Franklin India Mid Cap Fund - Direct - Growth
Expense Ratio: 0.98
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 01-12-1993
Exit Load: Nil
Fund Size:₹12,860.93 Cr
Performance
1Y
Fund-3.00%
Cat. Avg.1.60%
2Y
Fund-2.20%
Cat. Avg.0.43%
3Y
Fund13.63%
Cat. Avg.14.82%
5Y
Fund11.22%
Cat. Avg.13.11%
10Y
Fund13.72%
Cat. Avg.15.23%
SI
Fund17.32%
Cat. Avg.17.85%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Call, Cash & Other Assets | 440.55 | 3.53% |
| 2 | Federal Bank Ltd | 340.77 | 2.73% |
| 3 | IDFC First Bank Ltd | 293.26 | 2.35% |
| 4 | Mahindra & Mahindra Financial Services Ltd | 265.69 | 2.13% |
| 5 | Mankind Pharma Ltd | 261.97 | 2.10% |
| 6 | Biocon Ltd | 260.17 | 2.08% |
| 7 | Balkrishna Industries Ltd | 256.20 | 2.05% |
| 8 | Prestige Estates Projects Ltd | 255.33 | 2.04% |
| 9 | Tube Investments of India Ltd | 253.30 | 2.03% |
| 10 | IPCA Laboratories Ltd | 250.66 | 2.01% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58858 | -1.9% | -3.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.20 L. | -0.3% | -0.3% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.90 L. | +5.7% | +3.7% |
| 5Y | 08 Nov, 21 | 3 L. | 4.06 L. | +35.4% | +12.4% |
| 10Y | 07 Nov, 16 | 6 L. | 12.97 L. | +116.2% | +14.9% |
| SI | 07 Jan, 13 | 8.30 L. | 27.41 L. | +230.3% | +16.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 97001 | -3.0% | -3.0% |
| 2Y | 16 Oct, 24 | 1 L. | 95657 | -4.3% | -2.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.47 L. | +46.7% | +13.6% |
| 5Y | 18 Oct, 21 | 1 L. | 1.69 L. | +69.4% | +11.1% |
| 10Y | 17 Oct, 16 | 1 L. | 3.64 L. | +264.0% | +13.8% |
| SI | 01 Jan, 13 | 1 L. | 9.06 L. | +806.3% | +17.3% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.