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InvestVerdict

Franklin India Focused Equity Fund

Direct Plan · IDCW · Focused · Scheme code 118563

NAV₹40.5455as on 28 Aug 2026
Fund houseFranklin Templeton Mutual Fund
CategoryFocused
Plan & optionDirect · IDCW
History13.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 0.264.00-3.24 -3.783.973.30 8.584.978.43
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Focused
category median		 ——— 5.2515.0813.86 —13.81—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 17.4% -0.15 -0.19 0.98 -6.49% -44.9% 79.58
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.

Growth of ₹100 since launch

621732833932014201620182020202220242026InvestVerdict

Drawdown from peak (%)

0%-16%-31%-47%2014201620182020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
623 -37.2% 4.5% 92.3% 37%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Franklin India Focused Equity Fund

Direct Plan · IDCW

Allocation

By asset

Equity95.18%
Cash & Equivalents4.60%
Debt0.22%

By market cap

Concentration

Number of stocks29
Top 5 stocks35.92%
Top 10 stocks58.97%
Top 20 stocks83.95%
Largest holding8.42%
Largest sectorBanks 23.75%
Effective stocks22.3
Cash7.44%
InvestVerdict

Franklin India Focused Equity Fund

Direct Plan · IDCW · holdings

Top 18 holdings

#CompanySector% of fund
1— Banks8.88%
2— Banks8.14%
3— Banks7.67%
4— Petroleum Products5.94%
5— Telecom - Services5.68%
6— Retailing5.45%
7— Pharmaceuticals & Biotechnology4.82%
8— IT - Software4.72%
9— Unclassified4.60%
10— Automobiles3.81%
11— Transport Services3.53%
12— Financial Technology (Fintech)3.43%
13— Realty3.12%
14— Ferrous Metals2.97%
15— IT - Software2.41%
16— Industrial Products2.38%
17— Insurance2.37%
18— Banks2.34%

Sector split

Banks — 27.0%IT - Software — 7.1%Petroleum Products — 5.9%Transport Services — 5.7%Telecom - Services — 5.7%Retailing — 5.5%Pharmaceuticals & Biotechnology — 4.8%Cash & Equivalents — 4.6%Automobiles — 3.8%Other — 29.8%Banks27.0%IT - Software7.1%Petroleum Products5.9%Transport Services5.7%Telecom - Services5.7%Retailing5.5%Pharmaceuticals & Biotech…4.8%Cash & Equivalents4.6%Automobiles3.8%Other29.8%
Banks27.03%
IT - Software7.13%
Petroleum Products5.94%
Transport Services5.72%
Telecom - Services5.68%
Retailing5.45%
Pharmaceuticals & Biotechnology4.82%
Cash & Equivalents4.60%
Automobiles3.81%
Industrial Products3.80%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹625,251 ₹25,251 1.63%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.