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-32.90103.5013.7321.4611.31
3 year-6.3636.7317.5217.6816.76
5 year-0.7731.0517.0716.9315.84
7 year11.1521.3116.0915.9514.78
10 year13.0421.2417.9117.3515.69
12 year17.1620.6719.0919.1316.89

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6121.46
3 year 6.2830.9515.0417.68
5 year 8.3826.0214.2216.93
7 year 10.1815.6212.9315.95
10 year 11.4212.9312.1817.35
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4921.46
3 year 6.5619.6413.5717.68
5 year 9.2212.2910.7516.93
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7521.46
3 year 7.6821.4915.0617.68
5 year 10.3713.511.9316.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1621.46
3 year 8.0432.0317.8117.68
5 year 8.1828.6415.3416.93
7 year 10.6416.4213.7715.95
10 year 12.5614.0613.3117.35

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 %