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: 2.0% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,544.78 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: 75.96% | Exit Load: Exit load of 1% if redeemed within 1 year |
22.5476
-0.44 (-1.9332%)
14.5%
Benchmark: 16.44%
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 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
10.04%
Others
4.6%
Large Cap
47.76%
Mid Cap
37.59%
