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

36.26
13.63%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.33%
10 yrs 1 months26 Jul 2007
₹ 6922.82 Cr21 Aug 2017

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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
19.52
3 Month
0.27
1 YR
13.89
2 YR
9.86
3 YR
15.41
TenureReturns (CAGR)
1 YR
15.84
2 YR
17.08
3 YR
13.1
5 YR
21.3
10 YR
18.53

Portfolio

Company Name% Assets
State Bank of India9.93
HDFC Bank Ltd.9.6
ICICI Bank Ltd.8.53
Axis Bank Ltd.7.73
Bharti Airtel Ltd.6.35
Tata Motors DVR5.64
Whirlpool Of India Ltd.4.06
Idea Cellular Ltd.3.21
Indian Oil Corpn. Ltd.3.19
TVS Motor Co. Ltd.2.77

Top Sectoral Holdings

Sector Name% Assets
Financial39.6
Automobile10.09
Communication9.56
Energy8.39
Healthcare6.96
Cons Durable5.17
Construction4.65
Engineering4
Services3.89
Technology1.81

Indicators

Portfolio turnover ratio40.58
Standard Deviation15.11%
Beta1.01%
Sharpe Ratio0.94

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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