Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Franklin India Mid Cap Fund Regular Plan Growth
Franklin Templeton Mutual Fund

Mutual Fund Research

Franklin India Mid Cap Fund - Regular Plan - Growth

Franklin Templeton Mutual Fund Equity Equity Mid Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,030.60 +3.06%
Two Week 2026-10-21 ₹1,000.00 ₹1,020.57 +2.06%
One Month 2026-10-05 ₹1,000.00 ₹996.66 -0.33%
Three Months 2026-08-06 ₹3,000.00 ₹2,857.29 -4.76%
Six Months 2026-05-08 ₹6,000.00 ₹5,786.60 -3.56%
One Year 2025-11-04 ₹12,000.00 ₹11,712.87 -2.39%
Three Year 2023-11-06 ₹36,000.00 ₹37,472.62 +4.09%
Five Year 2021-11-08 ₹60,000.00 ₹79,424.45 +32.37%
Ten Year 2016-11-07 ₹120,000.00 ₹248,080.27 +106.73%
Since Inception 2005-11-30 ₹255,000.00 ₹1,613,058.78 +532.57%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 9.38%
Consumer Durables 7.09%
Industrial Products 6.48%
Pharmaceuticals & Biotechnology 6.14%
Finance 5.97%
Retailing 5.82%
Electrical Equipment 5.21%
Auto Components 5.04%
Capital Markets 4.46%
IT - Software 4.14%
Financial Technology (Fintech) 4.06%
Realty 3.88%
Cement & Cement Products 3.33%
Aerospace & Defense 2.91%
Insurance 2.89%
Telecom - Services 2.75%
Agricultural, Commercial & Construction Vehicles 2.74%
Chemicals & Petrochemicals 2.65%
Healthcare Services 1.84%
Leisure Services 1.82%
Textiles & Apparels 1.81%
Personal Products 1.79%
Other 1.74%
Ferrous Metals 1.49%
Industrial Manufacturing 1.28%
Fertilizers & Agrochemicals 1.19%
Power 0.95%
Petroleum Products 0.89%
SOVEREIGN 0.20%
Transport Infrastructure 0.07%

