Two of the largest Focused funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| HDFC Focused Fund HDFC | Franklin India Focused Equity Fund Franklin Templeton | |
|---|---|---|
| Returns | ||
| 1 year | -3.6% | -12.1% |
| 3 years, a year | +14.5% | +7.3% |
| 5 years, a year | +14.8% | +7.3% |
| Since launch, a year | +11.5% | +12.6% |
| 3-year rank in category | 3 of 27 | 26 of 27 |
| Benchmark, 3 years | +10.9% | +10.9% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 13.5% | 14.1% |
| Biggest fall, 3 years | -14.1% | -19.1% |
| Sharpe ratio, 3 years | 0.72 | 0.10 |
| Beta | 0.77 | 0.88 |
| Alpha, a year | +4.8% | -3.0% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.71% | 1.94% |
| Money in the fund | ₹27,083 cr | ₹10,527 cr |
| Running for | 22.1 years | 19.3 years |
| Minimum SIP | ₹100 | ₹100 |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | HDFC | Franklin Templeton |
|---|---|---|
| ICICI Bank Ltd. | 9.2% | 8.6% |
| HDFC Bank Ltd.£ | 7.8% | 7.6% |
| Axis Bank Ltd. | 6.2% | 7.7% |
| Eternal Limited | 4.9% | 5.8% |
| Sun Pharmaceutical Industries Ltd. | 4.1% | 5.2% |
| InterGlobe Aviation Ltd. | 4.0% | 3.7% |
| Maruti Suzuki India Limited | 3.4% | 3.5% |
| Bharti Airtel Ltd. | 3.2% | 5.9% |
| Havells India Ltd. | 2.3% | 1.2% |
| PB Fintech Limited | 1.2% | 1.5% |
Both are Focused funds, from HDFC and Franklin Templeton. HDFC Focused Fund manages ₹27,083 cr and Franklin India Focused Equity Fund ₹10,527 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
HDFC Focused Fund, at 1.71% a year, against 1.94% for Franklin India Focused Equity Fund.
Over three years, HDFC Focused Fund returned +14.5% a year and Franklin India Focused Equity Fund +7.3% a year. Over one year they returned -3.6% and -12.1%. Past returns do not indicate future returns.
They hold 44.0% of the same investments, 61.2% of the same industries and 71.2% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.