FranklIn India Large & Mid Cap Fund - Growth Plan
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
AUM:
₹ 3,450.48 Cr
Expense Ratio
2.24%
Benchmark
Nifty Large Midcap 250 TRI
ISIN
INF090I01205
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Venkatesh Sanjeevi, R. Janakiraman & Sandeep Manam
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| FranklIn India Large & Mid Cap Fund - Growth Plan | -0.48 | 12.12 | 10.92 |
| NIFTY LARGE MIDCAP 250 TRI | 3.49 | 14.42 | 14.38 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
190.2705
Last change
2.64 (1.3893%)
Fund Size (AUM)
₹ 3,450.48 Cr
Performance
14.75% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
Seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.
Fund Manager
Venkatesh Sanjeevi, R. Janakiraman & Sandeep Manam
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.55 |
| ZOMATO LIMITED EQ | 4.0 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.95 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.09 |
| Kotak Mahindra Bank Limited | 2.88 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.86 |
| JB Chemicals & Pharmaceuticals Limited | 2.59 |
| MARICO LIMITED NEW EQ RE.1 | 2.24 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.22 |
| Persistent Systems Ltd | 2.19 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.25 |
| Consumer Services | 9.7 |
| Information Technology | 9.22 |
| Fast Moving Consumer Goods | 7.91 |
| Automobile and Auto Components | 7.3 |
| Healthcare | 6.31 |
| Consumer Durables | 4.83 |
| Power | 3.73 |
| Realty | 3.41 |
| Services | 2.95 |