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OmniAsset › Mutual funds › Franklin India Large & Mid Cap Fund

Franklin India Large & Mid Cap Fund

Large & Mid Cap fund benchmarked to NIFTY LargeMidcap 250. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026192.9533
CategoryLarge & Mid Cap
PlanRegular · Growth
Launched17 Jan 2005
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY LargeMidcap 250
Expense ratiodirect plan, a year2.32%
AUM₹2,744 Cr
Growth of ₹10,000₹16,1092 Sep 2021 to 2 Sep 2026
₹16,553₹14,637₹12,721₹10,805₹8,889Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,109 (+10.0% a year) Franklin India Large & Mid Cap Fund

Performance (trailing, annualised)

1Y annualised0.80%
3Y annualised12.05%
5Y annualised10.01%
10Y annualised11.04%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,0264.69%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,99,5916.89%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,80,18210.44%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202139.05%
Calendar 2022-2.82%
Calendar 202326.96%
Calendar 202418.80%
Calendar 20257.59%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200715.72%
Rolling 1Y · median10.54%
Rolling 1Y · worst window-54.56%
Rolling 1Y · best window129.38%
Rolling 1Y · windows positive76%
Rolling 3Y · average898 windows since 9 Apr 200913.55%
Rolling 3Y · median13.23%
Rolling 3Y · worst window-10.70%
Rolling 3Y · best window34.37%
Rolling 3Y · windows positive94%
Rolling 5Y · average795 windows since 7 Apr 201113.16%
Rolling 5Y · median13.32%
Rolling 5Y · worst window-4.61%
Rolling 5Y · best window29.15%
Rolling 5Y · windows positive99%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.72%
Downside deviation (3Y)9.81%
Maximum drawdown-18.07%

Management

Fund managerVenkatesh Sanjeevi, R. Janakiraman, Sandeep Manam (dedicated for making investments for Foreign Securities)
Managing since18 Mar 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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