Franklin India Large & Mid Cap Fund - Growth Plan
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
AUM:
₹ 3,578.88 Cr
Expense Ratio
2.01%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF090I01205
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Venkatesh Sanjeevi, R. Janakiraman Sandeep Manam (dedicated for making investments for Foreign Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Large & Mid Cap Fund - Growth Plan | 3.48 | 16.79 | 21.67 |
| NIFTY LARGE MIDCAP 250 TRI | 0.38 | 18.43 | 23.49 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
193.8231
Last change
-1.23 (-0.6344%)
Fund Size (AUM)
₹ 3,578.88 Cr
Performance
15.57% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
Seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.
Fund Manager
Venkatesh Sanjeevi, R. Janakiraman Sandeep Manam (dedicated for making investments for Foreign Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BUNDL TECHNOLOGIES PRIVATE LIMITED EQ | 3.76 |
| ZOMATO LIMITED EQ | 3.54 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.43 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 3.22 |
| JB Chemicals & Pharmaceuticals Limited | 2.84 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.79 |
| 360 ONE WAM LIMITED EQ NEW FV RE. 1/- | 2.45 |
| SAGILITY INDIA PRIVATE LIMITED EQ | 2.4 |
| HDB FINANCIAL SERVICES LIMITED EQ | 2.31 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 2.29 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.85 |
| Information Technology | 13.63 |
| Consumer Services | 13.32 |
| Fast Moving Consumer Goods | 9.72 |
| Capital Goods | 9.41 |
| Healthcare | 7.41 |
| Automobile and Auto Components | 7.29 |
| Realty | 3.32 |
| Services | 3.06 |
| Metals & Mining | 2.04 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Large & Mid Cap Fund Gr Plan | 21.67 |
| Invesco India Large and Mid Cap Gr | 24.27 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| Motilal Oswal Large and MidCap Reg Gr | 27.84 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| ICICI Pru Large & MidCap Gr | 25.68 |
| SBI Large & MidCap Reg Gr | 23.13 |
| Sundaram Large and MidCap Gr | 22.96 |
| Nippon India Vision Gr Gr | 23.46 |
| CANARA ROBECO LARGE AND MID CAP FUND REG GR | 21.07 |