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Franklin India Equity Advantage Fund - Growth Plan

(Erstwhile Franklin India Flexi Cap Fund-Growth Plan)
Fund House: Franklin Templeton Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 05-03-2005
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
TER: 2.05% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,138.44 Cr As on (31-03-2024)
Turn over: 70.24% | Exit Load: Exit load of 1% if redeemed within 1 year
NAV as on 10-05-2024

159.8659

1.55 (0.9691%)

CAGR Since Inception

15.53%

Benchmark: 16.32%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 50 TRI
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 2 Months
9 Years 0 Months
9 Years 4 Months
15 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range. The fund will invest 75-100 per cent in large-cap stocks, 20-100 per cent in mid-cap stocks. Its exposure to large cap vs mid/small cap stocks varies depending on relative value and risk/return profile of the sub-segments.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.25
Sharpe Ratio 0.92
Alpha 0.06
Beta 0.86
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 30.39 20.19 16.33 15.79 14.09
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 58.83 34.43 26.82 27.03 22.65
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 51.17 33.39 24.54 21.17 16.5
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 48.64 35.48 25.51 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 45.19 28.99 21.0 18.81 16.78
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 44.8 25.3 22.31 - -
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 43.32 30.02 24.95 21.93 14.84
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 42.66 28.28 21.98 19.49 14.96
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 42.03 28.44 21.57 20.08 15.37
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 41.97 29.09 25.65 21.96 16.28

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.33%

Others

4.42%

Large Cap

50.72%

Mid Cap

40.56%

Scheme Documents

There are no scheme documents available

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