Franklin India Mid Cap Fund
Direct · Growth ₹3257.90
03 Aug 2026
NAV
18.7%
3Y CAGR
17.1%
5Y CAGR
17.9%
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.
5.76
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.
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 | ₹12.86 L | 23.3% | -54.8% | 109.9% |
| 3 Years | ₹36.00 L | ₹47.60 L | 18.2% | -22.2% | 40.3% |
| 5 Years | ₹60.00 L | ₹90.20 L | 16.8% | -8.5% | 33.1% |
| 7 Years | ₹84.00 L | ₹1.49 Cr | 16.5% | 1.7% | 26.0% |
| 10 Years | ₹1.20 Cr | ₹3.00 Cr | 17.5% | 14.0% | 21.4% |
| 12 Years | ₹1.44 Cr | ₹4.51 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% | 22.1% | 21.5% | +1.2% |
| 3 Years | 18.2% | 17.4% | 20.0% | +0.8% |
| 5 Years | 16.8% | 16.5% | 19.4% | +0.3% |
| 7 Years | 16.5% | 16.7% | 19.3% | -0.2% |
| 10 Years | 17.5% | 16.6% | 19.4% | +0.9% |
| 12 Years | 17.7% | 16.3% | 18.8% | +1.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.2% | 14.8% | -31.4% | 99.6% | 0.61 | 2.49 | 82% | — | — |
| 3 Years | 18.7% | 19.6% | -7.5% | 42.6% | 1.33 | 5.61 | 96% | — | — |
| 5 Years | 17.1% | 16.2% | 0.5% | 32.4% | 1.55 | 18.02 | 100% | — | — |
| 10 Years | 17.9% | 17.7% | 14.1% | 21.8% | 5.76 | — | 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 | -3.35 | 0.90 | 86.7% | 89.3% | 6.1% | 9.8% |
| 3 Years | +1.72 | 0.88 | 88.7% | 86.5% | 19.0% | 18.8% |
| 5 Years | -0.43 | 0.89 | 89.3% | 89.0% | 15.4% | 17.0% |
| 7 Years | -1.45 | 0.90 | 89.3% | 89.8% | 19.5% | 22.6% |
| 10 Years | -0.40 | 0.86 | 85.6% | 85.0% | 15.3% | 17.2% |
| 12 Years | +1.31 | 0.85 | 85.8% | 83.6% | 16.7% | 17.0% |
| 15 Years | +2.31 | 0.85 | 85.5% | 82.1% | 16.4% | 15.4% |
72
Total Holdings
21.5%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Federal Bank Ltd | 2.73% |
| 2 | IDFC First Bank Ltd | 2.35% |
| 3 | Mahindra & Mahindra Financial Services Ltd | 2.13% |
| 4 | Mankind Pharma Ltd | 2.10% |
| 5 | Biocon Ltd | 2.08% |
| 6 | Balkrishna Industries Ltd | 2.05% |
| 7 | Prestige Estates Projects Ltd | 2.04% |
| 8 | Tube Investments of India Ltd | 2.03% |
| 9 | IPCA Laboratories Ltd | 2.01% |
| 10 | Mphasis Ltd | 2.00% |