Franklin India Large & Mid Cap Fund - Direct Plan - Growth
code 118510 Large & 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 | 5.89% | -7.40% | -6.55% | -0.85% | 2026-10-09 → 2026-11-09 |
| 3M | -3.18% | -2.38% | -3.92% | 1.54% | 2026-08-07 → 2026-11-09 |
| 6M | 1.40% | 5.82% | 6.18% | -0.36% | 2026-05-08 → 2026-11-09 |
| 1Y | -2.42% | -2.71% | -0.09% | -2.62% | 2025-11-07 → 2026-11-09 |
| 3Y | 11.89% | 10.37% | 10.83% | -0.46% | 2023-11-09 → 2026-11-09 |
| 5Y | 8.31% | 9.02% | 10.98% | -1.96% | 2021-11-09 → 2026-11-09 |
| 7Y | 14.21% | 13.75% | 16.58% | -2.83% | 2019-11-08 → 2026-11-09 |
| 10Y | 12.00% | 11.46% | 14.35% | -2.89% | 2016-11-09 → 2026-11-09 |
| since inception | 13.61% | 13.39% | 14.89% | -1.51% | 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 | 56.98% | 2.69% | 4.82% | 32.18% | -4.26% | 2.86% | 13.11% | 40.07% | -2.13% | 28.01% | 19.66% | 8.35% |
| benchmark | 48.39% | 4.12% | 6.01% | 44.06% | -5.16% | 6.03% | 20.87% | 37.04% | 4.48% | 32.66% | 18.68% | 8.19% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,131 | 17.20% | 11.30% | -38.27% | 106.15% | 80% | 37% |
| 3 years | 2,643 | 14.36% | 15.02% | -10.47% | 34.03% | 94% | 10% |
| 5 years | 2,150 | 13.64% | 13.21% | -4.01% | 30.12% | 98% | 1% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 10.42% | 7.83% | 11.04% |
| volatility | 15.67% | 14.30% | 18.07% |
| max drawdown | -17.76% | -19.01% | -41.78% |
| downside deviation | 10.58% | 9.65% | 13.04% |
| Sharpe ratio | 0.33 | 0.20 | 0.38 |
| Sortino ratio | 0.49 | 0.30 | 0.52 |
| Calmar ratio | 0.59 | - | - |
| 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: Large & Mid Cap Fund
Overall ★☆☆☆☆ (3y ★☆☆☆☆ · 5y ★☆☆☆☆ · 10y ★☆☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 26 funds | 5 years of 26 funds | 10 years of 19 funds |
|---|---|---|---|
| return | 92nd | 92nd | 95th |
| volatility | 20th | 8th | 95th |
| Sharpe | 92nd | 92nd | 95th |
| Sortino | 92nd | 92nd | 95th |
| worst fall | 24th | 48th | 95th |
| risk-adjusted return (MRAR) | 92nd | 92nd | 95th |
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.