Franklin India Large & Mid Cap Fund - Growth Plan
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
AUM:
₹ 3,687.53 Cr
Expense Ratio
2.0%
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 | 4.16 | 16.14 | 17.8 |
| NIFTY LARGE MIDCAP 250 TRI | 4.73 | 17.83 | 20.35 |
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
197.2472
Last change
0.27 (0.1387%)
Fund Size (AUM)
₹ 3,687.53 Cr
Performance
15.43% (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 (%) |
|---|---|
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.92 |
| EQ - INFO-EDGE (INDIA) LTD. | 3.44 |
| JB Chemicals & Pharmaceuticals Limited | 3.0 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 2.97 |
| Swiggy Pvt Ltd | 2.96 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.96 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.94 |
| AU SMALL FINANCE BANK LIMITED EQ | 2.88 |
| INFOSYS LIMITED EQ FV RS 5 | 2.72 |
| ICICI LOMBARD GEN INSURANCE CO LTD EQ | 2.66 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.76 |
| Information Technology | 13.62 |
| Consumer Services | 12.5 |
| Fast Moving Consumer Goods | 8.31 |
| Healthcare | 7.49 |
| Automobile and Auto Components | 6.95 |
| Capital Goods | 6.95 |
| Realty | 3.29 |
| Services | 1.95 |
| Consumer Durables | 1.68 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Large & Mid Cap Fund Gr Plan | 17.8 |
| ICICI Pru Large & MidCap Gr | 23.76 |
| SBI Large & MidCap Reg Gr | 20.48 |
| Helios Large & Mid Cap Fund Reg Gr | 0.0 |
| Bandhan Large & Mid Cap Reg Gr | 22.61 |
| Mirae Asset Large & Midcap Fund Reg Plan Gr | 18.32 |
| Invesco India Large and Mid Cap Gr | 21.04 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| UTI Large & Mid Cap Fund Reg Gr | 22.65 |
| HDFC Large and Mid Cap Gr | 22.65 |