Should I invest in Franklin India Focused Equity Fund - Direct?

We don't give personal investment advice. Franklin India Focused Equity Fund - Direct - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.8%. 5-year CAGR: 11.62%.

Franklin India

Franklin India Focused Equity Fund - Direct - Growth

Latest NAV

₹110.9849

As of

3 Jun 2026

3,301 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.54%	+0.16%	-0.70	27 / 28	Q4
1W	-2.46%	-1.70%	-0.76	27 / 28	Q4
2W	-1.63%	+0.08%	-1.72	27 / 28	Q4
1M	-3.13%	-0.57%	-2.55	28 / 28	Q4
3M	-5.18%	-0.01%	-5.17	27 / 28	Q4
6M	-11.42%	-4.00%	-7.42	28 / 28	Q4
YTD	-11.42%	-4.28%	-7.15	28 / 28	Q4
1Y	-5.89%	+1.05%	-6.94	26 / 28	Q4
2Y	-0.62%	+4.18%	-4.81	27 / 28	Q4
3Y	+10.97%	+14.42%	-3.45	24 / 27	Q4
4Y	+13.05%	+14.60%	-1.54	19 / 24	Q4
5Y	+11.62%	+13.14%	-1.52	18 / 21	Q4
7Y	+13.24%	+14.32%	-1.07	10 / 15	Q3
10Y	+13.93%	+14.36%	-0.43	8 / 13	Q3
Inception	+16.30%	+14.67%	+1.63	7 / 28	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-11.42%	-4.28%	-7.15	28 / 28
2025	+5.53%	+5.55%	-0.02	14 / 28
2024	+20.78%	+20.88%	-0.10	11 / 27
2023	+23.69%	+27.60%	-3.92	19 / 25
2022	+9.74%	+2.34%	+7.39	4 / 23
2021	+40.05%	+33.53%	+6.52	6 / 20
2020	+11.30%	+17.14%	-5.83	14 / 17
2019	+10.88%	+12.27%	-1.40	8 / 13
2018	-7.26%	-5.39%	-1.87	10 / 13
2017	+38.03%	+37.82%	+0.21	7 / 13
2016	+5.60%	+5.87%	-0.27	5 / 13

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.86%

152 windows

min -31.4% · max 100.0%

84% positive

3-Year rolling

+17.37%

128 windows

min -6.0% · max 35.7%

96% positive

5-Year rolling

+16.69%

103 windows

min -0.5% · max 27.9%

99% positive

7-Year rolling

+15.78%

79 windows

min 11.6% · max 20.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.86%

3-year · annualised

Sharpe ratio

0.39

vs risk-free 6.5%

Sortino ratio

0.60

Downside-only deviation

Max drawdown

-17.85%

Sep 2024 → Apr 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
HDFC Focused Fund - Growth Option - Direct Plan	HDFC	₹250.6800	3 Jun 2026
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹131.4877	3 Jun 2026
SBI FOCUSED FUND - DIRECT PLAN -GROWTH	SBI	₹430.6856	2 Jun 2026
ICICI Prudential Focused Equity Fund - Direct Plan - Growth	ICICI Prudential	₹102.5000	3 Jun 2026
Invesco India Focused Fund - Direct Plan - Growth	Invesco	₹28.4200	3 Jun 2026
Bandhan Focused Fund - Direct Plan - Growth	Bandhan	₹101.5750	3 Jun 2026
quant Focused Fund - Growth Option-Direct Plan	Quant	₹100.2827	3 Jun 2026
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹158.3303	3 Jun 2026
Motilal Oswal Focused Fund - Direct Plan Growth Option	Motilal Oswal	₹54.9491	3 Jun 2026
Mirae Asset Focused Fund Direct Plan Growth	Mirae Asset	₹25.4610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹110.9849
2 Jun 2026	₹111.5831
1 Jun 2026	₹111.1873
29 May 2026	₹111.8345
27 May 2026	₹113.7816
26 May 2026	₹113.7676
25 May 2026	₹114.2496
22 May 2026	₹113.0085
21 May 2026	₹112.7840
20 May 2026	₹112.8273

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Franklin India Focused Equity Fund - Direct - Growth is ₹110.9849. It's a Focused Fund from Franklin India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Focused Equity Fund - Direct - Growth has NAV history starting from 01 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Franklin India Focused Equity Fund - Direct - Growth is managed by Franklin India. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Focused Equity Fund - Direct - Growth has delivered a absolute return of -5.89% — -6.94 pp behind the Focused Fund category average of 1.05%. The fund ranks #26 of 28 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India Focused Equity Fund - Direct - Growth has delivered a CAGR of 10.97% — -3.45 pp behind the Focused Fund category average of 14.42%. The fund ranks #24 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Franklin India Focused Equity Fund - Direct - Growth has delivered a CAGR of 11.62% — -1.52 pp behind the Focused Fund category average of 13.14%. The fund ranks #18 of 21 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Franklin India Focused Equity Fund - Direct - Growth exactly 10 years ago would be worth approximately ₹368,423 today — a multiplier of 3.68×, based on the 10-year CAGR of 13.93%. The category average over the same window would have grown ₹1 lakh to ₹382,563.

A ₹10,000 monthly SIP in Franklin India Focused Equity Fund - Direct - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹736,722 today. That's an XIRR (money-weighted annualised return) of 8.14%.

A ₹10,000 monthly SIP for 10 years in Franklin India Focused Equity Fund - Direct - Growth = ₹1,200,000 invested. It would currently be worth ₹2,405,127 (multiplier 2.00×). XIRR: 13.32%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India Focused Equity Fund - Direct - Growth ranks #18 out of 21 funds in the Focused Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.14%; this fund delivered 11.62%.

The worst peak-to-trough decline Franklin India Focused Equity Fund - Direct - Growth has experienced over the last 5-year window is 17.85% — its NAV fell from a high on 23 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin India Focused Equity Fund - Direct - Growth averaged 16.69% (best 27.89%, worst -0.49%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, Franklin India Focused Equity Fund - Direct - Growth returned 5.53% — lagging the Focused Fund category average of 5.55% by 0.02 pp. It ranked #14 of 28 in its category that year.

Franklin India Focused Equity Fund - Direct - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Franklin India Focused Equity Fund - Direct - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.8%. 5-year CAGR: 11.62%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.