Aeterna Wealth
Mid Cap · Regular plan · Growth

Franklin India Mid Cap Fund (Regular)

Franklin Templeton Mutual Fund · benchmark Nifty Midcap 150 TRI · 20.6 years old · AMFI code 100473

B
Track-record rating: 18 of 28 in Mid Cap

B (middle of the peer group), score 42.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months1.3%0.9%+0.4%26 / 32
1 year-3.9%1.3%-5.3%30 / 30
3 years (a year)14.0%15.3%-1.3%15 / 28
5 years (a year)11.4%14.4%-3.0%16 / 21

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y15.9%
Max fall, 5Y-23.1%
Up capture, 3Y95
Down capture, 3Y97
Information ratio, 3Y-0.34
Jensen's alpha, 3Y-0.3%
Beta, 3Y0.89
Sharpe, 3Y0.40

Portfolio

Kalyan Jewellers India Ltd2.9%
Biocon Ltd2.5%
Federal Bank Ltd2.4%
One 97 Communications Ltd2.3%
IDFC First Bank Ltd2.2%
APL Apollo Tubes Ltd2.2%
Mankind Pharma Ltd2.1%
Prestige Estates Projects Ltd2.0%
Balkrishna Industries Ltd2.0%
Coforge Ltd1.9%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Franklin India Mid Cap Fund (Regular plan)?

₹2,702.14 on 5 Nov 2026 (Growth option).

What is the expense ratio of Franklin India Mid Cap Fund (Regular)?

1.91% a year; the Direct plan's is 1.14%.

What return has Franklin India Mid Cap Fund given over 3 years?

14.0% a year (Regular plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.

What does Franklin India Mid Cap Fund invest in?

Its largest holdings are Kalyan Jewellers India Ltd, Biocon Ltd, Federal Bank Ltd, with 78 stocks in all (September 2026 portfolio).

How is Franklin India Mid Cap Fund rated?

B: 18 of 28 Regular plans in Mid Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Franklin Templeton Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.