Franklin India Mid Cap Fund
Direct · Growth ₹3270.04
18 Aug 2026
NAV
18.7%
3Y CAGR
17.1%
5Y CAGR
17.8%
10Y CAGR
18.2%
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.
5.71
Sharpe
-36.6%
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.
1.02%
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 | ₹12.85 L | 23.3% | -54.8% | 109.9% |
| 3 Years | ₹36.00 L | ₹47.58 L | 18.2% | -22.2% | 40.3% |
| 5 Years | ₹60.00 L | ₹90.11 L | 16.8% | -8.5% | 33.1% |
| 7 Years | ₹84.00 L | ₹1.49 Cr | 16.6% | 1.7% | 26.0% |
| 10 Years | ₹1.20 Cr | ₹2.99 Cr | 17.5% | 14.0% | 21.4% |
| 12 Years | ₹1.44 Cr | ₹4.50 Cr | 17.7% | 14.4% | 21.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 23.3% | 22.0% | 21.0% | +1.3% |
| 3 Years | 18.2% | 17.3% | 19.5% | +0.9% |
| 5 Years | 16.8% | 16.5% | 19.1% | +0.3% |
| 7 Years | 16.6% | 16.8% | 18.8% | -0.2% |
| 10 Years | 17.5% | 16.6% | 19.1% | +0.9% |
| 12 Years | 17.7% | 16.3% | 18.8% | +1.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.2% | 14.8% | -31.4% | 99.6% | 0.60 | 2.49 | 83% | — | — |
| 3 Years | 18.7% | 19.5% | -7.5% | 42.6% | 1.33 | 5.61 | 96% | — | — |
| 5 Years | 17.1% | 16.1% | 0.5% | 32.4% | 1.55 | 18.07 | 100% | — | — |
| 10 Years | 17.8% | 17.6% | 14.1% | 21.8% | 5.71 | — | 100% | — | — |
-36.6%
Max Drawdown
26 mo
Drawdown Duration
8 mo
Recovery Time
-5.4%
Avg Drawdown
Calmar Ratio by Duration
0.61
1Y
0.51
3Y
0.47
5Y
0.44
7Y
0.49
10Y
0.54
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -2.98 | 0.90 | 87.8% | 89.7% | 6.5% | 9.9% |
| 3 Years | +2.24 | 0.88 | 89.0% | 86.2% | 18.9% | 18.1% |
| 5 Years | -0.46 | 0.89 | 89.4% | 89.2% | 15.8% | 17.5% |
| 7 Years | -1.30 | 0.90 | 89.4% | 89.7% | 19.2% | 22.1% |
| 10 Years | -0.41 | 0.86 | 85.6% | 85.0% | 15.0% | 16.8% |
| 12 Years | +1.13 | 0.85 | 85.8% | 83.8% | 16.5% | 16.9% |
| 15 Years | +2.34 | 0.85 | 85.6% | 82.1% | 16.4% | 15.4% |
75
Total Holdings
23.0%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Kalyan Jewellers India Ltd | 2.90% |
| 2 | Biocon Ltd | 2.56% |
| 3 | Federal Bank Ltd | 2.50% |
| 4 | IDFC First Bank Ltd | 2.43% |
| 5 | PB Fintech Ltd | 2.40% |
| 6 | Coforge Ltd | 2.17% |
| 7 | APL Apollo Tubes Ltd | 2.04% |
| 8 | Prestige Estates Projects Ltd | 2.04% |
| 9 | Balkrishna Industries Ltd | 1.96% |
| 10 | Ashok Leyland Ltd | 1.96% |