Franklin India Mid Cap FUND · Regular · Growth
Franklin Templeton Mutual Fund
NAV
₹2674.8660
as of 30 Sept 2026
Expense Ratio
1.91%
AUM
₹12,134 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.08%
- 3Y
- +13.26%
- 5Y
- +11.68%
- Since Inception
- +20.92%
SIP returns (XIRR)
- 1Y
- -2.78%
- 3Y
- +4.70%
- 5Y
- +11.83%
- Since Inception
- +19.17%
What history actually did — last 10 years (Oct 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Oct 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹12,33,232 today — ₹5,95,000 invested, 14.1% XIRR.
₹5,95,000
Invested
₹12,33,232
Value today
14.1%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Oct 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,35,025 today (12.9% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2016 would still hold ₹21,17,019.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹12,33,232 in this fund vs ₹14,87,839 in the benchmark — underperformance of ₹2,54,607.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Oct 2016 – Sept 2026) (22 Mar 2020) would be ₹4,14,018 today (4.14×).
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, annualised0.14
Sharpe Ratio
+0.02
Alpha
0.12
Beta
0.13
Sortino
14.50%
Std Dev
-15.77%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks9.87%
- Consumer Durables7.51%
- Finance6.04%
- Pharmaceuticals & Biotechnology6.02%
- Industrial Products5.82%
- Retailing5.34%
- Auto Components5.17%
- Realty4.74%
- IT - Software4.51%
- Electrical Equipment4.00%
- Financial Technology (Fintech)3.92%
- Capital Markets3.78%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Kalyan Jewellers India Ltd2.90%
- 2Biocon Ltd2.56%
- 3Federal Bank Ltd2.50%
- 4Idfc First Bank Ltd2.43%
- 5Pb Fintech Ltd2.40%
- 6Coforge Ltd2.17%
- 7Apl Apollo Tubes Ltd2.04%
- 8Prestige Estates Projects Ltd2.04%
- 9Balkrishna Industries Ltd1.96%
- 10Ashok Leyland Ltd1.96%
What this fund does
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, with wider price swings than large-caps.
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 ₹12,134 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Midcap 150. The current expense ratio is 1.91%.