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EquityMid Cap FundDirect · Growth

Franklin India Mid Cap Fund - Direct - Growth

Franklin Templeton · Scheme 118533

3,232.52 0.78%NAV · 2026-08-05
59
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
18.4%
Risk level
High
Min SIP
Benchmark
Nifty Midcap 150 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.22%
3 Months+7.09%
6 Months+5.23%
1 Year+5.29%
3 Years (CAGR)+18.35%
5 Years (CAGR)+15.39%
10 Years (CAGR)+15.22%
Since Launch+18.20%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns51
Consistency59
Risk-adjusted58
Downside protection54
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +18.4%
  • 5Y CAGR: +15.4%
  • Positive 3Y windows: 96% of rolling 3Y windows positive
  • Alpha vs benchmark: +9.4%
  • Volatility: 15% annualised

What to watch

  • 3Y CAGR vs category: -1.4% vs category avg
  • 5Y CAGR vs category: -1.6% vs category avg
  • Beat category: beat category in 48% of windows
  • Sortino ratio: 0.93

Risk metrics

Sharpe ratio
0.77
Sortino ratio
0.93
Volatility
15.38%
Max drawdown
-36.59%
Downside capture
85.10%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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