MonitorDirect · Growth
Franklin India Multi Cap Fund
Franklin Templeton Mutual FundEquity Scheme - Multi Cap Fund2.1 years
The scheme seeks to generate long term capital appreciation by investing in a portfolio of equity and equity related securities of large cap, midcap and small cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
- NAV
- 11.0739
- 15 Sept 2026
- 1Y
- +4.5%
- Trailing CAGR
- AUM
- ₹5,095.56 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.0% 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+4.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+4.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +4.9%
- Calendar-day CAGR
- Excess 1Y
- -3.5%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 19 days
- 21 recovered episodes
- Longest recovery
- 202 days
- Trough to prior peak
- Current spell
- 7 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
23 Sept 2024 – 18 Sept 2025
Trough 28 Feb 2025 · recovered in 202 days
-18.7%
2 Jan 2026 – 22 Jun 2026
Trough 31 Mar 2026 · recovered in 83 days
-15.7%
8 Sept 2026 – open
Trough 15 Sept 2026 · not recovered
-3.9%
19 Sept 2025 – 20 Oct 2025
Trough 26 Sept 2025 · recovered in 24 days
-3.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
32
Vs category
28
Consistency
81
Risk-adjusted
28
Drawdown
53
Mean
44
Portfolio
31 Aug 2026 · 54 holdings · top 10 are 34.6%.
- Top 5
- 19.7%
- Top 10
- 34.6%
- Largest holding
- 5.4%
- Effective holdings
- 40.9
Hindustan Aeronautics Ltd
Industrials
5.4%
Cash/Net Current Assets
Unspecified
4.3%
Syrma SGS Technology Ltd
Technology
3.8%
Cyient DLM Ltd.
Industrials
3.6%
Dixon Technologies (India) Ltd
Consumer Discretionary
3.4%
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.
Supporting reads
- The fund beat the category median in 81% of rolling 1-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
PGIM India Multi Cap Fund
PGIM India Mutual Fund
- 1Y
- +8.7%
- 3Y
- n/a
- Vol
- 14.3%
- Max DD
- -18.1%
- Sharpe
- 0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
TRUSTMF MULTI CAP FUND
Trust Mutual Fund
- 1Y
- +14.6%
- 3Y
- n/a
- Vol
- 14.2%
- Max DD
- -12.7%
- Sharpe
- 0.73
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
LIC MF Multi Cap Fund
LIC Mutual Fund
- 1Y
- +10.4%
- 3Y
- +17.5%
- Vol
- 14.2%
- Max DD
- -19.3%
- Sharpe
- 0.96
- 3Y win
- +100%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Union Multicap Fund
Union Mutual Fund
- 1Y
- +8.0%
- 3Y
- +13.9%
- Vol
- 14.0%
- Max DD
- -19.8%
- Sharpe
- 0.90
- 3Y win
- +99%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Bajaj Finserv Multi Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +8.9%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -14.2%
- Sharpe
- 0.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns