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Franklin India Focused Equity Fund

Franklin India Focused Equity Fund

Fund Overview

AUM (Fund size) ₹12,669 Cr
Exit load 1.0%
Lock-in Period Nil
Age 18 yrs 5 m since May 31, 2007
Benchmark NIFTY 500 TRI
Min. investment SIP: ₹3000 & Lumpsum: ₹10000
Expense ratio 1.76% as on Oct 31, 2025
Plan type Regular
Risk Very High
Short term capital gains (STCG) Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG) After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Peer Comparison

Fund Name 1M 6M 1Y 3Y 5Y 10Y
Franklin India Focused Equity Fund 0.6% 5.67% 5.2% 15.56% 20.83% 14.28%
ICICI Prudential India Opportunities Fund 1.87% 6.52% 11.22% 22.76% 29.92% 14.05%
ICICI Prudential Dividend Yield Equity Fund 0.77% 6.43% 9.38% 22.74% 27.26% 16.33%
ICICI Prudential Value Fund 2.07% 6.78% 10.79% 21.19% 24.85% 15.81%
SBI Contra Fund 1.15% 4.04% 4.0% 19.68% 26.84% 16.56%
ICICI Prudential India Equity FOF 0.75% 4.89% 6.9% 20.72% 24.23% 12.33%
Fund Name Std. deviation Beta Sharpe Sortino
Franklin India Focused Equity Fund 11.78 0.85 0.78 1.11
ICICI Prudential India Opportunities Fund 11.44 0.82 1.31 2.31
ICICI Prudential Dividend Yield Equity Fund 11.99 0.85 1.31 2.01
ICICI Prudential Value Fund 11.02 0.78 1.25 2.14
SBI Contra Fund 12.18 0.89 1.06 1.69
ICICI Prudential India Equity FOF 11.70 0.87 1.16 1.87
Fund Name AUM Fund Age Expense Ratio
Franklin India Focused Equity Fund 12,669 Cr 18 yrs 5 m 1.76%
ICICI Prudential India Opportunities Fund 32,669 Cr 6 yrs 10 m 1.57%
ICICI Prudential Dividend Yield Equity Fund 6,232 Cr 11 yrs 6 m 1.81%
ICICI Prudential Value Fund 57,935 Cr 21 yrs 4 m 1.49%
SBI Contra Fund 49,218 Cr 20 yrs 6 m 1.49%
ICICI Prudential India Equity FOF 238 Cr 5 yrs 9 m 1.21%

Best Mutual Funds for 2025

Mutual Fund AUM 1Y Returns 5Y Returns
Franklin Build India Fund 3,088 Cr 2.82% 29.31%
Franklin India Small Cap Fund 13,790 Cr -3.88% 25.62%
Franklin India Opportunities Fund 8,189 Cr 6.01% 24.94%
Templeton India Value Fund 2,260 Cr 2.97% 23.8%
Franklin India Dividend Yield Fund 2,417 Cr -1.06% 21.84%
Franklin India Mid Cap Fund 12,770 Cr 3.67% 21.28%