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-31.4599.5716.0222.8515.28
3 year-7.5442.6219.6918.6921.43
5 year0.4732.3816.2917.2018.96
7 year10.4921.8716.3716.0516.98
10 year14.0721.7718.0918.1518.56
12 year18.4022.0920.4120.4220.58

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6729.347.4222.85
3 year 15.343.5827.7818.69
5 year 7.9139.2120.0917.2
7 year 13.521.8617.8116.05
10 year 16.8718.9117.8918.15
NIFTY MIDCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3328.086.2922.85
3 year 14.2341.2826.9518.69
5 year 6.4837.551917.2
7 year 12.2121.0916.4616.05
10 year 15.4517.1516.318.15
NIFTY MIDCAP 150
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -9.1627.365.6822.85
3 year 13.6140.1726.1718.69
5 year 8.6636.7820.2117.2
7 year 13.5821.5517.8416.05
10 year -2.6218.414.8818.15
12 year 5.3816.1811.7520.42
15 year 8.0615.3511.83
NIFTY MIDCAP150 MOMENTUM 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -14.6126.070.2522.85
3 year 14.5242.7329.8318.69
5 year 12.3440.3825.717.2
7 year 17.5727.0922.5416.05
10 year 20.3122.0921.218.15
NIFTY MIDCAP150 QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -9.919.631.2222.85
3 year 4.7626.9214.8618.69
5 year 6.6925.5615.3317.2
7 year 8.916.8413.5816.05
10 year 12.8614.3313.5918.15

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 %