Franklin India Focused Equity Fund Direct Growth
Scheme code: INF090I01IW2
NAV value:
₹ 109.7452
NAV date: 19 March, 2026
TER: 1.01%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Focused Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -32.90 | 103.50 | 13.73 | 21.46 | 11.31 |
| 3 year | -6.36 | 36.73 | 17.52 | 17.68 | 16.76 |
| 5 year | -0.77 | 31.05 | 17.07 | 16.93 | 15.84 |
| 7 year | 11.15 | 21.31 | 16.09 | 15.95 | 14.78 |
| 10 year | 13.04 | 21.24 | 17.91 | 17.35 | 15.69 |
| 12 year | 17.16 | 20.67 | 19.09 | 19.13 | 16.89 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,03,519 - Absolute Returns: ₹1,03,519 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,16,787 - Absolute Returns: ₹10,16,787 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,70,738 - Absolute Returns: ₹31,70,738 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,51,80,737 - Absolute Returns: ₹67,80,737 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,92,48,216 - Absolute Returns: ₹1,72,48,216 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,25,54,566 - Absolute Returns: ₹2,81,54,566 - CAGR: %Drawdown Metrics
Max Drawdown
-37.69 %
Drawdown Duration
10 months
Recovery Time
8 months
Avg Drawdown
-5.31 %
Calmar Ratio by Duration
1
Y
0.5693
3
Y
0.469
5
Y
0.4491
7
Y
0.4231
10
Y
0.4603
12
Y
0.5075
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | -0.80 | 0.94 | 93.2 | 93.1 | 3.34 % | 4.00 % |
| 3 years | 3.96 | 0.92 | 94.0 | 88.3 | 14.86 % | 11.28 % |
| 5 years | 4.39 | 0.92 | 92.6 | 86.6 | 13.58 % | 9.44 % |
| 7 years | 3.92 | 0.92 | 95.9 | 91.6 | 14.33 % | 10.74 % |
| 10 years | 3.43 | 0.93 | 96.6 | 92.5 | 15.10 % | 12.06 % |
| 12 years | 2.67 | 0.93 | 96.6 | 92.4 | 12.43 % | 10.00 % |
| 15 years | 2.01 | 0.93 | 96.6 | 92.4 | 9.83 % | 7.92 % |