MonitorDirect · Growth
Franklin India Large Cap Fund
Franklin Templeton Mutual FundEquity Scheme - Large Cap Fund13.7 years
The scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies.
- NAV
- 1,093.5032
- 15 Sept 2026
- 1Y
- -4.3%
- Trailing CAGR
- AUM
- ₹7,490.45 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.3%
- 3Y+8.4%
- 5Y+7.5%
- 10Y+10.5%
- SI+11.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.9%
- 3Y+2.6%
- 5Y+7.4%
- 10Y+10.9%
- Since inception
- +11.8%
- Calendar-day CAGR
- Excess 1Y
- -2.4%
- Category median, same plan and option
- 3Y win rate
- +26%
- Windows beating the median
- 3Y percentile
- 30
- Vs comparable share classes
- Worst rolling 3Y
- -8.0%
- 2637 daily-ending windows
- Median rolling 3Y
- +13.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +2.6%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 149 recovered episodes
- Longest recovery
- 445 days
- Trough to prior peak
- Current spell
- 251 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
24 Jan 2020 – 10 Nov 2020
Trough 23 Mar 2020 · recovered in 232 days
-36.3%
9 Nov 2021 – 30 Jun 2023
Trough 17 Jun 2022 · recovered in 378 days
-18.4%
6 Aug 2015 – 30 Jun 2016
Trough 12 Feb 2016 · recovered in 139 days
-17.0%
26 Sept 2024 – 19 Nov 2025
Trough 4 Mar 2025 · recovered in 260 days
-16.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
30
Vs category
35
Consistency
30
Risk-adjusted
49
Drawdown
9
Mean
31
Portfolio
31 Aug 2026 · 38 holdings · top 10 are 52.6%.
- Top 5
- 31.1%
- Top 10
- 52.6%
- Largest holding
- 9.8%
- Effective holdings
- 24.2
ICICI Bank Ltd
Financial
9.8%
Mahindra & Mahindra Ltd
Consumer Discretionary
5.9%
Kotak Mahindra Bank Ltd
Financial
5.2%
HDFC Bank Ltd
Financial
5.1%
Larsen & Toubro Ltd
Industrials
5.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BANK OF INDIA LARGE CAP FUND
Bank of India Mutual Fund
- 1Y
- +2.7%
- 3Y
- +11.7%
- Vol
- 14.6%
- Max DD
- -22.6%
- Sharpe
- 0.46
- 3Y win
- +59%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.4%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Edelweiss Large Cap Fund
Edelweiss Mutual Fund
- 1Y
- -0.1%
- 3Y
- +9.9%
- Vol
- 15.1%
- Max DD
- -35.1%
- Sharpe
- 0.60
- 3Y win
- +79%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ITI Large Cap Fund
ITI Mutual Fund
- 1Y
- +0.2%
- 3Y
- +10.0%
- Vol
- 14.8%
- Max DD
- -20.8%
- Sharpe
- 0.50
- 3Y win
- +38%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
quant Large Cap Fund
quant Mutual Fund
- 1Y
- +4.2%
- 3Y
- +12.2%
- Vol
- 15.2%
- Max DD
- -21.1%
- Sharpe
- 0.54
- 3Y win
- +77%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns