Can I invest in SIP and Lumpsum in Franklin India Focused Equity Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Franklin India Focused Equity Fund (G). Minimum lumpsum investment Franklin India Focused Equity Fund (G) is ₹5,000 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Franklin India Focused Equity Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of Franklin India Focused Equity Fund (G) is Franklin India Focused Equity Fund (G) is ₹105.50 as on 2025-01-01.

Which are the biggest stock holdings of Franklin India Focused Equity Fund (G)?

The 5 biggest stock holdings of Franklin India Focused Equity Fund (G) are: HDFC Bank (10.02%), ICICI Bank (8.86%), Infosys (6.10%), Axis Bank (5.60%), Zomato Ltd (5.40%)

What are the top sectors Franklin India Focused Equity Fund (G) invests in?

A majority of Franklin India Focused Equity Fund (G) 's AUM worth ₹12,183.26 (Cr) is invested in these 3 top sectors: Banks : 28.65% Pharmaceuticals & Biotech : 9.58% Petroleum Products : 5.92%

Mutual Funds
Franklin India Focused Equity Fund (G)

Franklin India Focused Equity Fund (G)

Focused Fund

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NAV
105.50(0.37%)
Fund Size (CR)
₹12,183.26
Expense Ratio
1.76
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
14.45%

Absolute Return: -6.81%

Annualized Return: 0%

Basic Details

Scheme Manager

Ajay Argal

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10002.99	0.03%	-	-0.12%	48/114
1 Month	29 November 2024	9886.38	-1.14%	-	-1.03%	59/114
3 Month	30 September 2024	9291.78	-7.08%	-	-6.08%	62/114
6 Month	28 June 2024	10018.04	0.18%	-	2.08%	79/114
1 Year	29 December 2023	12006.69	20.07%	20.07%	20.27%	49/110
3 Year	30 December 2021	16298.47	62.98%	17.68%	15.61%	37/102
5 Year	30 December 2019	24881.44	148.81%	20.00%	18.47%	21/82
Since Inception	26 July 2007	105248.50	952.49%	14.45%	17.74%	88/114

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	135907.18	4.54%	4.54%
3 Year	3 January 2022	3,70,000	498072.50	34.61%	10.42%
5 Year	1 January 2020	6,10,000	1067348.64	74.98%	11.84%
10 Year	1 January 2015	12,10,000	2925306.15	141.76%	9.23%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.69%

Standard Deviation

0.90%

Beta

0.85%

Sharpe Ratio

0.10%

Treynor's Ratio

2.07%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	10.02%	6800000	1221.31	Equity	Banks
ICICI Bank	8.86%	8300000	1079.08	Equity	Banks
Infosys	6.10%	4000000	743.14	Equity	IT - Software
Axis Bank	5.60%	6000000	681.78	Equity	Banks
Zomato Ltd	5.40%	23500000	657.44	Equity	E-Commerce/App based Aggregator
Bharti Airtel	5.21%	3900000	634.59	Equity	Telecomm-Service
Sun Pharma.Inds.	4.97%	3400000	605.51	Equity	Pharmaceuticals
Reliance Industr	4.45%	4200000	542.72	Equity	Refineries
Cipla	4.41%	3500000	536.87	Equity	Pharmaceuticals
PB Fintech.	3.58%	2300000	435.60	Equity	IT - Software

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Focused Fund - Dir (IDCW)	3443.24	1.91%	0.36%	10.96%	45.16%	22.98%
Invesco India Focused Fund - Dir (G)	3443.24	1.89%	0.33%	10.94%	45.09%	22.98%
Bandhan Focused Equity Fund - Direct (G)	1792.58	1.70%	1.39%	13.13%	32.01%	19.61%
Bandhan Focused Equity Fund - Direct (IDCW)	1792.58	1.69%	1.37%	13.09%	31.93%	19.54%
ICICI Pru Focused Equity Fund - Direct (G)	9944.67	-1.15%	-7.55%	2.68%	27.86%	21.52%

News

Franklin Templeton MF announces change in Fund Manager of the following scheme

Franklin Templeton Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 03 December 2024

Change in Fund Managers of the Scheme:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
Franklin India Arbitrage Fund	' Yogik Pitti ' Rajasa Kakulavarpu ' Pallab Roy	' Yogik Pitti ' Rajasa Kakulavarpu ' Pallab Roy ' Rohan Maru

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Franklin Templeton MF Announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes
Franklin Templeton Mutual Fund has announced 31 October 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Franklin India Technology Fund ' IDCW Plan: 4.650
Franklin India Technology Fund ' Direct IDCW Plan: 5.250
Franklin India Opportunities Fund ' IDCW Plan: 3.500
Franklin India Opportunities Fund ' Direct IDCW Plan: 4.000
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Franklin Templeton Mutual Fund announces change in Key Personnel
Franklin Templeton Mutual Fund has announced that Mr. Nikhilesh Panchal has been appointed as a Director on the Board of Franklin Templeton Management Company Ltd. effective October 15, 2024.
Details of Mr. Nikhilesh Panchal
Age: 57 years
Designation: Independent Director
Qualification: L.L.B (Government Law College)- 1991 L.L.M (Commercial Laws) - 1996) Solicitor (Mumbai)- 1995 Solicitor (England & Wales) (Non- practicing)- 1997
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Fund House Details & Investment Objective

Date of Incorporation

31 May 2007

Total AUM (Cr)

₹12183.26

Franklin India Focused Equity Fund (G) is an Focused Fund-oriented fund from the renowned AMC, Franklin Templeton Mutual Fund. Launched in 31 May 2007, this fund is managed by Ajay Argal. With assets under management (AUM) worth ₹12,183.26 (Cr), as of 1 January 2025, Franklin India Focused Equity Fund (G) is categorized as a Focused Fund within its segment. The fund has generated a return of 14.45% since its launch.
The current NAV of Franklin India Focused Equity Fund (G) is ₹105.5, as on 1 January 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Franklin India Focused Equity Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If redeemed within 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. The fund has generated 17.68% and 20.00% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.88% in Equity, 0.20% in Debt and 3.91% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 28.65% in Banks, 9.58% in Pharmaceuticals & Biotech, 5.92% in Petroleum Products, 5.82% in IT-Software, 5.21% in Telecom-Services

FAQs

How to Invest in Franklin India Focused Equity Fund (G) Direct Growth?

Franklin India Focused Equity Fund (G) is a popular fund in the Focused Fund segment. The fund has generated a return of 14.45% since inception. Looking to invest in Franklin India Focused Equity Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Franklin India Focused Equity Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Franklin India Focused Equity Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Franklin India Focused Equity Fund (G) today and reap the benefits of this Focused Fund fund!

How much returns has Franklin India Focused Equity Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Franklin India Focused Equity Fund (G) has generated annualised return of 20.07%. In the long-term, the fund has generated 17.68% and 20.00% in 3 and 5 years respectively. Since its inception, the fund has generated 14.45% returns.

What is the expense ratio of Franklin India Focused Equity Fund (G) Direct Growth?

The expense ratio of Franklin India Focused Equity Fund (G) Direct Growth is 1.76%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Franklin India Focused Equity Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Franklin India Focused Equity Fund (G) is ₹12,183.26 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Franklin India Focused Equity Fund (G) Direct Growth?

Redeeming or selling units of Franklin India Focused Equity Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Franklin India Focused Equity Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Franklin India Focused Equity Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).