Overview
Franklin India Technology Fund Direct Growth
Franklin Templeton Mutual Fund
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.
Investments in Franklin India Technology Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 507.2574
Fund Size (AUM)
₹1754.08 Cr
Risk
Very High (Risk rating: 6/10)
Minimum Investment
Lumpsum: ₹ 5000
SIP: ₹500
Launch Date
01-Jan-2013
Expense Ratio
1.07%
Exit Load
Exit load of 1% if redeemed within 1 year
Benchmark
BSE Teck Total Return Index
Standard Deviation
18.19
History
Performance & Ratios
1-Year SIP Return
-18.29%
3-Year SIP Return
16.04%
5-Year SIP Return
16.37%
Mean Return
13.45%
Alpha
9.78
Beta
0.81
Sharpe Ratio
0.44
Sortino Ratio
0.77
Information Ratio
1.21
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 3.24% | 15.0% | 27.21% | 14.96% |
| Category Average | 4.76% | 4.8% | 28.87% | N/A |
| Rank Within Category | 8 | 1 | 5 | N/A |
Holdings (28)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 20.08% |
| Tata Consultancy Services Ltd. | Technology | Equity | 15.72% |
| Bharti Airtel Ltd. | Communication | Equity | 13.16% |
| Franklin Technology Fund I (Acc) USD | None | Foreign MF | 6.81% |
| Eternal Ltd. | Services | Equity | 5.83% |
| PB Fintech Ltd. | Services | Equity | 4.69% |
| HCL Technologies Ltd. | Technology | Equity | 3.52% |
| Zensar Technologies Ltd. | Technology | Equity | 2.57% |
| Swiggy Ltd. | Services | Equity | 2.54% |
| Coforge Ltd. | Technology | Equity | 2.38% |
Holdings Analysis
Peer Comparison
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 500
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28
Min Amount: ₹ 1000
Min Installments: 2
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 500
Min Installments: 1
AMC Details
Asset Management Company
Franklin Templeton Mutual Fund
Franklin Templeton Mutual Fund started their mutual fund on 19/02/1996 and its managing total assets of ₹95,716 Cr. Its ranked at 8 as per total assets at end of 30th Sep 2017. Franklin Templeton Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.
With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.
Franklin Templeton's association with India dates back to over 2 decades as an investor. As part of the group's major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.
Launch Date
1996-02-19T00:00:00.144Z
Total AUM
₹ 106403.1 Cr
Address
Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
Phone
1800-425-4255 / 60004255
Sub Type
Contra
Sub Type Info
Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.
Tax Impact
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
Compare with Another Fund
Franklin India Technology Fund Direct Growth
Franklin Templeton Mutual Fund
You May Be Interested In
Quant BFSI Fund Direct Growth
Sectoral
Bajaj Finserv Large Cap Fund Direct Growth
Large Cap
UTI Quant Fund Direct Growth
Thematic
PGIM India Large and Mid Cap Fund Direct Growth
Large & MidCap
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth
Sectoral
LIC MF Dividend Yield Fund Direct Growth
Thematic
Mirae Asset Nifty Total Market Index Fund Direct Growth
Flexi Cap
Aditya Birla Sun Life Conglomerate Fund Direct Growth
Thematic
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
Mid Cap
WhiteOak Capital Large & Mid Cap Fund Direct Growth
Large & MidCap
Explore More Mutual Funds
Debt Mutual Funds - Best Debt Fund Options
Discover top debt mutual funds for stable returns. Filter by NAV, fund size, and AMC to find the best debt funds for you.
Hybrid Mutual Funds - Top Hybrid Funds
Find top hybrid mutual funds for balanced growth. Filter by NAV, fund size, and risk to choose the best hybrid funds.
Commodities Mutual Funds
Explore commodities mutual funds for diversification. Filter by NAV and fund size to find the best commodity funds.
ELSS Mutual Funds - Top Tax-Saving Funds
Discover top ELSS mutual funds for tax savings and growth. Filter by NAV, fund size, and AMC to find the best ELSS funds.
Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Franklin India Technology Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Franklin India Technology Fund Direct Growth?
The top stocks held by Franklin India Technology Fund Direct Growth include Infosys Ltd., Tata Consultancy Services Ltd., Bharti Airtel Ltd..
Which industries does Franklin India Technology Fund Direct Growth invest in?
Franklin India Technology Fund Direct Growth primarily invests in the following industries: Technology, Communication, None.
Who are the fund managers of Franklin India Technology Fund Direct Growth?
The fund managers of Franklin India Technology Fund Direct Growth are R Janakiraman and Venkatesh Sanjeevi and Sandeep Manam.
How many years has the fund manager been managing Franklin India Technology Fund Direct Growth?
R Janakiraman:
Calculating...
Venkatesh Sanjeevi:
Calculating...
Sandeep Manam:
Calculating...
What is the minimum investment for Franklin India Technology Fund Direct Growth?
The minimum investment for Franklin India Technology Fund Direct Growth is ₹5000 for lumpsum investments and ₹500 for SIPs.
What are the average 1-year returns for Franklin India Technology Fund Direct Growth?
Calculating...
What are the average 3-year returns for Franklin India Technology Fund Direct Growth?
Calculating...
What is the expense ratio of Franklin India Technology Fund Direct Growth, and how does it compare to its category?
The expense ratio of Franklin India Technology Fund Direct Growth is 1.07%. No category comparison data is available.