FranklIn India Large & Mid Cap Fund - Growth Plan

(Erstwhile Franklin India Equity Advantage Fund - Growth Plan)
Fund House: Franklin Templeton Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
Asset Class: Equity
Benchmark: Nifty Large Midcap 250 TRI
TER: 2.2% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,575.75 Cr As on 31-07-2026(Source:AMFI)
Turn over: 90.59% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment

196.2752

14.86%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
1 Years 2 Months
9 Years 0 Months
9 Years 4 Months
15 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

Seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 15.05
Sharpe Ratio 0.56
Alpha -1.75
Beta 0.88
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 Large & Mid Cap Fund - Growth Plan 05-03-2005 1.27 2.53 13.03 11.19 11.41
Motilal Oswal Large And Midcap Fund - Regular Plan Growth 01-10-2019 12.62 8.39 22.27 18.81 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 12.03 -1.98 15.59 16.16 15.23
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 11.83 4.86 18.19 15.11 -
Sundaram Large And Midcap Fund Regular Plan - Growth 10-02-2007 11.7 5.35 15.64 13.05 14.29
Bank Of India Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 8.34 1.4 14.86 12.98 13.17
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth 24-02-1995 7.72 2.43 12.24 9.09 10.98
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 7.65 4.5 15.88 12.6 -
Bank Of India Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 7.57 0.68 14.05 12.3 12.42
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 7.49 5.83 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

16.9%

Others

4.33%

Large Cap

41.42%

Mid Cap

37.35%

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