FundLens
26
Large & Mid CapAvoid

FranklIn India Large & Mid Cap

Franklin · Direct–Growth · rank #31 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
-3.0%
-3.3% vs index
3 Years
11.1%
5 Years
10.0%
Since launch
13.8%

Year-by-year performance

last entry = YTD
2021
+40.1%
2022
-2.1%
2023
+28.0%
2024
+19.7%
2025
+8.3%
2026
-3.3%

Why this score

FranklIn India Large & Mid Cap scores 26/100 — #31 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility — beating 89% of peers on volatility. The main drag is its 3y return (better than only 10% of peers).

Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.

3Y return11.08% · 10th percentile in category
5Y return10.02% · 10th percentile in category
Volatility13.72 · 89th percentile in category
Expense ratio1.58% · 7th percentile in category
Sharpe ratio0.33 · 29th percentile in category
Alpha-2.58 · 20th percentile in category

Top holdings

top 5 = 20.4% of portfolio
1.ICICI Bank Ltd4.93%
2.Mahindra & Mahindra Ltd4.54%
3.Larsen & Toubro Ltd3.96%
4.Max Financial Services Ltd3.68%
5.Zomato Ltd3.33%

48 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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