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: 2.05% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,135.1 Cr As on 31-03-2026(Source:AMFI)
Turn over: 90.59% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment

185.9659

14.79%

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 14.53
Sharpe Ratio 0.44
Alpha -1.71
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 Large & Mid Cap Fund - Growth Plan 05-03-2005 4.5 7.32 15.51 13.1 11.99
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 19.27 13.84 26.04 21.26 -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 15.79 9.27 20.58 16.45 -
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 14.06 - - - -
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 13.57 6.85 17.52 15.5 14.05
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 12.77 13.57 24.2 18.48 16.53
BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 12.75 6.08 16.7 14.83 13.3
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 12.73 10.4 23.74 19.26 16.59
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 10.28 9.16 18.13 15.43 15.22
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 10.04 6.94 16.55 13.53 17.37

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

20.96%

Others

2.61%

Large Cap

44.13%

Mid Cap

32.28%

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