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Franklin India High Growth Companies Fund

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Annualised Returns As of 28/02/2018
13.78%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 350,000 Unique Investors (As of 31/03/2018)
Why should you invest in this fund?
  • Franklin India High Growth Companies Fund invests in companies or sectors with a potential for demonstrating high growth rates
  • Such companies tend to grow earnings at a fast pace and offer a trade-off between growth, risk and valuation
  • The fund has declared 5 dividends since its inception
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 28/02/2018 are given below*:
  • HDFC Bank Ltd. (Banks)
  • State Bank of India (Banks)
  • Bharti Airtel Ltd. (Telecommunication Services)
  • Indian Oil Corp. Ltd. (Energy)
  • Abbott India Ltd. (Pharmaceuticals, Biotechnology & Life Sciences)
  • ICICI Bank Ltd. (Banks)
  • Axis Bank Ltd. (Banks)
  • Tata Motors Ltd., A (Automobiles & Components)
  • Whirlpool of India Ltd. (Consumer Durables & Apparel)
  • NTPC Ltd. (Utilities)
What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Investments In Multi Sized Companies

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Education Corpus

Fund Video

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 20/04/2018
  • Growth 38.01
  • Dividend 24.49
  • Direct-Growth 40.22
  • Direct-Dividend 26.20
  • Additional Fund Information as on 28/02/2018
  • Fund Size in INR (CR) 7639.44
  • Portfolio Turnover 42.37%
  • Expense Ratio [#] 2.37
  • Expense Ratio (Direct) [#] 1.20
  • 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.

* 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 average charged for the month of March 2018. The above ratio includes GST on Investment management fees. The above expense also includes proportionate charge in respect sales of beyond T-15 cities subject to maximum of 30 bps on daily net assets wherever applicable.