Franklin India Mid Cap Fund Regular-IDCW

Fund Details

NAV 81.8228

Sub-Type Mid Cap

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 32.88

Fund Size(in Crores) 12155.57

Fund Performance

1 Month -2.89%

3 Month -5.48%

6 Month 0.2%

1 Year -3.73%

3 Year 12.72%

5 Year 10.3%

Know This Fund

As on 19 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.05%) Market Cap Large Cap 12.92 Small Cap 23.75 Mid Cap 61.38 Top Sectors Financial 19.91 Capital Goods 13.31 Services 11.27 Healthcare 7.97 Automobile 6.83 Materials 6.71 Consumer Discretionary 5.3 Technology 4.14 Construction 3.88 Chemicals 3.84 Metals & Mining 3.66 Energy 3.18 Communication 2.75 Textiles 1.81 Consumer Staples 1.79 Insurance 1.69 Top Holding Swiggy 1.9 Ashok Leyland 1.85 Balkrishna Industries 1.96 JSW Infrastructure 0.07 INDO-MIM 1.28 PI Industries 0.71 Emmvee Photovoltaic Power 1.35 Max Healthcare Institute 0.92 Billionbrains Garage Ventures 1.24 Dixon Technologies (India) 1.46 The Federal Bank 2.39 Shree Cement 1.54 Hindustan Aero 1.77 Bharat Electronics 1.14 360 One Wam 0.96 Prestige Estates Projects 1.99 PB Fintech 1.77 Aster DM Quality Care 0.92 MTAR Technologies 1.51 APL Apollo Tubes 2.16 Meesho 1.37 Suzlon Energy 1.06 Tata Communications 1.2 Emami 0.6 Tube Investments Of India 1.4 Indus Towers 0.8 Kajaria Ceramics 0.62 PNB Housing Finance 1.11 Max Financial Services 1.19 Lenskart Solutions 1.59 MCX 1.09 Equitas Small Finance Bank 1.34 The Ramco Cements 0.75 Angel One 1.18 Hindustan Petroleum Corporation 0.89 SRF 0.53 Mankind Pharma 2.12 The Phoenix Mills 0.81 Oberoi Realty 0.78 Kalyan Jewellers India 2.87 Astral 1.52 ITC Hotels 0.81 Coforge 1.91 State Bank of India 1.51 Deepak Nitrite 1.38 Coromandel International 0.47 Hexaware Technologies 1.02 Timken India 1.55 Mphasis 1.22 Tata Power Company 0.95 Mahindra & Mahindra Financial Services 1.38 JK Cement 1.04 One 97 Comm 2.29 K.P.R. Mill 1.09 Crompton Greaves Con. Electricals 0.84 City Union Bank 0.58 Bharti Hexacom 0.75 Supreme Industries 1.25 Gujarat Fluorochemicals 0.74 Havells India 1.3 Page Industries 0.72 Jubilant FoodWorks 1.01 Trent 0.95 IDFC First Bank 2.2 RBL Bank 1.37 ICICI Lombard Gen. Insurance 1.69 Honasa Consumer 1.18 Biocon 2.47 Poonawalla Fincorp 1.5 Ipca Laboratories 1.55 Piramal Finance 0.6 Motherson Wiring 0.73 Godrej Properties 0.31 GE Vernova T&D 1.3 Escorts Kubota 0.89 Tata Steel 1.49 HDB Financial Services 1.38 Exide Industries 0.95

Debt & Others (1.94%) Sector Allocation Treasury Bills 0.2 Cash/Net Current Assets 1.74 Debt Credit Ratings Debt Category Reserve Bank of India 0.2 Others 1.74

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -2.22% Ret 1Y 1.58% Ret 3Y 12.27% Ret 5Y 10.58%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -2.22% Ret 1Y 1.58% Ret 3Y 12.27% Ret 5Y 10.58%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -2.22% Ret 1Y 1.58% Ret 3Y 12.27% Ret 5Y 10.58%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -2.89% Ret 1Y -1.04% Ret 3Y 12.42% Ret 5Y 12.14%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -2.89% Ret 1Y -1.04% Ret 3Y 12.42% Ret 5Y 12.14%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -2.89% Ret 1Y -1.04% Ret 3Y 12.42% Ret 5Y 12.14%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -2.07% Ret 1Y 1.2% Ret 3Y 13.9% Ret 5Y 9.77%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -2.07% Ret 1Y 1.2% Ret 3Y 13.9% Ret 5Y 9.77%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -2.07% Ret 1Y 1.2% Ret 3Y 13.9% Ret 5Y 9.77%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -3.54% Ret 1Y 0.57% Ret 3Y 12.63% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -3.54% Ret 1Y 0.57% Ret 3Y 12.63% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.92%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Akhil Kalluri

Education Mr. Kalluri is a MBA, IIM Lucknow. B.Tech. (Electronics and Communications Engineering), Andhra University

Experience Prior to joining Franklin Templeton Mutual Fund, he has worked with Credit Suisse, ICICI Securities.

Sandeep Manam

Education Mr. Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut

Experience Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Cognizant Technology Solutions, Shapoorji Pallonji & Company Private Limited.

R Janakiraman

Education Mr. Janakiraman is a B.E and PGDM (Business Management).

Experience Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 60

Date of Incorporation 1993-12-01

Total AUM 126605.99

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.