Last NAV: 40.5411

FRANKLIN INDIA FOCUSED EQUITY FUND   -   Growth

INVESTMENT OBJECTIVE : The scheme seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
13.14% 20.04% 15.17% 7.95% 6.55% 8.00%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.64 0.86 0.19 20.56% -67.62% 61.70%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Multi Cap
AUM INR   7,445.47   Cr.
Inception Date 29/06/2007
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
Exit Load Exit load of 1% if redeemed within 1 year

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2007 0.00 0.00 0.00 0.00 0.00 0.00 1.07 0.54 9.67 14.54 1.09 11.09 43.37
2008 -15.31 -4.30 -14.38 7.03 -4.89 -18.54 2.38 3.62 -10.33 -24.12 -7.90 9.79 -58.00
2009 -8.35 -5.68 9.83 16.62 32.10 0.67 10.47 3.85 6.32 -2.13 6.93 5.71 98.68
2010 -3.70 -1.18 8.61 1.66 -7.07 4.28 3.84 3.51 8.48 0.97 -3.87 -0.41 14.79
2011 -10.49 -4.09 9.31 1.70 -1.37 0.59 -1.44 -10.29 -1.20 5.12 -8.93 -5.25 -24.97
2012 11.68 5.59 0.70 -0.06 -5.61 4.64 1.34 1.38 8.47 0.26 6.96 1.75 42.54
2013 1.79 -5.22 -1.65 2.34 1.48 -3.24 -1.23 -5.20 7.60 9.70 -0.18 3.82 9.22
2014 -4.70 4.83 8.47 2.18 11.16 11.10 2.88 7.83 2.91 4.69 6.85 2.82 79.58
2015 5.19 -0.20 -0.29 -1.93 2.41 -1.45 4.58 -6.70 -0.46 1.32 2.37 -2.74 1.49
2016 -8.41 -7.81 12.88 2.69 2.72 3.14 3.75 2.98 -0.98 2.38 -3.76 -2.90 4.95
2017 7.02 4.32 2.14 3.71 1.55 -1.33 4.72 -2.17 -1.48 8.92 2.59 2.84 37.44
2018 0.38 -6.11 -4.07 1.42 0.71 -3.16 5.46 3.04 -7.95 -3.32 2.99 2.45 -8.76
2019 0.01 -1.36 8.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 6.55
all values are in %

Allocation Mandate

Equity Allocation Min: 65   Max: 100
Debt Allocation Min: 0   Max: 35
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 35

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