Franklin India Focused Equity Fund - Direct - Growth
Franklin Templeton Mutual Fund Equity Focused Fund
Expense Ratio
0.95%
AUM
₹2233.74 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-43.58%
Poor
6 Months
-3.25%
Poor
1 Year
+6.97%
Below Average
3 Years
+14.76%
Average
5 Years
+17.81%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹2233.74 Cr
Recent Trend
Growing
Stability Score
5.8
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-4.01%
3Y
3Y CAGR
+49.96%
5Y
5Y CAGR
+31.06%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.30%
Annualized standard deviation
Sharpe Ratio
1.242
Good - Risk-adjusted return
Max Drawdown
-17.80%
Moderate - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.90%
Average daily price movement
Annualized Volatility
14.30%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance