ReviewDirect · Growth
Franklin India Large & Mid Cap Fund
Franklin Templeton Mutual FundEquity Scheme - Large & Mid Cap Fund13.7 years
The scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.
- NAV
- 204.821
- 15 Sept 2026
- 1Y
- -1.6%
- Trailing CAGR
- AUM
- ₹3,575.75 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.8% 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-1.6%
- 3Y+10.9%
- 5Y+10.3%
- 10Y+11.6%
- SI+13.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.5%
- 3Y+6.0%
- 5Y+10.3%
- 10Y+12.8%
- Since inception
- +13.8%
- Calendar-day CAGR
- Excess 1Y
- -6.4%
- Category median, same plan and option
- 3Y win rate
- +13%
- Windows beating the median
- 3Y percentile
- 12
- Vs comparable share classes
- Worst rolling 3Y
- -10.5%
- 2636 daily-ending windows
- Median rolling 3Y
- +15.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +98%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +6.0%
- 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
- 15 days
- 146 recovered episodes
- Longest recovery
- 380 days
- Trough to prior peak
- Current spell
- 17 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
31 Aug 2018 – 24 Nov 2020
Trough 24 Mar 2020 · recovered in 245 days
-41.8%
18 Oct 2021 – 5 Jul 2023
Trough 20 Jun 2022 · recovered in 380 days
-19.5%
15 Jan 2013 – 2 Dec 2013
Trough 3 Sept 2013 · recovered in 90 days
-18.0%
26 Sept 2024 – 23 Oct 2025
Trough 7 Apr 2025 · recovered in 199 days
-17.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
12
Vs category
10
Consistency
26
Risk-adjusted
54
Drawdown
0
Mean
20
Portfolio
31 Aug 2026 · 49 holdings · top 10 are 34.4%.
- Top 5
- 20.7%
- Top 10
- 34.4%
- Largest holding
- 4.9%
- Effective holdings
- 39.2
ICICI Bank Ltd
Financial
4.9%
Mahindra & Mahindra Ltd
Consumer Discretionary
4.5%
Larsen & Toubro Ltd
Industrials
4.0%
Max Financial Services Ltd
Financial
3.7%
Zomato Ltd
Technology
3.3%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.4%
- 3Y
- +12.5%
- Vol
- 14.9%
- Max DD
- -20.6%
- Sharpe
- 0.94
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +2.5%
- 3Y
- +13.2%
- Vol
- 15.7%
- Max DD
- -34.9%
- Sharpe
- 0.74
- 3Y win
- +88%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Large & Mid Cap Fund
ICICI Prudential Mutual Fund
- 1Y
- +2.2%
- 3Y
- +14.9%
- Vol
- 15.3%
- Max DD
- -37.4%
- Sharpe
- 0.72
- 3Y win
- +51%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
LIC MF Large & Mid Cap Fund
LIC Mutual Fund
- 1Y
- -1.1%
- 3Y
- +12.8%
- Vol
- 15.7%
- Max DD
- -33.9%
- Sharpe
- 0.58
- 3Y win
- +61%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
SBI LARGE & MIDCAP FUND
SBI Mutual Fund
- 1Y
- +1.7%
- 3Y
- +11.6%
- Vol
- 15.0%
- Max DD
- -36.4%
- Sharpe
- 0.74
- 3Y win
- +72%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns