Franklin India Large Cap Fund - Direct Plan - Growth
code 118531 Large 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 | 10.20% | -7.03% | -6.07% | -0.96% | 2026-10-09 → 2026-11-09 |
| 3M | 1.39% | -3.40% | -4.39% | 1.00% | 2026-08-07 → 2026-11-09 |
| 6M | 6.19% | 1.98% | 2.48% | -0.49% | 2026-05-08 → 2026-11-09 |
| 1Y | 1.81% | -4.22% | -4.86% | 0.64% | 2025-11-07 → 2026-11-09 |
| 3Y | 12.18% | 8.64% | 7.90% | 0.74% | 2023-11-09 → 2026-11-09 |
| 5Y | 7.94% | 6.90% | 7.02% | -0.12% | 2021-11-09 → 2026-11-09 |
| 7Y | 13.49% | 12.44% | 11.94% | 0.51% | 2019-11-08 → 2026-11-09 |
| 10Y | 11.59% | 10.50% | 11.76% | -1.26% | 2016-11-09 → 2026-11-09 |
| since inception | 12.21% | 11.56% | 12.03% | -0.48% | 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 | 38.34% | 2.91% | 7.36% | 27.44% | -2.75% | 6.10% | 14.51% | 33.72% | -1.48% | 22.80% | 17.14% | 9.25% |
| benchmark | 34.88% | -1.26% | 5.01% | 32.88% | 2.57% | 11.83% | 16.08% | 26.45% | 4.94% | 21.24% | 12.95% | 10.24% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,131 | 14.59% | 10.03% | -33.09% | 97.84% | 81% | 46% |
| 3 years | 2,643 | 12.97% | 13.54% | -8.02% | 30.04% | 96% | 42% |
| 5 years | 2,150 | 12.56% | 12.84% | -1.99% | 26.27% | 99% | 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 | 10.20% | 7.02% | 10.56% |
| volatility | 13.97% | 12.96% | 16.19% |
| max drawdown | -16.25% | -18.36% | -36.25% |
| downside deviation | 9.88% | 9.19% | 11.38% |
| Sharpe ratio | 0.34 | 0.15 | 0.37 |
| Sortino ratio | 0.48 | 0.21 | 0.53 |
| Calmar ratio | 0.63 | - | - |
| 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 Cap Fund
Overall ★★☆☆☆ (3y ★★★☆☆ · 5y ★★☆☆☆ · 10y ★★☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 30 funds | 5 years of 27 funds | 10 years of 22 funds |
|---|---|---|---|
| return | 59th | 77th | 86th |
| volatility | 18th | 8th | 67th |
| Sharpe | 56th | 77th | 86th |
| Sortino | 52nd | 77th | 86th |
| worst fall | 42nd | 54th | 43rd |
| risk-adjusted return (MRAR) | 52nd | 77th | 86th |
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.