Can I invest in SIP and Lumpsum in Franklin India Medium to Long Duration Fund-Dir (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in Franklin India Medium to Long Duration Fund-Dir (IDCW). Minimum lumpsum investment Franklin India Medium to Long Duration Fund-Dir (IDCW) is ₹5,000 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

Which are the biggest stock holdings of Franklin India Medium to Long Duration Fund-Dir (IDCW)?

The 5 biggest stock holdings of Franklin India Medium to Long Duration Fund-Dir (IDCW) are: S I D B I (8.70%), Power Fin.Corpn. (8.66%), Jubilant Bevco (7.02%), Jubilant Bever. (6.78%), GSEC2026 (18.56%)

What are the top sectors Franklin India Medium to Long Duration Fund-Dir (IDCW) invests in?

A majority of Franklin India Medium to Long Duration Fund-Dir (IDCW) 's AUM worth ₹54.54 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
AMC
Franklin India Medium to Long Duration Fund-Dir (IDCW)

Franklin India Medium to Long Duration Fund-Dir (IDCW)

Q: What is the NAV of Franklin India Medium to Long Duration Fund-Dir (IDCW) Direct Growth?

The latest NAV ( Net Asset Value ) of Franklin India Medium to Long Duration Fund-Dir (IDCW) is Franklin India Medium to Long Duration Fund-Dir (IDCW) is ₹10.66 as on 2025-07-17.

Medium to Long Duration Fund

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NAV
10.66(0.07%)
Fund Size (CR)
₹54.54
Expense Ratio
0.31
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
6.49%

Absolute Return: 0.24%

Annualized Return: 0%

Basic Details

Scheme Manager

Chandni Gupta

Bench Mark

CRISIL Medium to Long Duration Debt A-III Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	9 July 2025	10022.12	0.22%	-	0.21%	32/92
1 Month	16 June 2025	9938.78	-0.61%	-	0.39%	91/92
3 Month	16 April 2025	10039.78	0.40%	-	1.14%	91/92
6 Month	16 January 2025	10438.75	4.39%	-	4.72%	68/89
1 Year	-	-	-	-	8.69%	-/-
3 Year	-	-	0%	-	8.26%	-/-
5 Year	-	-	0%	-	6.08%	-/-
Since Inception	24 September 2024	10649.40	6.49%	6.49%	7.55%	75/92

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 October 2024	1,00,000	103066.99	3.07%	3.07%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.91%

Standard Deviation

0.07%

Beta

0.47%

Sharpe Ratio

0.47%

Treynor's Ratio

1.94%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Franklin India Medium to Long Duration Fund-Dir (IDCW)	54.54	-0.61%	0.40%	4.39%	-	-
LIC MF Medium to Long Duration Fund-Dir (G)	201.69	0.30%	1.63%	5.76%	10.63%	9.12%
LIC MF Medium to Long Duration Fund-Dir (IDCW)	201.69	0.30%	1.63%	5.76%	10.63%	9.12%
LIC MF Medium to Long Duration Fund-Dir (IDCW-Q)	201.69	0.30%	1.63%	5.76%	10.63%	-
LIC MF Medium to Long Duration Fund-Dir (IDCW-A)	201.69	0.30%	1.63%	5.76%	10.63%	-
ICICI Pru Bond Fund - Direct (G)	2867.57	0.61%	1.72%	5.53%	10.20%	8.90%

List of Schemes under Franklin Templeton Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Franklin Asian Equity Fund	Equity	Very High	9.8%	0	₹263.26
Franklin Build India Fund	Equity	Very High	-0.12%	5	₹2,968.30
Franklin India Large Cap Fund	Equity	Very High	4.76%	3	₹7,983.82
Franklin India Large & Mid Cap Fund	Equity	Very High	7.17%	3	₹3,684.32
Franklin India Focused Equity Fund	Equity	Very High	1.19%	4	₹12,536.45
Franklin India NSE Nifty 50 Index Fund	Other	Very High	3.52%	3	₹760.69
Franklin India Opportunities Fund	Equity	Very High	4.3%	0	₹7,199.55
Franklin India Mid Cap Fund	Equity	Very High	6.13%	3	₹12,784.81
Franklin India Flexi Cap Fund	Equity	Very High	3.9%	4	₹19,364.97
Franklin India Small Cap Fund	Equity	Very High	-1.54%	4	₹13,995.27
Franklin India ELSS Tax Saver Fund	Equity	Very High	3.36%	4	₹6,883.11
Franklin India Technology Fund	Equity	Very High	0.82%	0	₹1,949.29
Franklin India Aggressive Hybrid Fund	Hybrid	Very High	5.87%	4	₹2,248.32
Franklin India Dynamic Asset Allocation Active Fund of Funds	Other	Moderately High	6.77%	5	₹1,324.89
Franklin U.S. Opportunities Equity Active Fund of Funds	Other	Very High	11.2%	0	₹4,072.52
Franklin India Conservative Hybrid Fund	Hybrid	Moderately High	8.35%	3	₹205.50
Franklin India Savings Fund	Debt	Moderately Low	8.31%	4	₹3,441.02
Franklin India Floating Rate Fund	Debt	Moderately Low	10.02%	4	₹358.30
Franklin India Dividend Yield Fund	Equity	Very High	-3.39%	0	₹2,421.49
Templeton India Value Fund	Equity	Very High	-1.45%	4	₹2,298.64
Franklin India G-Sec Fund	Debt	Moderate	8.85%	4	₹155.21
Franklin India Corporate Debt Fund	Debt	Moderately Low	10.92%	5	₹943.51
Franklin India Retirement Fund	Solution Oriented	Moderately High	6.82%	0	₹525.99
Franklin India Liquid Fund	Debt	Moderately Low	7.26%	4	₹2,675.66
Franklin India Banking & PSU Debt Fund	Debt	Moderately Low	9.13%	4	₹543.34
Franklin India Income Plus Arbitrage Active Fund of Funds	Other	Moderate	13.39%	4	₹70.86
Franklin India Equity Savings Fund	Hybrid	Moderate	6.84%	3	₹667.32
Franklin India Overnight Fund	Debt	Low	6.33%	2	₹532.23
Franklin India Balanced Advantage Fund	Hybrid	Very High	7.25%	0	₹2,737.64
Franklin India Multi Cap Fund	Equity	Very High	0%	0	₹5,086.58
Franklin India Ultra Short Duration Fund	Debt	Moderate	0%	0	₹249.97
Franklin India Medium to Long Duration Fund	Debt	Moderate	0%	0	₹54.54
Franklin India Arbitrage Fund	Hybrid	Low	0%	0	₹349.68
Franklin India Long Duration Fund	Debt	Moderate	0%	0	₹29.50
Franklin India Low Duration Fund	Debt	Moderate	0%	0	₹307.20
Franklin India Multi Asset Allocation Fund	Hybrid	Very High	0%	0	₹0.00

