Franklin India Large & Mid Cap Fund Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹3,450.48 Cr
Expense Ratio
1.65%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
2 Mar 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.9% | -- |
| 3 Months | +8.06% | -- |
| 6 Months | +1.96% | -- |
| 1 Year | +4.29% | +4.29% |
| 2 Years | -- | +3.47% |
| 3 Years | +44.26% | +12.99% |
| 5 Years | +68.76% | +11.03% |
| Since Launch | +1855.27% | +14.87% |
Holdings as on 13 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 168.79 | 4.89 |
| Call, Cash & Other Assets | 148.45 | 4.30 |
| Eternal | 143.28 | 4.15 |
| AXIS Bank Ltd | 140.09 | 4.06 |
| Mahindra & Mahindra Ltd | 105.65 | 3.06 |
| HDFC Bank | 103.81 | 3.01 |
| Kotak Mahindra Bank | 99.60 | 2.89 |
| JB Chemicals & Pharmaceuticals Ltd | 92.95 | 2.69 |
| Marico | 77.35 | 2.24 |
| Vishal Mega Mart | 71.80 | 2.08 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.44
Sharpe Ratio
14.85%
Std. Deviation
4.92%
Tracking Error
-3.36%
Alpha
1.08
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Large and Mid Cap Fund Regular Growth | +16.4% | +19.06% | +15.09% |
| Quant Large and Mid Cap Fund Growth | +13.92% | +15.72% | +15.92% |
| Edelweiss Large & Mid Fund Growth | +8.4% | +14.97% | +13.14% |
| LIC MF Large & Mid Cap Regular Growth | +5.96% | +15.04% | +12.12% |
| Franklin India Large & Mid Cap Fund Growth | +4.29% | +12.99% | +11.03% |
Results are calculated on CAGR basis
About Fund
To provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap Stocks.
The Franklin India Large & Mid Cap Fund Growth has an AUM of 3450.48 crores & has delivered CAGR of 11.03 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.65%. The minimum investment in Franklin India Large & Mid Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Call, Cash & Other Assets, Eternal, AXIS Bank Ltd.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers, Computer Services.
Some of the similar funds are HSBC Large and Mid Cap Fund Regular Growth, Quant Large and Mid Cap Fund Growth, Edelweiss Large & Mid Fund Growth, LIC MF Large & Mid Cap Regular Growth, Franklin India Large & Mid Cap Fund Growth. Franklin India Large & Mid Cap Fund Growth has a sharpe ratio of 0.44 & a standard deviation of 14.85%.
FAQs
According to the morning star rating Franklin India Large & Mid Cap Fund Growth has a Medium risk & High return.
Franklin India Large & Mid Cap Fund Growth is managed by Venkatesh Sanjeevi,R. Janakiraman,Sandeep Manam.
The expense ratio of Franklin India Large & Mid Cap Fund Growth is 1.65%.
The 5 year annualized return on Franklin India Large & Mid Cap Fund Growth is 11.03% & it has generated 4.29% in the last 1 year.
The minimum investment in Franklin India Large & Mid Cap Fund Growth is 5000 Rs.
Franklin India Large & Mid Cap Fund Growth has an AUM of 3450.48 crores.
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