Franklin India Large & Mid cap Fund - Direct - IDCW

Franklin India Large & Mid cap · Mid Cap

High

₹22.39

Current NAV

25 Jun 2026

41.9%

1Y Return

28.9%

3Y CAGR

25.9%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.39%.
Excellent risk-adjusted performance (Sharpe Ratio: 1.69).
Very large asset base (AUM: ₹18,240 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

1.69

Sharpe Ratio

1.29

Beta

0.69

Alpha

2.35

Sortino

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