Franklin India High Growth Companies Fund (Equity, Multi Cap)

37.02
13.64%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.37%
10 yrs 3 months26 Jul 2007
₹ 6715.93 Cr18 Oct 2017

Similar Funds

Birla Sun Life Advantage Fund
  • Return (CAGR) 19.15%
  • Crisil Ranking 2
  • Value Research
SBI Magnum Multiplier Fund
  • Return (CAGR) 14.92%
  • Crisil Ranking 3
  • Value Research
ICICI Prudential Indo Asia Equity Fund
  • Return (CAGR) 10.40%
  • Crisil Ranking NA
  • Value Research
Franklin INDIA OPPORTUNITIES FUND
  • Return (CAGR) 11.75%
  • Crisil Ranking 3
  • Value Research
Axis Focused 25 Fund
  • Return (CAGR) 18.94%
  • Crisil Ranking 4
  • Value Research
DSP BlackRock Equity Fund
  • Return (CAGR) 20.69%
  • Crisil Ranking 3
  • Value Research NA
HDFC Equity Fund
  • Return (CAGR) 19.56%
  • Crisil Ranking 4
  • Value Research
RELIANCE EQUITY OPPORTUNITIES FUND
  • Return (CAGR) 18.78%
  • Crisil Ranking 5
  • Value Research
Baroda Pioneer Growth Fund - Plan A
  • Return (CAGR) 17.72%
  • Crisil Ranking 4
  • Value Research
Principal Dividend Yield Fund
  • Return (CAGR) 13.27%
  • Crisil Ranking NA
  • Value Research
UTI-Bluechip Flexicap Fund
  • Return (CAGR) 10.36%
  • Crisil Ranking 4
  • Value Research
Motilal Oswal MOSt Focused Multicap 35 Fund
  • Return (CAGR) 31.84%
  • Crisil Ranking NA
  • Value Research

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

w.e.f 01/09/2014 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 2 years from the date of allotment: For SIP/STP, basis registration date

Investment Objective

The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth, risk and valuation. The fund managers will follow an active investment strategy and will be focusing on rapid growth companies which will be selected based on growth, measures such as Enterprise value, growth rate, price/earnings/growth, forward price/sales, and discounted EPS.
TenureReturns (CAGR)
YTD
22.03
1 YR
14.91
2 YR
11.52
3 YR
15.27
TenureReturns (CAGR)
1 YR
15.62
2 YR
17.23
3 YR
13.03
5 YR
20.68
10 YR
18.66

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.14
State Bank of India8.77
ICICI Bank Ltd.7.93
Axis Bank Ltd.7.83
Bharti Airtel Ltd.4.99
Tata Motors DVR4.97
Whirlpool Of India Ltd.4.58
Indian Oil Corpn. Ltd.3.7
National Thermal Power Corp. Ltd.3.29
Idea Cellular Ltd.2.77

Top Sectoral Holdings

Sector Name% Assets
Financial37.2
Energy9.99
Automobile9.13
Communication7.75
Healthcare6.75
Construction5.81
Cons Durable5.45
Engineering5.13
Services2.9
Technology0.82

Indicators

Portfolio turnover ratio39.92
Standard Deviation14.84%
Beta1%
Sharpe Ratio0.64

Anand Radhakrishnan,Roshi Jain,Srikesh Nair

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Ms. Jain is a CFA, ACA and PGDM.Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.Prior to joining Franklin Templeton Investments she has worked with Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer

Other Funds Managed by Anand Radhakrishnan,Roshi Jain,Srikesh Nair

© CRISIL Limited 2017. All Rights Reserved