Should I invest in Franklin India Large & Mid Cap Fund?

We don't give personal investment advice. Franklin India Large & Mid Cap Fund - Growth Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 10.47%.

Franklin Templeton

Franklin India Large & Mid Cap Fund - Growth Plan

Latest NAV

₹187.6270

As of

24 Jul 2026

4,995 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.35%	-0.17%	-0.18	25 / 34	Q3
1W	-1.88%	-1.58%	-0.30	25 / 34	Q3
2W	-2.22%	-1.78%	-0.44	27 / 34	Q4
1M	+0.19%	-0.60%	+0.80	6 / 34	Q1
3M	+2.49%	+2.72%	-0.23	15 / 32	Q2
6M	+0.95%	+3.11%	-2.16	28 / 32	Q4
YTD	-4.51%	-2.55%	-1.97	26 / 32	Q4
1Y	-3.09%	-1.22%	-1.86	21 / 32	Q3
2Y	+1.33%	-0.09%	+1.42	17 / 32	Q3
3Y	+11.66%	+12.08%	-0.42	22 / 32	Q3
4Y	+12.28%	+13.64%	-1.36	22 / 32	Q3
5Y	+10.47%	+11.55%	-1.08	22 / 32	Q3
7Y	+13.67%	+14.58%	-0.91	22 / 32	Q3
10Y	+11.07%	+11.20%	-0.13	20 / 32	Q3
Inception	+12.01%	+8.73%	+3.28	10 / 31	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.51%	-2.55%	-1.97	26 / 32
2025	+6.93%	+2.91%	+4.02	10 / 32
2024	+18.44%	+19.92%	-1.47	16 / 32
2023	+26.44%	+27.73%	-1.28	23 / 32
2022	-2.82%	+2.49%	-5.31	28 / 32
2021	+37.85%	+32.49%	+5.36	7 / 32
2020	+11.78%	+13.97%	-2.19	22 / 32
2019	+1.98%	+4.84%	-2.86	23 / 32
2018	-4.45%	-10.87%	+6.42	5 / 32
2017	+30.20%	+31.34%	-1.15	18 / 32
2016	+3.46%	+2.52%	+0.93	14 / 32

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.56%

236 windows

min -54.1% · max 119.6%

76% positive

3-Year rolling

+13.60%

211 windows

min -8.8% · max 35.8%

95% positive

5-Year rolling

+13.19%

187 windows

min -3.2% · max 27.5%

98% positive

7-Year rolling

+12.79%

163 windows

min 6.8% · max 24.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.50%

3-year · annualised

Sharpe ratio

0.44

vs risk-free 6.5%

Sortino ratio

0.70

Downside-only deviation

Max drawdown

-18.07%

Sep 2024 → Apr 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹340.3490	24 Jul 2026
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹290.0170	24 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Growth	ICICI Prudential	₹1,021.4400	24 Jul 2026
Franklin India Large & Mid Cap Fund - IDCW	Franklin Templeton	₹19.4664	24 Jul 2026
Kotak Large & Midcap Fund - Growth-Regular	Kotak Mahindra	₹347.8510	24 Jul 2026
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹252.2700	24 Jul 2026
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	UTI	₹182.4704	24 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Birla Sun Life	₹925.2300	24 Jul 2026
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	IDFC	₹137.6310	24 Jul 2026
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth	Bharti AXA	₹101.2500	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹187.6270
23 Jul 2026	₹188.2775
22 Jul 2026	₹189.3310
21 Jul 2026	₹191.9062
20 Jul 2026	₹191.2488
17 Jul 2026	₹191.2186
16 Jul 2026	₹190.5762
15 Jul 2026	₹191.2419
14 Jul 2026	₹190.3089
13 Jul 2026	₹191.9449

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 24 Jul 2026, the NAV of Franklin India Large & Mid Cap Fund - Growth Plan is ₹187.6270. It's a Large & Mid Cap Fund from Franklin Templeton, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Large & Mid Cap Fund - Growth Plan has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Franklin India Large & Mid Cap Fund - Growth Plan is managed by Franklin Templeton. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Large & Mid Cap Fund - Growth Plan has delivered a absolute return of -3.09% — -1.86 pp behind the Large & Mid Cap Fund category average of -1.22%. The fund ranks #21 of 32 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Franklin India Large & Mid Cap Fund - Growth Plan has delivered a CAGR of 11.66% — -0.42 pp behind the Large & Mid Cap Fund category average of 12.08%. The fund ranks #22 of 32 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Franklin India Large & Mid Cap Fund - Growth Plan has delivered a CAGR of 10.47% — -1.08 pp behind the Large & Mid Cap Fund category average of 11.55%. The fund ranks #22 of 32 in its category — the third (Q3) quartile.

₹1 lakh invested in Franklin India Large & Mid Cap Fund - Growth Plan exactly 10 years ago would be worth approximately ₹285,715 today — a multiplier of 2.86×, based on the 10-year CAGR of 11.07%. The category average over the same window would have grown ₹1 lakh to ₹289,063.

A ₹10,000 monthly SIP in Franklin India Large & Mid Cap Fund - Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹772,582 today. That's an XIRR (money-weighted annualised return) of 10.05%.

A ₹10,000 monthly SIP for 10 years in Franklin India Large & Mid Cap Fund - Growth Plan = ₹1,200,000 invested. It would currently be worth ₹2,274,128 (multiplier 1.90×). XIRR: 12.28%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India Large & Mid Cap Fund - Growth Plan ranks #22 out of 32 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.55%; this fund delivered 10.47%.

The worst peak-to-trough decline Franklin India Large & Mid Cap Fund - Growth Plan has experienced over the last 5-year window is 19.92% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin India Large & Mid Cap Fund - Growth Plan averaged 13.19% (best 27.55%, worst -3.23%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.34 — weak risk-adjusted performance.

In calendar year 2025, Franklin India Large & Mid Cap Fund - Growth Plan returned 6.93% — beating the Large & Mid Cap Fund category average of 2.91% by 4.02 pp. It ranked #10 of 32 in its category that year.

Franklin India Large & Mid Cap Fund - Growth Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Franklin India Large & Mid Cap Fund - Growth Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 10.47%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.