May 16, 2025
RA Jainee
Franklin India Focused Equity Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 118.8731
NAV IDCW: Rs 45.1560
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
Fund Manager:
1) Ajay Argal
Education: Mr. Argal is a B.Tech from (IIT,Mumbai) & PGDM (IIM,Bangalore).
Experience: Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Baring Asset Management (Asia) Ltd., Aditya Birla Sunlife Mutual Fund and UTI AMC where he handled various aspects of investments function including managing offshore funds, equity funds, balanced funds, equity research & equity dealing.
2) Venkatesh Sanjeevi
Education: Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com
Experience: Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Franklin India Focused Equity Fund
| Fund House | Franklin Templeton Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.45% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 11,968 Cr |
| (As on 30-Apr-2025) | |
| Expense | 1.05% |
| (As on 30-Apr-2025) | |
| Risk Grade | Average |
| Return Grade | Above Average |
| Turnover | 19.25% |
Trailing Returns (%) of Franklin India Focused Equity Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Franklin India Focused Equity Dir | 0.84 | 1.34 | 6.96 | 8.09 | 2.96 | 10.36 | 22.56 | 28.49 | 16.62 | 14.81 |
| BSE 500 TRI | 2.06 | 1.31 | 7.06 | 10.45 | 3.84 | 10.52 | 20.03 | 26.15 | 14.81 | 14.14 |
| Equity: Flexi Cap | -0.48 | 1.15 | 6.75 | 9.55 | 2.12 | 11.34 | 21.06 | 24.97 | 14.89 | 14.24 |
| Rank within category | 47 | 26 | 43 | 80 | 49 | 54 | 25 | 9 | 10 | 15 |
| Number of funds in category | 96 | 101 | 98 | 96 | 94 | 86 | 68 | 51 | 39 | 35 |
Peer Comparison of Franklin India Focused Equity Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Franklin India Focused Equity Dir | 4 star | 10.36 | 22.56 | 28.49 | 1.05 | 11,968 | 18.45 | 1.00 (365) | 12Y 4M | 19.25 |
| Parag Parikh Flexi Cap Dir | 5 star | 15.83 | 23.97 | 29.31 | 0.62 | 98,541 | 20.12 | 2.00 (365) | 11Y 11M | 14.10 |
| HDFC Flexi Cap Dir | 5 star | 19.29 | 28.40 | 33.23 | 0.74 | 74,105 | 17.29 | 1.00 (365) | 12Y 4M | 26.57 |
| HDFC Focused 30 Dir | 5 star | 19.34 | 28.81 | 33.78 | 0.65 | 18,560 | 16.10 | 1.00 (365) | 12Y 4M | 32.16 |
| Franklin India Flexi Cap Dir | 4 star | 14.66 | 24.49 | 30.50 | 0.99 | 18,225 | 17.21 | 1.00 (365) | 12Y 4M | 28.36 |
Portfolio Analysis of Franklin India Focused Equity Fund
| No. of Stocks | 28 |
| Top 10 Stocks | 59.87% |
| Top 5 Stocks | 38.25% |
| Top 3 Sectors | 54.71% |
| Portfolio P/B Ratio | 3.74 |
| Portfolio P/E Ratio | 27.26 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,52,212 | 1,80,578 |
| Giant (%) | 76.26 | 50.00 |
| Large (%) | 10.46 | 21.27 |
| Mid (%) | 12.75 | 22.97 |
| Small (%) | 0.52 | 6.97 |
| Tiny (%) | — | 1.04 |
Chanakya’s Mutual Fund Guidance For Franklin India Focused Equity Fund
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