ReviewDirect · Growth
Franklin India Focused Equity Fund
Franklin Templeton Mutual FundEquity Scheme - Focused Fund13.7 years
The scheme seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
- NAV
- 110.6309
- 15 Sept 2026
- 1Y
- -8.6%
- Trailing CAGR
- Upside capture
- +100%
- Vs NIFTY 500 TRI
- Downside capture
- +99%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-8.6%
- 3Y+7.3%
- 5Y+10.0%
- 10Y+12.7%
- SI+16.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-9.7%
- 3Y+0.3%
- 5Y+7.4%
- 10Y+12.8%
- Since inception
- +16.1%
- Calendar-day CAGR
- Excess 1Y
- -12.3%
- Category median, same plan and option
- 3Y win rate
- +71%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- -6.4%
- 2636 daily-ending windows
- Median rolling 3Y
- +17.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +0.3%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- -8.5%
- Fund minus TRI
- 3Y excess
- -2.8%
- Fund minus TRI
- Upside capture
- +100%
- Benchmark-up months
- Downside capture
- +99%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 157 recovered episodes
- Longest recovery
- 240 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
3 Jun 2019 – 18 Nov 2020
Trough 23 Mar 2020 · recovered in 240 days
-37.7%
6 Aug 2015 – 12 Jul 2016
Trough 11 Feb 2016 · recovered in 152 days
-21.7%
23 Jan 2018 – 24 May 2019
Trough 9 Oct 2018 · recovered in 227 days
-18.3%
23 Sept 2024 – open
Trough 7 Apr 2025 · not recovered
-17.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
66
Risk-adjusted
60
Drawdown
6
Mean
26
Portfolio
31 Aug 2026 · 30 holdings · top 10 are 59.6%.
- Top 5
- 36.1%
- Top 10
- 59.6%
- Largest holding
- 8.5%
- Effective holdings
- 21.0
ICICI Bank Ltd
Financial
8.5%
HDFC Bank Ltd
Financial
8.0%
Axis Bank Ltd
Financial
7.3%
Zomato Ltd
Technology
6.7%
Reliance Industries Ltd
Energy & Utilities
5.5%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 71% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ITI Focused Fund
ITI Mutual Fund
- 1Y
- +12.0%
- 3Y
- +18.1%
- Vol
- 15.6%
- Max DD
- -18.4%
- Sharpe
- 0.89
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Edelweiss Focused Fund
Edelweiss Mutual Fund
- 1Y
- -1.3%
- 3Y
- +11.4%
- Vol
- 13.8%
- Max DD
- -17.1%
- Sharpe
- 0.65
- 3Y win
- +93%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Old Bridge Focused Fund
Old Bridge Mutual Fund
- 1Y
- +14.1%
- 3Y
- n/a
- Vol
- 16.2%
- Max DD
- -18.9%
- Sharpe
- 0.49
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Quant Focused Fund
quant Mutual Fund
- 1Y
- +11.1%
- 3Y
- +12.6%
- Vol
- 16.6%
- Max DD
- -36.4%
- Sharpe
- 0.71
- 3Y win
- +78%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Tata Focused Fund
Tata Mutual Fund
- 1Y
- -3.6%
- 3Y
- +8.8%
- Vol
- 17.8%
- Max DD
- -37.3%
- Sharpe
- 0.57
- 3Y win
- +76%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility