Franklin India Mid Cap Fund Growth

  • Mid-Cap
  • Equity
  • Very High Risk

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Rating:

Rating Star

2

Key Metrics

Aum

₹12,102.39 Cr

Expense Ratio

1.48%

Exit Load

1.00%

Min. Investment

₹5,000.00

Min. SIP

₹500.00

Launch Date

1 Dec 1993

CAGR Returns

PeriodAbsolute(%)Annualised(%)
1 Month-3.63%--
3 Months+1.3%--
6 Months-5.83%--
1 Year-5.96%-5.96%
2 Years--+1.97%
3 Years+59.2%+16.77%
5 Years+89.02%+13.58%
Since Launch+25923.45%+18.65%

Holdings as on 12 June 2026

NameValue (₹Cr)Holding %
Call, Cash & Other Assets
455.003.76
Federal Bank
296.272.45
Mphasis
262.482.17
Biocon
259.662.15
IDFC First Bank
256.932.12
Balkrishna Industries
253.902.10
Tube Investments of India
246.502.04
Mankind Pharma
231.211.91
Prestige Estates Projects
230.821.91
Mahindra & Mahindra Financial Services Ltd
230.341.90

Morning Star Rating

Rating:

Rating Star

2

Risk

Medium

Return

Exceptional

Risk & Volitility

0.71

Sharpe Ratio

17.26%

Std. Deviation

4.94%

Tracking Error

-1.24%

Alpha

0.90

Beta

Peer Comparison

Fund Name1Y3Y5Y
HSBC Midcap Fund Growth+11.94%+25.07%+17.74%
Invesco India Mid Cap Fund Growth+1.52%+22.97%+18.86%
Sundaram Mid Cap Growth+0.95%+21.1%+17.31%
Franklin India Mid Cap Fund Growth-5.96%+16.77%+13.58%
UTI Mid Cap Fund Regular Plan Growth-4.51%+13.3%+12.24%

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 Growth has an AUM of 12102.39 crores & has delivered CAGR of 13.58 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.48%. The minimum investment in Franklin India 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 & Exceptional respectively.

The fund has a present cash holding of %. The top holdings of the fund include Call, Cash & Other Assets, Federal Bank, Mphasis, Biocon.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs, Consumer Financial Services.

Some of the similar funds are HSBC Midcap Fund Growth, Invesco India Mid Cap Fund Growth, Sundaram Mid Cap Growth, Franklin India Mid Cap Fund Growth, UTI Mid Cap Fund Regular Plan Growth. Franklin India Mid Cap Fund Growth has a sharpe ratio of 0.71 & a standard deviation of 17.26%.

FAQs

According to the morning star rating Franklin India Mid Cap Fund Growth has a Medium risk & Exceptional return.

Franklin India Mid Cap Fund Growth is managed by R. Janakiraman,Sandeep Manam,Akhil Kalluri.

The expense ratio of Franklin India Mid Cap Fund Growth is 1.48%.

The 5 year annualized return on Franklin India Mid Cap Fund Growth is 13.58% & it has generated -5.96% in the last 1 year.

The minimum investment in Franklin India Mid Cap Fund Growth is 5000 Rs.

Franklin India Mid Cap Fund Growth has an AUM of 12102.39 crores.