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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: 2.02% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,491.35 Cr As on 31-12-2024(Source:AMFI)
Turn over: 75.96% | Exit Load: Exit load of 1% if redeemed within 1 year
NAV as on 03-02-2025

175.8778

-0.27 (-0.1529%)

CAGR Since Inception

15.46%

Benchmark: 16.14%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
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Gold
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PPF
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Returns Type:
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  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 13.46
Sharpe Ratio 0.51
Alpha -2.88
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 13.33 21.67 11.85 17.2 10.99
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 24.21 33.75 21.16 22.28 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 22.93 31.77 19.47 19.54 14.48
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 19.23 23.34 13.9 18.91 15.32
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 18.75 28.46 19.17 22.19 12.91
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 17.79 27.28 20.23 23.29 14.3
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 17.21 28.18 18.45 20.17 11.63
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 16.88 25.93 16.8 20.04 15.21
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 16.73 26.67 15.34 18.25 -
Axis Growth Opportunities Fund - Regular Plan - Growth 10-10-2018 16.59 25.69 13.33 20.19 -

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

11.95%

Others

3.49%

Large Cap

46.5%

Mid Cap

38.07%

Scheme Documents

There are no scheme documents available

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