Franklin India Mid Cap Fund-Growth
(Erstwhile Franklin India Prima Fund-Growth)
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-12-1993 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.8% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,102.39 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 35.64% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
2661.6042
17.37 (0.6526%)
18.65%
Benchmark: 17.18%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 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
0 Years 9 Months
6 Years 2 Months
9 Years 9 Months
11 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide medium to long-term capital appreciation as a primary objective and income as a secondary objective.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.47 |
| Sharpe Ratio | 0.85 |
| Alpha | -1.61 |
| Beta | 0.91 |
| 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 Mid Cap Fund-Growth | 01-12-1993 | 0.43 | 7.54 | 19.58 | 16.33 | 14.55 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 20.96 | 14.81 | 26.18 | 20.87 | 17.53 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 17.62 | 13.9 | 26.78 | 19.61 | 17.24 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 14.58 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 12.82 | 14.68 | 25.56 | - | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 12.39 | 9.09 | 20.53 | 17.6 | - |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 11.15 | 9.79 | 21.02 | 17.94 | 15.81 |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 10.47 | 12.34 | 24.81 | 22.27 | 18.83 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 10.44 | 16.09 | 25.37 | 21.49 | 18.31 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 10.17 | 10.64 | 19.61 | 18.42 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
14.12%
Others
5.08%
Large Cap
17.42%
Mid Cap
63.38%
