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 |
194.8648
0.19 (0.0984%)
15.43%
Benchmark: 16.07%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 5.06 | 18.94 | 17.01 | 20.51 | 12.21 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 11.11 | 26.92 | 24.28 | 22.31 | 16.4 |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 10.36 | - | - | - | - |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 9.27 | 23.3 | 21.38 | 26.08 | 16.5 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 8.03 | - | - | - | - |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | 7.68 | 24.53 | 23.52 | 24.48 | 16.64 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 6.88 | 26.22 | 27.22 | 26.45 | - |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 6.81 | - | - | - | - |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | 6.79 | 17.83 | 17.39 | 19.56 | 17.81 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 6.0 | 22.76 | 21.03 | 22.23 | 13.48 |
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
18.2%
Others
4.3%
Large Cap
41.74%
Mid Cap
35.74%
