Home Mf Research Franklin India Focused Equity Fund Regular Plan Growth

Franklin India Focused Equity Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
107.31 -0.68%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
1% if redeemed/switched out within one year of allotment.
Risk
N/A
AMC
Franklin Templeton Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹997.40
-0.26 %
Two Week 2025-07-03 ₹1,000.00 ₹988.99
-1.10 %
One Month 2025-06-18 ₹1,000.00 ₹1,012.98
1.30 %
Three Months 2025-04-21 ₹3,000.00 ₹3,076.83
2.56 %
Six Months 2025-01-20 ₹6,000.00 ₹6,332.47
5.54 %
One Year 2024-07-18 ₹12,000.00 ₹12,370.01
3.08 %
Three Year 2022-07-19 ₹36,000.00 ₹45,771.75
27.14 %
Five Year 2020-07-20 ₹60,000.00 ₹94,287.35
57.15 %
Ten Year 2015-07-21 ₹120,000.00 ₹282,118.23
135.10 %
Since Inception 2007-07-26 ₹219,000.00 ₹1,161,767.21
430.49 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Franklin India Focused Equity Fund - Regular Plan - Growth

Auto Components
3%
Automobiles
3%
Banks
26%
Cement & Cement Products
1%
Chemicals & Petrochemicals
1%
Construction
3%
Consumer Durables
0%
Diversified FMCG
2%
Ferrous Metals
3%
Financial Technology (Fintech)
2%
Industrial Products
4%
Insurance
1%
IT - Software
8%
Leisure Services
1%
Personal Products
0%
Petroleum Products
5%
Pharmaceuticals & Biotechnology
7%
Realty
3%
Retailing
4%
Telecom - Services
4%
Transport Services
1%

Companies Holding in Franklin India Focused Equity Fund - Regular Plan - Growth

Samvardhana Motherson International Ltd
3.13%
Maruti Suzuki India Ltd
3.35%
HDFC Bank Ltd
8.76%
ICICI Bank Ltd
8.04%
Axis Bank Ltd
4.46%
State Bank Of India
3.13%
IndusInd Bank Ltd
3.02%
Dalmia Bharat Ltd
1.53%
Deepak Nitrite Ltd
1.89%
Larsen & Toubro Ltd
3.27%
Somany Ceramics Ltd
0.85%
Hindustan Unilever Ltd
2.43%
Tata Steel Ltd
3.29%
PB Fintech Ltd
2.66%
KEI Industries Ltd
3.48%
Cummins India Ltd
1.77%
HDFC Life Insurance Co Ltd
1.82%
Infosys Ltd
6.70%
Mphasis Ltd
1.38%
Coforge Ltd
1.11%
Jubilant Foodworks Ltd
1.91%
Dabur India Ltd
0.89%
Reliance Industries Ltd
5.04%
Sun Pharmaceutical Industries Ltd
4.66%
Cipla Ltd
3.94%
Sobha Ltd
3.75%
Sobha Ltd - Partly Paid
0.25%
Zomato Ltd
4.30%
Bharti Airtel Ltd
4.99%
Interglobe Aviation Ltd
1.96%

Risk Ratios

Std. Deviation 3.51
Beta 0.83
Sharpe Ratio 1.23
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Ajay Argal
Experience
Varun Sharma
Experience
Sandeep Manam
Experience

Exit load

1% if redeemed/switched out within one year of allotment.

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