Franklin India Focused Equity Fund Direct Growth

Scheme code: INF090I01IW2 NAV value: ₹ 116.7896 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.82	47.92	26.83	27.5
3 year	10.80	38.04	22.28	19.35
5 year	1.09	31.08	15.62	15.23
7 year	10.64	21.74	15.69	14.59
10 year	13.02	21.69	18.11	16.01
12 year	17.89	19.24	18.67	16.38

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	26.83
3 year	6.28	33.32	15.79	22.28
5 year	3.54	26.02	13.5	15.62
7 year	3.33	15.62	11.71	15.69
10 year	3.49	17.22	10.6	18.11
12 year	3.07	16.17	10.84	18.67
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	26.83
3 year	9.08	58.7	29.31	22.28
5 year	3.67	48	18.04	15.62
7 year	3.8	31.03	14.14	15.69
10 year	3.8	28.93	12.39	18.11
12 year	3.63	26.65	12.59	18.67
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	26.83
3 year	7.68	33.37	17.09	22.28
5 year	2.35	27.63	13.51	15.62
7 year	3.76	16.01	12.07	15.69
10 year	3.56	16.94	10.92	18.11
12 year	3.31	16.54	11.01	18.67
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	26.83
3 year	8.04	34.46	18.26	22.28
5 year	3.37	28.64	14.21	15.62
7 year	3.97	16.42	12.41	15.69
10 year	3.53	17.72	11.22	18.11
12 year	3.1	16.97	11.31	18.67
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 26.83% - Median return: 31.87% - Average standard deviation: 4.59

Rolling return for 3 year

- Average return: 22.28% - Median return: 21.46% - Average standard deviation: 2.08

Rolling return for 5 year

- Average return: 15.62% - Median return: 15.66% - Average standard deviation: 1.06

Rolling return for 7 year

- Average return: 15.69% - Median return: 15.69% - Average standard deviation: 0.76

Rolling return for 10 year

- Average return: 18.11% - Median return: 18.61% - Average standard deviation: 0.48

Rolling return for 12 year

- Average return: 18.67% - Median return: 18.65% - Average standard deviation: 0.39

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 (%)
1 year	12,00,000	13,06,148	1,06,148	8.85
3 year	36,00,000	49,11,232	13,11,232	10.91
5 year	60,00,000	94,45,810	34,45,810	9.50
7 year	84,00,000	1,48,63,027	64,63,027	8.49
10 year	1,20,00,000	2,95,67,142	1,75,67,142	9.44
12 year	1,44,00,000	4,30,39,790	2,86,39,790	9.55

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	8.85
3 year	7.3	10.91
5 year	7.48	9.5
7 year	6.39	8.49
10 year	5.95	9.44
12 year	6.11	9.55

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	8.85
3 year	20.64	10.91
5 year	13	9.5
7 year	9.48	8.49
10 year	7.99	9.44
12 year	8.12	9.55

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	8.85
3 year	8.22	10.91
5 year	7.77	9.5
7 year	6.6	8.49
10 year	6.23	9.44
12 year	6.37	9.55

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	8.85
3 year	8.71	10.91
5 year	8.22	9.5
7 year	6.82	8.49
10 year	6.47	9.44
12 year	6.6	9.55

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,06,148 - Absolute Returns: ₹1,06,148 - CAGR: 8.85%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,11,232 - Absolute Returns: ₹13,11,232 - CAGR: 10.91%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,45,810 - Absolute Returns: ₹34,45,810 - CAGR: 9.5%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,48,63,027 - Absolute Returns: ₹64,63,027 - CAGR: 8.49%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,95,67,142 - Absolute Returns: ₹1,75,67,142 - CAGR: 9.44%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,30,39,790 - Absolute Returns: ₹2,86,39,790 - CAGR: 9.55%