FranklIn India Mid Cap Fund - IDCW
(Erstwhile Franklin India Prima Fund - IDCW)
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-12-1993 |
| Asset Class: Equity |
| Benchmark: Nifty Midcap 150 TRI |
| TER: 1.85% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,870.79 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: 35.64% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
87.395
-0.83 (-0.9521%)
17.08%
Benchmark: 17.21%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty Midcap 150 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
0 Years 9 Months
11 Years 1 Months
11 Years 9 Months
30 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide medium to long-term capital appreciation as a primary objective and income as a secondary objective.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.68 |
| Sharpe Ratio | 1.09 |
| Alpha | -2.81 |
| Beta | 0.92 |
| 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 Mid Cap Fund - IDCW | 01-12-1993 | 3.34 | 0.22 | 14.81 | 12.87 | 11.9 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 23.17 | 10.18 | 24.35 | 18.63 | 16.88 |
| ICICI Prudential Mid Cap Fund - Regular Plan - Growth | 10-10-2004 | 18.92 | 8.82 | 21.95 | 17.57 | 16.36 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 16.23 | 9.72 | 21.45 | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 14.3 | 1.8 | 19.45 | 15.16 | - |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 14.24 | - | - | - | - |
| MahIndra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 13.48 | 3.08 | 17.77 | 17.48 | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 13.06 | 5.08 | 15.96 | 15.29 | - |
| JM Mid Cap Fund - Regular Plan - Growth Option | 21-11-2022 | 12.66 | 3.18 | 17.98 | - | - |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 12.55 | 3.24 | 16.43 | 14.47 | 14.81 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.21%
Others
3.7%
Large Cap
12.13%
Mid Cap
66.96%
