Franklin India Large and Mid Cap Fund
Direct · Growth ₹215.85
04 Aug 2026
NAV
14.4%
3Y CAGR
13.7%
5Y CAGR
13.9%
10Y CAGR
14.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.04
Sharpe
-41.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.74 L | 18.4% | -64.1% | 115.7% |
| 3 Years | ₹36.00 L | ₹44.63 L | 14.1% | -28.0% | 38.6% |
| 5 Years | ₹60.00 L | ₹86.23 L | 13.5% | -13.9% | 27.5% |
| 7 Years | ₹84.00 L | ₹1.38 Cr | 13.5% | -4.7% | 21.8% |
| 10 Years | ₹1.20 Cr | ₹2.50 Cr | 14.2% | 11.1% | 17.7% |
| 12 Years | ₹1.44 Cr | ₹3.59 Cr | 14.1% | 11.5% | 16.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.4% | 14.5% | 16.5% | +3.9% |
| 3 Years | 14.1% | 11.2% | 17.8% | +3.0% |
| 5 Years | 13.5% | 10.4% | 17.3% | +3.1% |
| 7 Years | 13.5% | 10.6% | 16.6% | +3.0% |
| 10 Years | 14.2% | 11.5% | 16.8% | +2.7% |
| 12 Years | 14.1% | 11.4% | 16.5% | +2.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.4% | 11.5% | -38.5% | 106.2% | 0.47 | 1.51 | 81% | — | — |
| 3 Years | 14.4% | 15.2% | -10.5% | 34.0% | 1.05 | 2.94 | 94% | — | — |
| 5 Years | 13.7% | 13.4% | -4.0% | 30.1% | 1.20 | 4.72 | 98% | — | — |
| 10 Years | 13.9% | 13.7% | 10.6% | 17.0% | 5.04 | — | 100% | — | — |
-41.8%
Max Drawdown
19 mo
Drawdown Duration
8 mo
Recovery Time
-5.7%
Avg Drawdown
Calmar Ratio by Duration
0.42
1Y
0.34
3Y
0.33
5Y
0.31
7Y
0.33
10Y
0.36
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.61 | 0.95 | 94.3% | 89.1% | 4.1% | 0.2% |
| 3 Years | +5.92 | 0.93 | 95.9% | 87.8% | 14.3% | 8.5% |
| 5 Years | +3.05 | 0.94 | 92.5% | 88.1% | 11.9% | 9.0% |
| 7 Years | +3.98 | 0.93 | 93.6% | 89.0% | 16.1% | 12.5% |
| 10 Years | +1.55 | 0.93 | 92.4% | 89.8% | 12.4% | 11.2% |
| 12 Years | +3.01 | 0.91 | 91.4% | 87.2% | 12.9% | 10.3% |
| 15 Years | +3.16 | 0.90 | 91.0% | 86.2% | 12.8% | 9.9% |
56
Total Holdings
31.1%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd | 4.89% |
| 2 | Eternal Ltd | 4.15% |
| 3 | Axis Bank Ltd | 4.06% |
| 4 | Mahindra & Mahindra Ltd | 3.06% |
| 5 | HDFC Bank Ltd | 3.01% |
| 6 | Kotak Mahindra Bank Ltd | 2.89% |
| 7 | J.B. Chemicals & Pharmaceuticals Ltd | 2.69% |
| 8 | Marico Ltd | 2.24% |
| 9 | Vishal Mega Mart Ltd | 2.08% |
| 10 | Tata Motors Ltd | 2.07% |