Franklin India Large Cap Fund
Direct · Growth ₹1147.48
31 Jul 2026
NAV
13.0%
3Y CAGR
12.7%
5Y CAGR
12.7%
10Y CAGR
12.9%
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.
6.01
Sharpe
-36.3%
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 | ₹12.64 L | 15.5% | -56.6% | 112.0% |
| 3 Years | ₹36.00 L | ₹43.62 L | 12.9% | -22.7% | 33.0% |
| 5 Years | ₹60.00 L | ₹83.52 L | 12.6% | -10.2% | 24.1% |
| 7 Years | ₹84.00 L | ₹1.33 Cr | 12.7% | -3.1% | 19.6% |
| 10 Years | ₹1.20 Cr | ₹2.38 Cr | 13.1% | 10.6% | 16.4% |
| 12 Years | ₹1.44 Cr | ₹3.32 Cr | 12.9% | 10.7% | 14.8% |
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 | 15.5% | 14.5% | 14.1% | +1.0% |
| 3 Years | 12.9% | 11.2% | 14.3% | +1.7% |
| 5 Years | 12.6% | 10.4% | 14.1% | +2.1% |
| 7 Years | 12.7% | 10.6% | 14.1% | +2.1% |
| 10 Years | 13.1% | 11.5% | 14.4% | +1.6% |
| 12 Years | 12.9% | 11.4% | 14.1% | +1.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.8% | 10.3% | -33.2% | 97.8% | 0.44 | 1.33 | 82% | — | — |
| 3 Years | 13.0% | 13.7% | -8.0% | 30.0% | 1.13 | 3.10 | 96% | — | — |
| 5 Years | 12.7% | 13.0% | -2.0% | 26.3% | 1.33 | 6.00 | 99% | — | — |
| 10 Years | 12.7% | 12.7% | 10.2% | 14.9% | 6.01 | — | 100% | — | — |
-36.3%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.41
1Y
0.36
3Y
0.35
5Y
0.33
7Y
0.35
10Y
0.37
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.61 | 0.95 | 97.5% | 93.0% | 1.4% | -1.6% |
| 3 Years | +3.96 | 0.93 | 95.3% | 89.9% | 11.2% | 7.3% |
| 5 Years | +1.11 | 0.93 | 92.1% | 90.1% | 9.9% | 8.9% |
| 7 Years | +2.41 | 0.93 | 95.4% | 92.7% | 13.9% | 11.9% |
| 10 Years | +0.59 | 0.93 | 94.3% | 93.2% | 11.2% | 10.9% |
| 12 Years | +1.91 | 0.92 | 93.7% | 91.1% | 11.7% | 10.1% |
| 15 Years | +1.48 | 0.92 | 93.1% | 90.7% | 11.0% | 9.8% |
42
Total Holdings
52.8%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd | 9.55% |
| 2 | HDFC Bank Ltd | 8.65% |
| 3 | Reliance Industries Ltd | 5.24% |
| 4 | Eternal Ltd | 4.99% |
| 5 | Mahindra & Mahindra Ltd | 4.88% |
| 6 | Axis Bank Ltd | 4.82% |
| 7 | Kotak Mahindra Bank Ltd | 4.38% |
| 8 | Larsen & Toubro Ltd | 3.93% |
| 9 | Infosys Ltd | 3.34% |
| 10 | Bharti Airtel Ltd | 2.98% |