Franklin India Medium To Long Term Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.43%
Fund NAV

Fund Overview of Franklin India Medium To Long Term Fund Direct-Growth

  • ₹40.8 Cr
    AUM
  • ₹11.28
    NAV
  • 0.34%
    Expense Ratio
  • Debt
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Franklin India Medium To Long Term Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.43% NA -0.79%
6 Months 2.70% NA 3.50%
1 Year 3.73% 3.73% 6.96%
2 Years 12.23% 5.94% 7.92%
As on Thu Nov 05, 2026

Asset Allocation of Franklin India Medium To Long Term Fund Direct-Growth

debt instruments

77.56%

other assets or cash equivalents

22.44%
Top Holdings
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100
27.74%
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100
28.54%
Cash/net Current Assets
22.23%
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100
19.06%
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100
1.00%
 
Top Sectors
Unspecified
148.13%
Entities
139.26%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Franklin India Medium To Long Term Fund Direct-Growth

Franklin India Medium To Long Term Fund Direct-Growth is one Debt mutual fund offered by Franklin Templeton Mutual Fund. Launched on 24 Sep 2024, the fund aims Income generation/ capital appreciation over the medium to long term. Investment predominantly in debt and money market instruments with portfolio Macaulay duration between 4 and 7 years. It manages assets worth ₹40.8 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.34%.
The portfolio allocation consists of 77.56% in debt instruments, 22.44% in other assets or cash equivalents.Managed by Chandni Gupta, it has delivered a return of 3.73% in the last year, a total return since inception of 5.85%.
Identifying a suitable best sip to invest has a key part for long-term wealth creation.

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  • Anuj Tagra

    Fund Manager

  • Mr. Anuj Tagra is a graduate of Guru Gobind Singh Indraprastha University and an MBA from Narsee Monjee Institute of Management Studies

    Manager Education

  • Chandni Gupta

    Fund Manager

  • She holds B.E. degree in IT and CFA degree from CFA Institute, USA.

    Manager Education

Franklin India Medium To Long Term Fund Direct-Growth Fund Details

Fund Names Franklin India Medium To Long Term Fund Direct-Growth
Inception Date 24 Sep 2024
Lock In No Lock-in
 
Risk Principal at moderate risk
Category Average Annual Returns 6.96
More Details

Compare Mutual Funds
Franklin India Medium To Long Term Fund Direct-Growth Fund Returns Comparison

Compare Franklin India Medium To Long Term Fund Direct-Growth with other mutual funds in the same category

Franklin India Medium To Long Term Fund Direct-Growth

UTI Medium To Long Term Fund Direct-flexi IDCW

UTI Medium To Long Term Fund Direct-Growth

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
UTI Medium To Long Term Fund Direct-flexi IDCW trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Direct-Growth trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Direct-IDCW Half Yearly trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Direct-IDCW Quarterly trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Direct-IDCW Yearly trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Regular-flexi IDCW trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
UTI Medium To Long Term Fund Regular-Growth trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
UTI Medium To Long Term Fund Regular-IDCW Half Yearly trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
UTI Medium To Long Term Fund Regular-IDCW Quarterly trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
UTI Medium To Long Term Fund Regular-IDCW Yearly trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Franklin Templeton Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Franklin India Medium To Long Term Fund Regular-Growth increase ₹41 0.14% -0.56% 2.43% 3.21% -
Franklin India Medium To Long Term Fund Regular-IDCW increase ₹41 0.14% -0.56% 2.43% 3.21% -
Franklin India Medium To Long Term Fund Direct-IDCW increase ₹41 0.19% -0.43% 2.70% 3.73% -
increase growth is based on 1-month returns of the funds

