Franklin India Large & Mid cap Fund - Direct - IDCW
Franklin Templeton Mutual Fund Equity Large & Mid Cap Fund
Expense Ratio
1.28%
AUM
₹25.51 Cr
Plan Type
Direct
Market Cap
Large-Mid
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-50.46%
Poor
6 Months
-2.97%
Poor
1 Year
-1.96%
Poor
3 Years
+7.06%
Poor
5 Years
+6.43%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹25.51 Cr
Recent Trend
Growing
Stability Score
4.5
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-5.95%
3Y
3Y CAGR
+6.73%
5Y
5Y CAGR
+23.28%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
16.50%
Annualized standard deviation
Sharpe Ratio
0.336
Poor - Risk-adjusted return
Max Drawdown
-25.40%
High - Worst decline
Consistency
55.8%
Performance consistency
Volatility Breakdown
Daily Volatility
1.04%
Average daily price movement
Annualized Volatility
16.50%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance