Franklin India Mid Cap Fund Direct Growth

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Equity
Mid-Cap
Rating 3
Plan

2931.89 +37.94 (1.31%) NAV as on 10 Mar, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)12223.43
CAGR 10.51%
Exit Load1.00%
Expense ratio1.02%
CategoryEquity
Min Investment5000
Min SIP500
Launch Date2013-01-01

Asset Allocation

Holdings As On - 11 March 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Federal Bank
318.68
2.61%

APL Apollo Tubes Ltd
306.84
2.51%

Mphasis
290.50
2.38%

Mahindra & Mahindra Financial Services Ltd
278.41
2.28%

Biocon
264.82
2.17%

IDFC First Bank
262.39
2.15%

IPCA Laboratories
216.75
1.77%

ICICI Lombard General Insurance Company Ltd
213.16
1.74%

Peer Comparison

Fund Name
Edelweiss Mid Cap Fund Direct Plan Growth Option20.11%
Sundaram Mid Cap - Direct Plan - Growth Option18.99%
HSBC Midcap Fund Direct Plan Growth25.12%
Franklin India Mid Cap Fund Direct Growth10.51%
UTI Mid Cap Fund-Growth Option- Direct13.49%

Risk & Volitility

Alpha -0.36%
Beta 0.90
Sharpe Ratio1.04
Std Deviation 14.86%
Tracking Error 4.94%

About Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

The Franklin India Mid Cap Fund Direct Growth has an AUM of 12223.43 crores & has delivered CAGR of 15.85% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.02%. The minimum investment in Franklin India Mid Cap Fund Direct Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Federal Bank, APL Apollo Tubes Ltd, Mphasis & Mahindra & Mahindra Financial Services Ltd.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Chemical Manufacturing.

Some of the similar funds are Edelweiss Mid Cap Fund Direct Plan Growth Option, Sundaram Mid Cap - Direct Plan - Growth Option, HSBC Midcap Fund Direct Plan Growth, Franklin India Mid Cap Fund Direct Growth, UTI Mid Cap Fund-Growth Option- Direct. Franklin India Mid Cap Fund Direct Growth has a sharpe ratio of 1.04 & a standard deviation of 14.86%.