Franklin India Focused Equity Fund vs HDFC Focused Fund
Over the last 3 years, HDFC Focused Fund returned 17.1% a year against 9.4% for Franklin India Focused Equity Fund (Direct plans). HDFC Focused Fund costs less (0.83% a year, Direct). They hold 10 stocks in common; the portfolio overlap is 44%. Data as of 5 Nov 2026.
| Franklin India Focused Equity Fund | HDFC Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | Franklin Templeton Mutual Fund | HDFC Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹11,337 cr | ₹27,716 cr |
| Direct plan | ||
| Rating | B | A+ |
| Expense ratio | 1.17% | 0.83% |
| 1Y return | -7.8% | 1.0% |
| 3Y return (a year) | 9.4% | 17.1% |
| 5Y return (a year) | 8.9% | 17.0% |
| 3Y vs index | -2.6% | +5.1% |
| Regular plan | ||
| Rating | B | A+ |
| Expense ratio | 1.94% | 1.71% |
| 1Y return | -8.5% | 0.1% |
| 3Y return (a year) | 8.5% | 15.8% |
| 5Y return (a year) | 8.1% | 15.6% |
| 3Y vs index | -3.5% | +3.8% |
| Risk and portfolio | ||
| Volatility, 3Y | 13.7% | 12.3% |
| Max fall, 5Y | -17.8% | -14.0% |
| Down capture, 3Y | 87 | 65 |
| Stocks held | 30 | 29 |
| Top 10 holdings | 58% | 55% |
Common questions
Franklin India Focused Equity Fund or HDFC Focused Fund: which has done better?
Over the last 3 years, HDFC Focused Fund returned 17.1% a year against 9.4% for Franklin India Focused Equity Fund (Direct plans).
How much do Franklin India Focused Equity Fund and HDFC Focused Fund overlap?
They hold 10 stocks in common; the portfolio overlap is 44%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.