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Franklin India Focused Equity Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.94 | 37.20 | 1.34 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.47 | 1.23 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| 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
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Franklin India Focused Equity Fund | 23.51% | 19.75% | 19.00% |
| SBI Focused Equity Fund | 20.76% | 12.13% | 16.13% |
| HDFC Focused 30 Fund | 27.82% | 27.59% | 16.24% |
| Axis Focused Fund | 19.30% | 7.34% | 14.79% |
Price Comparison
Compare Franklin India Focused Equity Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.29 %
Holdings
10.02 %
1.29 % - ICICI Bank Ltd3M change : 0.85 %
Holdings
8.86 %
0.85 % - Infosys Ltd3M change : -0.46 %
Holdings
6.10 %
-0.46 %
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
36
Total AUM
₹ 1,13,291.90 Cr.
Fund Manager Profile
Ajay Argal
AUM: ₹29,963.17 Cr.
|
Exp: 16yrs
Venkatesh Sanjeevi
AUM: ₹29,863.45 Cr.
|
Exp: 5yrs
Sandeep Manam
AUM: ₹89,690.41 Cr.
|
Exp: 12yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Opinions and Fund Reviews
Q&A with Dhirendra Kumar on Sept 05, 2020
4 years ago•Value Research
Live Q & A with Dhirendra Kumar on July 11, 2020
4 years ago•Value Research
Franklin India Focused Equity Fund Review: Who can buy this fund?
5 years ago•freefincal - Prudent DIY Investing
Franklin India Focused Equity Fund: Review
6 years ago•Groww
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%