Franklin India Mid Cap FUND · Regular · Growth
Franklin Templeton Mutual Fund
NAV
₹2830.0028
as of 31 Jul 2026
Expense Ratio
1.77%
AUM
₹12,075 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.85%
- 3Y
- +16.83%
- 5Y
- +14.49%
- Since Inception
- +21.31%
SIP returns (XIRR)
- 1Y
- +8.04%
- 3Y
- +10.36%
- 5Y
- +14.98%
- Since Inception
- +19.64%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹13,30,574 today — ₹5,95,000 invested, 15.6% XIRR.
₹5,95,000
Invested
₹13,30,574
Value today
15.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,71,599 today (14.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹23,85,411.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹13,30,574 in this fund vs ₹16,11,777 in the benchmark — underperformance of ₹2,81,203.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹4,38,030 today (4.38×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.09
Sharpe Ratio
+0.02
Alpha
0.12
Beta
0.09
Sortino
15.53%
Std Dev
-15.77%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Federal Bank Ltd2.73%
- 2Idfc First Bank Ltd2.35%
- 3Mahindra & Mahindra Financial Services Ltd2.13%
- 4Mankind Pharma Ltd2.10%
- 5Biocon Ltd2.08%
- 6Balkrishna Industries Ltd2.05%
- 7Prestige Estates Projects Ltd2.04%
- 8Tube Investments Of India Ltd2.03%
- 9Ipca Laboratories Ltd2.01%
- 10Mphasis Ltd2.00%
Investment Objective
Franklin India 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 Mid Cap FUND · Regular · Growth is a Mid Cap mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 27 years. It manages assets worth ₹12,075 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Midcap 150. The current expense ratio is 1.77%.
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