FundLens
28
Large & Mid CapAvoid

FranklIn India Large & Mid Cap

Franklin · Direct–Growth · rank #30 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
1.5%
-3.9% vs index
3 Years
12.8%
5 Years
10.8%
Since launch
14.0%

Year-by-year performance

last entry = YTD
2021
+40.1%
2022
-2.1%
2023
+28.0%
2024
+19.7%
2025
+8.3%
2026
-1.1%

Why this score

FranklIn India Large & Mid Cap scores 28/100 — #30 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 10% of peers).

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

5Y return10.80% · 10th percentile in category
3Y return12.83% · 13th percentile in category
Volatility13.69 · 89th percentile in category
Expense ratio1.54% · 7th percentile in category
1Y return1.49% · 11th percentile in category
Alpha-1.75 · 26th percentile in category

Top holdings

top 5 = 19.4% of portfolio
1.ICICI Bank Ltd4.93%
2.Mahindra & Mahindra Ltd4.47%
3.Zomato Ltd3.8%
4.AU Small Finance Bank Ltd3.15%
5.Kotak Mahindra Bank Ltd3.09%

55 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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