Franklin India Large and Mid Cap Fund Direct Growth
Scheme code: INF090I01IN1
NAV value:
₹ 190.6757
NAV date: 19 March, 2026
TER: 1.34%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Large & Mid Cap Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -38.51 | 106.15 | 12.10 | 17.96 | 14.06 |
| 3 year | -10.48 | 34.03 | 15.35 | 14.40 | 20.95 |
| 5 year | -4.01 | 30.14 | 13.76 | 13.77 | 17.1 |
| 7 year | 6.45 | 16.57 | 12.98 | 12.69 | 14.28 |
| 10 year | 10.61 | 17.04 | 14.04 | 14.05 | 15.52 |
| 12 year | 14.01 | 17.62 | 15.80 | 15.85 | 16.57 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY LARGEMIDCAP 250 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,87,871 - Absolute Returns: ₹87,871 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,59,493 - Absolute Returns: ₹8,59,493 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,81,207 - Absolute Returns: ₹25,81,207 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,13,733 - Absolute Returns: ₹53,13,733 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,52,42,707 - Absolute Returns: ₹1,32,42,707 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,63,28,464 - Absolute Returns: ₹2,19,28,464 - CAGR: %Drawdown Metrics
Max Drawdown
-41.78 %
Drawdown Duration
19 months
Recovery Time
8 months
Avg Drawdown
-5.67 %
Calmar Ratio by Duration
1
Y
0.4299
3
Y
0.3447
5
Y
0.3296
7
Y
0.3037
10
Y
0.3363
12
Y
0.3794
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 2.25 | 0.95 | 96.3 | 92.3 | 6.37 % | 4.00 % |
| 3 years | 4.90 | 0.92 | 94.7 | 87.4 | 15.82 % | 11.28 % |
| 5 years | 2.90 | 0.94 | 92.5 | 88.2 | 12.16 % | 9.44 % |
| 7 years | 2.17 | 0.93 | 93.0 | 90.0 | 12.61 % | 10.74 % |
| 10 years | 1.00 | 0.92 | 91.5 | 89.5 | 12.62 % | 12.06 % |
| 12 years | 0.70 | 0.92 | 91.5 | 89.4 | 10.42 % | 10.00 % |
| 15 years | 0.44 | 0.92 | 91.5 | 89.4 | 8.25 % | 7.92 % |