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: 1.76% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,784.81 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 24.37% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
95.7946
0.06 (0.0632%)
17.75%
Benchmark: 17.77%
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 | 4.7 | 26.9 | 26.56 | 24.29 | 13.39 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.44 | 33.72 | 31.76 | 30.59 | 17.8 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 8.44 | 28.36 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 7.3 | 31.36 | 29.01 | 32.44 | 17.6 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 6.91 | 27.67 | 30.99 | 32.33 | 17.76 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.22 | 28.57 | 28.04 | 28.78 | 14.78 |
| Franklin India Mid Cap Fund-Growth | 01-12-1993 | 5.36 | 27.66 | 27.33 | 27.11 | 15.15 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 5.3 | 32.01 | 32.56 | 35.69 | 17.24 |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 4.93 | 29.07 | 29.3 | 32.23 | 17.4 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 4.71 | 26.6 | 25.9 | 30.14 | 17.57 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
18.49%
Others
2.59%
Large Cap
15.45%
Mid Cap
63.46%
