Franklin India Large & Mid Cap Fund - Direct - Growth
Expense Ratio: 1.31
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 17-01-2005
Exit Load: Nil
Fund Size:₹3,701.10 Cr
Performance
1Y
Fund-0.89%
Cat. Avg.3.22%
2Y
Fund3.00%
Cat. Avg.3.72%
3Y
Fund13.29%
Cat. Avg.16.21%
5Y
Fund11.57%
Cat. Avg.14.82%
10Y
Fund12.18%
Cat. Avg.15.16%
SI
Fund14.04%
Cat. Avg.14.34%
Fund Facts
Manager(s)
Sandeep Manam
Beta
0.9
Std Dev
3.80%
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
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Eternal Ltd | 138.66 | 4.42% |
| 2 | HDFC Bank Ltd | 111.52 | 3.56% |
| 3 | J.B. Chemicals & Pharmaceuticals Ltd | 96.31 | 3.07% |
| 4 | HCL Technologies Ltd | 95.29 | 3.04% |
| 5 | ICICI Bank Ltd | 94.14 | 3.00% |
| 6 | Kotak Mahindra Bank Ltd | 89.73 | 2.86% |
| 7 | Mahindra & Mahindra Ltd | 89.27 | 2.85% |
| 8 | PB Fintech Ltd | 85.62 | 2.73% |
| 9 | Call, Cash & Other Assets | 81.92 | 2.61% |
| 10 | Axis Bank Ltd | 77.30 | 2.47% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61284 | +2.1% | +4.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.25 L. | +4.2% | +4.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.02 L. | +12.2% | +7.9% |
| 5Y | 09 Aug, 21 | 3 L. | 3.98 L. | +32.6% | +11.5% |
| 10Y | 08 Aug, 16 | 6 L. | 11.97 L. | +99.5% | +13.4% |
| SI | 07 Jan, 13 | 8.15 L. | 21.63 L. | +165.4% | +13.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 99111 | -0.9% | -0.9% |
| 2Y | 18 Jul, 24 | 1 L. | 1.06 L. | +5.5% | +2.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.45 L. | +45.4% | +13.3% |
| 5Y | 19 Jul, 21 | 1 L. | 1.74 L. | +74.4% | +11.8% |
| 10Y | 18 Jul, 16 | 1 L. | 3.17 L. | +216.9% | +12.2% |
| SI | 01 Jan, 13 | 1 L. | 5.93 L. | +492.7% | +14.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.