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 (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,687.53 Cr As on 31-10-2025(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

197.2546

15.47%

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 13.24
Sharpe Ratio 0.87
Alpha -0.31
Beta 0.93
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 9.51 18.49 17.59 19.27 12.44
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 14.55 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 14.44 22.62 21.52 25.48 16.62
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.42 25.74 24.49 22.06 16.6
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 12.57 23.66 23.88 23.81 16.84
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 12.01 - - - -
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 11.79 17.25 17.38 19.04 17.78
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 11.42 19.15 17.65 22.13 15.59
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 10.94 26.21 27.27 25.74 -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 10.91 - - - -

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

20.68%

Others

3.51%

Large Cap

39.25%

Mid Cap

36.56%

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