19, 2020

Mutual Fund

Franklin India Focused Equity Fund

By Rajendra

Apr 15, 2023

image source -Unsplash

Scheme Analysis

Category

Focused

Inception

Jul 26, 2007

Benchmark

Nifty 500

AUM - 7,986 Cr

Fund Manager

Ajay Argal, Varun Sharma & Sandeep Manam

Franklin India Focused Equity Fund

Top 5 Holding

HDFC Bank

ICICI Bank

Larsen & Toubro

Infosys

Axis Bank

10.26

9.48

6.48

5.35

5.33

Total - 36.90

· The fund invests in a maximum of 30 stocks with a focus on the Multi-cap space.

Bank

Pharma

Industrial Product

Top 5 Sector 31.87

7.97

7.30

7.23

5.35

IT

Construction

Fund seeks to achieve capital appreciation through investing in Indian companies / sectors with high growth potential.

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

2.39%

33.39%

12.40%

· Companies tend to grow earnings at a fast pace and offer a trade-off between growth, risk and valuation

SIP Performance Exit Load upto 12 month - 1%

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

12,062

46,572

87,717

Returns

0.95%

17.40%

15.15%

Monthly SIP of 1,000