Franklin India Mid Cap Fund - Direct - IDCW
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-12.79%
Cat. Avg.0.94%
2Y
Fund-10.52%
Cat. Avg.0.62%
3Y
Fund3.89%
Cat. Avg.14.58%
5Y
Fund2.14%
Cat. Avg.13.08%
10Y
Fund4.25%
Cat. Avg.15.04%
SI
Fund6.87%
Cat. Avg.17.61%
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
Visualizing Fund's Exposure
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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 | 54596 | -9.0% | -17.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.06 L. | -11.5% | -11.9% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.61 L. | -10.4% | -7.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.10 L. | +3.5% | +1.4% |
| 10Y | 07 Nov, 16 | 6 L. | 7.70 L. | +28.3% | +4.9% |
| SI | 07 Jan, 13 | 8.30 L. | 12.53 L. | +51.0% | +5.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 86696 | -13.3% | N/A |
| 2Y | 21 Oct, 24 | 1 L. | 81184 | -18.8% | -9.9% |
| 3Y | 19 Oct, 23 | 1 L. | 1.12 L. | +12.1% | +3.9% |
| 5Y | 19 Oct, 21 | 1 L. | 1.11 L. | +11.2% | +2.1% |
| 10Y | 19 Oct, 16 | 1 L. | 1.52 L. | +51.6% | +4.2% |
| SI | 01 Jan, 13 | 1 L. | 2.50 L. | +150.3% | +6.9% |
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.