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: 1.94% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,391.91 Cr As on 31-05-2026(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 |
186.7566
-0.2 (-0.1083%)
14.72%
Benchmark: 15.58%
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 | -0.79 | 3.16 | 13.4 | 11.2 | 11.59 |
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
19.24%
Others
1.2%
Large Cap
46.84%
Mid Cap
32.72%
