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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,578.88 Cr As on 31-07-2025(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

193.8231

15.57%

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 13.24
Sharpe Ratio 0.82
Alpha -1.45
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 3.48 19.76 16.79 21.67 11.8
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 11.81 31.44 26.37 24.27 15.82
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 5.15 - - - -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 4.38 28.13 27.36 27.84 -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 4.09 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 3.01 22.7 21.71 25.68 15.76
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 2.75 18.17 18.26 23.13 14.48
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 2.48 21.76 20.19 22.96 15.24
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 2.1 23.05 21.41 23.46 12.55
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 2.03 20.25 17.42 21.07 15.21

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

19.79%

Others

1.89%

Large Cap

42.29%

Mid Cap

36.02%

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