FundLens
32
FocusedAvoid

FranklIn India Focused Equity

Franklin · Direct–Growth · rank #23 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-4.9%
-7.9% vs index
3 Years
9.2%
-2.4% vs index
5 Years
10.7%
+0.3% vs index
Since launch
16.3%

Year-by-year performance

last entry = YTD
2021
+40.5%
2022
+9.7%
2023
+24.5%
2024
+20.9%
2025
+5.9%
2026
-7.8%

Why this score

FranklIn India Focused Equity scores 32/100 — #23 of 28 Focused fund (Avoid). It stands out for volatility and fund size — beating 95% of peers on volatility. The main drag is its 3y return (better than only 6% of peers).

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

3Y return9.17% · 6th percentile in category
Sharpe ratio0.20 · 7th percentile in category
Volatility13.11 · 95th percentile in category
Sortino ratio0.27 · 9th percentile in category
Fund size11510.35 Cr · 88th percentile in category
Alpha-2.95 · 13th percentile in category

Top holdings

top 5 = 35.9% of portfolio
1.ICICI Bank Ltd8.42%
2.HDFC Bank Ltd8.38%
3.Axis Bank Ltd6.94%
4.Zomato Ltd6.17%
5.Bharti Airtel Ltd6%

28 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Focused funds