Franklin India Mid Cap Fund

Mid CapEquityVery High risk Rank 23 of 35

NAV · Direct-Growth

₹3,252.71+4.14+0.13%

As of 31 Aug 2026 · AMFI

NAV growth+6.2%

Sep ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Cost

High

1.08% vs 0.67% peers

Volatility

Below average

17.1% vs 17.8% cat (3Y)

Consistency

Strong

positive in 11 of 12 years

Beats its Mid Cap category on 3Y & 5Y but trails on 1Y — and has been steadier than peers.

1Y return

+7.7%

-0.9 vs cat

3Y CAGR

+17.2%

+2.4 vs cat

5Y CAGR

+15.1%

+1.3 vs cat

AUM

₹12.9K Cr

fund size

Expense

1.08%

direct plan

Volatility 3Y

17.1%

▼ vs 17.8%

Go deeper on Franklin India Mid Cap Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Franklin India Mid Cap Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Franklin India Mid Cap Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Franklin India Mid Cap Fund is a Mid Cap scheme from Franklin Templeton. The portfolio is ~98% in equities. Long-run track record: about 15.1% CAGR over 5 years. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -37% in Mar 2020, recovered in 8 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF090I01FH9

NAV (Direct-Growth)

₹3252.7082

Last 1Y

+6.17%

Sept 25Min ₹2704.19 · Max ₹3276.62 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-36.6%

Peak ₹1096.63 on 23 Jan 2018 → trough ₹695.36 on 23 Mar 2020 (26 months down).

Recovered in 8 months· 13 Nov 2020

Jun 2022

-23.9%

Peak ₹1782.92 on 18 Oct 2021 → trough ₹1357.13 on 20 Jun 2022 (8 months down).

Recovered in 12 months· 31 May 2023

Feb 2025

-18.3%

Peak ₹3190.63 on 24 Sept 2024 → trough ₹2606.36 on 28 Feb 2025 (5 months down).

Recovered in 9 months· 17 Nov 2025

Aug 2013

-16.9%

Peak ₹336.03 on 7 Jan 2013 → trough ₹279.12 on 28 Aug 2013 (8 months down).

Recovered in 2 months· 5 Nov 2013

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
1.08% — above the typical 1% for equity.
AUM size
₹12.9K Cr — reasonable for a mid-cap fund.
Sector concentration
Top 3 sectors = 57.5% — diversified across sectors.
Style drift
Allocation matches the declared category mandate.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.19%	+0.57%	40/ 40
1M	+1.42%	+2.98%	32/ 39
3M	+7.16%	+4.76%	21/ 39
6M	+8.40%	+7.17%	30/ 38
YTD	+2.73%	+3.96%	34/ 37
1Y	+7.67%	+8.60%	32/ 37
2Y	+2.30%	+0.91%	28/ 35
3Y	+17.23%	+14.87%	23/ 35
5Y	+15.11%	+13.77%	18/ 29
7Y	+19.24%	+19.55%	22/ 27
10Y	+14.73%	+14.18%	16/ 24

Portfolio composition

Asset allocation

Equity97.67%
Cash2.33%

By market cap

Large cap11.14%
Mid cap67.05%
Small cap14.40%
Others7.41%

Concentration

Holdings

Avg market cap

₹62.5K Cr

Top 10 stocks

23.47%

Top 5 stocks

13.24%

Top 3 sectors

57.48%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
Kalyan Jewellers India Ltd
—3.19%
1
Kalyan Jewellers India Ltd
—3.19%
2
The Federal Bank Ltd
—2.73%
2
The Federal Bank Ltd
—2.73%
2
The Federal Bank Ltd
—2.73%
2
The Federal Bank Ltd
—2.69%
2
The Federal Bank Ltd
—2.69%
2
The Federal Bank Ltd
—2.69%
3
Biocon Ltd
—2.68%
3
Biocon Ltd
—2.68%
2
The Federal Bank Ltd
—2.44%
2
The Federal Bank Ltd
—2.44%
2
The Federal Bank Ltd
—2.44%
4
IDFC First Bank Ltd
—2.43%
4
IDFC First Bank Ltd
—2.43%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio32.6232.71-0.09
P/B ratio4.024.76-0.74
Price / Sales2.903.59-0.69
Price / Cash Flow22.5324.02-1.49
Dividend yield0.85%0.73%+0.12
Return on equity (ROE)—21.57%—

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
17.4917.0815.9219.2017.8316.40
Sharpe ratio
Risk-adjusted return — higher is better.
-0.020.680.620.240.680.65
Sortino ratio
Like Sharpe but only counts downside volatility.
-0.021.050.990.391.051.03
Beta
1 = moves with the market. <1 = less volatile.
0.930.920.910.960.950.93

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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