News

Franklin Templeton MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme
Franklin Templeton Fund has announced 21 July 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Franklin India Dynamic Asset Allocation Active Fund of Funds:
Regular Plan ' IDCW: 0.850
Direct Plan ' IDCW: 1.000
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Franklin Templeton Mutual Fund announces change in Key Personnel
Franklin Templeton Mutual Fund has announced that Mr. Arihant Jain has been appointed as a Portfolio Manager/Senior Investment Analyst on the Board of the Trustee Company with effect from July 09, 2025.
Details of Mr. Arihant Jain,
Age: 29
Designation: Portfolio Manager/Senior Investment Analyst
Qualification : Bachelor of Engineering (Hons), BITS Pilani CFA Charter Holder, CFA Institute
Experience : 8 years
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Franklin Templeton Mutual Fund announces change in fund manager under its scheme

Franklin Templeton Mutual Fund has announced change in fund manager under the following scheme, With effect from 07 July 2025

Change in Fund Manager:

Name of the Scheme(s)	Existing Fund Manager(s)	New Fund Manager(s)
Franklin India Arbitrage Fund	' Rajasa Kakulavarpu ' Pallab Roy ' Rohan Maru	' Mukesh Jain ' Rajasa Kakulavarpu ' Pallab Roy ' Rohan Maru

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Fund House Details & Investment Objective

Date of Incorporation

3 September 2024

Total AUM (Cr)

₹54.54

Franklin India Medium to Long Duration Fund-Dir (IDCW) is an Medium to Long Duration Fund-oriented fund from the renowned AMC, Franklin Templeton Mutual Fund. Launched in 3 September 2024, this fund is managed by Chandni Gupta. With assets under management (AUM) worth ₹54.54 (Cr), as of 17 July 2025, Franklin India Medium to Long Duration Fund-Dir (IDCW) is categorized as a Medium to Long Duration Fund within its segment. The fund has generated a return of 6.49% since its launch.
The current NAV of Franklin India Medium to Long Duration Fund-Dir (IDCW) is ₹10.66, as on 17 July 2025. The fund's benchmark index is CRISIL Medium to Long Duration Debt A-III Index. You can invest in Franklin India Medium to Long Duration Fund-Dir (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 91.28% in Debt and 8.72% in cash and cash equivalents.

FAQs

How to Invest in Franklin India Medium to Long Duration Fund-Dir (IDCW) Direct Growth?

Franklin India Medium to Long Duration Fund-Dir (IDCW) is a popular fund in the Medium to Long Duration Fund segment. The fund has generated a return of 6.49% since inception. Looking to invest in Franklin India Medium to Long Duration Fund-Dir (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Franklin India Medium to Long Duration Fund-Dir (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Franklin India Medium to Long Duration Fund-Dir (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Franklin India Medium to Long Duration Fund-Dir (IDCW) today and reap the benefits of this Medium to Long Duration Fund fund!

How much returns has Franklin India Medium to Long Duration Fund-Dir (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, Franklin India Medium to Long Duration Fund-Dir (IDCW) has generated annualised return of undefined%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 6.49% returns.

What is the expense ratio of Franklin India Medium to Long Duration Fund-Dir (IDCW) Direct Growth?

The expense ratio of Franklin India Medium to Long Duration Fund-Dir (IDCW) Direct Growth is 0.31%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Franklin India Medium to Long Duration Fund-Dir (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Franklin India Medium to Long Duration Fund-Dir (IDCW) is ₹54.54 (Cr) as of 2025-07-17 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Franklin India Medium to Long Duration Fund-Dir (IDCW) Direct Growth?

Redeeming or selling units of Franklin India Medium to Long Duration Fund-Dir (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Franklin India Medium to Long Duration Fund-Dir (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Franklin India Medium to Long Duration Fund-Dir (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).