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MF_118510

Franklin India Large & Mid Cap Fund - Direct - Growth

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹55,023.65
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.12%
MF_118510 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
7.88%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.47
Risk-Adjusted Return
Sortino Ratio
0.69
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 55% 25% 20%
60 days 56% 17% 12%
90 days 57% 14% 10%
180 days 53% 12% 6%
1Yr 54% 10% 5%
3Yr 63% 4% 4%
5Yr 48% 3% 3%
7Yr 47% 1% 2%
10Yr 58% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Large & Mid Cap Fund - Direct - Growth Nifty 50
30 days -19.1% | -64.4% | 19.1% | 219.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -44.9% | -48.4% | 18.1% | 151.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -33.3% | -40.3% | 15.6% | 131.5% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -10.1% | -15.8% | 11.3% | 74.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.4% | -3.8% | 14.9% | 28.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.5% | 0.7% | 13.1% | 25.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.1% | 8.8% | 13.1% | 15.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.1% | 11.1% | 13.5% | 16.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Nov. 30, 2013 319 days 18% Nifty 50: 12% 10373 8507 10423
Sept. 12, 2014 Oct. 30, 2014 48 days 5% Nifty 50: 4% 15621 14791 15758
Dec. 4, 2014 Jan. 2, 2015 29 days 6% Nifty 50: 6% 16929 15942 17061
April 13, 2015 July 22, 2015 100 days 8% Nifty 50: 10% 18372 16915 18384
Aug. 6, 2015 July 12, 2016 341 days 17% Nifty 50: 19% 18627 15474 18711
Sept. 6, 2016 Feb. 18, 2017 165 days 12% Nifty 50: 11% 19812 17494 19885
Jan. 23, 2018 Aug. 25, 2018 214 days 10% Nifty 50: 9% 24307 21960 24500
Aug. 31, 2018 Nov. 24, 2020 816 days 42% Nifty 50: 34% 24659 14356 24854
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 28607 27019 28800
March 4, 2021 May 21, 2021 78 days 8% Nifty 50: 5% 30906 28403 31232
Oct. 18, 2021 July 5, 2023 625 days 20% Nifty 50: 16% 39811 32036 39894
Sept. 11, 2023 Nov. 29, 2023 79 days 6% Nifty 50: 6% 42935 40262 43216
Sept. 26, 2024 Oct. 21, 2025 390 days 18% Nifty 50: 15% 60700 49918 60747
Oct. 29, 2025 Aug. 25, 2026 300 days 15% Nifty 50: 14% 61181 51960 61213
Aug. 25, 2026 Oct. 30, 2026 66 days 12% Nifty 50: 9% 61213 53736 55024