Should I invest in Franklin India High Growth Companies Fund?

We don't give personal investment advice. Franklin India High Growth Companies Fund - Dividend Plan 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: 26.9%. 5-year CAGR: 2.34%.

Franklin Templeton

Franklin India High Growth Companies Fund - Dividend Plan

Latest NAV

₹34.0582

As of

17 Jul 2026

4,667 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	+0.61%	+0.41%	+0.20	6 / 17	Q2
1W	+0.05%	+0.17%	-0.13	9 / 17	Q3
2W	+0.50%	+0.42%	+0.08	8 / 17	Q2
1M	+1.68%	+2.20%	-0.52	13 / 17	Q4
3M	+0.58%	+3.98%	-3.40	16 / 17	Q4
6M	-5.82%	+0.07%	-5.89	15 / 17	Q4
YTD	-7.48%	-1.44%	-6.04	15 / 17	Q4
1Y	-12.67%	+0.45%	-13.13	17 / 17	Q4
2Y	-10.23%	+0.23%	-10.46	17 / 17	Q4
3Y	+0.95%	+10.71%	-9.76	17 / 17	Q4
4Y	+3.64%	+12.62%	-8.99	17 / 17	Q4
5Y	+2.34%	+10.55%	-8.21	16 / 16	Q4
7Y	+4.99%	+12.43%	-7.44	16 / 16	Q4
10Y	+3.70%	+10.17%	-6.47	15 / 16	Q4
Inception	+6.73%	+8.36%	-1.63	11 / 17	Q3

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	-7.48%	-1.44%	-6.04	15 / 17
2025	-3.66%	+3.05%	-6.71	16 / 17
2024	+10.46%	+16.43%	-5.96	15 / 17
2023	+12.61%	+23.77%	-11.16	17 / 17
2022	-0.67%	+2.25%	-2.92	11 / 17
2021	+29.21%	+29.90%	-0.68	9 / 16
2020	+2.32%	+10.37%	-8.05	15 / 16
2019	+1.26%	+6.11%	-4.85	14 / 16
2018	-16.30%	-12.13%	-4.18	13 / 16
2017	+25.89%	+33.15%	-7.26	12 / 16
2016	-4.36%	-0.16%	-4.20	11 / 16

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

+10.89%

220 windows

min -58.1% · max 143.7%

60% positive

3-Year rolling

+9.31%

195 windows

min -13.3% · max 34.7%

85% positive

5-Year rolling

+9.11%

171 windows

min -7.8% · max 22.1%

91% positive

7-Year rolling

+8.79%

147 windows

min 1.9% · max 22.0%

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

12.92%

3-year · annualised

Sharpe ratio

-0.36

vs risk-free 6.5%

Sortino ratio

-0.50

Downside-only deviation

Max drawdown

-26.90%

Aug 2024 → Mar 2026

% positive months

58.3%

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 Core and Satellite Fund - DIVIDEND	HDFC	₹23.8110	17 Jul 2026
SBI MSFU EMERGING BUSINESSES FUND - DIVIDEND	SBI	₹72.0370	17 Jul 2026
Franklin India High Growth Companies Fund - Growth Plan	Franklin Templeton	₹102.5402	17 Jul 2026
Birla Sun Life Top 100 Fund -Dividend Option	Birla Sun Life	₹25.0968	17 Jul 2026
Escorts Leading Sectors Fund - Dividend Option	Escorts	₹69.8510	17 Jul 2026
IDFC Imperial Equity Fund-Plan A - Dividend	IDFC	₹18.9440	17 Jul 2026
JM Core 11 Fund - Series 1 - Dividend option	JM Financial	₹20.1203	17 Jul 2026
Reliance Long Term Equity Fund -Dividend Plan Dividend Option	Reliance	₹32.9706	17 Jul 2026
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Sundaram	₹162.5625	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹34.0582
16 Jul 2026	₹33.8517
15 Jul 2026	₹33.9589
14 Jul 2026	₹33.8172
13 Jul 2026	₹33.9687
10 Jul 2026	₹34.0421
9 Jul 2026	₹33.6475
8 Jul 2026	₹33.4416
7 Jul 2026	₹34.1659
6 Jul 2026	₹34.1090

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 17 Jul 2026, the NAV of Franklin India High Growth Companies Fund - Dividend Plan is ₹34.0582. It's a Focused Fund from Franklin Templeton, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India High Growth Companies Fund - Dividend Plan has NAV history starting from 27 Jul 2007, a track record of about 18 years 11 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Franklin India High Growth Companies Fund - Dividend Plan is managed by Franklin Templeton. 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 High Growth Companies Fund - Dividend Plan has delivered a absolute return of -12.67% — -13.13 pp behind the Focused Fund category average of 0.45%. The fund ranks #17 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India High Growth Companies Fund - Dividend Plan has delivered a CAGR of 0.95% — -9.76 pp behind the Focused Fund category average of 10.71%. The fund ranks #17 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Franklin India High Growth Companies Fund - Dividend Plan has delivered a CAGR of 2.34% — -8.21 pp behind the Focused Fund category average of 10.55%. The fund ranks #16 of 16 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Franklin India High Growth Companies Fund - Dividend Plan exactly 10 years ago would be worth approximately ₹143,861 today — a multiplier of 1.44×, based on the 10-year CAGR of 3.70%. The category average over the same window would have grown ₹1 lakh to ₹263,387.

A ₹10,000 monthly SIP in Franklin India High Growth Companies Fund - Dividend Plan over the last 5 years — total invested ₹600,000 — would be worth ₹610,586 today. That's an XIRR (money-weighted annualised return) of 0.69%.

A ₹10,000 monthly SIP for 10 years in Franklin India High Growth Companies Fund - Dividend Plan = ₹1,200,000 invested. It would currently be worth ₹1,501,630 (multiplier 1.25×). XIRR: 4.39%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India High Growth Companies Fund - Dividend Plan ranks #16 out of 16 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 10.55%; this fund delivered 2.34%.

The worst peak-to-trough decline Franklin India High Growth Companies Fund - Dividend Plan has experienced over the last 5-year window is 26.90% — its NAV fell from a high on 23 Aug 2024 to a low on 31 Mar 2026. 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 High Growth Companies Fund - Dividend Plan averaged 9.11% (best 22.08%, worst -7.78%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is -0.23 — negative risk-adjusted performance.

In calendar year 2025, Franklin India High Growth Companies Fund - Dividend Plan returned -3.66% — lagging the Focused Fund category average of 3.05% by 6.71 pp. It ranked #16 of 17 in its category that year.

Franklin India High Growth Companies Fund - Dividend Plan 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 High Growth Companies Fund - Dividend Plan 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: 26.9%. 5-year CAGR: 2.34%.

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