Should I invest in Franklin India Mid Cap Fund?

We don't give personal investment advice. Franklin India Mid Cap Fund-Growth 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: 24.3%. 5-year CAGR: 14.21%.

Franklin Templeton

Franklin India Mid Cap Fund-Growth

Latest NAV

₹2,778.3111

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	-0.09%	-0.02%	-0.07	19 / 27	Q3
1W	-1.51%	-1.13%	-0.38	19 / 27	Q3
2W	-1.46%	-1.54%	+0.08	8 / 27	Q2
1M	+0.60%	-0.61%	+1.21	5 / 27	Q1
3M	+4.60%	+3.93%	+0.68	7 / 27	Q2
6M	+5.36%	+7.69%	-2.33	21 / 27	Q4
YTD	-1.18%	+1.25%	-2.43	22 / 27	Q4
1Y	-0.78%	+1.15%	-1.93	19 / 27	Q3
2Y	+2.07%	+1.20%	+0.87	11 / 27	Q2
3Y	+16.93%	+14.78%	+2.14	9 / 27	Q2
4Y	+18.35%	+16.26%	+2.09	9 / 27	Q2
5Y	+14.21%	+13.66%	+0.55	14 / 27	Q3
7Y	+17.38%	+17.91%	-0.53	20 / 27	Q3
10Y	+13.90%	+12.82%	+1.08	12 / 27	Q2
Inception	+13.78%	+11.00%	+2.78	10 / 27	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	-1.18%	+1.25%	-2.43	22 / 27
2025	+1.31%	+0.65%	+0.65	13 / 27
2024	+31.52%	+23.63%	+7.89	5 / 27
2023	+36.32%	+35.07%	+1.26	11 / 27
2022	+2.17%	+2.50%	-0.33	14 / 27
2021	+31.47%	+38.76%	-7.29	23 / 27
2020	+17.52%	+20.23%	-2.71	18 / 27
2019	+3.39%	-0.75%	+4.14	6 / 27
2018	-8.87%	-14.09%	+5.22	6 / 27
2017	+38.35%	+36.02%	+2.33	13 / 27
2016	+7.59%	+0.99%	+6.60	4 / 27

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

+18.81%

236 windows

min -61.4% · max 148.8%

78% positive

3-Year rolling

+16.69%

211 windows

min -13.5% · max 40.0%

94% positive

5-Year rolling

+16.37%

187 windows

min 0.7% · max 30.0%

100% positive

7-Year rolling

+16.25%

163 windows

min 5.8% · max 29.8%

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

14.82%

3-year · annualised

Sharpe ratio

0.71

vs risk-free 6.5%

Sortino ratio

1.13

Downside-only deviation

Max drawdown

-18.59%

Sep 2024 → Feb 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 Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Mid Cap Fund - Growth Plan	HDFC	₹205.1410	24 Jul 2026
SBI MIDCAP FUND - REGULAR PLAN - GROWTH	SBI	₹241.7656	24 Jul 2026
ICICI Prudential MidCap Fund - Growth	ICICI Prudential	₹331.1600	24 Jul 2026
Franklin India Mid Cap Fund - IDCW	Franklin Templeton	₹85.4545	24 Jul 2026
Kotak Midcap Fund - Regular Plan - Growth	Kotak Mahindra	₹143.7810	24 Jul 2026
UTI Mid Cap Fund - Regular Plan - IDCW	UTI	₹144.2427	24 Jul 2026
Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW	Birla Sun Life	₹57.8700	24 Jul 2026
Invesco India Midcap Fund - Regular Plan - Growth Option	Religare	₹194.5800	24 Jul 2026
NIPPON INDIA GROWTH MID CAP FUND - IDCW Option	Reliance	₹119.1847	24 Jul 2026
quant Mid Cap Fund - Growth Option - Regular Plan	Escorts	₹219.8673	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹2,778.3111
23 Jul 2026	₹2,780.7081
22 Jul 2026	₹2,809.6635
21 Jul 2026	₹2,831.3347
20 Jul 2026	₹2,822.3565
17 Jul 2026	₹2,821.0267
16 Jul 2026	₹2,814.6995
15 Jul 2026	₹2,826.7594
14 Jul 2026	₹2,807.9628
13 Jul 2026	₹2,823.6907

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 Mid Cap Fund-Growth is ₹2,778.3111. It's a 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 Mid Cap Fund-Growth 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 Mid Cap Fund-Growth is managed by Franklin Templeton. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Mid Cap Fund-Growth has delivered a absolute return of -0.78% — -1.93 pp behind the Mid Cap Fund category average of 1.15%. The fund ranks #19 of 27 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Franklin India Mid Cap Fund-Growth has delivered a CAGR of 16.93% — +2.14 pp ahead of the Mid Cap Fund category average of 14.78%. The fund ranks #9 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Franklin India Mid Cap Fund-Growth has delivered a CAGR of 14.21% — +0.55 pp ahead of the Mid Cap Fund category average of 13.66%. The fund ranks #14 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Franklin India Mid Cap Fund-Growth exactly 10 years ago would be worth approximately ₹367,625 today — a multiplier of 3.68×, based on the 10-year CAGR of 13.90%. The category average over the same window would have grown ₹1 lakh to ₹334,174.

A ₹10,000 monthly SIP in Franklin India Mid Cap Fund-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹866,733 today. That's an XIRR (money-weighted annualised return) of 14.69%.

A ₹10,000 monthly SIP for 10 years in Franklin India Mid Cap Fund-Growth = ₹1,200,000 invested. It would currently be worth ₹2,688,166 (multiplier 2.24×). XIRR: 15.40%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India Mid Cap Fund-Growth ranks #14 out of 27 funds in the Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.66%; this fund delivered 14.21%.

The worst peak-to-trough decline Franklin India Mid Cap Fund-Growth has experienced over the last 5-year window is 24.29% — 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 Mid Cap Fund-Growth averaged 16.37% (best 29.96%, worst 0.68%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.53 — reasonable risk-adjusted performance.

In calendar year 2025, Franklin India Mid Cap Fund-Growth returned 1.31% — beating the Mid Cap Fund category average of 0.65% by 0.65 pp. It ranked #13 of 27 in its category that year.

Franklin India Mid Cap Fund-Growth 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 Mid Cap Fund-Growth 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: 24.3%. 5-year CAGR: 14.21%.

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