Franklin India Focused Equity Fund - Direct Plan - Growth
code 118564 Focused Fund direct plan · growth NAVs 2013-01-01 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-01, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 8.49% | -7.64% | -6.04% | -1.60% | 2026-10-09 → 2026-11-09 |
| 3M | -0.91% | -5.84% | -3.61% | -2.23% | 2026-08-07 → 2026-11-09 |
| 6M | 0.99% | -1.38% | 5.81% | -7.19% | 2026-05-08 → 2026-11-09 |
| 1Y | -5.98% | -11.14% | -1.79% | -9.35% | 2025-11-07 → 2026-11-09 |
| 3Y | 9.37% | 6.34% | 9.55% | -3.22% | 2023-11-09 → 2026-11-09 |
| 5Y | 8.95% | 8.49% | 9.02% | -0.53% | 2021-11-09 → 2026-11-09 |
| 7Y | 14.84% | 13.95% | 14.12% | -0.17% | 2019-11-08 → 2026-11-09 |
| 10Y | 13.37% | 12.63% | 12.86% | -0.24% | 2016-11-09 → 2026-11-09 |
| since inception | 16.13% | 15.61% | 13.00% | 2.61% | 2013-01-01 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 81.33% | 2.97% | 6.27% | 39.00% | -7.74% | 11.97% | 11.79% | 40.53% | 9.74% | 24.51% | 20.88% | 5.92% |
| benchmark | 39.30% | 0.22% | 5.12% | 37.65% | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,132 | 20.34% | 12.73% | -32.75% | 103.50% | 83% | 64% |
| 3 years | 2,644 | 17.34% | 16.97% | -6.36% | 36.65% | 97% | 69% |
| 5 years | 2,151 | 16.63% | 16.44% | -0.77% | 31.03% | 100% | 79% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 7.68% | 8.19% | 12.29% |
| volatility | 14.49% | 13.79% | 17.95% |
| max drawdown | -17.85% | -17.85% | -37.69% |
| downside deviation | 11.02% | 9.83% | 12.48% |
| Sharpe ratio | 0.18 | 0.23 | 0.44 |
| Sortino ratio | 0.23 | 0.32 | 0.63 |
| Calmar ratio | 0.43 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Focused Fund
Overall ★★☆☆☆ (3y ★☆☆☆☆ · 5y ★☆☆☆☆ · 10y ★★★☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 27 funds | 5 years of 22 funds | 10 years of 13 funds |
|---|---|---|---|
| return | 100th | 91st | 67th |
| volatility | 20th | 20th | 84th |
| Sharpe | 100th | 91st | 67th |
| Sortino | 100th | 91st | 67th |
| worst fall | 50th | 24th | 75th |
| risk-adjusted return (MRAR) | 100th | 91st | 67th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.