Franklin India Large & Mid Cap Fund - Growth Plan
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
AUM:
₹ 3,399.22 Cr
Expense Ratio
2.76%
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 | -4.1 | 12.96 | 10.49 |
| NIFTY LARGE MIDCAP 250 TRI | 1.48 | 16.16 | 14.26 |
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
180.6673
Last change
0.09 (0.0473%)
Fund Size (AUM)
₹ 3,399.22 Cr
Performance
14.57% (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 (%) |
|---|---|
| ZOMATO LIMITED EQ | 3.94 |
| Call, Cash & Other Assets | 3.83 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.95 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.9 |
| Kotak Mahindra Bank Limited | 2.86 |
| JB Chemicals & Pharmaceuticals Limited | 2.8 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.75 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.48 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.46 |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | 2.4 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.57 |
| Consumer Services | 9.68 |
| Healthcare | 8.29 |
| Information Technology | 8.23 |
| Fast Moving Consumer Goods | 7.62 |
| Consumer Durables | 5.41 |
| Automobile and Auto Components | 5.34 |
| Power | 4.62 |
| Realty | 3.99 |
| Capital Goods | 3.64 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Large & Mid Cap Fund Gr Plan | 10.49 |