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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,684.32 Cr As on 30-06-2025(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

188.5514

15.46%

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 13.78
Sharpe Ratio 1.08
Alpha -1.48
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 1.63 17.82 15.96 22.98 11.3
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 9.92 29.76 25.26 24.57 15.11
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 8.84 28.94 28.06 28.69 -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 3.95 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 2.99 - - - -
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 1.32 20.11 19.8 23.93 14.95
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 1.09 16.98 18.26 24.39 14.05
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 0.64 18.53 16.61 22.04 14.73
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 0.63 18.93 17.16 22.53 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 0.16 21.76 20.89 24.62 12.21

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

18.03%

Others

4.56%

Large Cap

43.8%

Mid Cap

33.57%

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