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MF_118533

Franklin India Mid Cap Fund - Direct - Growth

Equity Scheme - Mid Cap Fund

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End Amount
₹87,156.61
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.94%
MF_118533 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
11.53%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.66
Risk-Adjusted Return
Sortino Ratio
1.01
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 58% 38% 25%
60 days 62% 26% 15%
90 days 63% 22% 12%
180 days 66% 17% 8%
1Yr 67% 14% 6%
3Yr 72% 9% 3%
5Yr 66% 6% 2%
7Yr 87% 3% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Mid Cap Fund - Direct - Growth Nifty 50
30 days -41.6% | -67.9% | 25.4% | 251.8% 26.6% | -61.9% | 14.2% | 180.7%
60 days -49.9% | -53.9% | 23.1% | 168.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -37.3% | -42.3% | 18.8% | 143.1% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -8.4% | -11.2% | 14.3% | 83.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.4% | -1.6% | 19.4% | 36.0% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 11.2% | 4.9% | 16.0% | 29.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 16.0% | 11.6% | 16.5% | 20.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.2% | 14.1% | 17.5% | 21.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 Nov. 2, 2013 299 days 17% Nifty 50: 11% 10086 8378 10102
July 7, 2014 Aug. 15, 2014 39 days 5% Nifty 50: 4% 15401 14594 15639
Dec. 4, 2014 Dec. 30, 2014 26 days 5% Nifty 50: 6% 19070 18102 19140
April 13, 2015 July 16, 2015 94 days 8% Nifty 50: 10% 21100 19374 21122
Aug. 6, 2015 May 26, 2016 294 days 15% Nifty 50: 19% 21433 18260 21481
Oct. 25, 2016 Feb. 4, 2017 102 days 13% Nifty 50: 9% 25448 22145 25481
Jan. 23, 2018 Nov. 13, 2020 1025 days 37% Nifty 50: 29% 32914 20871 33052
Jan. 11, 2021 Feb. 2, 2021 22 days 6% Nifty 50: 6% 38914 36708 38939
March 4, 2021 May 22, 2021 79 days 8% Nifty 50: 5% 42781 39374 43014
Oct. 18, 2021 May 31, 2023 590 days 24% Nifty 50: 16% 53513 40733 53584
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 63017 59005 63127
Feb. 19, 2024 April 1, 2024 42 days 5% Nifty 50: 1% 73397 69377 73403
July 31, 2024 Aug. 22, 2024 22 days 5% Nifty 50: 4% 91468 86825 92168
Sept. 24, 2024 Nov. 15, 2025 417 days 18% Nifty 50: 15% 95764 78228 96088
Nov. 17, 2025 July 15, 2026 240 days 16% Nifty 50: 14% 96088 81164 96114
Aug. 13, 2026 Oct. 30, 2026 78 days 13% Nifty 50: 9% 98345 86025 87157