Franklin India Mid Cap Fund - Direct - Growth
Expense Ratio: 0.98
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 01-12-1993
Exit Load: Nil
Fund Size:₹12,860.93 Cr
Performance
1Y
Fund0.60%
Cat. Avg.7.08%
2Y
Fund3.33%
Cat. Avg.5.13%
3Y
Fund18.82%
Cat. Avg.20.09%
5Y
Fund15.38%
Cat. Avg.17.28%
10Y
Fund15.22%
Cat. Avg.16.79%
SI
Fund18.15%
Cat. Avg.19.43%
Fund Facts
Manager(s)
Sandeep Manam
Beta
0.88
Std Dev
4.25%
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
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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 | Call, Cash & Other Assets | 526.66 | 4.83% |
| 2 | Federal Bank Ltd | 287.28 | 2.64% |
| 3 | Biocon Ltd | 260.56 | 2.39% |
| 4 | Mphasis Ltd | 236.69 | 2.17% |
| 5 | IPCA Laboratories Ltd | 235.96 | 2.16% |
| 6 | APL Apollo Tubes Ltd | 232.42 | 2.13% |
| 7 | ICICI Lombard General Insurance Co Ltd | 221.52 | 2.03% |
| 8 | Mahindra & Mahindra Financial Services Ltd | 212.10 | 1.95% |
| 9 | Tube Investments of India Ltd | 210.49 | 1.93% |
| 10 | Tata Steel Ltd | 208.17 | 1.91% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62690 | +4.5% | +9.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.27 L. | +5.9% | +6.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.09 L. | +16.4% | +10.5% |
| 5Y | 09 Aug, 21 | 3 L. | 4.43 L. | +47.7% | +15.9% |
| 10Y | 08 Aug, 16 | 6 L. | 14.13 L. | +135.5% | +16.5% |
| SI | 07 Jan, 13 | 8.15 L. | 28.80 L. | +253.4% | +17.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.01 L. | +0.6% | +0.6% |
| 2Y | 16 Jul, 24 | 1 L. | 1.07 L. | +6.8% | +3.3% |
| 3Y | 17 Jul, 23 | 1 L. | 1.67 L. | +66.6% | +18.6% |
| 5Y | 16 Jul, 21 | 1 L. | 2.05 L. | +104.5% | +15.4% |
| 10Y | 18 Jul, 16 | 1 L. | 4.14 L. | +314.1% | +15.3% |
| SI | 01 Jan, 13 | 1 L. | 9.57 L. | +857.1% | +18.2% |
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.