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Franklin Templeton Mutual Fund

Franklin India Focused Equity Fund - Growth Plan

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 53/100 · Average

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)7.29%
  • Expense ratio (20%)1.16%
  • AUM (15%)₹11,506 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Franklin Templeton Mutual Fund · Equity · Flexi Cap

₹112.26

+13.48 (+13.65%)

AUM: ₹11,506 Cr

NAV updated 16 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

1.16%

Exit Load

Exit load of 1% if redeemed within 1 year

Fund Manager

Anand Radhakrishnan, Roshi Jain, Srikesh Nair

Inception

Jan 2013

Benchmark

NIFTY 500 Total Return Index

Sharpe Ratio

-1.11

Std Dev (1Y)

13.41%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-4.35%

3m

+2.65%

6m

-0.87%

1y

-8.64%

3y

+7.29%

5y

+10.01%

10y

+12.74%

since inception

+12.79%

TopFund's Take on Franklin India Focused Equity Fund - Growth Plan

Franklin India Focused Equity Fund - Growth Plan sits in the middle of the pack for Flexi Cap funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 53/100.

Cost: At 1.16%, the expense ratio runs 36% above the Flexi Cap category average of 0.85%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.11 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.41% is fairly typical for Flexi Cap funds.

Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Equity 92.32%
Cash/Net Current Assets 7.44%
Treasury Bills 0.22%

Frequently Asked Questions about Franklin India Focused Equity Fund - Growth Plan

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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