Franklin India Medium To Long Term Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Medium To Long Term Fund Regular-Growth trend ₹1,995 ₹74.09 6.17% 5.55% 6.73%
SBI Medium To Long Term Fund Direct-Growth trend ₹1,995 ₹80.70 6.91% 6.27% 7.48%
SBI Medium To Long Term Fund Direct-IDCW Half Yearly trend ₹1,995 ₹22.90 6.91% 6.27% 7.48%
SBI Medium To Long Term Fund Regular-IDCW Half Yearly trend ₹1,995 ₹19.38 6.17% 5.55% 6.73%
SBI Medium To Long Term Fund Direct-IDCW Quarterly trend ₹1,995 ₹23.44 6.91% 6.27% 7.48%
SBI Medium To Long Term Fund Regular-IDCW Quarterly trend ₹1,995 ₹20.86 6.17% 5.55% 6.73%
ICICI Prudential Medium To Long Term Fund-Growth trend ₹1,977 ₹42.27 6.66% 5.88% 6.53%
ICICI Prudential Medium To Long Term Fund Direct-Growth trend ₹1,977 ₹45.01 7.07% 6.35% 7.08%
ICICI Prudential Medium To Long Term Fund-IDCW Half Yearly trend ₹1,977 ₹11.08 6.66% 5.88% 6.53%
ICICI Prudential Medium To Long Term Fund Direct-IDCW Half Yearly trend ₹1,977 ₹10.76 7.07% 6.35% 7.08%
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Top funds are based on Fund AUM

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Franklin India Medium To Long Term Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities27.74%₹14.94 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities28.54%₹13.95 Cr
Cash/net Current AssetsUnspecified22.23%₹11.50 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities19.06%₹9.86 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities-—
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities16.36%₹8.14 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities16.53%₹8.12 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities16.24%₹8.04 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities13.79%₹6.45 Cr
Cash/net Current AssetsUnspecified12.60%₹6.45 Cr
Cash/net Current AssetsUnspecified12.60%₹6.45 Cr
Cash/net Current AssetsUnspecified12.86%₹5.92 Cr
Cash/net Current AssetsUnspecified11.73%₹5.44 Cr
State Development Loan 31754 Har 29ju32 7.86 Fv Rs 100Unspecified10.87%₹5.38 Cr
State Development Loan 31754 Har 29ju32 7.86 Fv Rs 100Unspecified10.44%₹5.35 Cr
State Development Loan 31754 Har 29ju32 7.86 Fv Rs 100Unspecified10.44%₹5.35 Cr
State Development Loan 31754 Har 29ju32 7.86 Fv Rs 100Unspecified10.74%₹5.25 Cr
State Development Loan 31754 Har 29ju32 7.86 Fv Rs 100Unspecified11.32%₹5.21 Cr
State Development Loan 31754 Har 29ju32 7.86 Fv Rs 100Unspecified11.23%₹5.21 Cr
State Development Loan 31754 Har 29ju32 7.86 Fv Rs 100Unspecified11.08%₹5.19 Cr
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Top Debt Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Franklin India Medium To Long Term Fund Direct-Growth

What is the current AUM of Franklin India Medium To Long Term Fund Direct-Growth?

As of Wed Sep 30, 2026, Franklin India Medium To Long Term Fund Direct-Growth manages assets worth ₹40.8 crore

How has Franklin India Medium To Long Term Fund Direct-Growth performed recently?

  • 3 Months: -0.43%
  • 6 Months: 2.70%

What is the long-term performance of Franklin India Medium To Long Term Fund Direct-Growth?

  • Since Inception: 5.85%

What is the portfolio composition of Franklin India Medium To Long Term Fund Direct-Growth?

Debt: 77.56%, Others: 22.44%.

Who manages Franklin India Medium To Long Term Fund Direct-Growth?

Franklin India Medium To Long Term Fund Direct-Growth is managed by Chandni Gupta from Franklin Templeton Mutual Fund.

Which are the top companies Franklin India Medium To Long Term Fund Direct-Growth has invested in?

  • GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 – 27.74% of the fund's portfolio
  • GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 – 28.54% of the fund's portfolio
  • Cash/Net Current Assets – 22.23% of the fund's portfolio
  • GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 – 19.06% of the fund's portfolio
  • GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 – 1.00% of the fund's portfolio

Which are the major sectors Franklin India Medium To Long Term Fund Direct-Growth focuses on?

  • Unspecified – 148.13% of the fund's portfolio
  • Entities – 139.26% of the fund's portfolio
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