Good morning :)
Add to Watchlist
Share

How to use scorecard? Learn more

Franklin India Focused Equity Fund

Growth
EquityFocused Fund
Large-size FundAssets Under Mgmt: ₹ 12,068 Cr
Very High RiskPrinciple investment will be at very high risk
114.860.44% (-0.51)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityFocused Fund
Large-size FundAssets Under Mgmt: ₹ 12,068 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.9549.141.65
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4249.251.52

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY 500

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Peers & Comparison

Comparing 3 mutual funds from 
EquityFocused Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Franklin India Focused Equity Fund26.57%15.93%18.92%
SBI Focused Equity Fund21.53%9.21%16.12%
HDFC Focused 30 Fund35.52%24.56%16.30%
Axis Focused Fund21.70%3.52%14.67%

Price Comparison

Compare Franklin India Focused Equity Fund with any MF, ETF, stock or index
Compare Franklin India Focused Equity Fund with any MF, ETF, stock or index
Franklin India Focused Equity Fund
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Treasury BillsRightsCash & EquivalentsEquity0.20%0.21%4.94%94.64%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+18 moreIT Services & ConsultingOil & Gas - Refining & MarketingOthersPharmaceuticalsPrivate Banks44.01 %5.82 %5.92 %8.40 %9.58 %26.27 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2425.93%25.83%23.94%25.71%24.59%26.27%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 1.02 %

    Holdings

    9.78 %

    1.02 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.85 %

    Holdings

    8.89 %

    0.85 %
  • Infosys Ltd
    INFY
    3M change : -0.88 %

    Holdings

    5.82 %

    -0.88 %

AMC Profile

Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.

  • No.of Schemes

    35

  • Total AUM

    ₹ 1,12,766.94 Cr.

Fund Manager Profile

Ajay Argal

AUM:  ₹29,823.93 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Venkatesh Sanjeevi

AUM:  ₹29,888.97 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Sandeep Manam

AUM:  ₹89,102.39 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.