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

Moderately High
10 yrs 8 monthsStarted on:26 Jul 2007
₹ 8023.3 Cras on: 21 Feb 2018
Long Term Horizon
2.34%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

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
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Tenure

TenureReturns (CAGR)
1 YR15.20
2 YR24.44
3 YR9.13

SIP Returns

TenureReturns (CAGR)
1 YR8.94
2 YR16.89
3 YR14.14
5 YR20
10 YR19.2

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.8
HDFC Bank Ltd.8.75
State Bank of India8.59
Axis Bank Ltd.8.14
Bharti Airtel Ltd.5.04
Tata Motors DVR4.76
Indian Oil Corpn. Ltd.3.9
Whirlpool Of India Ltd.3.59
National Thermal Power Corp. Ltd.2.91
Abbott India Ltd.2.84

Top Sectoral Holdings

Sector Name% Assets
Financial37.63
Energy11.46
Automobile8.75
Communication7.13
Healthcare6.12
Construction5.22
Engineering5.14
Cons Durable4.27
Technology2.01
Services1.64

Indicators

LabelValue
Portfolio turnover ratio45.79
Standard Deviation14.85%
Beta1.03%
Sharpe Ratio0.62

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

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