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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 20262834.6036
CategoryMid Cap
PlanRegular · Growth
Launched1 Dec 1993
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Midcap 150
Expense ratiodirect plan, a year1.91%
AUM₹9,253 Cr
Growth of ₹10,000₹18,8302 Sep 2021 to 2 Sep 2026
₹19,191₹16,449₹13,708₹10,967₹8,226Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹18,830 (+13.5% a year) Franklin India Mid Cap Fund

Performance (trailing, annualised)

1Y annualised3.86%
3Y annualised15.55%
5Y annualised13.50%
10Y annualised13.58%

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 ₹1,25,3108.27%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,11,1828.82%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,62,40114.49%

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

Calendar years

Calendar 202132.62%
Calendar 20222.17%
Calendar 202336.75%
Calendar 202431.83%
Calendar 20251.61%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200718.95%
Rolling 1Y · median11.86%
Rolling 1Y · worst window-63.22%
Rolling 1Y · best window157.02%
Rolling 1Y · windows positive77%
Rolling 3Y · average898 windows since 9 Apr 200916.62%
Rolling 3Y · median16.44%
Rolling 3Y · worst window-15.85%
Rolling 3Y · best window40.70%
Rolling 3Y · windows positive95%
Rolling 5Y · average795 windows since 7 Apr 201116.35%
Rolling 5Y · median16.81%
Rolling 5Y · worst window-0.27%
Rolling 5Y · best window31.30%
Rolling 5Y · windows positive100%

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

Risk

Volatility (3Y)15.59%
Downside deviation (3Y)11.40%
Maximum drawdown-18.59%

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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