Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Franklin India Large & Mid Cap Fund - IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 52/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)10.91%
- Expense ratio (20%)1.66%
- AUM (15%)₹3,622 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Franklin Templeton Mutual Fund · Equity · Large & MidCap
₹209.07
AUM: ₹3,622 Cr
NAV updated 16 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
1.66%
Exit Load
Exit load of 1% if redeemed within 1 year
Fund Manager
R Janakiraman, Srikesh Nair, Lakshmikanth Reddy
Inception
Jan 2013
Benchmark
NIFTY Large Midcap 250 Total Return Index
Sharpe Ratio
-0.97
Std Dev (1Y)
16.24%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.35%
3m
+5.87%
6m
+6.57%
1y
-1.63%
3y
+10.91%
5y
+10.27%
10y
+11.56%
since inception
+0.81%
TopFund's Take on Franklin India Large & Mid Cap Fund - IDCW
Franklin India Large & Mid Cap Fund - IDCW sits in the middle of the pack for Large & MidCap funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 52/100.
Cost: At 1.66%, the expense ratio runs 87% above the Large & MidCap category average of 0.89%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.97 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 16.24% is fairly typical for Large & MidCap funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Franklin India Large & Mid Cap Fund - IDCW
The current NAV (Net Asset Value) of Franklin India Large & Mid Cap Fund - IDCW is ₹209.07. NAV is updated every business day after market close by AMFI.
1Y: -1.63% · 3Y CAGR: 10.91% · 5Y CAGR: 10.27%
The expense ratio of Franklin India Large & Mid Cap Fund - IDCW is 1.66% per annum. This is the annual fee charged by the fund to manage your investment.
Franklin India Large & Mid Cap Fund - IDCW is managed by R Janakiraman, Srikesh Nair, Lakshmikanth Reddy at Franklin Templeton Mutual Fund.
Franklin India Large & Mid Cap Fund - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Franklin India Large & Mid Cap Fund - IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Franklin India Large & Mid Cap Fund - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Franklin India Large & Mid Cap Fund - IDCW is ₹3,622 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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