Franklin India Focused Equity Fund - Growth Plan

(Erstwhile Franklin India High Growth Companies Fund - Growth Plan)

Category: Equity: Focused
Launch Date: 05-07-2007
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.76% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,536.45 Cr As on (30-06-2025)
Turn over: 26.36%
NAV as on 15-07-2025

108.6429

0.77 (0.706%)

CAGR Since Inception

14.18%

NIFTY 500 TRI 12.57%

PERFORMANCE of Franklin India Focused Equity Fund - Growth Plan

Scheme Performance (%)

Data as on - 15-07-2025

Yearly Performance (%)

Fund Managers

Ajay Argal; Venkatesh Sanjeevi; Sandeep Manam (dedicated for making investments for Foreign Securities)

Investment Objective

To achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.

RETURNS CALCULATOR for Franklin India Focused Equity Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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 1.18 1.49 0.88 - -
Equity: Focused - - - - - -

PEER COMPARISION of Franklin India Focused Equity Fund - Growth Plan

Period
Data as on - 15-07-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Focused Equity Fund - Growth Plan 05-07-2007 0.68 18.58 20.32 25.29 13.65
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 10.17 22.24 21.92 20.48 12.27
HDFC Focused Fund - GROWTH PLAN 05-09-2004 8.37 25.07 26.32 29.31 14.29
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 7.54 20.29 21.08 0.0 0.0
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 7.24 25.47 25.83 25.91 14.82
Invesco India Focused Fund - Growth 08-09-2020 6.87 32.71 27.39 0.0 0.0
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 6.85 13.56 14.04 19.15 0.0
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 6.4 17.82 18.3 20.46 14.45
Old Bridge Focused Fund - Regular Growth 24-01-2024 5.64 0.0 0.0 0.0 0.0
Axis Focused Fund - Regular Plan - Growth Option 02-05-2012 4.83 13.95 13.41 15.08 11.62

PORTFOLIO ANALYSIS of Franklin India Focused Equity Fund - Growth Plan

Asset Allocation (%)