Franklin India Focused Equity Fund - Growth Plan

(Erstwhile Franklin India High Growth Companies Fund - Growth Plan)

Category: Equity: Focused
Launch Date: 05-07-2007
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.78% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,396.38 Cr As on (31-03-2025)
Turn over: 26.36%
NAV as on 09-05-2025

101.5365

-1.29 (-1.2724%)

CAGR Since Inception

13.91%

NIFTY 500 TRI 12.38%

PERFORMANCE of Franklin India Focused Equity Fund - Growth Plan

Scheme Performance (%)

Data as on - 09-05-2025

Yearly Performance (%)

Fund Managers

Ajay Argal, Varun Sharma, Sandeep Manam

Investment Objective

The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth, risk and valuation. The fund managers will follow an active investment strategy and will be focusing on rapid growth companies which will be selected based on growth, measures such as Enterprise value, growth rate, price/earnings/growth, forwardprice/sales, and discounted EPS.

RETURNS CALCULATOR for Franklin India Focused Equity Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

Key Performance and Risk Statistics of Franklin India Focused Equity Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Focused Equity Fund - Growth Plan 11.81 0.83 2.78 0.87 - -
Equity: Focused - - - - - -

PEER COMPARISION of Franklin India Focused Equity Fund - Growth Plan

Period
Data as on - 09-05-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Focused Equity Fund - Growth Plan 05-07-2007 6.98 19.95 18.67 26.85 13.42
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 15.47 26.16 24.57 31.1 14.37
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 14.3 26.99 23.11 27.91 14.23
DSP Focused Fund - Regular Plan - Growth 10-06-2010 13.12 23.96 18.81 22.07 11.91
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 13.0 21.58 18.12 21.14 11.55
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 12.44 20.31 18.76 0.0 0.0
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 12.07 13.1 10.59 21.38 0.0
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 11.97 20.59 16.75 22.12 12.42
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 11.56 0.0 0.0 0.0 0.0
Edelweiss Focused Fund - Regular Plan - Growth 26-07-2022 11.21 21.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Focused Equity Fund - Growth Plan

Asset Allocation (%)