Franklin India Large & Mid Cap Fund - IDCW

(Erstwhile Franklin India Equity Advantage Fund - IDCW)
Fund House: Franklin Templeton Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 02-03-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 2.01% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,674.24 Cr As on 31-12-2025(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

21.697

13.87%

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
2 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 11.77
Sharpe Ratio 0.79
Alpha -0.58
Beta 0.85
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 - IDCW 02-03-2005 6.46 10.0 16.2 13.24 12.02
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 15.07 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 14.56 12.56 18.79 18.16 16.13
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 13.41 13.77 20.18 17.55 16.96
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 12.47 10.15 17.89 14.92 18.29
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 11.71 13.75 - - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 11.42 15.04 22.52 19.38 15.72
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 11.02 13.28 23.23 19.56 16.89
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 10.85 13.32 20.81 16.99 16.81
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 10.58 9.13 17.92 16.38 14.46

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

20.35%

Others

3.65%

Large Cap

34.81%

Mid Cap

41.18%

Scheme Documents

There are no scheme documents available

Feedback
Notification