Franklin Templeton Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
12,134 cr
TER direct / regular
1.08% / 1.85%
Active return /yr (full)
-2.2%
Score
42
Rank (Score, pool)
#28 of 38
Percentile (full, pool)
17
IR vs benchmark
-0.49
CAGR (absolute)
17.5%
Max drawdown
-31.0%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
-9.7%
-9.9%
-1.97
7
4.2%
24.4%
14.6%
12
FY23
2.0%
3.0%
0.61
79
3.2%
2.4%
4.4%
12
FY24
-9.1%
-3.1%
-1.49
22
4.3%
56.9%
47.7%
12
FY25
9.2%
5.5%
2.49
93
3.3%
7.8%
17.0%
12
FY26
-5.8%
-5.9%
-2.00
10
3.0%
1.9%
-3.9%
12
FY27*
-0.2%
-1.8%
-0.16
34
5.8%
20.8%
20.5%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-0.6
+0.6
-0.3
+0.5
+2.4
-0.0
+1.5
-1.5
-1.1
-0.6
+0.9
2020
-2.1
+1.1
+0.8
-2.1
-1.2
-1.2
-1.7
-0.1
-2.1
+2.8
-0.0
-0.8
-6.5
2021
-0.3
-0.9
-1.7
-1.4
-0.1
-0.5
+0.5
+0.6
-1.5
-0.1
-2.2
-2.1
-9.3
2022
-0.2
+1.2
-2.6
-0.0
-0.7
+0.8
+0.4
-1.2
+2.1
+0.7
-0.7
-0.5
-0.8
2023
+0.1
+1.1
-0.2
-1.8
+0.4
-0.7
-1.3
-1.2
-2.0
+1.4
-0.4
-0.1
-4.5
2024
-2.2
+1.5
-0.1
+0.1
+1.1
+2.0
-0.1
+1.6
+0.2
+2.0
+0.8
-0.0
+7.1
2025
-1.1
+1.4
+0.3
-1.2
-1.8
+0.6
+0.6
+0.4
-1.7
-0.1
-0.5
-0.0
-3.3
2026
-1.2
-0.9
-0.1
-2.1
-1.6
+1.5
+1.5
+0.3
-2.6
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-5.3
-1.4
+1.8
+3.2
-2.3
-3.6
-6.1
+7.6
+8.5
+3.4
+4.4
+9.3
2014
-3.7
+4.0
+10.9
+2.2
+13.1
+9.5
+1.2
+5.2
+4.2
+4.4
+5.8
+4.6
+80.2
2015
+5.4
+0.4
-0.6
-2.6
+3.8
-0.8
+4.5
-5.1
+0.0
+1.8
+1.0
+0.6
+8.2
2016
-5.5
-7.5
+10.4
+3.9
+3.7
+4.5
+4.4
+3.9
-0.8
+2.7
-7.1
-2.0
+9.5
2017
+6.7
+5.0
+5.0
+4.0
-0.4
-0.5
+3.8
-0.8
+0.2
+4.3
+3.3
+4.6
+41.1
2018
-1.1
-2.5
-2.6
+4.6
-2.0
-4.5
+3.8
+3.3
-10.5
-1.6
+3.1
+2.3
-8.5
2019
-2.2
-0.1
+7.8
-2.6
+2.1
-1.0
-6.3
-1.0
+5.0
+3.3
+0.9
-0.6
+4.5
2020
+3.2
-4.5
-26.7
+12.4
-3.1
+10.1
+2.7
+8.4
-0.3
+3.0
+14.8
+4.5
+18.8
2021
-0.1
+11.0
+0.2
+0.1
+6.2
+4.3
+3.7
+2.8
+4.5
+0.2
-3.5
+0.7
+33.7
2022
-1.3
-5.5
+2.2
+0.6
-5.9
-4.5
+12.0
+4.9
+0.4
+2.5
+1.2
-2.3
+3.0
2023
-2.3
-0.5
-0.7
+3.4
+6.1
+5.5
+4.3
+2.8
+1.0
-2.4
+9.3
+6.9
+38.0
2024
+2.5
+1.3
-0.5
+6.4
+3.3
+9.9
+4.9
+2.0
+2.0
-4.5
+1.0
+1.1
+32.9
2025
-7.2
-9.1
+7.9
+2.8
+4.5
+4.7
-2.2
-2.4
-0.4
+4.6
+1.1
-0.6
+2.4
2026
-4.7
+0.8
-11.2
+11.1
+1.0
+2.4
+3.2
+1.6
+2.9
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard