Franklin India Mid Cap Fund: A 30-Year Track Record of Excellence

Franklin India Mid Cap Fund, originally launched as Franklin India Prima Fund in 1993, has established itself as a stalwart in the Indian mutual fund industry. With a 31.7-year track record, it is one of the three midcap mutual funds to have completed over three decades. The fund has consistently delivered strong performance, with an annualized return of 19.42% since its launch. As of June 30, 2025, the fund's Asset Under Management (AUM) stands at Rs 12,785 crore, and its expense ratio is 1.76%.

Key Takeaways:

• **Unmatched Track Record:** Franklin India Mid Cap Fund has delivered an annualized return of 19.42% since its launch, making it one of the top-performing midcap funds in India.
• **Long-Term Performance:** The fund has consistently performed well over the past few years, with a 3-year CAGR of 24.30%, 5-year CAGR of 26.68%, 10-year CAGR of 15.00%, and 20-year CAGR of 16.23%.
• **Sectoral Allocation:** The fund has a balanced investment across sectors, with a significant presence in financials (19.93%), consumer discretionary (18.06%), and industrials (12.95%).
• **Top Holdings:** The fund's top holdings include The Federal Bank (3.41%), Max Financial (2.18%), Prestige Estates (2.12%), APL Apollo Tubes (2.04%), and Mphasis (2.01%).
• **Risk Category:** The fund is placed in the "Very High" risk category, making it suitable for investors who can handle high-risk investments.

Statistics:

• **AUM (Asset Under Management)**: Rs 12,785 crore as of June 30, 2025.
• **Expense Ratio:** 1.76%.
• **Annualized Return:** 19.42% since launch.
• **3-Year CAGR:** 24.30%.
• **5-Year CAGR:** 26.68%.
• **10-Year CAGR:** 15.00%.
• **20-Year CAGR:** 16.23%.

Sources:

• Franklin India Midcap Fund website
• IAFL website
• Contify.com distribution release (2025)