Franklin India Mid Cap Fund - Direct - IDCW
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
Fund-8.77%
Cat. Avg.6.28%
2Y
Fund-5.60%
Cat. Avg.4.78%
3Y
Fund8.71%
Cat. Avg.19.68%
5Y
Fund5.92%
Cat. Avg.17.06%
10Y
Fund5.78%
Cat. Avg.16.73%
SI
Fund7.53%
Cat. Avg.19.25%
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
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 | 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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 57365 | -4.4% | -9.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.11 L. | -7.1% | -7.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.75 L. | -2.6% | -1.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.35 L. | +11.8% | +4.5% |
| 10Y | 08 Aug, 16 | 6 L. | 8.32 L. | +38.7% | +6.4% |
| SI | 07 Jan, 13 | 8.15 L. | 13.23 L. | +62.4% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 91226 | -8.8% | -8.8% |
| 2Y | 18 Jul, 24 | 1 L. | 89586 | -10.4% | -5.4% |
| 3Y | 17 Jul, 23 | 1 L. | 1.28 L. | +28.5% | +8.7% |
| 5Y | 19 Jul, 21 | 1 L. | 1.34 L. | +34.0% | +6.0% |
| 10Y | 18 Jul, 16 | 1 L. | 1.76 L. | +76.0% | +5.8% |
| SI | 01 Jan, 13 | 1 L. | 2.67 L. | +167.4% | +7.5% |
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.