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: 2.01% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,674.24 Cr As on 31-12-2025(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

185.5142

14.98%

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 12.99
Sharpe Ratio 0.88
Alpha -0.59
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 8.69 11.09 16.48 15.2 12.47
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 13.41 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 12.9 13.49 - - -
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 12.52 13.05 19.41 17.87 16.36
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 12.43 9.63 16.93 15.81 17.65
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 11.99 13.76 22.84 20.61 16.44
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 11.94 13.57 20.38 18.1 16.19
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 11.88 9.79 17.76 16.75 14.08
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.82 14.25 20.57 21.99 16.4
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 11.67 14.64 21.61 20.64 15.16

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

20.35%

Others

3.65%

Large Cap

34.81%

Mid Cap

41.18%

Scheme Documents

There are no scheme documents available

Feedback
Notification