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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 202637.0457
CategoryFocused
PlanDirect · Idcw
Launched31 May 2007
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY 500
Expense ratiodirect plan, a year1.16%
AUM₹33.1 Cr
Growth of ₹10,000₹10,2952 Sep 2021 to 2 Sep 2026
₹13,834₹12,523₹11,213₹9,902₹8,592Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,295 (+0.6% a year) Franklin India Focused Equity Fund

Performance (trailing, annualised)

1Y annualised-12.24%
3Y annualised0.50%
5Y annualised0.58%
10Y annualised4.69%

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 ₹1,07,563-18.56%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,13,635-8.75%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,67,538-2.18%

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

Calendar years

Calendar 202131.81%
Calendar 20221.34%
Calendar 202314.21%
Calendar 202411.32%
Calendar 2025-2.79%

Rolling returns

Rolling 1Y · average653 windows since 7 Jan 201412.02%
Rolling 1Y · median4.71%
Rolling 1Y · worst window-35.87%
Rolling 1Y · best window92.85%
Rolling 1Y · windows positive63%
Rolling 3Y · average551 windows since 4 Jan 20168.82%
Rolling 3Y · median8.12%
Rolling 3Y · worst window-13.02%
Rolling 3Y · best window27.32%
Rolling 3Y · windows positive88%
Rolling 5Y · average448 windows since 3 Jan 20188.19%
Rolling 5Y · median8.36%
Rolling 5Y · worst window-7.97%
Rolling 5Y · best window21.45%
Rolling 5Y · windows positive92%

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

Risk

Volatility (3Y)15.31%
Downside deviation (3Y)12.31%
Maximum drawdown-26.33%

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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