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Franklin India Focused Equity Fund (erstwhile Franklin India High Growth Companies Fund)##

'Hi, I came across this interesting fund from Franklin Templeton. Check it out!'
Annualised Returns As of 31/07/2019
12.11%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 350,000 Unique Investors (As of 30/06/2019)
Why should you invest in Franklin India Focused Equity Fund (erstwhile Franklin India High Growth Companies Fund)?
  • The fund invests in a maximum of 30 stocks with a focus on the Multi-cap space.
  • The fund seeks to achieve capital appreciation through investing predominantly in Indian companies / sectors with high growth potential. Such companies tend to grow earnings at a fast pace and offer a trade-off between growth, risk and valuation
What are the “Tax Benefits” of investing in this fund?
  • Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months^
  • Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months
  • Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) ^^

^ Capital gain accrued up to January 31st 2018 is exempt form LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018.

^^ The DDT is to be paid by the mutual fund after grossing-up income distributed to the investor.

Top 10 companies and sectors where the fund has invested as on 31/07/2019 are given below*:
  • ICICI Bank Ltd. (Banks)
  • Bharti Airtel Ltd. (Telecommunication Services)
  • HDFC Bank Ltd. (Banks)
  • Axis Bank Ltd. (Banks)
  • Abbott India Ltd. (Pharmaceuticals, Biotechnology & Life Sciences)
  • State Bank of India (Banks)
  • Indian Oil Corp. Ltd. (Energy)
  • UltraTech Cement Ltd. (Materials)
  • NTPC Ltd. (Utilities)
  • Dr Reddy's Laboratories Ltd. (Pharmaceuticals, Biotechnology & Life Sciences)
What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Focused Investments in Companies with High Growth Potential

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Education Corpus

Fund Video

Investing in high growth companies can provide investment portfolio with the potential to gain high returns. Franklin India Focused Equity Fund, earlier known as Franklin India High Growth Companies Fund is a focused fund that invests primarily in companies / sectors with higher growth rates or above average potential. Watch the below video to know all about this focused fund.

Fund Information

  • Inception 26/07/2007
  • Entry Load Nil
  • Exit Load 1% if redeemed/switched-out within 1 year from the date of allotment
  • NAV in INR as on 23/08/2019
  • Growth 37.4326
  • Dividend 22.0080
  • Direct-Growth 40.1789
  • Direct-Dividend 24.0454
  • Additional Fund Information as on 31/07/2019
  • Fund Size in INR (CR) 8182.84
  • Portfolio Turnover 42.49%
  • Expense Ratio [#] 1.8
  • Expense Ratio (Direct) [#] 1.03
  • Benchmark(s) Nifty 50
    Nifty 500
  • Fund Manager Roshi Jain, Anand Radhakrishnan & Srikesh Karunakaran Nair
Product Label
This product is suitable for Investors who are seeking*:
  • Long term capital appreciation
  • A fund that invests in stocks of companies / sectors with high growth rates or above average potential
”Moderately

*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.

## Effective June 4, 2018.

* All portfolio holdings are subject to change. The information stated above does not constitute an investment advice or recommendation to subscribe or transact in these securities.

[#] The rates specified are the actual expenses charged as at the end of the month. The above ratio includes the GST on Investment management fees. The above expense also includes proportionate charge in respect sales of beyond T-30 cities subject to maximum of 30 bps on daily net assets wherever applicable.