NAV Growth
Growth of each fund's NAV over the selected period, rebased to 0%
-
-
-
1M
3M
6M
1Y
3Y
5Y
Fund Details
| Fund Details | Franklin India Mid Cap Fund - Direct (G) | Sundaram Mid Cap Fund - Direct (G) |
|---|---|---|
| Fund Type | Equity | Equity |
| Risk | Very High | Very High |
| Min SIP Amount | ₹100 | ₹100 |
| Min Lumpsum | ₹5,000 | ₹100 |
| Expense Ratio | 1.13% | 1.05% |
| NAV | ₹2866.15 (23 Oct 2026) | ₹1469.48 (23 Oct 2026) |
| Fund Size | ₹12,155.57 Cr | ₹13,854.06 Cr |
| Fund Started | 01 Jan 2013 | 02 Jan 2013 |
| Lock-in Period | No lock-in | No lock-in |
| Exit Load |
Returns
| Returns | Franklin India Mid Cap Fund - Direct (G) | Sundaram Mid Cap Fund - Direct (G) |
|---|---|---|
| 1M | -7.91% | -7.91% |
| 3M | -8.02% | -8.95% |
| 6M | -4.41% | -4.68% |
| 1Y | -6.30% | -3.79% |
| 3Y | 12.84% | 15.34% |
| 5Y | 11.47% | 14.75% |
| Since Inception | 17.04% |
Risk Ratios
Trailing risk-adjusted performance measures
| Risk Ratio | Franklin India Mid Cap Fund - Direct (G) | Sundaram Mid Cap Fund - Direct (G) |
|---|---|---|
| Alpha | 0.92 | 2.88 |
| Beta | 0.93 | 0.95 |
| Sharpe | 0.55 | 0.66 |
| Standard Deviation | 5.11 | 5.18 |
Holding Analysis
| Holding Analysis | Franklin India Mid Cap Fund - Direct (G) | Sundaram Mid Cap Fund - Direct (G) |
|---|---|---|
| Top 5 Holdings | 12.22% | 12.81% |
| Top 10 Holdings | 22.36% | 23.26% |
| Portfolio Turnover | 50.78 | 44.60 |
| Equity | 98.05% | 95.64% |
| Debt | 0.20% | 2.74% |
| Cash | — | — |
Top Holdings
Franklin India Mid Cap Fund - Direct (G)
Fund Manager
| Fund Manager | Franklin India Mid Cap Fund - Direct (G) | Sundaram Mid Cap Fund - Direct (G) |
|---|---|---|
| Name | , , |
About Fund
| About | Franklin India Mid Cap Fund - Direct (G) | Sundaram Mid Cap Fund - Direct (G) |
|---|---|---|
| AMC | Franklin Templeton Mutual Fund | Sundaram Mutual Fund |
| Scheme Category | Mid Cap Fund | Mid Cap Fund |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Launch Date | 01 Jan 2013 | 01 Jan 2013 |
