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Franklin India Equity Advantage Fund-Dividend Plan

(Erstwhile Franklin India Flexi Cap Fund-Dividend Plan)

Category: Equity: Large and Mid Cap
Launch Date: 02-03-2005
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 2.13% As on (30-09-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,657.05 Cr As on (30-09-2018)
Turn over: 47.39%
NAV as on 16-11-2018

15.9033

0.04 (0.2415%)

CAGR Since Inception

14.42%

Nifty 500 TRI 16.63%

PERFORMANCE of Franklin India Equity Advantage Fund-Dividend Plan

Scheme Performance (%)

Data as on - 16-11-2018

Yearly Performance (%)

Fund Managers

Mr. R Janakiraman, Mr. Lakshmikanth Reddy, Mr. Srikesh Nair

Mr. Janakiraman is a B.E and PGDM (Business Management). Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

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.

RETURNS CALCULATOR for Franklin India Equity Advantage Fund-Dividend Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Equity Advantage Fund-Dividend Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Equity Advantage Fund-Dividend Plan 12.0 0.97 -0.38 0.92 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of Franklin India Equity Advantage Fund-Dividend Plan

Period
Data as on - 16-11-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Equity Advantage Fund-Dividend Plan 02-03-2005 -5.43 8.59 6.57 15.11 16.7
Sundaram Large and Midcap Growth 27-02-2007 3.31 16.5 13.64 18.98 15.55
Invesco India Growth Opportunities Fund - Growth 09-08-2007 1.14 16.81 12.62 17.18 17.19
Axis Growth Opportunities Fund - Regular Plan - Growth 15-10-2018 0.0 0.0 0.0 0.0 0.0
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 -0.58 13.9 10.49 15.31 16.25
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 -0.92 10.2 8.88 15.41 16.75
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 -1.28 17.01 17.16 28.59 0.0
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 26-05-2005 -1.72 13.39 10.97 18.1 18.2
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 25-02-2015 -2.55 12.82 13.8 0.0 0.0
IDFC Core Equity Fund-Regular Plan-Growth 09-08-2005 -3.16 12.77 12.96 14.1 14.04

PORTFOLIO ANALYSIS of Franklin India Equity Advantage Fund-Dividend Plan

Asset Allocation (%)

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