Franklin India Technology Fund - Direct Growth

Equity | Sector Specific - Technology

(NAV as of 03/05/2024)

502.62 (-0.57)

3Y Returns

19.41%

Min SIP

₹100

Min Lumpsum

₹5000

Expense Ratio

1.2%

Fund Size

₹1190 Cr

Inception Date

01-Jan-13

Fund Manager

Varun Sharma

Exit Load

1% on or before 1Y.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 500 TRI benchmark and its beta is less than Sector & Thematic category average when compared on the 5 year period.

Fund Size

This fund has a medium range AUM.

SIP Returns

This fund has given more or less similar SIP returns than the Nifty 500 TRI benchmark and among the mid quartile in Sector & Thematic category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 500 TRI benchmark and its alpha is more than Sector & Thematic category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

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Overall Fund Zi Tag

Asset Allocation

Equity

89.89%

Debt & Others

10.11%

Market Cap Allocation

Large Cap

24.35%

Mid Cap

23.05%

Small Cap

29.50%

Other Cap

23.10%

Sector Allocation

Internet and Technology

45.16%

Retailing

15.59%

Finance

11.19%

Overseas Mutual Fund Units

6.99%

Commercial Services

5.75%

Top Ten Holdings

PB Fintech Ltd

9.62%

Zomato Ltd

8.99%

Franklin Technology Fund, Class I (Acc)

6.99%

Cash/Bank/Net Current Assets/(Liabilities)

4.49%

Zensar Technologies Ltd

4.32%

Investment Objective

To Provide Long-Term Capital Appreciation By Predominantly Investing In Equity And Equity Relatedsecurities Of Technology And Technology Related Companies.

Fund House Detail

AMC Name

Franklin Templeton Asset Management (India) Private Limited

Scheme Document

https://www.franklintempletonindia.com/investor/downloads/fund-documents

Address

Indiabulls Finance Centre; Tower 2,12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W)Mumbai 400013

Similar Funds

Fund

Zi Tag

Franklin India Technology Fund - Direct Growth

59.76%

19.41%

24.45%

Tata Digital India Fund Direct Plan Growth

36.15%

17.45%

24.33%

Sbi Technology Opportunities Fund Direct Growth

26.67%

16.51%

22.82%

Aditya Birla Sun Life Digital India Fund - Growth-Direct Plan

31.05%

15.45%

24.75%

Icici Prudential Technology Fund - Direct Plan - Growth

30.98%

15.39%

24.89%

Similar Funds

Franklin India Technology Fund - Direct Growth

59.76%

19.41%

24.45%

Tata Digital India Fund Direct Plan Growth

36.15%

17.45%

24.33%

Sbi Technology Opportunities Fund Direct Growth

26.67%

16.51%

22.82%

Aditya Birla Sun Life Digital India Fund - Growth-Direct Plan

31.05%

15.45%

24.75%

Icici Prudential Technology Fund - Direct Plan - Growth

30.98%

15.39%

24.89%

Hdfc Technology Fund - Direct Plan Growth

Quant Teck Fund - Direct Plan Growth

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