FundLens
40
Mid CapAvoid

FranklIn India Mid Cap

Franklin · Direct–Growth · rank #21 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
-3.0%
-2.7% vs index
3 Years
13.6%
+0.4% vs index
5 Years
11.2%
-1.8% vs index
Since launch
17.3%

Year-by-year performance

last entry = YTD
2021
+33.7%
2022
+3.0%
2023
+38.0%
2024
+32.9%
2025
+2.4%
2026
-4.6%

Why this score

FranklIn India Mid Cap scores 40/100 — #21 of 34 Mid Cap fund (Avoid). It stands out for volatility — beating 85% of peers on volatility. The main drag is its 5y return (better than only 29% of peers).

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

5Y return11.20% · 29th percentile in category
3Y return13.62% · 32nd percentile in category
Volatility15.64 · 85th percentile in category
1Y return-3.00% · 8th percentile in category
Expense ratio1.13% · 29th percentile in category
Sharpe ratio0.46 · 39th percentile in category

Top holdings

top 5 = 12.2% of portfolio
1.Kalyan Jewellers India Ltd2.87%
2.Biocon Ltd2.47%
3.The Federal Bank Ltd2.39%
4.One 97 Communications Ltd2.29%
5.IDFC First Bank Ltd2.2%

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

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