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Franklin India Mid Cap Fund - Growth

  • Regular
  • Direct
Category : Mid Cap Fund
  • NAV
    : ₹ 2821.1201 0.67%
    (as on 29th October, 2025)
Crisil Rating
Average performance among peers
Risk-O-Meter
Very High Risk

The fund has 96.58% investment in domestic equities of which 10.26% is in Large Cap stocks, 45.59% is in Mid Cap stocks, 13% in Small Cap stocks.The fund has 0.2% investment in Debt, of which 0.2% in Government securities.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

Crisil Rank Change : Fund Crisil rank was updated from 4 to 3 in the previous quarter.

This Scheme
VS
  • Benchmark
    Nifty Midcap 150 Index
  • NA
  • NA
  • Gold
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Returns (NAV as on 28th October, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 20-Oct-25 10102.40 1.02% - 0.42% 4/32
1 Month 26-Sep-25 10497.80 4.98% - 4.58% 10/32
3 Month 28-Jul-25 10235.10 2.35% - 3.76% 27/31
6 Month 28-Apr-25 10871.10 8.71% - 11.80% 28/31
YTD 01-Jan-25 10116.30 1.16% - 2.67% 20/30
1 Year 28-Oct-24 10432.00 4.32% 4.32% 5.27% 18/30
2 Year 27-Oct-23 15614.20 56.14% 24.88% 23.36% 12/30
3 Year 28-Oct-22 18344.10 83.44% 22.39% 21.88% 14/28
5 Year 28-Oct-20 29635.40 196.35% 24.25% 25.83% 18/25
10 Year 28-Oct-15 41805.90 318.06% 15.36% 16.30% 14/21
Since Inception 01-Dec-93 2802417.90 27924.18% 19.30% 18.15% 12/32

SIP Returns (NAV as on 28th October, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 28-Oct-24 12000 12787.71 6.56 % 12.36 %
2 Year 27-Oct-23 24000 27558.42 14.83 % 13.89 %
3 Year 28-Oct-22 36000 48682.2 35.23 % 20.59 %
5 Year 28-Oct-20 60000 99174.77 65.29 % 20.19 %
10 Year 28-Oct-15 120000 298684.5 148.9 % 17.36 %
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Portfolio (Updated on 30th Sep,2025)

Portfolio Turnover Ratio : 24.00%  |   Category average turnover ratio is 214.65%  
Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)
Equity Holding : 96.58% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 96.58%
No of Stocks : 87 (Category Avg - 70.48) | Large Cap Investments : 10.26%| Mid Cap Investments : 45.59% | Small Cap Investments : 13% | Other : 27.73%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Federal Bank Ltd. Private sector bank 3693.3 3.02% 0.03% 3.97% (Nov 2024) 3% (Aug 2025) 1.91 Cr 0.00
Cummins India Ltd. Compressors, pumps & diesel engines 2816.7 2.31% 0.07% 2.31% (Sep 2025) 1.52% (Apr 2025) 7.17 L 0.00
Mphasis Ltd. Computers - software & consulting 2795.2 2.29% -0.11% 2.4% (Aug 2025) 1.88% (May 2025) 10.53 L 0.00
APL Apollo Tubes Ltd. Iron & steel products 2529 2.07% 0.11% 2.21% (May 2025) 1.49% (Oct 2024) 15.00 L 0.00
Prestige Estates Projects Ltd. Residential, commercial projects 2464.4 2.02% -0.06% 2.2% (Dec 2024) 1.69% (Mar 2025) 16.32 L 0.00
PB Fintech Ltd. Financial technology (fintech) 2213.6 1.81% -0.07% 2.18% (Dec 2024) 1.8% (Feb 2025) 13.01 L 0.00
Ipca Laboratories Ltd. Pharmaceuticals 2198.1 1.80% -0.06% 2.21% (Dec 2024) 1.78% (Jun 2025) 16.42 L 0.00
Max Financial Services Ltd. Life insurance 2195.5 1.80% -0.42% 2.21% (Aug 2025) 1.5% (Dec 2024) 13.93 L -2.99 L
Mahindra & Mahindra Financial Services Ltd. Non banking financial company (nbfc) 2173.4 1.78% 0.23% 1.78% (Sep 2025) 1.26% (Dec 2024) 78.95 L 4.15 L
J.K. Cement Ltd. Cement & cement products 2123.4 1.74% -0.17% 2.09% (Jul 2025) 1.52% (Nov 2024) 3.37 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
No of Debt Holding 1 (Category Avg - 0.81) | Modified Duration 0.00 Years (Category Avg - 0.00)| Yield to Maturity - -- (Category Avg - 0.00%)

