Franklin India Large and Mid Cap Fund · Regular · Growth
Franklin Templeton Mutual Fund
NAV
₹185.5449
as of 16 Jun 2026
Expense Ratio
2.02%
AUM
₹3,474 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.60%
- 3Y
- +13.15%
- 5Y
- +11.01%
- Since Inception
- +14.82%
SIP returns (XIRR)
- 1Y
- -2.22%
- 3Y
- +6.48%
- 5Y
- +9.89%
- Since Inception
- +12.93%
This fund trailed its benchmark
Top performers in Large & Mid Cap by 5Y CAGR
Motilal Oswal Large and Midcap Fund · Regular · Growth
ICICI Prudential Large and Mid Cap Fund · Regular · Growth
Invesco India Large and Mid Cap Fund · Regular · Growth
SIP since inception — what ₹100/month became
Real NAV backtest from day one
₹25,500
Invested
₹1,15,773
Value today
12.6%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹91,337
Value today
14.6%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,75,000
Withdrawn
₹1,24,78,647
Corpus left
+₹1,27,53,647 net gain — withdrew ₹12,75,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹95,22,987
Value today
-13.1%
vs lumpsum
Direct lumpsum would have beaten STP by 13.1% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,66,489
Value today
3.7×
Multiple
Staying invested through that crash turned ₹1L into ₹3,66,489 — a 3.7× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.28
Sharpe Ratio
-0.04
Alpha
0.45
Beta
-0.28
Sortino
14.52%
Std Dev
-15.32%
Max Drawdown
Performance Comparison
Thinking about Franklin India Large and Mid Cap Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
portfolio shared with Franklin India Large & Mid cap Fund - Direct - IDCW
- 1Eternal Ltd3.94%
- 2Hdfc Bank Ltd2.95%
- 3Icici Bank Ltd2.90%
- 4Kotak Mahindra Bank Ltd2.86%
- 5J.B. Chemicals & Pharmaceuticals Ltd2.80%
- 6Mahindra & Mahindra Ltd2.75%
- 7Axis Bank Ltd2.48%
- 8State Bank Of India2.46%
- 9Pb Fintech Ltd2.40%
- 10Au Small Finance Bank Ltd2.32%
Investment Objective
Franklin India Large and Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Franklin India Large and Mid Cap Fund · Regular · Growth is a Large & Mid Cap mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 21 years. It manages assets worth ₹3,474 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY LargeMidcap 250. The current expense ratio is 2.02%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations