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
4.7%
-5.1% vs index
3 Years
16.5%
+0.0% vs index
5 Years
14.4%
-2.4% vs index
Since launch
18.0%

Year-by-year performance

last entry = YTD
2021
+33.7%
2022
+3.0%
2023
+38.0%
2024
+32.9%
2025
+2.4%
2026
+1.5%

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 3y return (better than only 32% of peers).

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

3Y return16.46% · 32nd percentile in category
Volatility15.53 · 85th percentile in category
5Y return14.41% · 33rd percentile in category
Sharpe ratio0.63 · 31st percentile in category
1Y return4.66% · 8th percentile in category
Expense ratio1.08% · 32nd percentile in category

Top holdings

top 5 = 13.3% of portfolio
1.Kalyan Jewellers India Ltd3.19%
2.The Federal Bank Ltd2.69%
3.Biocon Ltd2.68%
4.IDFC First Bank Ltd2.43%
5.Balkrishna Industries Ltd2.26%

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

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