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: 2.0% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,558.19 Cr As on 29-08-2025(Source:AMFI)
Turn over: 75.96% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment

195.0627

15.55%

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 13.26
Sharpe Ratio 0.74
Alpha -0.46
Beta 0.92
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 0.42 17.51 16.74 21.79 12.39
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 6.28 29.15 25.33 23.87 16.4
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 4.07 28.21 27.97 28.77 -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 2.83 - - - -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 2.82 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 2.57 21.5 21.73 27.02 16.6
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 1.6 16.36 17.42 23.41 15.31
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 1.34 19.25 17.23 21.02 16.36
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 1.29 21.62 21.12 23.88 13.57
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 0.18 18.86 17.85 21.47 -

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

19.14%

Others

3.47%

Large Cap

43.32%

Mid Cap

34.03%

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