December 31, 2025
RA Jainee
Franklin India Focused Equity Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 124.23 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 43.31 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 12,815 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.96% |
| 1 Year Return (%) | 5.25 |
| 3 Year Return (%) | 16.61 |
| 5 Year Return (%) | 19.57 |
| 10 Year Return (%) | 15.35 |
| Return Since Launch | 17.89% |
⚖️ Sahifund Review – Franklin India Focused Equity Fund
✓ PLUS: Stability, track record, disciplined investing
Franklin India Focused Equity Fund offers a strong long-term track record, with consistent returns across 5–10 year periods, reflecting disciplined stock selection. The fund follows a focused yet quality-driven approach, investing in high-growth companies with strong fundamentals. Moderate portfolio churn and experienced fund management add to stability, making it suitable for long-term SIP investors seeking steady compounding.
⚖️ MINUS: Large AUM, large-cap bias, limited momentum
With AUM above Rs. 12,800 crore, the fund’s ability to take agile high-conviction bets may be constrained. A heavy large-cap tilt has resulted in relatively muted performance during mid-cap-led rallies. Short-term returns have lagged peers, indicating momentum drag in fast-moving markets.
Sahifund Verdict:
A reliable focused equity fund for patient investors who prefer consistency over aggression, but not ideal for those chasing short-term alpha.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
Fund Manager:
1) Ajay Argal
Education: Mr. Argal is a B.Tech from (IIT,Mumbai) & PGDM (IIM,Bangalore).
Experience: Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Baring Asset Management (Asia) Ltd., Aditya Birla Sunlife Mutual Fund and UTI AMC where he handled various aspects of investments function including managing offshore funds, equity funds, balanced funds, equity research & equity dealing.
2) Venkatesh Sanjeevi
Education: Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com
Experience: Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Franklin India Focused Equity Fund
| Fund House | Franklin Templeton Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 17.89% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 12,815 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.96% |
| (As on 30-Nov-2025) | |
| Risk Grade | Average |
| Return Grade | Above Average |
| Turnover | 18.23% |
Trailing Returns (%) of Franklin India Focused Equity Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Franklin India Focused Equity Dir | 5.38 | -0.15 | -1.63 | 2.80 | 1.40 | 5.25 | 16.61 | 19.57 | 17.31 | 15.35 |
| BSE 500 TRI | 6.75 | -0.01 | -1.06 | 4.16 | 0.79 | 6.78 | 16.07 | 16.63 | 15.75 | 14.79 |
| Equity: Flexi Cap | 4.00 | -0.21 | -1.60 | 3.17 | 0.11 | 3.97 | 17.43 | 16.94 | 15.87 | 14.71 |
| Rank within category | 49 | 68 | 75 | 65 | 30 | 49 | 45 | 14 | 12 | 14 |
| Number of funds in category | 95 | 114 | 113 | 110 | 101 | 94 | 72 | 55 | 42 | 35 |
Peer Comparison of Franklin India Focused Equity Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Franklin India Focused Equity Dir | 4 star | 5.25 | 16.61 | 19.57 | 0.96 | 12,815 | 17.89 | 1.00 (365) | 12Y 11M | 18.23 |
| Parag Parikh Flexi Cap Dir | 5 star | 7.56 | 22.82 | 20.48 | 0.63 | 1,29,783 | 19.51 | 2.00 (365) | 12Y 7M | 12.67 |
| HDFC Flexi Cap Dir | 5 star | 11.28 | 22.01 | 24.28 | 0.67 | 94,069 | 16.87 | 1.00 (365) | 12Y 11M | 12.51 |
| SBI Focused Dir | 4 star | 16.83 | 19.19 | 17.73 | 0.75 | 42,773 | 16.04 | 0.25 (30) | 12Y 11M | 37.00 |
| HDFC Focused Dir | 5 star | 11.16 | 22.28 | 25.47 | 0.62 | 26,230 | 15.74 | 1.00 (365) | 12Y 11M | 13.75 |
Portfolio Analysis of Franklin India Focused Equity Fund
| No. of Stocks | 28 |
| Top 10 Stocks | 61.03% |
| Top 5 Stocks | 37.08% |
| Top 3 Sectors | 64.28% |
| Portfolio P/B Ratio | 3.93 |
| Portfolio P/E Ratio | 26.10 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,59,487 | 1,83,488 |
| Giant (%) | 74.08 | 49.57 |
| Large (%) | 12.79 | 21.41 |
| Mid (%) | 12.67 | 23.80 |
| Small (%) | 0.47 | 6.21 |
| Tiny (%) | — | 0.79 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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