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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 202620.019
CategoryLarge & Mid Cap
PlanRegular · Idcw
Launched17 Jan 2005
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY LargeMidcap 250
Expense ratiodirect plan, a year2.32%
AUM₹363 Cr
Growth of ₹10,000₹10,4392 Sep 2021 to 2 Sep 2026
₹12,804₹11,647₹10,490₹9,333₹8,176Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,439 (+0.9% a year) Franklin India Large & Mid Cap Fund

Performance (trailing, annualised)

1Y annualised-8.35%
3Y annualised2.57%
5Y annualised0.86%
10Y annualised1.41%

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 ₹1,16,623-5.16%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,45,469-2.66%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,11,1670.73%

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

Calendar years

Calendar 202127.00%
Calendar 2022-10.62%
Calendar 202316.67%
Calendar 20248.72%
Calendar 2025-0.88%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 20073.91%
Rolling 1Y · median-0.49%
Rolling 1Y · worst window-62.30%
Rolling 1Y · best window107.23%
Rolling 1Y · windows positive49%
Rolling 3Y · average898 windows since 9 Apr 20092.15%
Rolling 3Y · median2.75%
Rolling 3Y · worst window-17.30%
Rolling 3Y · best window21.78%
Rolling 3Y · windows positive59%
Rolling 5Y · average795 windows since 7 Apr 20111.82%
Rolling 5Y · median2.00%
Rolling 5Y · worst window-11.95%
Rolling 5Y · best window16.52%
Rolling 5Y · windows positive66%

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

Risk

Volatility (3Y)16.09%
Downside deviation (3Y)12.94%
Maximum drawdown-29.05%

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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