FOR THOSE FOCUSED ON TOMORROW FRANKLIN INDIA FOCUSED EQUITY FUND^ (Erstwhile Franklin India High Growth Companies Fund)
Over 405,114 unique investors* in this fund.
*AS ON DECEMBER 31, 2018
AS ON 28 JUNE, 2019
WHY SHOULD YOU INVEST IN FRANKLIN INDIA FOCUSED EQUITY FUND?^
TOP 10 HOLDINGS
• The fund invests in a maximum of 30 stocks with a focus on the Multi-cap space. • The fund seeks to achieve capital appreciation through investing predominantly in Indian companies / sectors with high growth potential. Such companies tend to grow earnings at a fast pace and offer a trade-off between growth, risk and valuation.
Company Name
% of Assets
ICICI Bank Ltd.
9.09
State Bank of India
8.77
Bharti Airtel Ltd.
6.01
Indian Oil Corporation Ltd.
5.59
WHAT ARE THE “TAX BENEFITS” OF INVESTING IN THIS FUND? (w.e.f. April 01, 2018)
HDFC Bank Ltd.
5.37
Axis Bank Ltd.
5.14
NTPC Ltd.
4.41
Ultratech Cement Ltd.
4.34
Abbott India Ltd.
4.11
Vodafone Idea Ltd.
3.51
• Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months^ • Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months • Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) ^^ ^ Capital gain accrued up to January 31st 2018 is exempt form LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ^^ The DDT is to be paid by the mutual fund after grossing-up income distributed to the investor.
WHAT IS THE “IDEAL INVESTMENT HORIZON” WHILE INVESTING IN THIS FUND?^ The recommended investment horizon is 5 years and above
WHY TRUST FRANKLIN TEMPLETON? All portfolio holdings are subject to change. The information stated above does not constitute an investment advice or recommendation to subscribe or transact in these securities.
• Premier global investment management organization with over 70 years of global investment experience • Extensive experience in both equity and debt across market cycles • Managing over 34 funds - 24 of them have a performance track record of over 10 years • Focus on local needs backed by global expertise
ALTERNATIVE TO:^
Focused Investments in Companies with High Growth Potential
SUITABLE FOR:^
Retirement corpus
Education corpus
Long Term Wealth creation