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 |
195.6199
-0.29 (-0.1502%)
14.82%
Benchmark: 15.52%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 3.18 | 1.64 | 12.84 | 10.6 | 11.19 |
| Motilal Oswal Large And Midcap Fund - Regular Plan Growth | 01-10-2019 | 16.87 | 8.74 | 22.58 | 18.03 | - |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 16.67 | 5.58 | 18.47 | 14.59 | - |
| Sundaram Large And Midcap Fund Regular Plan - Growth | 10-02-2007 | 14.7 | 4.8 | 15.63 | 12.24 | 14.09 |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 14.34 | -1.68 | 15.28 | 15.25 | 15.14 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 13.02 | 9.0 | 22.89 | 17.0 | 15.98 |
| Bank Of India Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | 11.6 | 0.92 | 14.91 | 12.3 | 13.06 |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | 24-02-1995 | 11.23 | 2.21 | 12.2 | 8.3 | 10.76 |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 10-10-2018 | 11.04 | 4.26 | 15.59 | 12.04 | - |
| Bank Of India Large & Mid Cap Fund Regular Plan- Growth | 21-10-2008 | 10.82 | 0.2 | 14.1 | 11.62 | 12.32 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
16.9%
Others
4.33%
Large Cap
41.42%
Mid Cap
37.35%
