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  • Franklin India Mid Cap Fund - IDCW

Franklin India Mid Cap Fund - IDCW

(Erstwhile Franklin India Prima Fund - IDCW)

Category: Equity: Mid Cap
Launch Date: 01-12-1993
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.76% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,784.81 Cr As on (30-06-2025)
Turn over: 24.37
NAV (₹): 93.6004
₹ 0.64 ( 0.6848%)
as on 29-07-2025
CAGR Since Inception - 17.65%
NIFTY Midcap 150 TRI - 17.66%

Fund Managers

R. Janakiraman, Akhil Kalluri Sandeep Manam (dedicated for making investments for Foreign Securities)


Investment Objective

To provide medium to long-term capital appreciation as a primary objective and income as a secondary objective.

PERFORMANCE of Franklin India Mid Cap Fund - IDCW

Scheme Performance (%) Data as on - 29-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Mid Cap Fund - IDCW 0.96 23.39 23.59 13.23 17.65
NIFTY MIDCAP 150 TRI -0.41 25.08 30.79 18.03 17.66
Equity: Mid Cap -0.28 22.37 27.52 15.55 18.78

RETURNS CALCULATOR for Franklin India Mid Cap Fund - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Franklin India Mid Cap Fund - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Mid Cap Fund - IDCW 13.68 1.09 -2.81 0.92 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Mid Cap Fund IDCW 01-12-1993 0.96 24.34 23.39 23.59 13.23
Invesco India MidCap Gr 19-04-2007 12.98 32.52 29.01 29.76 17.65
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 5.63 26.1 0.0 0.0 0.0
Edelweiss MidCap Reg Gr 26-12-2007 4.36 28.89 25.76 31.19 17.36
HDFC Mid Cap Fund Gr 25-06-2007 2.99 24.93 27.86 31.65 17.64
Kotak Midcap Fund Reg Gr 30-03-2007 2.97 25.56 23.13 29.51 17.62
Sundaram MidCap Gr 01-07-2002 2.5 26.51 24.74 28.25 14.6
PGIM India Midcap Fund Reg Gr 05-12-2013 2.28 16.83 14.7 26.54 14.84
ICICI Pru MidCap Gr 10-10-2004 2.25 27.18 23.12 28.63 15.12
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 2.23 31.1 29.32 34.98 17.03

Asset Allocation (%)

PORTFOLIO ANALYSIS of Franklin India Mid Cap Fund - IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)