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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,529.23 Cr As on 30-09-2025(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

196.6865

15.51%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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 13.1
Sharpe Ratio 0.78
Alpha -0.99
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 6.38 20.64 18.07 21.33 12.01
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 12.14 31.11 25.47 23.58 16.03
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 9.04 24.5 22.22 27.36 16.15
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.07 - - - -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 7.25 - - - -
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 6.59 26.29 24.6 25.17 16.18
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 6.5 30.46 28.3 28.15 -
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 6.41 19.12 17.89 20.67 17.28
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 5.84 19.98 17.06 23.15 14.83
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 5.63 23.97 21.62 23.39 13.12

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

18.2%

Others

4.3%

Large Cap

41.74%

Mid Cap

35.74%

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