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 (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,911.38 Cr As on 28-11-2025(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 |
93.7122
0.06 (0.0613%)
17.42%
Benchmark: 17.4%
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 | -2.56 | 14.8 | 20.23 | 16.91 | 13.56 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 4.87 | 17.99 | 21.7 | 22.34 | 16.01 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 4.63 | 16.75 | 24.69 | 25.31 | 18.37 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 4.37 | 13.97 | 19.5 | 21.98 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 3.15 | 23.71 | 26.14 | 24.27 | 18.36 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 2.55 | 17.95 | 24.63 | - | - |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 2.53 | 13.28 | 21.17 | 20.62 | 15.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 0.76 | 16.66 | 23.02 | 22.64 | 15.3 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 0.18 | 14.58 | 19.59 | - | - |
| Aditya Birla Sun Life MidCap Fund-Growth | 05-10-2002 | 0.14 | 13.17 | 19.84 | 20.45 | 13.72 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
15.54%
Others
2.78%
Large Cap
14.1%
Mid Cap
67.57%
