Aditya Birla Sun Life Focused Fund vs Franklin India Focused Equity Fund
Aditya Birla Sun Life Focused Fund and Franklin India Focused Equity Fund are both Focused funds. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR +15.23% vs +9.42%, 5-year CAGR +10.94% vs +9.16%, volatility 14.50% vs 14.61%, maximum drawdown −36.73% vs −37.69%. Their portfolios overlap by 32.4% (8 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Aditya Birla Sun Life Focused | Franklin India Focused Equity | |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Franklin Templeton Mutual Fund |
| Compared as | Focused | Focused |
| NAV | ₹173.6284 | ₹116.0068 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 2 Jan 2013 | 1 Jan 2013 |
| Track record | 13.8 yrs | 13.8 yrs |
| Fund size (AUM) | ₹7,512 Cr | ₹10,410 Cr |
| Securities held | 29 | 31 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Aditya Birla Sun Life Focused | Franklin India Focused Equity | |
|---|---|---|
| 1 month | +8.96% | +7.59% |
| 3 months | +1.43% | −1.04% |
| 6 months | +6.97% | +0.86% |
| 1 year | +5.95% | −6.29% |
| 3 years (CAGR) | +15.23% | +9.42% |
| 5 years (CAGR) | +10.94% | +9.16% |
| 7 years (CAGR) | +14.82% | +14.79% |
| 10 years (CAGR) | +13.66% | +13.48% |
| Since launch (CAGR) | +14.58% | +16.14% |
| SIP return (XIRR, 5 years) ⓘ | +12.83% | +8.06% |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Aditya Birla Sun Life Focused | Franklin India Focused Equity | |
|---|---|---|
| 2026 (year to date) | +2.89% | −7.10% |
| 2025 | +11.17% | +5.92% |
| 2024 | +19.84% | +20.88% |
| 2023 | +24.14% | +24.51% |
| 2022 | +1.42% | +9.74% |
| 2021 | +27.85% | +40.53% |
Risk
| Aditya Birla Sun Life Focused | Franklin India Focused Equity | |
|---|---|---|
| Volatility (annualised) ⓘ | 14.50% | 14.61% |
| Downside volatility ⓘ | 9.65% | 11.11% |
| Sharpe ratio ⓘ | 0.60 | 0.20 |
| Sortino ratio ⓘ | 0.91 | 0.26 |
| Maximum drawdown ⓘ | −36.73% | −37.69% |
| Recovery from that fall | 8 months | 8 months |
| Current fall from peak | 0.00% | −9.92% |
| Rolling 1-year return: worst | −29.32% | −32.90% |
| Rolling 1-year return: median | +12.27% | +12.65% |
| Rolling 1-year return: best | +87.27% | +103.50% |
| Share of 1-year periods with a loss | 14.24% | 18.13% |
Against each fund's benchmark
| Aditya Birla Sun Life Focused | Franklin India Focused Equity | |
|---|---|---|
| Beta ⓘ | 0.89 | 0.88 |
| Alpha (Jensen's, annualised) ⓘ | +3.26% | −1.96% |
| R² ⓘ | 94.23 | 90.89 |
| Upside capture | 98.35% | 90.59% |
| Downside capture | 78.71% | 100.18% |
| Tracking error | 3.84% | 4.75% |
| Information ratio | 0.86 | -0.53 |
| Treynor ratio | 7.80 | 1.33 |
Portfolio
Asset mix
| Aditya Birla Sun Life Focused | Franklin India Focused Equity | |
|---|---|---|
| Equity | 92.63% | 94.49% |
| Cash & equivalents | 7.36% | 5.29% |
| Debt | 0.00% | 0.24% |
Market-cap split (share of fund assets)
| Aditya Birla Sun Life Focused | Franklin India Focused Equity | |
|---|---|---|
| Large Cap | 69.00% | 70.58% |
| Mid Cap | 20.76% | 15.59% |
| Small Cap | 2.88% | 8.31% |
| Unclassified | 0.00% | 0.00% |
Concentration
| Aditya Birla Sun Life Focused | Franklin India Focused Equity | |
|---|---|---|
| Top 10 holdings | 43.52% | 58.07% |
| Effective number of stocks ⓘ | 29.9 | 22.8 |
| Securities held | 29 | 31 |
Portfolio overlap: 32.4%
8 companies are held by both funds; by weight, 32.4% of the two portfolios is the same. That is a moderate overlap.
