Aeterna Wealth

Franklin India Focused Equity Fund vs ICICI Prudential Focused Fund

Over the last 3 years, ICICI Prudential Focused Fund returned 18.6% a year against 9.4% for Franklin India Focused Equity Fund (Direct plans). ICICI Prudential Focused Fund costs less (1.10% a year, Direct). They hold 8 stocks in common; the portfolio overlap is 34%. Data as of 5 Nov 2026.

Franklin India Focused Equity FundICICI Prudential Focused Fund
CategoryFocusedFocused
Fund houseFranklin Templeton Mutual FundICICI Prudential Mutual Fund
Benchmark (TRI)Nifty 500Nifty 500
Age13.8 years13.8 years
AUM₹11,337 cr₹17,696 cr
Direct plan
RatingBA+
Expense ratio1.17%1.10%
1Y return-7.8%2.1%
3Y return (a year)9.4%18.6%
5Y return (a year)8.9%14.9%
3Y vs index-2.6%+6.6%
Regular plan
RatingBA+
Expense ratio1.94%2.11%
1Y return-8.5%1.1%
3Y return (a year)8.5%17.2%
5Y return (a year)8.1%13.5%
3Y vs index-3.5%+5.2%
Risk and portfolio
Volatility, 3Y13.7%14.5%
Max fall, 5Y-17.8%-16.8%
Down capture, 3Y8773
Stocks held3029
Top 10 holdings58%47%

Common questions

Franklin India Focused Equity Fund or ICICI Prudential Focused Fund: which has done better?

Over the last 3 years, ICICI Prudential Focused Fund returned 18.6% a year against 9.4% for Franklin India Focused Equity Fund (Direct plans).

How much do Franklin India Focused Equity Fund and ICICI Prudential Focused Fund overlap?

They hold 8 stocks in common; the portfolio overlap is 34%.

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.