Franklin India Focused Equity Fund - Growth Plan
Fund House: Franklin Templeton Mutual Fund
Category: Equity: Focused
Status: Open Ended Schemes
Launch Date: 05-07-2007
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY 500 TRI
Total Assets: 12302.98 As on (30-09-2025)
Expense Ratio: 1.76% As on (29-09-2025)
Turn over: 81.00% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment
NAV as on 28-10-2025
111.5762
-0.1058
CAGR Since Inception
14.11%
NIFTY 500 TRI 12.52%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Franklin India Focused Equity Fund - Growth Plan | 5.49 | 16.65 | 24.27 | 14.27 | 14.11 |
| NIFTY 500 TRI | 6.25 | 17.14 | 21.08 | 14.57 | 12.52 |
| Equity: Focused | 4.59 | 16.49 | 19.9 | 13.79 | 15.13 |
Funds Manager
Ajay Argal; Venkatesh Sanjeevi; Sandeep Manam (dedicated for making investments for Foreign Securities)
RETURNS CALCULATORS for Franklin India Focused Equity Fund - Growth Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Franklin India Focused Equity Fund - Growth Plan
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Franklin India Focused Equity Fund - Growth Plan
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Franklin India Focused Equity Gr | 05-07-2007 | 5.49 | 19.64 | 16.65 | 24.27 | 14.27 |
| SBI FOCUSED FUND Reg PLAN Gr | 01-10-2004 | 12.5 | 19.92 | 16.57 | 19.92 | 14.76 |
| ICICI Pru Focused Equity Gr | 05-05-2009 | 10.64 | 27.74 | 22.84 | 25.78 | 15.71 |
| HDFC Focused Fund GR | 05-09-2004 | 10.54 | 25.83 | 22.26 | 29.3 | 14.8 |
| Kotak Focused Fund Reg Gr | 05-07-2019 | 9.42 | 21.86 | 16.88 | 20.26 | 0.0 |
| Canara Robeco Focused Fund Reg Gr | 05-05-2021 | 8.5 | 22.81 | 17.95 | 0.0 | 0.0 |
| Bandhan Focused Fund Reg Gr | 16-03-2006 | 7.01 | 24.11 | 19.58 | 17.71 | 13.16 |
| ITI Focused Fund Reg Gr | 19-06-2023 | 6.9 | 22.63 | 0.0 | 0.0 | 0.0 |
| Nippon India Focused Fund Gr Plan Gr | 26-12-2006 | 5.79 | 16.58 | 14.55 | 22.61 | 13.81 |
| Axis Focused Fund Reg Gr | 02-05-2012 | 5.78 | 17.84 | 12.02 | 13.27 | 12.37 |
Asset Allocation (%)
Key Performance and Risk Statistics of Franklin India Focused Equity Fund - Growth Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Focused Equity Fund - Growth Plan | 11.81 | 0.86 | 1.17 | 0.86 | - | - |
| Equity: Focused | - | - | - | - | - | - |