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MF_152739

Franklin India Multi Cap Fund - Direct - Growth

Equity Scheme - Multi Cap Fund

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End Amount
₹10,610.60
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
2.66%
MF_152739 Return
Benchmark CAGR
-2.13%
Nifty 50
Inflation Adj. CAGR
-1.38%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.09
Volatility vs Benchmark
Sharpe Ratio
-0.02
Risk-Adjusted Return
Sortino Ratio
-0.02
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 65% 26% 15%
60 days 68% 18% 10%
90 days 65% 17% 9%
180 days 61% 13% 6%
1Yr 79% 6% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Multi Cap Fund - Direct - Growth Nifty 50
30 days -43.2% | -70.0% | 12.4% | 191.6% 26.6% | -62.7% | 4.5% | 102.3%
60 days -37.2% | -53.4% | 9.6% | 100.1% -23.0% | -44.7% | -1.1% | 71.9%
90 days -20.8% | -47.3% | 5.1% | 79.2% -25.0% | -38.2% | -2.2% | 54.8%
1 Year -2.7% | -1.9% | 6.2% | 18.4% -10.0% | -10.5% | 0.9% | 13.4%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 23, 2024 Sept. 18, 2025 360 days 19% Nifty 50: 15% 10690 8693 10720
Jan. 2, 2026 June 20, 2026 169 days 16% Nifty 50: 15% 10976 9253 10989
Sept. 8, 2026 Oct. 30, 2026 52 days 11% Nifty 50: 6% 11527 10309 10611