Franklin India Mid Cap Fund - IDCW
Expense Ratio: 1.76
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 01-12-1993
Exit Load: Nil
Fund Size:₹12,860.93 Cr
Performance
1Y
Fund-12.79%
Cat. Avg.0.39%
2Y
Fund-11.48%
Cat. Avg.-0.79%
3Y
Fund3.26%
Cat. Avg.13.45%
5Y
Fund0.85%
Cat. Avg.11.79%
10Y
Fund2.87%
Cat. Avg.13.69%
SI
Fund1.18%
Cat. Avg.14.98%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Call, Cash & Other Assets | 440.55 | 3.53% |
| 2 | Federal Bank Ltd | 340.77 | 2.73% |
| 3 | IDFC First Bank Ltd | 293.26 | 2.35% |
| 4 | Mahindra & Mahindra Financial Services Ltd | 265.69 | 2.13% |
| 5 | Mankind Pharma Ltd | 261.97 | 2.10% |
| 6 | Biocon Ltd | 260.17 | 2.08% |
| 7 | Balkrishna Industries Ltd | 256.20 | 2.05% |
| 8 | Prestige Estates Projects Ltd | 255.33 | 2.04% |
| 9 | Tube Investments of India Ltd | 253.30 | 2.03% |
| 10 | IPCA Laboratories Ltd | 250.66 | 2.01% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 54917 | -8.5% | -17.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.06 L. | -11.4% | -11.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.61 L. | -10.7% | -7.5% |
| 5Y | 08 Nov, 21 | 3 L. | 3.05 L. | +1.8% | +0.7% |
| 10Y | 07 Nov, 16 | 6 L. | 7.23 L. | +20.5% | +3.7% |
| SI | 07 Apr, 06 | 12.35 L. | 19.36 L. | +56.8% | +4.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 87207 | -12.8% | -12.8% |
| 2Y | 16 Oct, 24 | 1 L. | 78351 | -21.6% | -11.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.10 L. | +10.1% | +3.3% |
| 5Y | 18 Oct, 21 | 1 L. | 1.04 L. | +3.8% | +0.8% |
| 10Y | 17 Oct, 16 | 1 L. | 1.33 L. | +33.5% | +2.9% |
| SI | 03 Apr, 06 | 1 L. | 1.27 L. | +27.4% | +1.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.