| Category: Equity: Focused |
| Launch Date: 05-07-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 1.78% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,160.2 Cr As on (31-03-2024) |
| Turn over: 26.93 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Franklin India Focused Equity Fund - Growth Plan | 40.4 | 22.51 | 18.46 | 18.63 | 14.54 |
| NIFTY 500 TRI | 40.32 | 20.72 | 17.8 | 15.9 | 12.62 |
| Equity: Focused | 38.59 | 18.91 | 17.02 | 16.11 | 17.01 |
Ajay Argal, Varun Sharma, Sandeep Manam
The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth, risk and valuation. The fund managers will follow an active investment strategy and will be focusing on rapid growth companies which will be selected based on growth, measures such as Enterprise value, growth rate, price/earnings/growth, forwardprice/sales, and discounted EPS.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Focused Equity Fund - Growth Plan | 12.82 | 1.2 | 3.28 | 0.9 | - | - |
| Equity: Focused | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Franklin India Focused Equity Fund - Growth Plan | 05-07-2007 | 40.4 | 23.62 | 22.51 | 18.46 | 18.63 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 67.84 | 28.15 | 24.87 | 0.0 | 0.0 |
| JM Focused Fund (Regular) - Growth Option | 05-03-2008 | 52.63 | 28.37 | 22.74 | 14.93 | 16.12 |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 51.78 | 24.58 | 22.55 | 22.2 | 20.15 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 50.4 | 27.49 | 25.51 | 0.0 | 0.0 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 45.71 | 26.15 | 24.04 | 19.94 | 15.7 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 41.64 | 20.24 | 15.72 | 14.78 | 14.85 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 41.03 | 27.78 | 28.84 | 19.77 | 16.03 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 40.27 | 21.1 | 19.36 | 0.0 | 0.0 |
| 360 ONE Focused Equity Fund -Regular Plan - Growth | 30-10-2014 | 39.39 | 23.3 | 21.32 | 22.13 | 0.0 |