Franklin India Mid Cap Fund Direct Growth
Scheme code: INF090I01FH9
NAV value:
₹ 2796.2186
NAV date: 19 March, 2026
TER: 1.00%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Mid Cap Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -31.45 | 99.57 | 16.02 | 22.85 | 15.28 |
| 3 year | -7.54 | 42.62 | 19.69 | 18.69 | 21.43 |
| 5 year | 0.47 | 32.38 | 16.29 | 17.20 | 18.96 |
| 7 year | 10.49 | 21.87 | 16.37 | 16.05 | 16.98 |
| 10 year | 14.07 | 21.77 | 18.09 | 18.15 | 18.56 |
| 12 year | 18.40 | 22.09 | 20.41 | 20.42 | 20.58 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY MIDCAP 50 |
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| NIFTY MIDCAP 100 |
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| NIFTY MIDCAP 150 |
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| NIFTY MIDCAP150 MOMENTUM 50 |
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| NIFTY MIDCAP150 QUALITY 50 |
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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: ₹13,08,256 - Absolute Returns: ₹1,08,256 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,39,163 - Absolute Returns: ₹11,39,163 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,47,309 - Absolute Returns: ₹31,47,309 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,49,24,906 - Absolute Returns: ₹65,24,906 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,02,34,781 - Absolute Returns: ₹1,82,34,781 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,61,03,111 - Absolute Returns: ₹3,17,03,111 - CAGR: %Drawdown Metrics
Max Drawdown
-36.59 %
Drawdown Duration
26 months
Recovery Time
8 months
Avg Drawdown
-5.39 %
Calmar Ratio by Duration
1
Y
0.6245
3
Y
0.5108
5
Y
0.4701
7
Y
0.4386
10
Y
0.496
12
Y
0.5581
Benchmark Comparison
vs NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | -5.34 | 0.85 | 81.0 | 85.0 | 5.62 % | 11.76 % |
| 3 years | 1.23 | 0.87 | 87.5 | 85.4 | 20.54 % | 21.26 % |
| 5 years | -0.78 | 0.88 | 88.3 | 88.4 | 15.17 % | 17.22 % |
| 7 years | -1.08 | 0.89 | 88.5 | 88.6 | 15.64 % | 17.96 % |
| 10 years | -0.04 | 0.86 | 85.4 | 84.3 | 15.96 % | 17.53 % |
| 12 years | -0.16 | 0.86 | 85.4 | 84.3 | 13.12 % | 14.38 % |
| 15 years | -0.31 | 0.86 | 85.4 | 84.3 | 10.37 % | 11.35 % |