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MF_118564

Franklin India Focused Equity Fund - Direct - Growth

Equity Scheme - Focused Fund

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End Amount
₹73,749.49
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.54%
MF_118564 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
10.19%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.58
Risk-Adjusted Return
Sortino Ratio
0.87
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 54% 35% 19%
60 days 57% 23% 12%
90 days 61% 18% 10%
180 days 63% 14% 7%
1Yr 66% 11% 4%
3Yr 74% 6% 3%
5Yr 77% 4% 1%
7Yr 100% 3% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Focused Equity Fund - Direct - Growth Nifty 50
30 days 4.8% | -66.6% | 18.7% | 263.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -38.8% | -51.8% | 19.3% | 172.7% -23.0% | -45.3% | 16.7% | 120.0%
90 days -29.7% | -42.6% | 17.8% | 150.1% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -14.3% | -15.2% | 12.6% | 84.3% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 7.7% | -0.6% | 16.9% | 32.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.9% | 3.9% | 16.4% | 26.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.6% | 12.1% | 15.9% | 19.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.3% | 12.7% | 16.4% | 20.7% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Oct. 19, 2013 277 days 15% Nifty 50: 12% 10260 8716 10273
Jan. 1, 2014 March 5, 2014 63 days 6% Nifty 50: 5% 10970 10314 11011
Dec. 4, 2014 Jan. 1, 2015 28 days 5% Nifty 50: 6% 19813 18801 19817
Jan. 28, 2015 Feb. 28, 2015 31 days 5% Nifty 50: 4% 21193 20125 21206
April 13, 2015 July 31, 2015 109 days 8% Nifty 50: 10% 21569 19834 21613
Aug. 6, 2015 July 12, 2016 341 days 22% Nifty 50: 19% 21898 17144 21909
Oct. 25, 2016 Feb. 1, 2017 99 days 10% Nifty 50: 9% 23378 21022 23592
Jan. 23, 2018 May 24, 2019 486 days 18% Nifty 50: 9% 30816 25175 31409
June 3, 2019 Nov. 18, 2020 534 days 38% Nifty 50: 36% 31931 19895 32223
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 37394 35284 38474
March 3, 2021 May 18, 2021 76 days 9% Nifty 50: 6% 41232 37413 41304
Nov. 9, 2021 Aug. 18, 2022 282 days 16% Nifty 50: 15% 51749 43435 51792
Sept. 14, 2022 Oct. 29, 2022 45 days 6% Nifty 50: 7% 53295 50211 53652
Dec. 14, 2022 June 3, 2023 171 days 10% Nifty 50: 9% 55362 49839 55565
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 62283 58597 62716
Sept. 23, 2024 Oct. 30, 2026 767 days 18% Nifty 50: 15% 88097 72375 73749