MonitorDirect · Growth
Franklin India Mid Cap Fund
Franklin Templeton Mutual FundEquity Scheme - Mid Cap Fund13.7 years
An open-end growth scheme with an objective to provide medium to long term capital appreciation as a primary objective and income as a secondary objective.
- NAV
- 3,105.4044
- 15 Sept 2026
- 1Y
- +0.0%
- Trailing CAGR
- Upside capture
- +85%
- Vs NIFTY MIDCAP 150 TRI
- Downside capture
- +85%
- Lower is better
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+0.0%
- 3Y+14.6%
- 5Y+13.0%
- 10Y+14.3%
- SI+17.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.0%
- 3Y+6.9%
- 5Y+13.9%
- 10Y+15.6%
- Since inception
- +17.7%
- Calendar-day CAGR
- Excess 1Y
- -7.3%
- Category median, same plan and option
- 3Y win rate
- +58%
- Windows beating the median
- 3Y percentile
- 53
- Vs comparable share classes
- Worst rolling 3Y
- -7.5%
- 2637 daily-ending windows
- Median rolling 3Y
- +19.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +6.9%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 16 Sept 2026.
- 1Y excess
- -3.8%
- Fund minus TRI
- 3Y excess
- +0.3%
- Fund minus TRI
- Upside capture
- +85%
- Benchmark-up months
- Downside capture
- +85%
- Lower is better
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
- 13 days
- 148 recovered episodes
- Longest recovery
- 345 days
- Trough to prior peak
- Current spell
- 33 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
23 Jan 2018 – 13 Nov 2020
Trough 23 Mar 2020 · recovered in 235 days
-36.6%
18 Oct 2021 – 31 May 2023
Trough 20 Jun 2022 · recovered in 345 days
-23.9%
24 Sept 2024 – 17 Nov 2025
Trough 28 Feb 2025 · recovered in 262 days
-18.3%
7 Jan 2013 – 5 Nov 2013
Trough 28 Aug 2013 · recovered in 69 days
-16.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
53
Vs category
4
Consistency
57
Risk-adjusted
66
Drawdown
9
Mean
38
Portfolio
31 Aug 2026 · 83 holdings · top 10 are 23.6%.
- Top 5
- 13.2%
- Top 10
- 23.6%
- Largest holding
- 4.0%
- Effective holdings
- 63.8
Cash/Net Current Assets
Unspecified
4.0%
Kalyan Jewellers India Ltd
Consumer Discretionary
2.9%
Biocon Ltd
Healthcare
2.6%
The Federal Bank Ltd
Financial
2.5%
IDFC First Bank Ltd
Financial
2.4%
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
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
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
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 58% of rolling 3-year windows.
- 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 Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +8.9%
- 3Y
- +16.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.86
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- +9.1%
- 3Y
- +19.2%
- Vol
- 16.3%
- Max DD
- -22.7%
- Sharpe
- 0.81
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
LIC MF Mid Cap Fund
LIC Mutual Fund
- 1Y
- +3.9%
- 3Y
- +15.3%
- Vol
- 16.5%
- Max DD
- -21.5%
- Sharpe
- 0.72
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Union Midcap Fund
Union Mutual Fund
- 1Y
- +6.6%
- 3Y
- +15.7%
- Vol
- 16.2%
- Max DD
- -21.3%
- Sharpe
- 1.40
- 3Y win
- +75%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +5.0%
- 3Y
- +15.5%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.88
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
- Higher trailing returns