Type of Holdings

Security Type
% Weight
Category Average
T-Bills 0.20% 0.27%

Investment / Portfolio Grades

Security Type
% Weight
Category Average
Government Backed 0.20% 0.27%
Low Risk 0.00% 0.00%
Moderate Risk 0.00% 0.00%
High Risk 0.00% 0.00%
Very High Risk 0.00% 0.00%
Others 0.00% 0.00%
Name Type of Instrument Weight (%)
Net Receivables Net Receivables 3.22%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 30th September, 2025)

  • Standard Deviation

    Low volatility
    12.65vs13.25
    Category Avg
  • Beta

    Low volatility
    0.87vs0.9
    Category Avg
  • Sharpe Ratio

    Better risk adjusted returns
    1.12vs1.05
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.16vs0.16
    Category Avg
  • Jensen's Alpha

    Better risk adjusted returns
    1vs0.31
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Invesco India Mid Cap Fund - Growth 5 8518.36 5.26 3.51 17.41 15.43 28.20
ICICI Prudential MidCap Fund - Growth 4 6588.81 6.27 3.63 17.31 10.40 22.92
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth 5 3731.43 5.88 5.71 15.85 9.95 25.60
Mirae Asset Midcap Fund - Regular Plan - Growth 3 17194.25 5.71 5.15 16.63 9.14 21.16
HDFC Mid Cap Fund - Growth 4 84854.73 5.55 3.64 12.95 8.25 26.57
Canara Robeco Mid Cap Fund - Regular Plan - Growth NA 3538.38 4.66 3.20 14.91 7.65 0.00
Kotak Midcap Fund - Growth 4 58299.59 3.89 2.97 15.70 7.14 23.03
Sundaram Mid Cap Fund - Growth 4 12585.11 6.13 5.47 13.16 6.80 24.92
Union Midcap Fund - Regular Plan - Growth 3 1550.58 4.38 4.20 13.72 6.46 19.94
Nippon India Growth Mid Cap Fund - Growth 4 39328.98 4.56 3.65 10.82 6.19 25.87

More Funds from Franklin Templeton Mutual Fund

Out of 40 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 14 is/are ranked 3 * , 3 is/are ranked 2 * , 5 is/are ranked 1 * , and 17 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Franklin India Flexi Cap Fund - Growth 3 18912.06 4.89 3.20 6.24 4.55 18.60
Franklin India Small Cap Fund - Growth 3 13265.80 3.98 1.07 11.14 1.14 22.64
Franklin India Small Cap Fund - Growth 3 13265.80 3.71 -0.17 7.98 -1.20 22.28
Franklin India Focused Equity Fund - Growth 3 12302.98 4.02 3.54 8.35 5.49 16.65
Franklin India Mid Cap Fund - Growth 3 12212.71 4.98 2.35 8.71 4.32 22.39
Franklin India Opportunities Fund - Growth 3 7766.16 2.19 4.91 11.31 8.04 30.64
Franklin India Large Cap Fund - Growth 3 7668.77 3.12 3.96 7.29 6.62 15.51
Franklin India Large Cap Fund - Growth 3 7668.77 4.87 4.87 6.61 5.33 13.78
Franklin India ELSS Tax Saver Fund - Growth 3 6531.42 4.86 3.12 6.03 3.90 18.71
Franklin India Multi Cap Fund - Regular Plan - Growth NA 4968.91 4.99 5.54 11.48 7.93 0.00

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