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MF_118531

Franklin India Large Cap Fund- Direct - Growth

Equity Scheme - Large Cap Fund

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End Amount
₹45,848.44
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.63%
MF_118531 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
6.47%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.39
Risk-Adjusted Return
Sortino Ratio
0.59
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 52% 16% 16%
60 days 52% 10% 10%
90 days 54% 8% 9%
180 days 51% 6% 6%
1Yr 51% 5% 4%
3Yr 46% 3% 3%
5Yr 36% 1% 2%
7Yr 16% 1% 1%
10Yr 1% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Large Cap Fund- Direct - Growth Nifty 50
30 days 31.7% | -61.4% | 15.5% | 192.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -28.0% | -46.2% | 15.6% | 135.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -23.9% | -37.7% | 14.7% | 105.0% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -6.6% | -11.5% | 10.0% | 65.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.2% | -1.4% | 13.5% | 23.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 6.7% | 2.8% | 12.7% | 21.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.3% | 7.9% | 12.3% | 14.7% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 10.6% | 10.4% | 12.5% | 14.6% 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. 21, 2013 Oct. 31, 2013 283 days 16% Nifty 50: 12% 10249 8643 10295
Dec. 9, 2013 March 7, 2014 88 days 6% Nifty 50: 6% 10536 9892 10710
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 14761 13922 14821
March 3, 2015 July 17, 2015 136 days 8% Nifty 50: 11% 15722 14499 15730
Aug. 6, 2015 June 30, 2016 329 days 17% Nifty 50: 19% 15980 13268 16056
Sept. 8, 2016 Feb. 17, 2017 162 days 10% Nifty 50: 12% 17237 15436 17305
Jan. 23, 2018 Aug. 22, 2018 211 days 11% Nifty 50: 9% 21134 18822 21186
Aug. 31, 2018 Jan. 14, 2020 501 days 15% Nifty 50: 14% 21351 18211 21363
Jan. 24, 2020 Nov. 10, 2020 291 days 36% Nifty 50: 38% 21511 13713 21722
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 25780 24303 26433
March 3, 2021 May 18, 2021 76 days 8% Nifty 50: 6% 28084 25821 28143
Nov. 9, 2021 June 29, 2023 597 days 18% Nifty 50: 15% 33706 27518 34012
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 36034 33839 36072
Sept. 26, 2024 Nov. 19, 2025 419 days 16% Nifty 50: 15% 49524 41476 49642
Jan. 7, 2026 Oct. 30, 2026 296 days 14% Nifty 50: 14% 50234 43187 45848