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 (30-06-2025) |
| 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 |
21.6024
0.21 (0.9767%)
14.2%
Benchmark: 16.0%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 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
PORTFOLIO
Market Cap Distribution
Small Cap
19.79%
Others
1.89%
Large Cap
42.29%
Mid Cap
36.02%
