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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 2026105.7122
CategoryMid Cap
PlanDirect · Idcw
Launched1 Dec 1993
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Midcap 150
Expense ratiodirect plan, a year1.14%
AUM₹59.0 Cr
Growth of ₹10,000₹12,7532 Sep 2021 to 2 Sep 2026
₹15,174₹13,365₹11,557₹9,749₹7,941Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,753 (+5.0% a year) Franklin India Mid Cap Fund

Performance (trailing, annualised)

1Y annualised-5.25%
3Y annualised6.73%
5Y annualised4.98%
10Y annualised5.16%

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 ₹1,15,820-6.37%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,50,506-1.73%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,71,6374.46%

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

Calendar years

Calendar 202123.95%
Calendar 2022-5.61%
Calendar 202327.30%
Calendar 202422.73%
Calendar 2025-5.79%

Rolling returns

Rolling 1Y · average653 windows since 7 Jan 201411.85%
Rolling 1Y · median4.99%
Rolling 1Y · worst window-36.22%
Rolling 1Y · best window83.03%
Rolling 1Y · windows positive59%
Rolling 3Y · average551 windows since 4 Jan 20168.82%
Rolling 3Y · median9.75%
Rolling 3Y · worst window-15.45%
Rolling 3Y · best window30.02%
Rolling 3Y · windows positive87%
Rolling 5Y · average448 windows since 3 Jan 20187.42%
Rolling 5Y · median6.79%
Rolling 5Y · worst window-7.97%
Rolling 5Y · best window22.05%
Rolling 5Y · windows positive90%

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

Risk

Volatility (3Y)18.03%
Downside deviation (3Y)14.53%
Maximum drawdown-22.04%

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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