FundLens
24
Large & Mid CapAvoid

FranklIn India Large & Mid Cap

Franklin · Direct–Growth · rank #32 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
-7.0%
-3.7% vs index
3 Years
9.9%
5 Years
7.4%
Since launch
13.3%

Year-by-year performance

last entry = YTD
2021
+40.1%
2022
-2.1%
2023
+28.0%
2024
+19.7%
2025
+8.3%
2026
-7.6%

Why this score

FranklIn India Large & Mid Cap scores 24/100 — #32 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility — beating 89% of peers on volatility. The main drag is its 5y return (better than only 6% of peers).

Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.

5Y return7.41% · 6th percentile in category
3Y return9.91% · 10th percentile in category
Volatility13.94 · 89th percentile in category
Expense ratio1.66% · 7th percentile in category
Alpha-2.28 · 17th percentile in category
Sharpe ratio0.25 · 29th percentile in category

Top holdings

top 5 = 20.7% of portfolio
1.ICICI Bank Ltd4.86%
2.Mahindra & Mahindra Ltd4.79%
3.Larsen & Toubro Ltd4%
4.Kotak Mahindra Bank Ltd3.53%
5.Max Financial Services Ltd3.48%

45 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other Large & Mid Cap funds