Franklin India Mid Cap Fund Direct Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹12,870.79 Cr
Expense Ratio
1.08%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
1 Jan 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.78% | -- |
| 3 Months | +1.18% | -- |
| 6 Months | +9.97% | -- |
| 1 Year | +0.02% | +0.02% |
| 2 Years | -- | -0.67% |
| 3 Years | +50.62% | +14.63% |
| 5 Years | +84.61% | +13.04% |
| Since Launch | +832.06% | +17.69% |
Holdings as on 16 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Call, Cash & Other Assets | 518.31 | 3.97 |
| Kalyan Jewellers India | 378.93 | 2.90 |
| Biocon | 333.51 | 2.56 |
| Federal Bank | 326.37 | 2.50 |
| IDFC First Bank | 317.18 | 2.43 |
| PB Fintech | 313.29 | 2.40 |
| Coforge | 283.06 | 2.17 |
| APL Apollo Tubes Ltd | 266.79 | 2.04 |
| Prestige Estates Projects | 266.50 | 2.04 |
| Balkrishna Industries | 256.41 | 1.96 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.66
Sharpe Ratio
17.06%
Std. Deviation
4.94%
Tracking Error
-0.36%
Alpha
0.90
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India Mid Cap Fund Direct Plan Growth Option | +7.43% | +22.41% | +19.09% |
| Sundaram Mid Cap - Direct Plan - Growth Option | +4.52% | +17.28% | +16.03% |
| Franklin India Mid Cap Fund Direct Growth | +0.02% | +14.63% | +13.04% |
| UTI Mid Cap Fund-Growth Option- Direct | +2.02% | +10.86% | +11.3% |
| PGIM India Midcap Fund Direct Growth | -1.99% | +10.23% | +9.88% |
Results are calculated on CAGR basis
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 12870.79 crores & has delivered CAGR of 13.04 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.08%. 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 fund has a present cash holding of %. The top holdings of the fund include Call, Cash & Other Assets, Kalyan Jewellers India, Biocon, Federal Bank.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Biotechnology & Drugs.
Some of the similar funds are Invesco India Mid Cap Fund Direct Plan Growth Option, Sundaram Mid Cap - Direct Plan - Growth Option, Franklin India Mid Cap Fund Direct Growth, UTI Mid Cap Fund-Growth Option- Direct, PGIM India Midcap Fund Direct Growth. Franklin India Mid Cap Fund Direct Growth has a sharpe ratio of 0.66 & a standard deviation of 17.06%.
FAQs
According to the morning star rating Franklin India Mid Cap Fund Direct Growth has a Medium risk & Exceptional return.
Franklin India Mid Cap Fund Direct Growth is managed by R. Janakiraman,Sandeep Manam,Akhil Kalluri.
The expense ratio of Franklin India Mid Cap Fund Direct Growth is 1.08%.
The 5 year annualized return on Franklin India Mid Cap Fund Direct Growth is 13.04% & it has generated 0.02% in the last 1 year.
The minimum investment in Franklin India Mid Cap Fund Direct Growth is 5000 Rs.
Franklin India Mid Cap Fund Direct Growth has an AUM of 12870.79 crores.
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