- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Focused Equity Fund (RIDCW-A)
Formerly Franklin India Focused Equity DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 41.6006
NAV (Jul 25)
Fund Returns
Last 1Y | 35.8% |
Last 3Y | 20.4% |
Last 5Y | 21.2% |
Last 10Y | 17% |
Since Inception | 14.9% |
6 Month CAGR | 20.5% |
Scheme Information
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 | 1.77 |
Launched (17y ago) | Jul 26, 2007 |
AUM in Crores | 12198.099 |
ISIN | INF090I01973 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.1 |
Standard Deviation (5yr) | 20.7 |
Beta (3yr) | 0.86 |
Beta (5yr) | 1.02 |
Sharpe Ratio (3yr) | 1.18 |
Sharpe Ratio (5yr) | 0.704 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Focused Equity Fund (RIDCW-A) | 12,33,396 | 5,00,784 | 20.5% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
9.4%icici bank ltd
8.2%infosys ltd
5.8%reliance industries ltd
5.4%bharti airtel ltd
5%Allocation by Sector
financial services
33%consumer cyclical
12%industrials
11.5%healthcare
8.1%technology
8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.1% | 17.2% | ||
22.8% | 18.5% | ||
20.6% | 14.9% | ||
22.4% | 21.7% | ||
24.8% | 15.8% |
Franklin India Focused Equity Fund (RIDCW-A) Review
Franklin India Focused Equity Fund (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of 14.7% over a period of 17 years. The fund was previously known as Franklin India Focused Equity DR. 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 (RIDCW-A) as of 7/25/2024 is ₹41.60 with the total AUM as of 7/26/2024 is ₹12198.099. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Focused Equity Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 4 fund in Equity and delivered 35.1% 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 (RIDCW-A).
Frequently Asked Questions
What is Franklin India Focused Equity Fund (RIDCW-A)?
How to invest in Franklin India Focused Equity Fund (RIDCW-A)?
You can invest in Franklin India Focused Equity Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for Franklin India Focused Equity Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Focused Equity Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Focused Equity Fund (RIDCW-A) is a Top Ranked fund. You can investFranklin India Focused Equity Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the Franklin India Focused Equity Fund (RIDCW-A) is 1.77% for regular plan.