Franklin India Mid Cap Fund - Direct Plan has delivered 58.45% absolute return over the last 5 years.
The average return for Mid Cap funds is 82.60% .
This fund ranks #22 in its category based on 5-year returns.
The largest portfolio holding is KALYAN JEWELLERS INDIA LTD with a portfolio weight of 3.19% .
The fund currently owns more than 77 stocks.
The top 10 holdings account for 23.62% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.36% | 1.15% |
| 2 Year Return | 52.96% | 14.53% |
| 3 Year Return | 93.12% | 40.78% |
| 4 Year Return | 212.88% | 68.09% |
| 5 Year Return | 199.99% | 82.60% |
| 6 Year Return | 216.12% | 138.43% |
| 7 Year Return | 348.87% | 178.44% |
| Expense Ratio | 0.81% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Gems, Jewellery & Precious Metals |
3.19%
|
|
| 2 | Financials |
2.69%
|
|
| 3 | Health Care |
2.68%
|
|
| 4 | Financials |
2.43%
|
|
| 5 | Consumer Discretionary |
2.26%
|
|
| 6 | IT Consulting & Software |
2.17%
|
|
| 7 |
2.14%
|
||
| 8 | Real Estate |
2.05%
|
|
| 9 | Aerospace & Defense |
2.02%
|
|
| 10 | Financials |
1.99%
|
|
| 11 | Financial Technologies (Fintech) |
1.99%
|
|
| 12 | Pharmaceuticals |
1.98%
|
AMC: FRANKLINTEMPLETON
Category: Equity • Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. R Janakiraman
Minimum Purchase: ₹5,000
Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment.
Lock-in: 1
Risk: Moderate Risk
Franklin India Mid Cap Fund - Direct Plan is managed by FRANKLINTEMPLETON and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds