Please wait...

Franklin India High Growth Companies Fund

'Hi, I came across this interesting fund from Franklin Templeton. Check it out!'
Annualised Returns As of 31/10/2017
14.31%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 350,000 Unique Investors (As of 30/09/2017)
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?
  • The long term capital gains (LTCG) tax, if you stay invested for more than 12 months, is “Nil”
  • The dividends declared are "Tax Free” and carry “NIL” Dividend Distribution Tax
Top 10 companies and sectors where the fund has invested as on 31/10/2017 are given below*:
  • HDFC Bank Ltd. (Banks)
  • ICICI Bank Ltd. (Banks)
  • Bharti Airtel Ltd. (Telecommunication Services)
  • Whirlpool of India Ltd. (Consumer Durables & Apparel)
  • NTPC Ltd. (Utilities)
  • State Bank of India (Banks)
  • Axis Bank Ltd. (Banks)
  • Tata Motors Ltd., A (Automobiles & Components)
  • Indian Oil Corp. Ltd. (Energy)
  • Idea Cellular Ltd. (Telecommunication Services)
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 two years of allotment
  • NAV in INR as on 22/11/2017
  • Growth 40.70
  • Dividend 26.23
  • Direct-Growth 42.87
  • Direct-Dividend 27.93
  • Additional Fund Information as on 30/06/2017
  • Fund Size in INR (CR) 6581.9
  • Portfolio Turnover 44.47%
  • Standard Deviation 4.44%
  • Beta 1.00
  • Sharpe Ratio ** 0.59
  • RSquared Ratio 0.80
  • Risk-free Rate 6.00%
  • Expense Ratio [#] 2.32
  • Expense Ratio (Direct) [#] 1.19
  • 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.

** Annualized risk free rate assumed to be FIBL Overnight MIBOR

[#] The rates specified are the actual average charged for the month of October 2017. The above ratio includes the Service tax 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.