3 Year return

16.83%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹13050.18 Cr.

Expense Ratio

0.94% (inclusive of GST)

Exit Load

1.00% - If redeemed within 2 years from the date of allotment. Nil - If redeemed after 2 years from the date of allotment.

Ratings

ARQ Rating
4

Ratings by other agencies

3
4
4

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

Franklin Templeton Mutual Fund Managers

AA

Ajay Argal

Fund Manager since Jul 2009

View Details

Fund House Details

Franklin Templeton Mutual Fund

Franklin Templeton Mutual Fund Asset management company

AUM ₹111,722.64 Cr.
No. of Schemes 114
Setup Date October 1995

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

HDFC Focused 30 Fund

25.64%

3.5

ICICI Prudential Focused Equity Fund

20.93%

3.5

Quant Focused Fund

20.59%

3

Schemes by Franklin Templeton Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Equity . Sectoral / Thematic

Franklin Build India Fund Direct Growth

29.35%
29.34%
scheme logo

Equity . Sectoral / Thematic

Franklin Asian Equity Fund Direct Growth

-0.65%
-0.66%

About Franklin India Focused Equity Fund Direct Growth

The Franklin India Focused Equity Fund — Direct Growth is offered by Franklin Templeton Mutual Fund and is categorised as a focused equity fund. As a result, it invests in a maximum of 30 stocks across different market capitalisations. The fund primarily focuses on Indian companies or market sectors that have a high potential for growth Its benchmark is the Nifty 500, and like this index, the Franklin India Focused Equity Fund Direct Growth also carries a very high degree of risk.

Investment Objective of the Scheme

The main objective of the Franklin India Focused Equity Fund — Direct Growth is to generate capital appreciation over the long term through a focused investment portfolio. Its investment strategy involves choosing companies that have a potentially high earnings growth rate, thus setting off the risk with growth and valuation.

Key Features of The Fund

5-year return 21.97%
Expense Ratio 0.94%
Fund Manager Ajay Argal
Fund Size ₹13050.18 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Franklin India Focused Equity Fund — Direct Growth is generally suitable for aggressive investors who have a high risk tolerance, with financial goals like creating an education corpus, wealth generation, etc. If you belong to this category of investors, this focused equity fund could be a good addition to your portfolio. The recommended investment horizon for this scheme is 5 years or more, so ensure that your financial outlook is appropriately aligned.

AMC Contact Details

Name Franklin Templeton Mutual Fund
Launch Date October 1995
Addresss One International Centre, Tower 2, 12th & 13th Floor, Senapati Bapat Marg, Elphinstone (West) Mumbai-400013.
Contact 1800 258 4255 1800 425 4255
Email service@franklintempleton.com
Website https://www.franklintempletonindia.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Invest With Confidence, Choose the Right SIP

Assess your risk tolerance through a straightforward questionnaire and craft a SIP plan that aligns perfectly with your financial aspirations. With a clear understanding of your risk appetite, you can make informed investment choices tailored to your unique circumstances. By striking the right balance, you'll pave the way for long-term financial stability and success. Use our SIP return calculator for aid.

FAQs

What is today's NAV of Franklin India Focused Equity Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Franklin India Focused Equity Fund Nov 06 2024 is 119.2624

What is the AUM of Franklin India Focused Equity Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Franklin India Focused Equity Fund is 13050.18 crore.

What is the expense ratio of Franklin India Focused Equity Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Franklin India Focused Equity Fund is 0.94%

What are the returns of Franklin India Focused Equity Fund since inception?

The Franklin India Focused Equity Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 19.37 since inception.

What is the minimum SIP amount to invest in Franklin India Focused Equity Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Franklin India Focused Equity Fund is 500.

How do I invest in Franklin India Focused Equity Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Franklin India Focused Equity Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Franklin India Focused Equity Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Franklin India Focused Equity Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.