25
FocusedAvoid
FranklIn India Focused Equity
Franklin · Direct–Growth · rank #25 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-10.2%
-8.1% vs index
3 Years
7.3%
-2.5% vs index
5 Years
9.6%
+0.1% vs index
Since launch
16.0%
Year-by-year performance
2021
+40.5%+9.9% vs index
2022
+9.7%+6.0% vs index
2023
+24.5%-2.0% vs index
2024
+20.9%+5.2% vs index
2025
+5.9%-1.8% vs index
2026
-10.2%-6.6% vs index
Why this score
FranklIn India Focused Equity scores 25/100 — #25 of 28 Focused fund (Avoid). It stands out for volatility — beating 95% of peers on volatility. The main drag is its 3y return (better than only 2% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
3Y return7.30% · 2nd percentile in category
Sharpe ratio0.06 · 2nd percentile in category
5Y return9.57% · 23rd percentile in category
Volatility13.13 · 95th percentile in category
Sortino ratio0.08 · 2nd percentile in category
Alpha-3.35 · 6th percentile in category
Top holdings
1.ICICI Bank Ltd8.53%
2.HDFC Bank Ltd7.95%
3.Axis Bank Ltd7.34%
4.Zomato Ltd6.7%
5.Reliance Industries Ltd5.55%
28 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.