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OmniAsset › Mutual funds › Franklin India Mid Cap Fund

Franklin India Mid Cap Fund

Mid Cap fund benchmarked to Nifty Midcap 150. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202687.1856
CategoryMid Cap
PlanRegular · Idcw
Launched1 Dec 1993
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Midcap 150
Expense ratiodirect plan, a year1.91%
AUM₹719 Cr
Growth of ₹10,000₹12,0212 Sep 2021 to 2 Sep 2026
₹14,537₹12,848₹11,159₹9,470₹7,781Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,021 (+3.8% a year) Franklin India Mid Cap Fund

Performance (trailing, annualised)

1Y annualised-5.92%
3Y annualised5.84%
5Y annualised3.75%
10Y annualised3.64%

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 ₹1,15,409-6.99%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,46,055-2.55%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,53,7203.39%

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

Calendar years

Calendar 202121.72%
Calendar 2022-7.65%
Calendar 202325.70%
Calendar 202421.74%
Calendar 2025-6.69%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 20076.51%
Rolling 1Y · median0.91%
Rolling 1Y · worst window-67.94%
Rolling 1Y · best window117.71%
Rolling 1Y · windows positive52%
Rolling 3Y · average898 windows since 9 Apr 20094.30%
Rolling 3Y · median5.16%
Rolling 3Y · worst window-25.56%
Rolling 3Y · best window28.22%
Rolling 3Y · windows positive63%
Rolling 5Y · average795 windows since 7 Apr 20114.11%
Rolling 5Y · median4.98%
Rolling 5Y · worst window-13.50%
Rolling 5Y · best window20.15%
Rolling 5Y · windows positive73%

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

Risk

Volatility (3Y)18.05%
Downside deviation (3Y)14.57%
Maximum drawdown-23.09%

Management

Fund managerR. Janakiraman, Akhil Kalluri, 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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