Formerly Franklin India Focused Equity DP
Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 36.6429
NAV (Mar 27)
Last 1Y | 30.1% |
Last 3Y | 14.6% |
Last 5Y | 13.6% |
Last 10Y | 16.3% |
Since Inception | 13% |
6 Month CAGR | 16.7% |
An open-end focused equity fund that seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
Expense Ratio | 1.79 |
Launched (17y ago) | Jul 26, 2007 |
AUM in Crores | 10946.304 |
ISIN | INF090I01965 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.5 |
Standard Deviation (5yr) | 21.6 |
Beta (3yr) | 0.88 |
Beta (5yr) | 1.03 |
Sharpe Ratio (3yr) | 0.563 |
Sharpe Ratio (5yr) | 0.533 |
YTM | 0 |
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with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Franklin India Focused Equity Fund of (PIDCW-A) | 10,26,205 | 2,93,593 | 13.6% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
icici bank ltd
8.1%hdfc bank ltd
7.8%infosys ltd
6.6%larsen & toubro ltd
5.5%sun pharmaceuticals industries ltd
5.2%financial services
31.4%industrials
14%consumer cyclical
11.4%healthcare
10.2%technology
8%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,147 cr | ||
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
10.1% | 16.6% | ||
10.1% | 16.6% | ||
10.1% | 16.6% | ||
26.5% | 16.7% | ||
25.7% | 15.1% |
Franklin India Focused Equity Fund of (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 13% over a period of 16 years. The fund was previously known as Franklin India Focused Equity DP. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Ajay Argal, Sandeep Manam, Varun Sharma.
Nav of Franklin India Focused Equity Fund of (PIDCW-A) as of 3/27/2024 is ₹36.64 with the total AUM as of 3/28/2024 is ₹10946.304. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Focused Equity Fund of (PIDCW-A) was launched on Jul 26, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for Franklin India Focused Equity Fund of (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Franklin India Focused Equity Fund of (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
Franklin India Focused Equity Fund of (PIDCW-A) is rated as a 1 fund in Equity and delivered 30.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Focused Equity Fund of (PIDCW-A).
What is Franklin India Focused Equity Fund of (PIDCW-A)?
How to invest in Franklin India Focused Equity Fund of (PIDCW-A)?
You can invest in Franklin India Focused Equity Fund of (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Focused Equity Fund of (PIDCW-A)?
The minimum sip amount for Franklin India Focused Equity Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Focused Equity Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Focused Equity Fund of (PIDCW-A) is a Not Recommended fund. You can investFranklin India Focused Equity Fund of (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Focused Equity Fund of (PIDCW-A)?
The expense ratio of the Franklin India Focused Equity Fund of (PIDCW-A) is 1.79% for regular plan.