Franklin India Mid Cap Fund - Direct Plan - Growth
code 118533 Mid Cap Fund direct plan · growth NAVs 2013-01-01 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-01, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 2.54% | -6.75% | -7.02% | 0.26% | 2026-10-09 → 2026-11-09 |
| 3M | -5.58% | -1.83% | -3.44% | 1.61% | 2026-08-07 → 2026-11-09 |
| 6M | -0.67% | 9.21% | 9.90% | -0.69% | 2026-05-08 → 2026-11-09 |
| 1Y | -1.81% | 0.78% | 4.81% | -4.03% | 2025-11-07 → 2026-11-09 |
| 3Y | 14.13% | 14.07% | 13.65% | 0.42% | 2023-11-09 → 2026-11-09 |
| 5Y | 11.90% | 12.56% | 14.85% | -2.29% | 2021-11-09 → 2026-11-09 |
| 7Y | 17.09% | 17.05% | 21.16% | -4.11% | 2019-11-08 → 2026-11-09 |
| 10Y | 14.37% | 14.14% | 16.76% | -2.61% | 2016-11-09 → 2026-11-09 |
| since inception | 17.40% | 17.41% | 17.54% | -0.13% | 2013-01-01 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 80.18% | 8.24% | 9.54% | 41.14% | -8.48% | 4.51% | 18.76% | 33.67% | 3.00% | 37.97% | 32.89% | 2.42% |
| benchmark | 62.67% | 9.70% | 6.53% | 55.73% | -12.62% | 0.62% | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,132 | 21.95% | 14.32% | -31.31% | 99.57% | 83% | 45% |
| 3 years | 2,644 | 18.67% | 19.35% | -7.53% | 42.53% | 96% | 29% |
| 5 years | 2,151 | 17.09% | 15.96% | 0.47% | 32.36% | 100% | 23% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 13.39% | 11.50% | 13.20% |
| volatility | 17.87% | 16.41% | 18.45% |
| max drawdown | -18.31% | -22.69% | -36.59% |
| downside deviation | 11.97% | 10.68% | 12.89% |
| Sharpe ratio | 0.46 | 0.40 | 0.48 |
| Sortino ratio | 0.69 | 0.61 | 0.68 |
| Calmar ratio | 0.73 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y ★★☆☆☆ · 10y ★★☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds | 10 years of 17 funds |
|---|---|---|---|
| return | 75th | 77th | 69th |
| volatility | 33rd | 34th | 19th |
| Sharpe | 72nd | 81st | 69th |
| Sortino | 79th | 77th | 69th |
| worst fall | 8th | 86th | 57th |
| risk-adjusted return (MRAR) | 72nd | 81st | 75th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.