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: 1.77% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,831.02 Cr As on 31-12-2025(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 |
92.3696
2.38 (2.5791%)
17.29%
Benchmark: 17.29%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 5.51 | 11.92 | 21.57 | 14.96 | 14.09 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 19.81 | 15.18 | 24.74 | 21.15 | 17.51 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 15.48 | 14.18 | 26.1 | 23.94 | 19.23 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 15.45 | 10.6 | 20.98 | 18.94 | - |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 14.3 | 14.42 | 24.77 | 19.65 | 17.01 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.78 | 14.48 | 25.58 | - | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 13.29 | 13.72 | 25.88 | 23.02 | 19.36 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 13.05 | 18.2 | 26.33 | 21.46 | 18.67 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 12.87 | 11.98 | 21.12 | 19.79 | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 12.72 | 14.77 | 25.19 | 20.7 | 16.23 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
15.56%
Others
4.21%
Large Cap
14.52%
Mid Cap
65.72%
Scheme Documents
There are no scheme documents available