| Held by both | Aditya Birla Sun Life Focused | Franklin India Focused Equity |
|---|---|---|
| ICICI Bank Limited | 5.71% | 8.57% |
| Reliance Industries Limited | 5.69% | 5.70% |
| HDFC Bank Limited | 5.21% | 7.63% |
| Eternal Limited | 4.04% | 5.84% |
| Axis Bank Limited | 3.51% | 7.66% |
| Bharti Airtel Limited | 3.39% | 5.91% |
| Shriram Finance Limited | 3.76% | 2.74% |
| Sun Pharmaceutical Industries Limited | 2.10% | 5.15% |
Top 10 holdings
Aditya Birla Sun Life Focused
- ICICI Bank Limited5.71%
- Reliance Industries Limited5.69%
- HDFC Bank Limited5.21%
- Bajaj Finance Limited4.09%
- Eternal Limited4.04%
- Coforge Limited4.04%
- Adani Ports and Special Economic Zone Limited3.83%
- Shriram Finance Limited3.76%
- State Bank of India3.63%
- Axis Bank Limited3.51%
Franklin India Focused Equity
- ICICI Bank Limited8.57%
- Axis Bank Limited7.65%
- HDFC Bank Limited7.62%
- Bharti Airtel Limited5.91%
- Eternal Limited5.84%
- Reliance Industries Limited5.70%
- Sun Pharmaceutical Industries Limited5.15%
- Tata Consultancy Services Limited4.42%
- InterGlobe Aviation Limited3.66%
- Maruti Suzuki India Limited3.54%
Sector exposure
| Aditya Birla Sun Life Focused | Franklin India Focused Equity | |
|---|---|---|
| Banks | 21.14% | 25.13% |
| IT - Software | 10.05% | 4.42% |
| Finance | 7.85% | 2.74% |
| Retailing | 7.04% | 6.37% |
| Power | 6.14% | 2.24% |
| Telecom - Services | 3.39% | 5.91% |
| Transport Services | 0.00% | 5.74% |
| Petroleum Products | 5.69% | 5.70% |
| Industrial Products | 0.00% | 5.35% |
| Pharmaceuticals & Biotechnology | 5.12% | 5.15% |
| Aerospace & Defense | 0.00% | 4.30% |
| Transport Infrastructure | 3.83% | 0.00% |
| Automobiles | 1.28% | 3.54% |
| Insurance | 3.24% | 0.00% |
Questions people ask
What is the difference between Aditya Birla Sun Life Focused and Franklin India Focused Equity returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return +5.95% vs −6.29%; 3-year CAGR +15.23% vs +9.42%; 5-year CAGR +10.94% vs +9.16%; 10-year CAGR +13.66% vs +13.48%. Past returns do not indicate future returns.
How do Aditya Birla Sun Life Focused and Franklin India Focused Equity compare on risk?
Volatility (36 monthly returns, annualised) 14.50% vs 14.61%; Sharpe ratio 0.60 vs 0.20; Sortino ratio 0.91 vs 0.26; maximum drawdown −36.73% vs −37.69%; beta 0.89 vs 0.88.
How much do Aditya Birla Sun Life Focused and Franklin India Focused Equity overlap?
By weight, 32.4% of the two portfolios is invested in the same companies; 8 stocks are held by both, the largest shared positions being ICICI Bank Limited, Reliance Industries Limited, HDFC Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Aditya Birla Sun Life Focused and Franklin India Focused Equity?
Aditya Birla Sun Life Focused: large cap 69.0%, mid cap 20.8%, small cap 2.9%. Franklin India Focused Equity: large cap 70.6%, mid cap 15.6%, small cap 8.3% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.