Franklin INFOTECH FUND (Equity, Sectoral)

119.9
18.20%
NA
NA
Capital Appreciation
Long Term Horizon
High
2.85%
19 yrs 1 months 22 Aug 1998
₹ 152.64 Cr 17 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 scheme seeks above normal capital appreciation through investments in high quality, fast growing companies in the information technology sector. The Fund will Follow a bottom-up approach to stock pricing.

Scheme Documents

Tenure Returns (CAGR)
YTD
8.13
1 Month
1.13
3 Month
2.60
1 YR
5.14
3 YR
5.50
Tenure Returns (CAGR)
1 YR
10.06
2 YR
4.13
3 YR
3.07
5 YR
9.05
10 YR
12.73

Portfolio

Company Name % Assets
Infosys Ltd. 16.3
Tata Consultancy Services Ltd. 10.73
Tech Mahindra Ltd. 6.93
HCL Technologies Ltd. 5.9
Cyient Limited 5.71
Wipro Ltd. 4.35
Info Edge (India) Ltd. 3.58
Oracle Financial Services Software Ltd. 3.56
NIIT Technologies Ltd. 3.04
eClerx Services Ltd 2.44

Top Sectoral Holdings

Sector Name % Assets
Technology 64.49
Services 15.74
Financial 10.19

Indicators

Portfolio turnover ratio 10.2
Standard Deviation 12.7%
Beta 0.78%
Sharpe Ratio 0.18

Anand Radhakrishnan,Varun Sharma

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
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 Asset Management (India) Pvt. Ltd. he has worked with ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
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