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OmniAsset › Mutual funds › Franklin India Focused Equity Fund

Franklin India Focused Equity Fund

Focused fund benchmarked to NIFTY 500. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026101.3575
CategoryFocused
PlanRegular · Growth
Launched31 May 2007
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY 500
Expense ratiodirect plan, a year1.90%
AUM₹9,011 Cr
Growth of ₹10,000₹15,9642 Sep 2021 to 2 Sep 2026
₹18,126₹15,870₹13,615₹11,360₹9,105Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,964 (+9.8% a year) Franklin India Focused Equity Fund

Performance (trailing, annualised)

1Y annualised-5.61%
3Y annualised8.32%
5Y annualised9.81%
10Y annualised12.19%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,16,109-5.93%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,66,1331.10%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,25,0027.50%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202139.41%
Calendar 20228.87%
Calendar 202323.46%
Calendar 202419.91%
Calendar 20255.08%

Rolling returns

Rolling 1Y · average934 windows since 29 Jul 200817.40%
Rolling 1Y · median10.89%
Rolling 1Y · worst window-60.94%
Rolling 1Y · best window152.44%
Rolling 1Y · windows positive77%
Rolling 3Y · average831 windows since 29 Jul 201016.28%
Rolling 3Y · median15.36%
Rolling 3Y · worst window-6.90%
Rolling 3Y · best window40.34%
Rolling 3Y · windows positive95%
Rolling 5Y · average727 windows since 1 Aug 201216.31%
Rolling 5Y · median17.34%
Rolling 5Y · worst window-1.41%
Rolling 5Y · best window30.00%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.12%
Downside deviation (3Y)9.47%
Maximum drawdown-18.39%

Management

Fund managerAjay Argal, Venkatesh Sanjeevi, Sandeep Manam (dedicated for making investments for Foreign Securities)
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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