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: 2.0% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,517.97 Cr As on 31-10-2024(Source:AMFI)
Turn over: 75.96% | Exit Load: Exit load of 1% if redeemed within 1 year

180.3448

15.78%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 13.56
Sharpe Ratio 0.52
Alpha -3.4
Beta 0.92
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 28.04 22.44 11.58 18.06 11.99
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 47.01 37.63 24.85 25.36 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 41.59 31.04 20.63 20.62 15.31
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 38.55 30.5 19.11 21.36 -
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 38.12 31.08 22.79 23.07 15.39
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 37.28 28.78 19.45 21.34 12.39
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 37.11 30.26 20.32 23.58 13.86
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 37.0 27.13 17.74 - -
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 36.35 24.99 16.33 19.39 -
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 35.99 28.03 19.03 21.0 15.54

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

9.28%

Others

4.19%

Large Cap

49.77%

Mid Cap

36.75%

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