Top Holdings

Company-wise portfolio exposure

Kalyan Jewellers India Ltd 2.87%
Biocon Ltd 2.47%
Federal Bank Ltd 2.39%
One 97 Communications Ltd 2.29%
IDFC First Bank Ltd 2.20%
APL Apollo Tubes Ltd 2.16%
Mankind Pharma Ltd 2.12%
Prestige Estates Projects Ltd 1.99%
Balkrishna Industries Ltd 1.96%
Coforge Ltd 1.91%
Swiggy Ltd 1.90%
Ashok Leyland Ltd 1.85%
PB Fintech Ltd 1.77%
Hindustan Aeronautics Ltd 1.77%
ICICI Lombard General Insurance Co Ltd 1.69%
Lenskart Solutions Ltd 1.59%
Timken India Ltd 1.55%
IPCA Laboratories Ltd 1.55%
Shree Cement Ltd 1.54%
Astral Ltd 1.52%
MTAR Technologies Ltd 1.51%
State Bank of India ## ~~ 1.51%
Poonawalla Fincorp Ltd 1.50%
Tata Steel Ltd 1.49%
Dixon Technologies (India) Ltd 1.46%
Tube Investments of India Ltd 1.40%
Deepak Nitrite Ltd 1.38%
HDB Financial Services Ltd 1.38%
Mahindra & Mahindra Financial Services Ltd 1.38%
Meesho Ltd 1.37%
RBL Bank Ltd 1.37%
Emmvee Photovoltaic Power Ltd 1.35%
Equitas Small Finance Bank Ltd 1.34%
Havells India Ltd 1.30%
Ge Vernova T&D India Ltd 1.30%
Indo Mim Ltd 1.28%
Supreme Industries Ltd 1.25%
Billionbrains Garage Ventures Ltd 1.24%
Mphasis Ltd 1.22%
Tata Communications Ltd 1.20%
Max Financial Services Ltd 1.19%
Honasa Consumer Ltd 1.18%
Angel One Ltd 1.18%
Bharat Electronics Ltd 1.14%
PNB Housing Finance Ltd 1.11%
K.P.R. Mill Ltd 1.09%
Multi Commodity Exchange Of India Ltd 1.09%
Suzlon Energy Ltd 1.06%
J.K. Cement Ltd 1.04%
Hexaware Technologies Ltd 1.02%
Jubilant Foodworks Ltd 1.01%
360 One Wam Ltd 0.96%
Exide Industries Ltd 0.95%
Trent Ltd 0.95%
Tata Power Co Ltd 0.95%
Max Healthcare Institute Ltd 0.92%
Aster DM Quality Care Ltd 0.92%
Hindustan Petroleum Corporation Ltd 0.89%
Escorts Kubota Ltd 0.89%
Crompton Greaves Consumer Electricals Ltd 0.84%
Phoenix Mills Ltd 0.81%
ITC Hotels Ltd 0.81%
Indus Towers Ltd 0.80%
Oberoi Realty Ltd 0.78%
Bharti Hexacom Ltd 0.75%
The Ramco Cements Ltd 0.75%
Gujarat Fluorochemicals Ltd 0.74%
Motherson Sumi Wiring India Ltd 0.73%
Page Industries Ltd 0.72%
PI Industries Ltd 0.71%
Kajaria Ceramics Ltd 0.62%
Emami Ltd 0.60%
Piramal Finance Ltd 0.60%
City Union Bank Ltd 0.58%
SRF Ltd 0.53%
Coromandel International Ltd 0.47%
Godrej Properties Ltd 0.31%
JSW Infrastructure Ltd 0.07%
91 DTB (05-Nov-2026) $ ~~ 0.20%
Call, Cash & Other Assets 1.74%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
5.11%
Return volatility
β
Beta
0.9
Benchmark sensitivity
S
Sharpe Ratio
0.45
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
HSBC Midcap Fund - Regular Plan - Growth 9.87% 19.84% 18.58%
Bandhan Mid Cap Fund - Regular Plan - Growth 4.86% 16.34% 16.02%
Whiteoak Capital - Mid Cap Fund - Regular Plan - Growth 3.57% 18.52% 19.48%
ICICI Prudential Mid Cap Fund - Regular Plan - Growth 2.50% 18.75% 17.02%
Axis Mid Cap Fund - Regular Plan - Growth 2.31% 15.34% 17.02%
Helios Mid Cap Fund - Regular Plan - Growth 2.16% 0.00% 18.67%
Taurus Mid Cap Fund - Regular Plan - Growth 2.01% 9.91% 10.39%
Union Midcap Fund - Regular Plan - Growth 1.52% 14.51% 27.51%
JM Mid Cap Fund - Regular Plan - Growth 1.21% 15.69% 19.09%
Invesco India Mid Cap Fund - Regular Plan - Growth 1.02% 20.62% 16.18%

Returns are historical and do not guarantee future performance.

View All Equity Mid Cap Funds

Fund Family

Compare schemes from Franklin Templeton Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Franklin Asian Equity Fund - Regular Plan - Growth 16.05% 19.91% 7.84%
Franklin India Arbitrage Fund - Regular Plan - Growth 6.47% 0.00% 6.36%
Franklin India Liquid Fund - Super Institutional Plan - Growth 6.47% 6.87% 7.09%
Franklin India Money Market Fund - Regular Plan - Growth 6.28% 7.17% 7.10%
Franklin India Ultra Short Term Fund - Regular Plan - Growth 5.84% 0.00% 6.60%
Franklin India Liquid Fund - Regular Plan - Growth 5.76% 6.16% 6.57%
Franklin India Corporate Bond Fund - Plan B - Regular Plan - Growth 5.71% 7.43% 7.93%
Franklin India Ultra Short To Short Term Fund - Regular Plan - Growth 5.64% 0.00% 6.62%
Franklin U.s. Opportunities Equity Active Fund Of Funds - Regular Plan - Growth 5.48% 19.82% 15.71%
Franklin India Income Plus Arbitrage Active FOF - Regular Plan - Growth 5.48% 12.14% 7.05%

Returns are historical and do not guarantee future performance.

View All Franklin Templeton Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.91%
Expense Ratio (Direct)
1.13%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Midcap 150 TRI

Exit Load

Charges that may apply when you redeem units

In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?