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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,558.19 Cr As on 29-08-2025(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

193.2647

15.51%

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 13.26
Sharpe Ratio 0.74
Alpha -0.46
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 1.23 16.92 15.57 22.27 12.41
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 8.02 28.12 24.21 24.24 16.38
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 3.79 26.08 26.51 28.55 -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 3.12 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 2.95 - - - -
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 2.11 18.12 16.19 21.33 16.25
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 2.02 20.79 20.65 27.1 16.6
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 1.99 20.17 20.11 23.92 13.37
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 1.63 16.12 16.56 23.89 15.24
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 0.92 17.92 16.49 21.75 -

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

19.79%

Others

1.89%

Large Cap

42.29%

Mid Cap

36.02%

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