Franklin India Equity Advantage Fund - IDCW
(Erstwhile Franklin India Flexi Cap Fund-Dividend Plan)
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 02-03-2005 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 2.05% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,273.15 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 75.96% | Exit Load: Exit load of 1% if redeemed within 1 year |
20.4
0.2 (0.9863%)
14.09%
Benchmark: 16.04%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
2 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 | 11.77 |
| Sharpe Ratio | 0.79 |
| Alpha | -0.58 |
| Beta | 0.85 |
| 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 - IDCW | 02-03-2005 | 10.87 | 21.08 | 13.61 | 24.51 | 10.6 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 15.48 | 31.45 | 21.57 | 25.46 | 14.83 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 12.96 | 28.14 | 20.24 | 26.29 | 15.35 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | 05-03-2005 | 11.78 | 23.11 | 15.61 | 24.48 | 15.73 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 11.68 | 27.83 | 20.91 | 29.38 | 13.44 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 11.52 | 27.82 | 20.96 | 30.61 | 15.05 |
| Franklin India Equity Advantage Fund - Growth Plan | 05-03-2005 | 11.46 | 21.84 | 14.33 | 25.45 | 11.4 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 11.41 | 28.19 | 19.94 | 27.73 | 12.3 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 11.39 | 25.68 | 18.66 | 26.54 | 15.57 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 10.81 | 25.03 | 14.86 | 23.16 | 14.25 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
13.52%
Others
2.51%
Large Cap
47.39%
Mid Cap
36.6%
