Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Larger AUM within category. ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | - |
INDMoney rank | - | 6/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 12540 Cr | 57375 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.95% | 0.37% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 89 | 64 | ||
Top 5 Holdings | The Federal Bank Ltd (3.11%) Mphasis Ltd (2.12%) Prestige Estates Projects Ltd (2.12%) JK Cement Ltd (2.09%) Cummins India Ltd (2.03%) | Fortis Healthcare Ltd (3.69%) GE Vernova T&D India Ltd (3.61%) Dixon Technologies (India) Ltd (3.24%) Mphasis Ltd (3.21%) Ipca Laboratories Ltd (3.06%) | ||
No of Sectors | 11 | 12 | ||
Top 3 Sectors | Financial Services (20.89%) Consumer Cyclical (17.95%) Basic Materials (13.97%) | Consumer Cyclical (20.07%) Industrial (15.82%) Tech (14.74%) | ||
Equity % | 98.51% | 97.96% | ||
Debt % | - | - | ||
P/E | 32.86 | 30.37 | ||
P/B | 4.3 | 4.92 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -1.59% | 0.06% | ||
3-Month Return | 0.25% | 4.2% | ||
6-Month Return | 16.24% | 24.2% | ||
1-Year Return | -1.74% | 2.13% | ||
3-Year Return | 22.55% | 22.33% | ||
5-Year Return | 24.17% | 27.99% |
Sharpe | 1.18 | 1.11 | ||
Alpha | 1.97 | 1.49 | ||
Beta | 0.89 | 0.89 | ||
Standard Deviation | 14.52 | 15.11 | ||
Information Ratio | 0.08 | -0.05 |
Description | Franklin India Mid Cap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Kotak Midcap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sandeep Manam,R. Janakiraman,Akhil Kalluri | Atul Bhole |