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Franklin India Focused Equity Fund - Growth Plan

Franklin India Focused Equity · Sectoral
Very High
₹100.87
Current NAV
25 Jun 2026
19.9%
1Y Return
16.9%
3Y CAGR
18.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.49).
  • Very large asset base (AUM: ₹13,040 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.99
Sharpe Ratio
0.89
Beta
3.49
Alpha
1.28
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Fund Details
Fund House Franklin India Focused Equity
Category Sectoral
AUM ₹13040 Cr
Expense Ratio 1.29%
Min SIP ₹500
Min Lumpsum ₹1000
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