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6M
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| NAV: 10 Jan 2025 | ₹2,968.58 |
| Min. SIP amount | ₹500 |
| Rating | 2 |
| Fund size | ₹12,943.04Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 26.2% | 20.7% | 23.1% | 19.9% |
| Category average | 19.8% | 18.8% | 24.9% | NA |
| Rank with in category | 11 | 12 | 21 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 45.2% | 32.4% | 18,604.02 |
HDFC Mid Cap Opportunities Direct Plan Growth | 5 | 23.3% | 25.6% | 77,682.90 |
Nippon India Growth Fund Direct Growth | 4 | 21.0% | 23.6% | 35,208.97 |
Invesco India Mid Cap Fund Direct Growth | 4 | 36.4% | 23.5% | 5,903.85 |
Kotak Emerging Equity Fund Direct Growth | 4 | 29.9% | 21.7% | 52,626.72 |
Holdings (81)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
The Federal Bank Ltd. | Financial | Equity | 3.73% |
Persistent Systems Ltd. | Technology | Equity | 2.39% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.34% |
Ipca Laboratories Ltd. | Healthcare | Equity | 2.21% |
Prestige Estates Projects Ltd. | Construction | Equity | 2.20% |
Coromandel International Ltd. | Chemicals | Equity | 2.19% |
Deepak Nitrite Ltd. | Chemicals | Equity | 2.18% |
PB Fintech Ltd. | Services | Equity | 2.18% |
Voltas Ltd. | Consumer Discretionary | Equity | 2.06% |
Mphasis Ltd. | Technology | Equity | 2.04% |
Coforge Ltd. | Technology | Equity | 2.02% |
Oberoi Realty Ltd. | Construction | Equity | 2.02% |
Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 2.01% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.93% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 1.87% |
Trent Ltd. | Services | Equity | 1.84% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.75% |
HDFC Bank Ltd. | Financial | Equity | 1.73% |
The Indian Hotels Company Ltd. | Services | Equity | 1.71% |
Emami Ltd. | Consumer Staples | Equity | 1.69% |
Bharti Hexacom Ltd. | Communication | Equity | 1.67% |
JK Cement Ltd. | Construction | Equity | 1.62% |
Cummins India Ltd. | Capital Goods | Equity | 1.61% |
REC Ltd. | Financial | Equity | 1.57% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 1.56% |
ICICI Bank Ltd. | Financial | Equity | 1.54% |
Tube Investments Of India Ltd. | Automobile | Equity | 1.54% |
Max Financial Services Ltd. | Financial | Equity | 1.50% |
The Phoenix Mills Ltd. | Construction | Equity | 1.47% |
Page Industries Ltd. | Textiles | Equity | 1.46% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.34% |
United Breweries Ltd. | Consumer Staples | Equity | 1.34% |
Tata Steel Ltd. | Metals & Mining | Equity | 1.30% |
Aster DM Healthcare Ltd. | Healthcare | Equity | 1.29% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.26% |
Abbott India Ltd. | Healthcare | Equity | 1.24% |
The Ramco Cements Ltd. | Construction | Equity | 1.23% |
City Union Bank Ltd. | Financial | Equity | 1.23% |
Equitas Small Finance Bank Ltd. | Financial | Equity | 1.20% |
Endurance Technologies Ltd. | Automobile | Equity | 1.20% |
Laurus Labs Ltd. | Healthcare | Equity | 1.16% |
Ajanta Pharma Ltd. | Healthcare | Equity | 1.10% |
PI Industries Ltd. | Chemicals | Equity | 1.10% |
Escorts Kubota Ltd. | Automobile | Equity | 1.06% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.05% |
Godrej Properties Ltd. | Construction | Equity | 1.04% |
Karur Vysya Bank Ltd. | Financial | Equity | 0.97% |
K.P.R. Mill Ltd. | Textiles | Equity | 0.95% |
ACC Ltd. | Construction | Equity | 0.93% |
SKF India Ltd. | Capital Goods | Equity | 0.93% |
Marico Ltd. | Consumer Staples | Equity | 0.92% |
ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.89% |
Indus Towers Ltd. | Communication | Equity | 0.89% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.83% |
Balkrishna Industries Ltd. | Automobile | Equity | 0.81% |
Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.81% |
PNB Housing Finance Ltd. | Financial | Equity | 0.80% |
Sundram Fasteners Ltd. | Capital Goods | Equity | 0.80% |
Bharat Electronics Ltd. | Capital Goods | Equity | 0.79% |
Devyani International Ltd. | Services | Equity | 0.76% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.73% |
Tata Power Company Ltd. | Energy | Equity | 0.69% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.69% |
UNO Minda Ltd. | Automobile | Equity | 0.62% |
Timken India Ltd. | Capital Goods | Equity | 0.62% |
SRF Ltd. | Diversified | Equity | 0.59% |
Vishal Mega Mart Ltd. | Services | Equity | 0.57% |
Lupin Ltd. | Healthcare | Equity | 0.56% |
Indusind Bank Ltd. | Financial | Equity | 0.56% |
Shree Cement Ltd. | Construction | Equity | 0.51% |
Exide Industries Ltd. | Capital Goods | Equity | 0.50% |
Praj Industries Ltd. | Capital Goods | Equity | 0.49% |
Angel One Ltd. | Financial | Equity | 0.47% |
Indraprastha Gas Ltd. | Energy | Equity | 0.44% |
UPL Ltd. | Chemicals | Equity | 0.40% |
Container Corporation Of India Ltd. | Services | Equity | 0.38% |
Waaree Energies Ltd. | Energy | Equity | 0.28% |
Gujarat State Petronet Ltd. | Energy | Equity | 0.22% |
Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.03% |
UPL Ltd. - (Partly Paid-up Equity Shares) | Chemicals | PPE | 0.02% |
Numero Uno International Ltd | Services | Additional Tier 1 Bo | 0.00% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.98%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Cons
5Y annualised returns lower than category average by 1.77%
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 0.98%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
R JanakiramanJan 2013 - PresentView details
R Janakiraman
Jan 2013 - Present
View details
Education
Mr. Janakiraman is a B.E and PGDM (Business Management).
Experience
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
Also manages these schemes
Sandeep ManamOct 2021 - PresentView details
Sandeep Manam
Oct 2021 - Present
View details
Education
Mr. Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut
Experience
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Cognizant Technology Solutions, Shapoorji Pallonji & Company Private Limited.
Also manages these schemes
Akhil KalluriFeb 2022 - PresentView details
Akhil Kalluri
Feb 2022 - Present
View details
Education
Mr. Kalluri is a MBA, IIM Lucknow. B.Tech. (Electronics and Communications Engineering), Andhra University
Experience
Prior to joining Franklin Templeton Mutual Fund, he has worked with Credit Suisse, ICICI Securities.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
Phone
1800-425-4255 / 60004255
Launch Date
19 Feb 1996
E-mail
NA
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
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