FranklIn India Mid Cap Fund-Growth
(Erstwhile Franklin India Prima Fund-Growth)
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-12-1993 |
| Asset Class: Equity |
| Benchmark: Nifty Midcap 150 TRI |
| TER: 1.87% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,489.74 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 35.64% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
2778.3111
-2.4 (-0.0863%)
18.69%
Benchmark: 17.1%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 9 Months
6 Years 2 Months
9 Years 9 Months
11 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide medium to long-term capital appreciation as a primary objective and income as a secondary objective.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.29 |
| Sharpe Ratio | 0.75 |
| Alpha | -2.21 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| FranklIn India Mid Cap Fund-Growth | 01-12-1993 | -0.78 | 2.07 | 17.08 | 14.24 | 13.98 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 14.83 | 9.44 | 23.92 | 17.71 | 16.59 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 10.87 | 9.96 | 21.71 | - | - |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 9.63 | - | - | - | - |
| ICICI Prudential Midcap Fund - Growth | 10-10-2004 | 8.93 | 7.55 | 22.19 | 16.88 | 16.15 |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 8.0 | 4.18 | 17.81 | 14.7 | 15.03 |
| MahIndra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 7.42 | 3.88 | 20.01 | 17.04 | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 7.0 | 1.78 | 20.39 | 14.64 | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 6.76 | 4.95 | 17.29 | 15.34 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 6.26 | 11.37 | 23.92 | 19.0 | 18.22 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.62%
Others
4.0%
Large Cap
17.65%
Mid Cap
61.73%
