Equity : Large and Mid CapGrowth
3,622.12 Cr.
Growth
2.23%
Equity - Large and Mid Cap Fund
NIFTY LARGE MIDCAP 250 TRI
05 Mar 2005
Franklin Templeton Mutual Fund
Know MoreMonthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 45,692 | 9,692 | 16.08% |
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Franklin India Large & Mid Cap Fund managed by following fund manager(s);
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Franklin India Large & Mid Cap Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Large and Mid Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 2.29% | 6.45% | 15.57% | 13.59% | 28.15% | 26.10% | 26.84% | 17.67% |
| Category Average | 1.08% | 3.39% | 7.27% | 3.34% | 19.24% | 17.61% | 21.29% | 14.84% |
| Franklin India Large & Mid Cap Fund | 1.82% | 3.40% | 8.43% | 5.06% | 18.94% | 17.01% | 20.51% | 12.21% |
| Motilal Oswal Large & Mid Cap Fund | -0.91% | 3.30% | 15.57% | 4.13% | 27.02% | 26.10% | 26.84% | - |
| Invesco India Large & Mid Cap Fund | 1.18% | 2.45% | 12.88% | 10.84% | 28.15% | 24.05% | 22.89% | 16.28% |
| Bandhan Large & Mid Cap Fund | 2.19% | 5.21% | 10.88% | 6.38% | 24.88% | 22.79% | 24.65% | 16.52% |
| ICICI Prudential Large & Mid Cap Fund | 1.45% | 6.45% | 7.96% | 8.18% | 23.22% | 20.85% | 26.52% | 16.31% |
| UTI Large & Mid Cap Fund | 2.04% | 3.96% | 7.52% | 3.20% | 21.67% | 20.73% | 24.84% | 14.37% |
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Franklin India Large & Mid Cap Fund are shown below;
| Name of the Equity | Holding Percentage |
|---|---|
| ICICI BANK LTD. | 4.93% |
| MAHINDRA & MAHINDRA LTD. | 4.54% |
| LARSEN & TOUBRO LTD. | 3.96% |
| Max Financial Services Ltd | 3.68% |
| Zomato Ltd | 3.33% |
| Others | 79.56% |
| Name of the Sector | Holding Percentage |
|---|---|
| Financial Services | 31.80% |
| Financial | 26.09% |
| Automobile | 11.86% |
| Technology | 10.73% |
| Consumer Services | 10.36% |
| Others | 9.16% |
Portfolio Holdings shown is as of 31 Aug 2026
Investors understand that their
principal
will be at Very High risk